Migrate from Weave to monday CRM

Weave patient records map to monday CRM Contact Items. The primary contact name, email, phone, and address fields translate directly. Patient custom properties (allergies, birthday, referring provider) become monday custom columns — their column type (text, date, dropdown) is mapped at the field level during migration.

Weave's chronological communication log (call records, SMS threads, voicemail transcriptions) becomes monday CRM's Updates on each Contact Item. Each log entry migrates as a timestamped update with the original direction (inbound/outbound) and content preserved. Voicemail audio files re-upload as file attachments on the Contact Item.

Weave appointments map to monday Items with a Date column capturing the scheduled time. The appointment status (confirmed, completed, no-show) becomes a Status column or single-select column on the board. Patient association links to the Contact Item via a Connect Boards column or Person column. All-day vs. time-specific appointments handled by Date vs. Date+Time column choice.

Treatment history can be migrated as subitems on the Contact Item (keeping it patient-centric) or as Items on a separate Treatment board linked back to the patient via a Connect Boards column. The approach depends on whether the practice wants treatment records visible in the patient board or in a dedicated board. FlitStack surfaces both options and you choose before the migration runs.

Insurance carrier name, policy number, group number, and coverage type merge into a set of monday text or country columns on the Contact Item. If Weave stores multiple insurance plans per patient, each plan becomes a subitem row on the Contact Item or a dedicated Insurance board linked back to the patient.

Weave payment records translate to monday CRM Deal Items on the Deals board. The payment amount maps to the native Amount column, the payment date maps to Close Date, and the payment status (paid, pending, failed) maps to the Stage column. Linked patient is connected via the Contact column if using monday CRM's native Deal entity.

Weave staff members and providers map to monday CRM users. Resolution happens by email match against monday workspace members. Unmatched Weave users are flagged before migration so the team can invite them or assign records to a fallback assignee. Provider specialty fields from Weave become custom columns in monday.

Every Weave custom patient property — whether text, number, date, file, or dropdown — requires a matching monday CRM column. FlitStack generates a column-creation plan before migration, matching Weave's field type to the closest monday column type. Dropdown-type custom properties become monday Dropdown or Tags columns; file attachments become monday file columns.

Weave patient intake form responses become either subitems on the Contact Item or a series of timestamped updates. The choice depends on whether the practice wants the form data collapsed (updates) or granular (subitems with column-type fields). FlitStack migrates the data and flags the layout decision before committing.

SMS message threads stored in Weave become monday CRM Updates on the Contact Item, preserving the original timestamp, sender and recipient details, and full message body content. Attachments included within SMS threads, such as images or documents, are extracted and re-uploaded as monday file columns on the Contact Item, ensuring the complete communication history remains accessible and searchable within the migrated contact record.

Weave file attachments (treatment plans, signed forms, insurance cards) migrate to monday's native file column on the relevant Item (patient contact, appointment, or deal). monday's file storage limits per plan apply — Enterprise offers unlimited; lower plans have 5–100GB. FlitStack flags files that exceed destination limits before migration.

For multi-location Weave practices, each location becomes a separate monday Workspace or a board with a Location column. Weave's location-specific settings (phone numbers, templates) do not migrate — they must be reconfigured in monday's account settings per workspace. FlitStack documents the mapping as a pre-migration checklist item.