Migrate from Wice CRM to monday CRM

Wice Contacts map to People items in Monday.com CRM. The Wice contact first name, last name, email, phone, and address fields map to the corresponding Monday.com native column types (Text, Email, Phone, Location). Custom fields on the Wice contact record map to additional columns on the People board. The Wice contact-organization link is preserved separately during migration and reconstructed using Monday.com's relation column once the Organizations have been imported first.

Wice Organizations map to Monday.com as People items with the company name stored in the Company column rather than a separate object. This is a structural difference: Wice enforces a separate Organization record that Contacts link to; Monday.com treats company as a property on the People item. We export Organizations first, map the organization name to the company column, and then map Wice Contacts to People items with the company column populated from the matched Organization name. The original Wice Organization-to-Contact relationship ID is preserved in a Text column for audit.

Wice Deals map to Opportunities items in Monday.com CRM's Opportunities board. The deal name, value, expected close date, owner, and pipeline stage migrate to the corresponding Monday.com column types. The most critical mapping step is translating Wice's custom pipeline stages to Monday.com Status column values; we capture the customer's actual Wice stage names during discovery and generate a stage-mapping table before any items are written. Stage mapping errors are the primary cause of deal-value misrepresentations post-migration.

Wice allows fully per-installation pipeline stage customization. We capture the customer's actual Wice stage names, probabilities, and order during discovery and create a corresponding Status column in Monday.com's Opportunities board with matching label names and probability percentages in a separate Numbers column. Stage order is preserved by setting the Status column's indexing sequence to match Wice's pipeline ordering.

Wice Projects contain Tasks, assignees, and status fields in a hierarchical structure. Monday.com CRM has no native Project object; we represent each Wice Project as a dedicated Board with Groups representing the project's task sections. We map Wice project custom fields to Board columns, assign Wice project owners as Board members, and use the Status column to represent project-level status. The project-task hierarchy is preserved inside the Board.

Wice Tasks exist inside Projects and also standalone linked to Contacts or Deals. We export both contexts. Tasks inside a Wice Project map to Items within the corresponding Monday.com Board (one Board per Project). Standalone Tasks linked to Deals map to Items in the Opportunities Board tagged with a label identifying the source context. Standalone Tasks linked to Contacts map to Items in the People Board. Orphaned Tasks without a valid parent are flagged for customer review before import.

Wice differentiates basic and advanced campaigns with targeting and tracking properties. Monday.com CRM has no native campaign object; we create a Campaigns Board with columns for campaign name, type, start date, status, and targeting properties sourced from Wice's campaign fields. Campaign tracking data (sent/open/click metrics) does not migrate from Wice as these are generated by connected email tools rather than stored in the CRM. We document which metrics were available in Wice and recommend corresponding reporting in Monday.com.

Wice Tickets linked to Contacts or Organizations map to Items in Monday.com's Work Management Cases board if the destination account includes the Work Management module. Ticket status, priority, and custom fields map to corresponding column types. We note that Wice ticket numbering sequences may reset in Monday.com because Monday.com generates item IDs automatically; the original Wice ticket number is preserved in a Text column for reference.

Wice free-text Notes attached to Contacts, Organizations, Deals, and Projects migrate as Updates on the corresponding Monday.com Items with the original timestamp preserved. Rich text formatting (bold, lists) from Wice notes may be simplified to plain text depending on the Update column's rendering. The source-object linkage (note belongs to Contact X, Deal Y) is preserved via a relation column on the Item.

Wice custom fields on Contacts, Organizations, Deals, and Projects map to Monday.com column types of equivalent data type: Wice text fields map to Text columns, picklist fields to Dropdown or Tags columns, date fields to Date columns, and numeric fields to Numbers columns. Picklist-style custom fields require value translation if the Monday.com dropdown options differ from Wice's option set. We capture all custom field definitions during discovery and pre-create the corresponding columns before data import.