Migrate from Wired Plus to monday CRM

Wired Plus contacts map directly to items in a Monday.com CRM People board. The contact's email, name, phone, and address fields map to Monday.com person field types. Subscription opt-in and opt-out status maps to Monday.com person field checkbox or status indicators. Custom fields on the Wired Plus contact map to Monday.com person custom fields, resolving field labels to internal identifiers via the Wired Plus API schema export before import.

Wired Plus company records map to Monday.com CRM Organization items. The company name maps to the Organization Name field, domain to the Website field. Companies are imported before contacts so that the Organization lookup can be resolved at contact import time. Company dedupe is performed on the company domain field to prevent duplicate organization records.

Wired Plus deals map to Monday.com CRM Deals. The deal name, value, and stage map to the deal's title, value, and status column respectively. We map each Wired Plus pipeline stage to a Monday.com deal status value during schema design. Deals without a linked contact or company are flagged during scoping for the customer to resolve before import.

Wired Plus account-specific pipeline stages are extracted via API and mapped to Monday.com deal status values (New, Qualified, Proposal Sent, Won, Lost, or custom equivalents). We flag any Wired Plus stage that has no clear Monday.com deal status equivalent during scoping so the customer can decide whether to map it to an existing status or create a new one.

Wired Plus tags are flat string labels applied to contacts and companies. Tags export as comma-separated values per contact and are split into individual tag assignments at migration time. Tags are re-applied as Monday.com tag field values on the corresponding person or organization item. Tag dedupe is performed before import to avoid creating duplicate tag labels in the destination.

Wired Plus campaign records contain email send history, open rates, and click data. This data does not have a functional equivalent in Monday.com CRM because Monday.com does not have a native campaign performance tracking object. We export campaign metrics as a reference CSV archive and note in the mapping that email campaign performance history requires manual review in the Wired Plus archive or a BI tool post-migration.

Wired Plus automation workflows define trigger-action sequences with conditional branches and time delays. We export workflow definitions as structured JSON metadata including trigger events, conditions, and actions. Monday.com board automations use a different trigger-action model scoped per board. Because the logic cannot be transferred automatically, we deliver a written workflow audit document describing each workflow's purpose and recommended Monday.com automation rebuild approach for the customer admin.

Wired Plus custom fields on contacts (text, number, date, dropdown) map to Monday.com person custom field types. Field type resolution happens during scoping by querying the Wired Plus API field schema. Dropdown fields map to Monday.com status or dropdown fields with their picklist values preserved. Fields that have changed labels since the last export require manual correction before the import mapping is finalized.