Migrate from Workbooks to monday CRM

Workbooks Organisation records map to Monday.com People Board company entities. We extract Organisation Name, Industry, Classification, Address fields, and any custom fields defined on the Organisation record type. The Organisation ID is preserved as an external reference field on the Monday.com company entity for reconciliation. Company entities in Monday.com CRM link to individual People records to replicate the Organisation-People parent-child relationship from Workbooks.

Workbooks People records map to Monday.com People entities. We extract Name, Email, Phone, Job Title, and any custom fields. The Organisation lookup field from Workbooks resolves to the Monday.com company entity via the external reference field we created during Organisation migration. If a Workbooks People record has no Organisation link, it creates a standalone People entity in Monday.com.

Workbooks Opportunities map to Monday.com CRM Pipeline board items. We extract Opportunity Name, Value, Stage, Probability, Owner, Expected Close Date, and related Organisation link. The Opportunity stage maps to a Monday.com column representing pipeline stages (for example: Prospecting, Qualification, Proposal, Negotiation, Closed Won, Closed Lost). Probability migrates as a number column for reporting reference.

Each Workbooks pipeline stage maps to a Monday.com board column with a specific column colour and optional automation trigger. We capture the stage sequence and probability weights from Workbooks and replicate the stage progression as columns in Monday.com. If the customer has multiple Workbooks pipelines, we create multiple Monday.com boards with separate column sets.

Workbooks Cases map to a dedicated Monday.com CRM board for case management. We extract Case Subject, Status (Open, In Progress, Resolved, Closed), Priority (Low, Medium, High, Critical), Assigned User, related Organisation, Description, and case activity history. Case Status and Priority map to Monday.com status and priority columns respectively. We attach case activity as item updates or link to a separate Activities board.

Workbooks Quotations are available only on Business and Business Pro tiers. We extract the quotation header (related Organisation, owner, validity date), line items (product, quantity, unit price, discount percentage), and total value. Line items map to Monday.com subitems on the Opportunity item with pricing columns. If the source subscription is on CRM or CRM Pro tier, this object does not exist in the data export and is excluded from scope with a flag in the migration report.

Workbooks Invoices are available on Business and Business Pro tiers. We extract invoice header data (invoice number, date, related Organisation, payment status), line items, and any credit note associations. Attachments stored against invoices are downloaded and reattached as file uploads on the Monday.com item. Payment status (Paid, Overdue, Void) maps to a Monday.com status column. Invoices without a matching Opportunity in Workbooks create standalone invoice items.

Workbooks Activities linked to an Organisation or Person migrate as updates on the corresponding Monday.com People or Company entity item. Each activity type (call, email, meeting, task) retains its type designation, date, duration, subject, and description. We use the original Workbooks timestamp for the update date to preserve the activity chronology. If the customer requires a separate activity log for reporting, we create an Activity Board with items for each activity record.

Workbooks Lead records map to Monday.com People entities tagged as Lead using a label or status column. We extract lead source, status (New, Contacted, Qualified, Converted), rating, assigned owner, and any custom fields. The Lead status is preserved as a column value rather than a separate record type in Monday.com. If the customer uses a dedicated lead pipeline in Workbooks, we create a separate Leads board mapped analogously to the Opportunity pipeline.

Workbooks Contract records map to items on a Contracts board or as subitems on the related Organisation item in Monday.com CRM. We extract contract name, related Organisation, start date, end date, renewal terms, and contract value. Document attachments migrate as file uploads. Renewal reminder logic from Workbooks does not carry over; the customer rebuilds reminder automations in Monday.com after migration.

Workbooks custom fields of types text, number, date, and dropdown map to Monday.com board columns of the equivalent type. Text custom fields become text columns; number fields become number columns; date fields become date columns; dropdown fields become status or dropdown columns depending on whether the options are mutually exclusive. We request a Workbooks read-only admin login to enumerate all custom fields per record type before writing the migration spec, ensuring no bespoke field is silently dropped.

Workbooks Owners map to Monday.com person columns on each board. We extract Owner Name and Email from Workbooks and resolve them to Monday.com workspace members by email match. Owners without a matching Monday.com user are held in a reconciliation queue for the customer's admin to provision before record import resumes.