Migrate from WORKetc to monday CRM

WORKetc Contact records map to Monday.com CRM Contact items. Standard fields (name, email, phone, address, lifecycle information) map to Monday's text, email, phone, and address column types. Contact owner resolves by email match to a Monday User. WORKetc lifecycle information becomes a custom status or dropdown column. We export Contacts after Companies to resolve the parent-company reference on every Contact record.

WORKetc Company records map to Monday.com CRM Organizations. Company name becomes the item name. Address, domain, and industry fields map to text and location columns. We export Companies first in the migration sequence because Contacts carry a required lookup to their parent Company; Company must exist before Contact insert so that the relationship column is satisfied.

WORKetc Lead records map to Monday.com CRM Leads. Lead status, source, and converted-flagged records migrate. Converted leads (those with a linked Contact or Deal) preserve the conversion reference as a text field noting the target record name. If the customer prefers to merge converted Leads into existing Contacts at migration time, we apply that rule during the transform phase.

WORKetc Deals map to Monday.com CRM Deal items linked to their parent Company and Contact. Deal amount, stage, probability, and expected close date map to number, status, and date columns. Pipeline stages from WORKetc map to Monday status column values. We preserve deal-stage history as a text column if WORKetc exposes it, since Monday does not natively support stage history audit on Deal items.

WORKetc Projects with standard task-based progress map to Monday boards where the Project is a board and Tasks are items. We export all project records, milestones, and task hierarchies. The mapping strategy (project-as-board vs project-as-item) is decided during scoping based on project count and complexity. Projects with fewer than 50 tasks typically become subitems under a parent project item; larger projects become dedicated boards.

WORKetc's Project Types and Stages feature uses weighted stage percentages where each stage carries a custom weight (e.g., 'Do Work' at 90%, 'Review' at 10%). This non-linear progress does not map directly to Monday's task-count or duration-based progress. We export the full stage configuration including weights and map the weighted percentage to a numeric progress column in Monday. The customer decides whether to track stage weights as a separate column or to use duration-based progress calculation instead.

WORKetc Tickets (Support Cases) link to Customers, Companies, and Projects. We export ticket records with status, priority, and conversation threads. Conversation threads migrate as a text column or as subitems under the ticket item. Ticket pipeline stages map to Monday status column values. The destination treats tickets as either a Deals board with a 'Support' label or as a dedicated Cases board, depending on the customer's preference during scoping.

WORKetc custom fields exist across Contacts, Companies, Deals, Projects, and Tickets. We export the full custom field schema (name, type, values) and validate each type against Monday's supported import column types: text, number, date, status, dropdown, checkbox, link, and location. Field types not supported by Monday's import (such as currency or formula fields) require pre-migration conversion to an equivalent supported type or manual post-migration recreation. This validation step happens before any Monday import to prevent column-type rejection errors.

WORKetc distinguishes between full Users and Contractor Portal users with different permission scopes. Contractors may lack standard email addresses or user credentials. We export contractor records as Contact items with a custom 'Contractor' dropdown or checkbox column set to 'Yes'. No Monday User account is created for contractors unless the customer explicitly requests guest access provisioning, which Monday supports as read-only viewers on boards.

WORKetc Invoice records include line items, totals, and payment status linked to Customers and Projects. Monday.com CRM has no native billing or invoicing module. We export invoice headers and line items as reference data in CSV format for the customer's records, but invoice records do not map to Monday objects. The customer must implement a separate billing workflow (either through Monday Work Management boards tracking invoice status manually, or a third-party billing integration).

WORKetc file management stores documents linked to records. We export file metadata (name, type, URL reference) and map file attachments to Monday's file column type where the destination board supports it. Actual binary file export depends on whether Monday's file storage limits (5GB on Basic) accommodate the volume. Large file migrations may require a separate document management migration or cloud storage URL remapping.

WORKetc Knowledge Base articles and categories are stored separately from CRM records. We export article content and category assignments. Rich formatting and embedded media may require post-migration review for fidelity. KB articles map to a dedicated Monday board where each article is an item and categories are groups. The customer decides whether the KB board is public-facing (via Monday Work OS public share) or internal only.