Migrate from Workpex to monday CRM

Workpex Leads migrate as Items on Monday.com CRM's Contacts board. We map the Lead status field to a Status or Dropdown column on the board, preserving source tracking information in text columns. Because Monday.com CRM has no separate Lead object, all Workpex Leads land in the Contacts board with a lead-specific status label rather than a Lead-to-Contact conversion step.

Workpex Contacts migrate as Items on Monday.com CRM's Contacts board. Standard fields (name, phone, email, address) map to typed columns on the board. Any custom fields discovered during the pre-migration audit are created as columns and mapped individually. Contact-to-Lead associations from Workpex are preserved as a Link to Item column or a text reference column in Monday.com since the native many-to-many link model does not enforce referential integrity automatically.

Workpex Companies migrate as Items on a separate Companies board in Monday.com CRM. We create the Companies board with typed columns for company name, domain, industry, size, and address fields. After Companies are imported, the Contacts board gets a Link to Item column so that each Contact Item can be linked to its parent Company Item. This link is the closest Monday.com equivalent to the Contact-to-Company relationship in Workpex.

Workpex Deals migrate as Items on the Deals pipeline board in Monday.com CRM. Deal fields (name, amount, close date, owner) map to columns. The Workpex pipeline stage maps to the Status column Group values, which function as pipeline stages in Monday.com's board view. If Workpex has multiple deal pipelines, we create separate board views or sub-boards in Monday.com and map pipeline assignment accordingly.

Workpex pipeline stages become Monday.com Status column groups on the Deals board. Each stage name migrates as a Group label. Stage ordering is preserved by sorting the Groups in the Monday.com board settings. Deprecated or custom stage values from Workpex are flagged for value-mapping review before import so that no deal lands in an unintended stage.

Workpex Tasks migrate as Items on a Tasks board or as Subitems on the related Contact or Deal Item. We use the destination structure that matches the customer's workflow: Subitems are preferred when tasks belong to a single Contact or Deal; a standalone Tasks board is used when tasks span multiple entities. Status and assignee columns map directly; due date maps to a Date column.

Workpex Follow-up Reminders do not have a direct Monday.com equivalent. We map Reminder dates to a Date column and Reminder descriptions to a Text column on the related Contact or Deal Item, or store them as a dedicated Reminder Subitem. The customer chooses the target structure during scoping based on how their team uses reminders.

Workpex Call Records migrate as Items on an Activities board with columns for call direction (inbound/outbound), duration, timestamp, disposition, and a link to the related Contact or Deal Item. Call recording URLs are stored as a URL column. Large call volumes may require batched import. Call disposition values that are custom in Workpex are mapped to a Dropdown column in Monday.com and flagged if the value set is large.

Workpex custom fields on Leads and Contacts are discovered during the pre-migration audit. We create corresponding columns in Monday.com using the closest matching column type: text fields map to Text columns, numeric fields to Number columns, date fields to Date columns, and multi-option fields to Dropdown or Tags columns. Any custom fields with data types not supported by Monday.com column types are flagged for manual review before migration.

Workpex Users and Owners referenced on Leads, Contacts, Deals, and Tasks are mapped to Monday.com board members. We extract the distinct owner list from Workpex and resolve each by email against the Monday.com workspace members. Any Workpex owner without a matching Monday.com user is held in a reconciliation queue for the customer to provision before record import.

Workpex WhatsApp message logs are exported and mapped to Items on an Activities board or stored as a text/conversation column on the related Contact Item. Rich media attachments from WhatsApp require separate handling: files are exported as attachments and re-linked to the Contact Item via URL column. The conversation thread structure is flattened into a chronological text log since Monday.com does not have a native conversation threading object.

Workpex GPS tracking data is exported during the scoping phase. The underlying GPS data model is undocumented, so we discover the structure from the export file and map it to Location columns or separate latitude and longitude Number columns in Monday.com. If the GPS data format is binary or proprietary, we flag it for manual review before import. GPS records linked to Call Records are associated via a Link to Item column on the Activities board.