Migrate from Wyvern Magic to monday CRM

Wyvern Magic Contact records map to items within the Contact board in Monday.com CRM. Standard fields (name, email, phone, address) map directly to Monday.com text and email column types. Lifecycle stage assignments migrate as a Status or Dropdown column on the Contact item. Owner assignments migrate by resolving the Wyvern Magic owner email to a Monday.com team member, set as the item assignee. Custom contact properties are mapped to typed Monday.com columns during the pre-migration schema design phase.

Wyvern Magic Company records map to items within a Company board. Domain, industry, employee count, and any associated custom fields migrate as column values. Company-to-Contact associations in Wyvern Magic are preserved in Monday.com CRM via item links or connect boards so that a Contact item can reference its parent Company item. We create Company items before Contact items so the lookup relationship is satisfied at import time.

Wyvern Magic Deals map to items within a Deal board. The Wyvern Magic pipeline assignment becomes the board name or a parent group, and deal stages become Groups within the board. Deal amount, close date, and probability migrate as Number, Date, and formula columns respectively. Associations to the Contact and Company items are preserved through item linking after all three boards are loaded.

Wyvern Magic Pipeline definitions (stages, order, probabilities) are extracted separately from deal records. We create the Monday.com CRM board with Groups named to match the Wyvern Magic stage names, preserving stage order. Stage probabilities require a formula column in Monday.com since native probability fields are not standard; we configure this during board setup. Any stage names that conflict with Monday.com reserved words are prefixed or adjusted.

Wyvern Magic Lead records (which have a distinct object structure from Contacts in Wyvern Magic) do not have a direct Monday.com CRM equivalent because Monday.com CRM does not have a separate Lead object. We migrate Lead records as items in the Contact board, setting a Lead Status dropdown column and preserving lead source and rating as column values. The customer's admin decides whether to use a separate Lead board or keep leads as a Contact item type within the Contact board.

Wyvern Magic Activity records attached to Contacts and Deals migrate as updates on the corresponding Monday.com CRM item (for call notes and task notes) or as linked items on a dedicated Activity board. Email metadata migrates as a column value on the item; meeting records migrate with date, duration, and location as columns. The activity timeline ordering is preserved by setting the item update timestamp to the original Wyvern Magic timestamp. Large activity volumes require a separate migration pass using Monday.com's bulk item API.

Wyvern Magic Owner records map to Monday.com Team Members. We resolve by owner email address. Any Wyvern Magic Owner without a matching Monday.com user account goes into a reconciliation queue for the customer's admin to provision before record import resumes. Inactive or archived Wyvern Magic owners are mapped as item assignees with a note field indicating the original owner rather than creating inactive accounts.

Wyvern Magic tenant-configurable custom object schemas migrate as dedicated boards in Monday.com CRM. We inspect the source schema during scoping, generate a column mapping for each custom field, and pre-create the board with typed columns before data import. Any custom object with required fields is flagged during scoping so that the required-column configuration in Monday.com matches before any records load. Custom objects with lookup relationships to standard objects (Contact, Company, Deal) are mapped using Monday.com's item linking feature.

Custom fields on standard Wyvern Magic objects (Contacts, Companies, Deals) migrate as typed columns in the corresponding Monday.com CRM board. We run a type-inference step during scoping to assign the correct column type (text, number, date, dropdown, checkbox) based on the Wyvern Magic property data type. Multi-select picklists in Wyvern Magic map to Monday.com Tags columns. Date properties with no value are left empty rather than set to a default.

Wyvern Magic tags applied to Contacts, Companies, and Deals migrate as Tags column values in Monday.com CRM. Multi-value tag arrays are flattened into the Tags column format. The tag vocabulary is preserved exactly so that the customer can use Monday.com's tag-filtering views without re-tagging.