Migrate from X2CRM to monday CRM

X2CRM Contacts map to Items in Monday.com's CRM board grid view. Each Contact becomes a row with columns for name, email, phone, address, and any custom contact fields. The CRM board's contact card displays the key fields at a glance. We map contact status or type from X2CRM to a Status column on the CRM board. Owner resolution maps the X2CRM assigned user to a Person column linked to a Monday.com team member.

X2CRM Accounts map to Company Items in Monday.com's CRM board with a dedicated Company column on the Contact Item linking each contact to its parent organization. Website, industry, address, and lifetime value migrate to board columns. If the customer uses Accounts as the primary organizational unit rather than Contacts, we configure a separate Companies board linked to the CRM board via a Connect board column.

X2CRM Deals map to Items on a Monday.com Deals board using the Pipeline view. Deal name, value, stage, probability, and expected close date map to board columns. The pipeline stage in X2CRM becomes a Status column group in Monday.com's Kanban view. We preserve the deal owner in a Person column and associate the Deal Item with the relevant Contact and Account Items via relationship columns.

X2Flow workflows store automation logic as trigger-action pairs with UI configurations that are not accessible via API in portable format. We extract every workflow's trigger type, condition criteria, and action sequence during discovery and produce a Workflow Reconstruction Document that maps each X2Flow rule to an equivalent Monday.com automation recipe. The customer's admin rebuilds automations in Monday.com's Automations center post-migration.

X2CRM Products map to Items on a dedicated Products board with columns for name, SKU, description, and price. The board links to the Deals pipeline so that line items can reference product Items from the Deals board. Price book associations are preserved as a Price column.

X2CRM Services (recurring service contracts or subscriptions) map to Items on a Services board with columns for contract name, status, renewal date, and linked Account. We configure a Connect board column to link each Service Item to its parent Account Item.

X2CRM Marketing Campaigns map to Groups or Items on a Campaigns board with columns for campaign name, type, status, and associated mailing list. Campaign-linked contacts migrate with a tag or label applied so the relationship is preserved. Email campaign templates migrate as static HTML text stored in a Long text column; a separate email tool or integration handles future campaign delivery.

X2CRM Activities (calls, meetings, tasks with timestamps and owners) map to Sub-items on the relevant Contact or Deal Item in Monday.com's CRM board, with the activity type stored in a Status column, date in a Date column, and notes in a Long text column. Activity ordering is preserved by timestamp. Monday.com's Updates feature captures the conversation timeline for each Item and serves as the activity log.

X2CRM Tags are standalone label records applied across multiple object types. We migrate all Tags and reapply them to their target Items post-import using Monday.com's Label or Tag column type, maintaining the many-to-many associations. The customer chooses the column format during scoping based on display preference.

X2CRM custom fields vary by module and require field-level mapping during scoping. We inspect the X2CRM field schema via API discovery, identify each custom field's type (text, number, date, dropdown, checkbox), and configure equivalent columns on the destination Monday.com board before import. Dependencies between custom fields in Monday.com (where one field must be configured before another) are noted and resolved during board setup.