Migrate from YetiForce CRM to monday CRM

YetiForce Contact records map to Monday CRM People items. Name, email, phone, and address fields map directly to the equivalent People column types. We resolve the assigned owner reference by matching YetiForce user email to Monday team member email and assign the People item to the matched user. Multi-address records in YetiForce are collapsed to a primary address during import.

YetiForce Organization records map to Monday CRM Company items. Company name, industry, website, and address fields map to the equivalent Company column types. Organizations are imported before Contacts so that the company reference on the Contact record can be resolved to the Monday Company item during Contact insert. YetiForce's Organization type (customer, prospect, vendor) maps to a custom dropdown column on the Monday Company.

YetiForce Lead records with status and source fields map to Monday CRM Leads. Lead_Source and Lead_Status from YetiForce are preserved as custom dropdown columns in Monday since the standard Monday CRM Lead template includes these fields. We import Leads before converting them to People/Companies in Monday if the customer's sales process requires a distinct pre-qualification stage.

YetiForce Potentials map to Monday CRM Deals with deal name, amount, closing date, and probability preserved. The Potentials pipeline stage maps to Monday Deal status via a configuration table that the customer defines during scoping. We link each Deal to the corresponding Monday Company and People items by matching on organization name and contact email. Probability values from YetiForce are stored as a custom number column in Monday since Deals do not natively support probability.

YetiForce Project records map to Monday boards. Project name becomes the board name, start and end dates become board-level date columns, and project status maps to a custom status column. Each board includes a group for Project Tasks as child items. YetiForce's per-user layout customization does not transfer; the board uses Monday's standard column types for task management. Projects must be imported before Project Tasks to satisfy the parent-board dependency.

YetiForce Project Tasks map to Monday Items within the corresponding Project board. Subject, status, priority, and assigned user migrate directly. The status picklist values from YetiForce are mapped to Monday status column values via a configuration table. YetiForce reference fields (linked records in other modules) cannot map to Monday's item linking without manual reconnection post-migration.

YetiForce Tickets map to Items in a dedicated board created for support tracking. Ticket title becomes item name, status and priority map to status columns, and related Contact and Organization references are resolved to Monday People and Company items by name match. Custom ticket fields that use YetiForce-specific picklists are mapped to Monday dropdown or status columns. The ticket category field maps to a Monday group within the board.

YetiForce Product records map to Items in a dedicated Products board. Product name, unit price, and description map to the equivalent Monday column types. Stock levels from YetiForce are stored as a number column. We map the vendor reference by matching YetiForce vendor name to the corresponding Monday Company item in the Vendors board. Products must be imported before any Potentials that reference them.

YetiForce Service records share the same data shape as Products and migrate to Items in a dedicated Services board using the same column mapping logic. Service price per unit maps to a number column, and description maps to a text column. Services are imported separately from Products to maintain the distinction between tangible products and recurring service offerings.

YetiForce Vendor records map to Monday CRM Companies with a vendor-type tag applied via a label or status column. Vendor name, website, and address migrate directly. We cross-reference Vendors during Product import to resolve the vendor-to-product foreign-key relationship by matching on vendor name. If a Vendor name does not match an existing Monday Company, we create the Company record first.