Migrate from ZeyOS to monday CRM

ZeyOS Accounts (the primary company-level records) map directly to Monday.com CRM Companies. We preserve the account name, website, address fields, and any extdata custom fields as Monday.com Company columns. The Company record is created before any Contact import so that the Contact-to-Company relationship is satisfied at insertion time. Monday.com CRM does not have a separate Company type separate from Contacts beyond the CRM item type, but we use the Companies object explicitly for account-level records.

ZeyOS Contacts with their parent Account foreign key map to Monday.com CRM Contacts. Email, phone, name fields, and any address data migrate directly. Custom fields from the extdata JSON pattern in ZeyOS's REST API map to Monday.com typed columns (text, date, number, dropdown, checkbox). We resolve the parent Company lookup at migration time so that each Contact is linked to its corresponding Monday.com Company item.

ZeyOS Leads are a distinct CRM object separate from Contacts. They map to Monday.com CRM Leads with lead status and lead score fields preserved as custom columns. If the destination Monday.com CRM workspace does not have a separate Leads board, we merge Lead records into Contacts and preserve lead-specific status fields as a custom Contact property. The customer chooses this strategy during scoping.

ZeyOS Items represent the inventory and product catalog with barcode, model, and custom fields. Monday.com CRM does not have a native inventory management object in its base CRM tier. If the customer has Monday.com Sales CRM with a Products integration, we map Items to Products with price and SKU preserved. If not, we document Items as requiring a separate inventory tracking board in Monday.com and deliver a written schema recommendation.

ZeyOS Projects are Groupware containers for Tasks with time entries. Monday.com CRM does not have a native Project management object, but Work Management boards can serve this purpose. We map ZeyOS Projects to Monday.com Boards and ZeyOS Tasks to Board Items or subitems, preserving parent-child relationships and due dates. Time entries from ZeyOS migrate as subitems on the task-level item with hours and description fields. This is a configuration mapping requiring Monday.com Work Management or a similar plan beyond basic CRM.

ZeyOS Tickets have email integration and subject-line ticket-number association. Monday.com CRM has a Cases object for support requests. We map Tickets to Cases with conversation history, attachments, and status preserved. If the customer does not have Monday.com Service, we map Tickets to a dedicated board with status columns mirroring ZeyOS ticket stages. The customer confirms the destination workspace during scoping.

This is the most complex object mapping in the pair. ZeyOS maintains five separate financial objects (Quotes, Orders, Deliveries, Invoices) in a sequential pipeline with audit-proof immutability on booked invoices. Monday.com CRM has a single Deal object with pipeline stages. We merge the five ZeyOS financial objects into a Monday.com Deal with structured notes recording the financial metadata (quote amount, order total, delivery reference, invoice number, invoice date, locked status). We flag which ZeyOS invoices are booked (immutable) versus draft and sequence invoice-note additions in strict chronological order to respect audit requirements. Customers needing full invoice history in Monday.com should consider Monday.com's native invoicing integration separately.

ZeyOS Users represent team members who own records and track time. They map to Monday.com workspace members. We resolve owners by email match. Any ZeyOS User without a matching Monday.com account goes to a reconciliation queue for the customer's admin to provision before record import resumes. Inactive ZeyOS users are flagged for deactivation review in Monday.com.

ZeyOS Activities capture engagements linked to Accounts or Contacts. Monday.com CRM does not have a native Activity timeline object in the same sense as Salesforce or HubSpot. We map activities as subitems on the relevant Contact or Deal board item, with type (call, email, meeting, note), timestamp, body content, and owner preserved. The customer may choose to create a dedicated Activities board instead, depending on their preferred data organization.

ZeyOS exposes custom fields via the fields table and extdata JSON in the REST API. Monday.com uses typed columns (text, number, date, dropdown, checkbox, etc.) with a custom objects API for more complex structures. We read ZeyOS field definitions, map them to equivalent Monday.com column types, and pre-create the column schema before any data import. Dynamic mapping types from Monday.com's developer documentation apply for custom entity scenarios.