Migrate from Ziggu to monday CRM

Ziggu's Client records map directly to Monday CRM People. The contact's name, email, phone, and address fields translate to Monday CRM's standard People fields. Each Client linked to a Project carries that Project as a context column on the Person record in Monday CRM.

Ziggu Company records map to Monday CRM Companies. Company name, website, industry, and address fields map directly. Ziggu multi-company associations on a Client collapse to the primary Company link in Monday CRM — secondary company links are preserved as a custom text column listing additional organizations.

Ziggu's Projects do not have a direct CRM equivalent. Each Project migrates as a Monday CRM Board named after the project, with a Status column for project phase (Active, On Hold, Completed). Project members map to Board subscribers in Monday CRM. The original Ziggu Project ID is stored as a custom Source_ID__c column on every Board.

Ziggu's Multi-unit add-on creates Unit records within Projects — each Unit represents a saleable property. Units migrate as Monday CRM subitems on the related Deal Item, with columns for unit number, price, status, and assigned client. If a Unit has no linked Deal, it becomes a subitem on the Client's Person record.

Ziggu's Sales add-on tracks Reservations and Contracts as deal-like records. These translate to Monday CRM Deal Items on a Sales Pipeline board. The Ziggu deal stage (Inquiry, Reservation, Contract, Completed) maps to Monday CRM pipeline stage columns. Deal amount, close date, and owner carry over directly.

Ziggu Conversations are project-threaded messages between team members and clients. Each Conversation message becomes a Monday CRM Update attached to the relevant Person or Deal Item. The message author, timestamp, and body text are preserved. Thread grouping is lost — chronological ordering is maintained by timestamp.

Ziggu Document records (files attached to Projects and Units) re-upload to Monday CRM Files and attach to the corresponding Board or Item. The original file name, upload date, and uploading user are preserved. Ziggu's document version history maps as multiple file uploads with version labels in a custom column.

Ziggu Surveys collect feedback at defined journey moments. Survey definitions and responses migrate to a dedicated Monday CRM Board — survey questions become column names; each response becomes an Item with answers in corresponding columns. Response metadata (respondent, date, project) maps to standard Monday CRM fields.

Ziggu Financials add-on tracks payment schedules and invoice records per Unit. Payment status, amount, due date, and paid date migrate as custom columns on the Unit subitem in Monday CRM. A separate Payment Status column with options (Pending, Partial, Paid) replaces Ziggu's payment lifecycle states.

Ziggu project team members (internal staff) map to Monday CRM workspace members by email match. Their access level in Ziggu (Admin, Member, Viewer) translates to Monday CRM permission groups (Owner, Full Member, Guest). External clients (Ziggu portal users) become Board subscribers, not full workspace members.

Ziggu's Partner Portal add-on creates Supplier and Contractor records. These map to Monday CRM Person records with a custom 'Partner Type' column (Supplier, Contractor, Architect). The partner's uploaded documents migrate as Files attached to their Person record in Monday CRM.

Ziggu's automation rules, notification triggers, and project workflows have no migration path. These must be rebuilt as Monday CRM automation recipes or, for complex multi-step logic, as integrations via Make or Zapier. FlitStack provides an automation audit export from Ziggu as a rebuild reference document for your Monday CRM admin.