Migrate from Advantage to monday Work Management

Advantage Projects map directly to monday.com Boards. Project metadata including description, start date, target date, and status map to board columns or as board-level metadata. Each Advantage project becomes one monday.com board, preserving the project as the top-level organizational unit. Board naming conventions follow the Advantage project name with customer-approved sanitization for special characters.

Advantage Tasks map to monday.com Items on the corresponding board. Task properties including status, priority, due date, assignee, and description migrate to typed columns. Task hierarchy within an Advantage project maps to monday.com Items and Subitems based on the subtask relationship, preserving the parent-child structure where Advantage defines it.

Advantage subtasks that are children of Tasks map to monday.com Subitems on the parent Item. Subitem columns mirror the parent Item column structure, and assignment, due date, and status carry forward. Subitems inherit the board-level column schema defined for the parent Item.

Advantage Custom Objects have no native monday.com equivalent. We resolve this by mapping the Advantage custom object schema to a dedicated monday.com board where each custom object record becomes an Item. Lookup relationships from custom objects to Projects or Tasks become Connect board columns or Subitems on the related board, depending on the relationship cardinality. The customer chooses the structure during scoping based on their querying and reporting patterns.

Advantage Custom Fields defined on Projects and Tasks map to monday.com Columns with type matching: pick lists map to Status or Dropdown columns, dates to Date columns, numbers to Numbers columns, text to Text columns, and person fields to Person columns. Boolean fields map to Checkbox columns. We flag any Advantage custom field type that has no direct monday.com column equivalent (such as complex relationship fields) for the customer to resolve during scoping.

File attachments linked to Advantage Tasks and Projects migrate to monday.com Files columns on the corresponding Items. Files are exported from the source, uploaded to monday.com's file storage, and linked to the parent Item via the Files column. We preserve the original filename, upload timestamp, and uploader attribution where available from the Advantage API.

Advantage Comments on Tasks and Projects migrate to monday.com Updates on the corresponding Items and Boards. Each comment preserves the author name, original timestamp, and full text body. Rich text formatting is converted to monday.com's update formatting. Threaded replies preserve parent-child ordering through update sequence.

Advantage Users referenced as Task assignees or Project owners are resolved by email match against the monday.com workspace members list. Any Advantage user without a matching monday.com User is held in a reconciliation queue for the customer's admin to provision before Item import. Owner attribution on Projects maps to the board creator or a designated Owner column depending on the customer's board access model.

Advantage automation rules are exported as a written inventory document with trigger, conditions, actions, and a recommended monday workflows equivalent for each rule. We do not migrate automation as executable code because the trigger-action model differs between platforms. The inventory document is delivered at cutover for the customer's admin to rebuild in the monday.com automation builder.

Advantage Project status values (Active, On Hold, Completed, Archived, or customer-defined) map to monday.com Status column labels. We match the label semantics and preserve the color coding where Advantage exposes it. Status-driven project filtering in Advantage translates to filtered board views using the Status column in monday.com.

Advantage Task status values (Not Started, In Progress, Completed, Blocked, or customer-defined) map to monday.com Status column labels on the board. We preserve the customer's status progression logic in the monday.com Status column order so that board views, automations, and reporting tiers match the original workflow.

Advantage created date, modified date, and any custom date fields on Tasks and Projects migrate as typed Date columns in monday.com. Timestamps are preserved in UTC and converted to the customer's target timezone during import. Activity history timestamps on Comments and Attachments are stored as custom date fields on the respective Items.