Migrate from WiseTeam to monday Work Management

WiseTeam Client records (company name, contact details, lifecycle stage) map to monday.com Contacts if the customer licenses the monday CRM add-on, or to Items on a dedicated Clients Board if using Work Management only. The Client lifecycle stage property maps to a Status or Label column in monday. We resolve any duplicate client names as dedupe keys during import.

Each WiseTeam Project maps to a monday.com Board. The Project name becomes the Board name, and the linked Client becomes a Board Group or a connected Board via a Connect Board column. We pre-create the Board structure — Groups, column types, and Views (Kanban, Timeline, Table) — before any Item import so that the schema is ready for incoming data. Custom fields on WiseTeam Projects map to monday column types (Text, Number, Date, Status, Label, etc.).

WiseTeam Tasks map to monday.com Items within their parent Project Board. Sub-tasks in WiseTeam map to Sub-items in monday, preserving the parent-child hierarchy. Each Task's assignee, due date, status, and description map to the corresponding monday column (People, Date, Status, Text). Task-level custom fields map to additional monday columns created during board setup.

WiseTeam Time Entries (hours, date, linked Task or Project) map to monday.com Time Tracking columns on Pro and Enterprise plans if the customer enables the feature per board. If the destination plan is Standard, Time Entries map to a Number column representing hours as a numeric value. We flag this decision during scoping based on the target monday plan. Time Entry descriptions migrate as a Text column for audit.

WiseTeam Opportunities (stage, value, close date, linked Client) map to Items on a dedicated monday Deals board if the customer uses monday CRM, or to Items on a Pipeline Board with a Status column representing the sales stage if using Work Management only. Opportunity value maps to a Number column, close date to a Date column, and stage to a Status or Pipeline column.

WiseTeam Invoices (line items, amounts, status) have no direct monday.com native equivalent. Work Management plans do not include billing or invoicing. If the customer requires invoice data post-migration, we export invoice headers and line items as a structured CSV and recommend a monday-integrated billing tool (e.g., Wave, Zoho Invoice, or the monday.com Billing integration on Enterprise). We document the invoice data schema for the customer's admin to connect to their chosen tool.

WiseTeam Calendar Events (title, date, attendee) sync via iCal, Outlook, and Gmail integrations. We export calendar event data as Items on a dedicated Calendar Board with Start Date and End Date columns. monday's native Calendar View displays these Items by date. Full two-way calendar sync with Outlook or Gmail requires the respective monday.com integration to be configured post-migration.

WiseTeam allows custom fields on Projects and Tasks. During scoping we discover custom field names, data types, and values. We map text custom fields to monday Text columns, numeric fields to Number columns, date fields to Date columns, and option-set fields to Status or Label columns. Any WiseTeam custom field with no clear monday equivalent is flagged as a manual-rebuild item for the customer's admin.

WiseTeam users are assigned as Task owners and Project participants. We extract user email addresses and names from the source, then resolve them against monday.com User accounts by email match. Any WiseTeam user without a matching monday User is held in a reconciliation queue for the customer's admin to provision before record import begins. Assignee references on Tasks and Projects resolve to monday People column values after user mapping is confirmed.

File attachments on WiseTeam Tasks and Projects are extracted from the export (CSV or direct database export) and uploaded to monday.com Item attachments. monday's File column type also supports attachments. We flag any file size or format limits in monday (max 250 MB per file on Enterprise) during scoping to identify any attachments that may require compression or a separate document management recommendation.

WiseTeam ships industry-specific workflow templates and stage configurations for legal, architecture, real estate, and engineering firms. These workflow definitions are not confirmed to be exportable via API or standard data export. We document the existing stage names, transition rules, and automation triggers during scoping and deliver a written inventory mapping each to a monday.com Automation Builder equivalent. The customer's admin rebuilds these in monday's Automation Builder post-migration.

WiseTeam integrates with iCal, Microsoft Outlook, and Gmail for calendar data. These integrations are source-side and do not migrate. We document the existing integration endpoints and recommend the monday.com native integrations for Outlook, Gmail, and calendar sync to be configured post-migration. monday.com supports 200+ native integrations including the Microsoft Teams integration which some WiseTeam customers use alongside their calendar sync.