Migrate from Yalla to monday Work Management

Yalla Projects are top-level containers holding Priorities, team members, and Funnel associations. We map each Yalla Project to a monday.com Board within the appropriate Workspace, preserving Project metadata (name, description, dates, status) as Board settings and Group labels. If the customer uses Yalla Teams to segment work, we replicate that structure as separate monday.com Workspaces or as top-level Boards under a master Workspace.

Yalla Priorities are the task-level records with start/due dates, assignees, custom labels, and completion status. We migrate each Priority to a monday.com Item on the target Board, mapping Yalla Priority name to Item title, due date to Date column, assignee to People column, and custom labels to Tags column. Drag-and-drop ordering is preserved as Item position within the Group. Status (open, in progress, complete) maps to a Status column configured per Board.

Yalla's built-in CRM module holds Companies with associated Contacts. We migrate Companies as monday.com Contacts (if the customer licenses monday CRM) or as Items on a dedicated Companies Board. Company properties (name, domain, address, custom fields) map to Contact fields or Board column values. The Yalla Contact-to-Company relationship is preserved as a Link-to-Items column pointing from the Contact to related Company Items, or as a Lookup column if using the CRM module.

Yalla Contacts are stored alongside Companies in the CRM module. We migrate Contact records with name, email, phone, company association, and any custom fields. In monday.com Contacts, we map name and email directly; custom fields become custom columns on the Contact record. The Contact-to-Company relationship migrates as the Contact's linked company field. If migrating to a Board structure, we use Link-to-Items or Lookup columns to preserve the relationship.

Yalla Funnels represent pipeline views that drive how work moves through stages. Each Funnel becomes a monday.com Board with a Status column configured to match the Funnel's stage names and ordering. We extract the Funnel definition (stages, names, sequence) from Yalla during the data audit and use it to configure the monday.com Status column options before Items are imported.

Pipeline Stages belong to Funnels and hold deal and status progression logic. We migrate stage names and positions to monday.com Status column options. Stage-level automation rules (auto-advancement triggers) do not migrate as code; we document each rule in the automation handoff inventory with a recommended monday.com Automation recipe.

Yalla Users are internal team members with role-based access. We migrate User records by email match to the monday.com Workspace members list. Guest users (Yalla Clients) migrate separately with viewer-level permissions on the relevant Boards. If a Yalla User has no matching monday.com account, they enter a reconciliation queue for the customer's admin to provision before the migration phase.

Yalla supports unlimited client invites as Guests who can view and create Priorities. Guest records migrate as monday.com Guests on the target Boards with viewer or editor permissions matching their original Yalla access level. We flag Guest records separately during the data audit because their permission scope differs from internal Users and they may not have full monday.com seat licensing implications depending on the customer's plan.

Yalla Custom Labels tag Priorities and other objects with flexible categorization. We extract all label values, deduplicate them, and apply them as Tags in monday.com. Tags are a native monday.com column type that supports multiple selections per Item. We present a label-to-tag mapping document to the customer for review before final import and apply any label consolidation decisions at that point.

Time entries logged against Yalla Priorities are migrated as duration data in monday.com's Time Tracking column (available on Standard+ plans) or as numeric values in a custom Number column with a label noting the original unit (hours). We preserve the date, user association, and duration. If the destination monday.com plan does not include Time Tracking, we use a Number column and document the discrepancy in the scope handoff.

File attachments linked to Yalla Priorities or Companies migrate as files in monday.com's File column. We extract the file name, MIME type, and binary blob from Yalla's export and upload to monday.com using the API, linking the file to the corresponding Item. Files without a parent Item are logged separately for manual re-association.

Yalla Gantt and Timeline views are derived from Priority start/due dates and dependencies. We migrate the underlying scheduling data (start date, due date, dependencies) to monday.com Date columns and dependency columns on each Item. The Gantt visual representation is reconstructed in monday.com using the Timeline view (available on Pro+ or via a third-party widget); we configure the Timeline mapping as a separate step post-import and note it in the scope handoff.

Yalla Task Templates define reusable Priority structures with step sequences. We migrate template definitions as monday.com Template Boards. Each template becomes a Board cloned from the template during migration, and we document the template structure (steps, fields, assignee defaults) in the automation handoff inventory for the customer to recreate as monday.com Templates or Automation recipes.