Migrate from Boostr to monday CRM

Boostr Advertisers — the buyer accounts in the media data model — map to Monday.com CRM Companies. The Advertiser name, website, address, and custom properties migrate as typed Columns on the Companies board. We use the Advertiser domain as a dedupe key during import. Boostr Advertiser-level revenue records map to a Currency or Number Column on the Company item. Custom fields on Advertiser (industry, advertiser type, agency relationship) map to Monday.com Column types (Dropdown, Text, Number) determined during scoping.

Boostr Campaigns group multiple Proposals and Orders under a single media campaign umbrella. We map Campaigns to Monday.com Boards or, for simpler setups, to Groups within a Deals Board. Campaign-level metadata (campaign name, start date, end date, budget) migrates as Columns on the Board or Group header. The Campaign-to-Proposal relationship is preserved by linking the Proposal Items to the Campaign Board via a Link to Item Column.

Boostr Proposals — distinct from Orders in Boostr's data model — represent draft offers sent to an advertiser before a booking is confirmed. We map all Proposal records as Monday.com CRM Items on the Deals Board with a Status Column set to a Draft or Pending stage. Proposal line items (placement, format, CPM, impressions, unit count) flatten into separate Columns or into a linked Items Board if the team needs per-line-item detail beyond what a flat Column set supports. Proposal-to-Order lineage is preserved by adding an Order ID Reference Column on the Proposal Item.

Boostr Orders are the booked, confirmed commercial agreements — the core transactional record in Boostr's OMS. We map Orders to Monday.com CRM Items on the Deals Board with a Status Column set to Closed Won. Order-level fields (order ID, booking date, billing status, total order value) migrate as Columns. The Order's linked Advertiser maps to the Company item via a Connect Boards Column, and the linked Campaign maps via a Link to Item Column.

Boostr captures Ad Inventory as structured line items per Order — placement, format, dates, impressions, CPM, and unit count. Monday.com has no native line-item or product-schedule object. We extract each line item as a set of Columns (Placement Name, Format, Start Date, End Date, Impressions, CPM, Total Cost) on the Order Item, or — for complex multi-unit Orders — as linked Items on a separate Ad Inventory Board connected via a Link to Item Column. The flattening strategy is agreed with the customer during scoping based on their reporting needs.

Boostr tracks revenue at the Order and line-item level with revenue types and billing status. Order-level revenue migrates to a Currency Column on the corresponding Monday.com CRM Item (Deal). Line-item revenue (impressions times CPM) is calculated during transformation and stored as a Number Column. Billing status (invoiced, paid, outstanding) maps to a Status or Dropdown Column on the Item.

Boostr's configurable pipeline stages (Prospect, Proposal, Negotiating, Booked, etc.) map to Monday.com CRM Status Column values on the Deals Board. We replicate the customer's Boostr stage labels and stage order during configuration. Boostr's Proposal-Order distinction maps across two distinct Status values (e.g., Proposal Sent, Closed Won) rather than collapsing both into a single stage.

Boostr User records (names, roles, team assignments) map to Monday.com CRM Person Columns on Items and to Board Owner assignments. We resolve users by email match against the Monday.com workspace. Any Boostr User without a matching Monday.com account goes to a reconciliation queue for the customer's admin to provision before record import resumes.

Boostr supports custom fields on Advertisers, Campaigns, Orders, and other objects. We discover the full custom field schema during scoping, then map each custom field to the closest Monday.com Column type (Text, Number, Date, Dropdown, Checkbox, Location, Link). Custom field data migrates directly into the corresponding Column values. Boostr multi-select fields map to Monday.com Tags or Dropdown Columns depending on the customer's preferred display format.