Migrate from CASH to monday CRM

CASH Contact records map 1:1 to People board items in Monday CRM. Each contact property (name, email, phone, job title, address) becomes a column on the People board. Monday generates a unique item ID for each contact; the CASH contact ID is stored as a Source_ID custom column for traceability and delta-run deduplication.

CASH Company records map to Companies board items in Monday CRM. Company properties (name, domain, industry, employee count, annual revenue) become columns. CASH company hierarchies (parent/child) map to Monday's Link to Item column pointing to the parent company item; circular references are flagged before migration.

CASH stores a primary company on each contact and supports multiple company associations. Monday CRM's Link to Item column on the People board links a contact to its primary company item. Secondary company associations migrate as additional Link to Item columns or are surfaced as tags on the People item.

CASH Deal records map to Deals board items. Deal name, amount, close date, owner, and stage status become Monday columns. Pipeline stages in CASH map to Monday Group-by labels on the Deals board — each CASH stage becomes a group in the Kanban view, preserving the stage sequence and enabling visual pipeline management.

CASH deal stage names (e.g., Prospecting, Qualification, Proposal, Negotiation, Closed Won, Closed Lost) map value-by-value to Monday Deals board group labels. Custom stage names in CASH are created as new groups in Monday. Stage order is preserved; groups can be reordered in Monday after migration if the sequence differs from CASH.

CASH deal-contact relationships (often labeled Decision Maker, Influencer, Champion) map to Monday's Link to Item column on the Deals board, linking the deal to relevant People items. Role labels in CASH are stored as a Text or Dropdown column on the linked item; Monday's native Contact Roles equivalent is not available, so role context is preserved as a column value.

CASH activity logs (calls, emails, meetings with subject, body, date, owner) migrate as Updates on the linked Deal item in Monday, with the activity type and timestamp as metadata. Meetings with duration also create subitems on the Deals item with start/end columns. Original activity owners map to Monday users by email match.

CASH notes attached to contacts, companies, or deals become Updates on the linked Monday board item with the note body preserved as plain text. File attachments (images, PDFs) are downloaded from CASH and re-uploaded to Monday's Files section on the relevant item. File size limits follow Monday's storage tier (5 GB on Standard, 20 GB on Pro).

Each CASH custom object becomes a dedicated board in Monday CRM. Custom properties map to Monday column types (Text, Number, Date, Dropdown, Link to Item) based on CASH field type. If the custom object has relationships to standard CASH objects, those associations map to Monday Link to Item columns on both boards.

CASH automations do not migrate directly. FlitStack exports each automation definition — trigger event, condition logic, and action — as a structured JSON reference file. Monday admins use this file to rebuild equivalent automations in Monday's Automation Center. Complex CASH workflows with multi-step branching or approval loops may require manual redesign.

CASH reports and dashboards with calculated metrics, filtered views, and custom chart types do not transfer. Underlying deal and activity data that populates those reports does migrate, so Monday Dashboard widgets can recreate some views. CASH report definitions are exported as PDF for reference during Monday dashboard configuration.