Migrate from CentralStationCRM to monday CRM

CentralStationCRM People records map directly to items on a Contacts board in Monday.com CRM. Standard fields (name, email, phone, company) map to Name, Email, Phone, and a Connect board column linked to the Company board. We resolve the company association during import by looking up the CentralStationCRM company_id against the Monday.com Company board's item IDs. Address records nested under the person are flattened into separate Address Line, City, State/Region, Postal Code, and Country columns on the contact item. Custom fields discovered at scoping map to typed Monday.com columns (Text, Number, Date, Dropdown, Checkbox). The CentralStationCRM API key auth header is used to pull the full People export, then batched into Monday.com item creation calls with 50-item chunks.

CentralStationCRM Company records map to items on a dedicated Companies board. The Company Name maps to the item Name, and domain, industry, and size fields map to typed columns. Company items are created first in the migration sequence so that the Connect board column on the Contact board can resolve the parent-company lookups during Contact import. If a CentralStationCRM Company has no associated contacts, we still create the Company item to preserve the full data set. Tags applied to Companies at the source transfer as Monday.com Labels on the Company item.

CentralStationCRM Deals map to items on a Pipeline board in Monday.com CRM. The Deal name becomes the item Name, deal value maps to a Currency column, stage maps to a Status column with values matching CentralStationCRM pipeline stages, and the assignee maps to a Person column pointing to the Monday.com User. Closed-Lost and Closed-Won dates from CentralStationCRM custom fields map to date columns on the pipeline item. We create the Pipeline board with status columns matching the source pipeline stages before migration begins, so that deal import resolves stage names correctly.

CentralStationCRM Leads are distinct from Deals and represent pre-contact prospects. We map them to a separate Lead board in Monday.com CRM with columns for lead name, source, status, score (from any CentralStationCRM lead scoring custom fields), and assigned owner. Leads that have a converted contact at the destination can be linked to the Contact board via a Connect board column. If the customer prefers a unified board approach with lead status as a column, we configure this during scoping and apply a filter view for lead-specific visibility. The original CentralStationCRM lead creation date migrates as a Date column for activity audit.

CentralStationCRM Activities (calls, meetings, notes) attached to People or Companies are stored as nested records fetched via API routes like /api/people/{id}/activities.json. We export these as a flattened set and write them to Monday.com CRM as item Updates on the corresponding Contact or Company item, with the activity type, date, duration, and notes content preserved in the update body. Call dispositions and meeting locations transfer as additional text in the update. Activity ordering is preserved by timestamp so the timeline reads chronologically. For large activity sets, we batch updates via the Monday.com API with rate-limit handling to avoid throttling.

CentralStationCRM Tasks attached to People or Deals map to Monday.com Subitems. The task title becomes the subitem name, due date maps to a Date column, and completion status maps to a Status column (Complete/Incomplete). Open tasks are created as subitems on the linked Contact or Deal item with the original assignee preserved in a Person column. Completed tasks retain their completion status and the original completion date from CentralStationCRM. Task descriptions transfer as subitem updates for audit context.

CentralStationCRM Offers (standalone quote-like objects with line items and totals) map to a Quotes board in Monday.com CRM. We create items with quote title, linked Contact (via Connect column), total value, status, and line item details stored as subitems or a dedicated Line Items group. Line item product name, quantity, unit price, and discount map to typed columns on the subitems. If the customer uses Monday.com's native Quote feature or a third-party quote app from the Monday.com marketplace, we note this as a configuration decision during scoping and document the equivalent mapping.

CentralStationCRM tags are flat key-value labels applied to People, Companies, Deals, and Offers. We export all tag assignments per record and apply the same tag vocabulary as Monday.com Labels on the equivalent board item. Label names are preserved exactly as-is, and multiple tags per item are supported. If CentralStationCRM tags use a hierarchical naming convention (e.g., Type:Value), we flatten them to Labels with the original format preserved for admin review.

CentralStationCRM custom fields have no fixed schema across tenants. We discover all custom fields during scoping by querying the /api/people.json and /api/deals.json endpoints and inspecting the response payload for non-standard fields. Each discovered custom field is mapped to the closest Monday.com column type (Text, Number, Date, Dropdown, Checkbox, Country, Phone, Email) during migration. Dropdown-style custom fields map to Monday.com Dropdown columns with the same option values. Custom field values migrate as column values on the corresponding board item. The customer reviews and approves the custom field-to-column mapping before migration begins.