Migrate from Chakra Sales CRM to monday CRM

Chakra Sales CRM Contact records map to Monday.com items on a Contacts board. The contact's name, email, phone, company association, and any custom Contact properties become columns on the board. We map standard fields 1:1 (first name, last name, email address, phone number) and resolve the Chakra company_id foreign key by looking up the Account board and populating a Person column with the linked company name. Any Chakra custom contact properties require a corresponding column to be created in Monday before migration; we document the full column list during discovery.

Chakra Sales CRM Account records map to Monday.com items on a Companies board. Company name, domain, address, and custom Account properties become columns. We preserve the parent-child relationship between Accounts and Contacts by populating a subitems column on the Company item that links to the associated Contact items on the Contacts board. This maintains the account hierarchy without duplicating records.

Chakra Sales CRM Lead records map to Monday.com items on a dedicated Leads board. Lead source, status, qualification fields, and any custom Lead properties transfer as columns. We preserve the original Chakra lead status value in a Status column on the board. For teams that want Leads to convert into Contacts post-migration, Monday's native CRM template provides a conversion workflow; we configure this during the board setup phase if the customer requests it.

Chakra Sales CRM Deal records map to Monday.com items on a Deals pipeline board. Deal name, amount, expected close date, owner, and custom Deal properties become columns. The Chakra pipeline stage maps to a Monday Group label (e.g., 'Qualified', 'Proposal Sent', 'Negotiation', 'Closed Won', 'Closed Lost'). We document the original stage sequence during discovery and create matching Groups in the Monday board before migration. Owner assignment maps to a Person column in Monday.

Each Chakra Sales CRM pipeline stage becomes a Monday board Group on the Deals board. We capture the stage name, ordering, and probability percentage during discovery and configure equivalent Groups in Monday before any Deal items load. Stage probability percentages are stored as a Number column on each Deal item if the customer uses Monday's dashboard reporting, since Monday does not have a native probability field on board items.

Chakra Sales CRM Tasks map to subitems on the relevant Monday board. Tasks linked to a Deal become subitems on the Deal item. Tasks linked to a Contact or Lead become subitems on the Contact or Lead item. Subitems inherit the assignee (Person column), due date, and status from the source task record. We use the Bulk API to create subitems in batches, resolving the parent item reference by querying the Deals or Contacts board by external ID.

Chakra Sales CRM workflow automation rules — including lead nurturing sequences, automated assignment rules, and event-triggered actions — do not export via the Cloud API. We document each automation during discovery: trigger type, conditions, action sequence, and affected records. We deliver a written automation inventory with recommended Monday automation equivalents (e.g., When Status Changes to X, Assign Person Y, Create Subitem Z). The customer's admin rebuilds automations in Monday's automation center post-migration. This step requires business-user input to validate logic and is scheduled before the go-live date.

Chakra Sales CRM custom fields on Contacts, Leads, Deals, and Accounts are defined per-account and do not export with a schema file. We perform a field-level inventory during the discovery call, listing each source custom field with its data type (text, number, date, dropdown, checkbox) and comparing it against Monday's column type options (Text, Number, Date, Status, Dropdown, Checkbox, Person, Location, Link, Formula). Fields without a direct Monday column equivalent are flagged and mapped to the closest type. Any fields requiring a new column are created in Monday before the load phase begins. This is a manual step that adds one to two days to the migration timeline depending on custom field count.

Chakra Sales CRM Owner records map to Monday.com team members (person column entries) on each board. We extract the distinct owner list from Chakra and match by email address against the Monday workspace members. Owners without a Monday account go to a reconciliation queue; the customer's admin provisions the missing accounts before record migration proceeds. Deal owner assignments populate the Person column on the Deals board; Contact owner assignments populate the Person column on the Contacts board.

File attachments linked to Chakra Sales CRM records (proposals, signed documents) may not retrieve cleanly via the Cloud API. We audit attachment coverage during the pre-migration data audit. For records with critical attachments, we request a manual export from Chakra Sales CRM and either upload files directly to Monday as file columns or populate a Link column pointing to a shared storage location (Google Drive, SharePoint) depending on the customer's preference. Low-volume critical attachments land as direct file uploads; high-volume scenarios use a link column strategy to avoid exceeding Monday's file storage limits.