Migrate from CRM Service to monday CRM

CRM Service Accounts map to Monday.com CRM Companies. The Account Name becomes the Company name, Industry maps to a single-select Industry column, and billing/shipping address fields map to address columns. We extract the Account's website URL and store it in a URL column on the Company record. Account is created before Contact import so that relationship links are satisfied during insert. If the source Account has no name, we flag it for reconciliation before migration.

CRM Service Contacts map to Monday.com CRM Contacts. Email address is the dedupe key; phone, title, department, and mailing address map to typed columns. The Contact-to-Account relationship maps to the Monday.com CRM Contact's linked Company connection. We resolve the AccountId reference before inserting Contact records and create a connection column linking each Contact to its parent Company.

CRM Service Opportunities map to Monday.com CRM Deals. The Opportunity Name becomes the Deal name, Amount maps to a Numbers column with currency formatting, CloseDate maps to a Date column, and StageName maps to a Status column whose values correspond to the source Opportunity stages. Probability migrates to a Numbers column. The Opportunity's AccountId links the Deal to the associated Company record via the Deals board's connection column.

Each Salesforce Opportunity stage becomes a Monday.com CRM Deals board Status column value. We map the stage name and probability percentage to the corresponding Status options. If the source has custom stage names, we replicate them in Monday.com's column configuration so that pipeline reporting reflects the original sales process terminology.

Monday.com CRM has a native Lead board when enabled. If the source organization uses Salesforce Leads or if the destination CRM does not activate the Lead board, we merge Leads into Contacts and preserve Lead_Status as a Tag on the Contact record. The original Lead score (if stored as a custom field) migrates as a Numbers column on the Contact. The split or merge decision is made during scoping based on the customer's active Lead volume and sales process.

CRM Service Tasks and Events map to Monday.com CRM Activities attached to the relevant CRM record. Call disposition, duration, and outcome map to typed Activity columns. Meeting start and end times map to the Activity's date range. The Activity links to the associated Contact, Company, or Deal via the CRM board's connection columns. Completed activities migrate; open tasks flagged for future action migrate as pending Activities.

CRM Service Notes migrate to Monday.com CRM Item Updates as rich-text entries with timestamps. Attachments stored as Salesforce ContentDocument or Attachment objects export to a staging location and upload as Files on the corresponding Monday.com CRM item. File size limits are validated against the destination account's storage allocation before migration.

CRM Service custom objects map to Monday.com CRM custom Boards created with matching column types and names. We pre-create the destination Board structure including any lookup columns that reference existing CRM boards (Companies, Contacts, Deals). Custom picklist values map to Monday.com Status or single-select columns; multi-select picklists map to multi-select columns with value validation. The migration of custom object records runs after all standard object imports because of cross-board lookup dependencies.

CRM Service Users map to Monday.com CRM Team Members by email address. We extract every User referenced as OwnerId on Account, Contact, Opportunity, Task, and Event records and match by email against the Monday.com workspace members list. Users without a matching Monday.com account are held in a reconciliation queue for the customer's admin to provision before record import resumes. Inactive Salesforce Users may be excluded or mapped to inactive Monday.com guests depending on scoping.