Migrate from Dashcord to monday CRM

Dashcord Contacts are standard Salesforce Contact records. We export Contact with all standard fields plus any custom Dashcord fields, then insert as Items on a dedicated Contacts board in Monday.com CRM. The email address becomes the primary identifier for user matching in Monday.com. Custom Dashcord contact properties map to additional columns on the Item.

Dashcord stores Leads as standard Salesforce Lead records with lifecycle stage and lead score in custom fields. We export Leads and create Items on a Leads board in Monday.com CRM, preserving the original lifecycle stage value in a Status or number column and the lead score in a numeric column. Salesforce Lead Status maps to a Monday.com CRM Status column.

Dashcord Accounts are standard Salesforce Account records. We export Accounts and insert as Items on an Accounts board, then resolve the parent-account relationship where applicable. Account-industry and billing address fields map to Monday.com CRM text and location columns. Accounts are imported before Contacts so that the Account-Contact relationship can be established via Monday.com CRM's Item linking or Connect board feature.

Dashcord wraps Salesforce Campaigns for marketing automation. We export Campaigns and create Items on a Campaigns board in Monday.com CRM. Campaign type, status, and budget fields map to Status, text, and number columns. Campaign hierarchy (parent-child campaign relationships) is preserved as Monday.com CRM group structure within the board.

Campaign Members link Contacts and Leads to Campaigns with status and response tracking. We export all Campaign Member records, resolve the Contact or Lead reference, and create a linked relationship in Monday.com CRM using the Connect boards feature or by adding a Contact reference column to the Campaign Item. Campaign Member status values are normalized to a Status column on the Campaign Item.

Dashcord stores event records as custom Salesforce objects with schema that varies by Dashcord package version. We introspect the Salesforce org's metadata via the Tooling API during pre-flight to enumerate the active custom object name, field names, and picklist values. Event records then migrate as Items on an Events board, with custom Dashcord event properties mapped to text, date, or number columns based on the discovered field type.

Dashcord assigns lifecycle stage values to Contacts and Leads as custom picklist or number fields on the standard Salesforce objects. We export the raw lifecycle stage value and the associated Contact or Lead record together, then place the lifecycle stage in a Monday.com CRM Status column (for named stages) or a number column (for tiered scores) on the corresponding Contact or Lead Item.

Dashcord stores numeric or tiered lead scores as custom fields on Salesforce Lead records. We export the raw score value and insert it as a number column on the corresponding Lead Item in Monday.com CRM. The scoring model name or rule set reference, if stored in a separate custom object, is preserved as a text column for documentation.

Dashcord tracks email sends, opens, and clicks via Salesforce Task and Email standard objects linked to Contacts and Leads. We export the activity timeline and write summary entries as Updates on the corresponding Contact or Lead Item in Monday.com CRM, preserving the original timestamp and engagement type. Full email body content is noted in the Updates section of the Item.

File attachments on Campaign or Contact records are stored in Salesforce ContentDocument or Attachment objects. We export file binary data and re-attach to the matching Contact or Campaign Item in Monday.com CRM via the Monday.com API file upload endpoint. File size and attachment count are noted during pre-flight to confirm Monday.com storage limits.