Migrate from Delta Sales CRM to monday CRM

Delta Contacts map to Monday CRM Person records, which are the CRM-native contact equivalent. Standard fields (name, phone, email, address, company linkage) map to Monday's Person column types. We resolve the associated Delta Company record and create or match a Monday CRM Organization as the linked company. Email addresses serve as the dedupe key during import.

Delta Companies map to Monday CRM Organizations. The organization's domain and address fields migrate directly. Organization is created before Person import so that the Person-Organization linkage is satisfied at insert time. Multiple Delta Contacts linked to the same Company share one Organization in Monday CRM.

Delta Leads with status 'unqualified' or 'new' migrate to Monday CRM Lead. Leads that have progressed to a stage equivalent to qualified map to a Person record linked to an Organization. We apply the split based on Delta's lead_status field during the transform phase and preserve the original Delta lead status as a custom column for audit.

Delta Deals map to Monday CRM Deal records, which are Items within the CRM's Deals board. Deal amount, stage, close date, and probability map to corresponding Monday CRM column types. The Delta pipeline maps to a Monday CRM sales process or Deal board view with stage columns matching Delta's pipeline stage order. Closed-won and closed-lost outcomes preserve as Deal status values.

Delta's multiple customizable pipelines become separate Monday CRM Deal boards or filtered views within the CRM's Deals board. Stage names and probabilities migrate as column configurations. We replicate the stage order from Delta so that pipeline visualization in Monday reflects the same deal progression the team used in Delta.

Delta Tasks, Meetings, and Calls map to Monday CRM Items within a dedicated Activities board, with the Item subtype set to the corresponding activity type. Assignee, due date, status, and activity description migrate as columns. For calls and meetings, we store duration and disposition as custom columns since Monday CRM does not have native call logging. Activity records link to the related Person or Deal Item via Monday's relation column type.

Delta Products (name, price, unit, description, SKU) migrate to a Monday CRM Products board with columns for price, unit, description, and product code. Deals in the Deals board reference Products via a relation column. Monday CRM does not have a native product catalog object, so we implement this as a custom board configured during the destination setup phase.

Delta's invoicing feature has no native Monday CRM equivalent. Invoice records (header, line items, payment status) migrate to a custom Invoices board with columns mirroring Delta's invoice structure. We flag this during scoping because any invoice PDF attachments require separate file migration and relinking. Customers using Delta's invoicing for billing should plan to migrate to a dedicated invoicing or accounting tool or rebuild invoice templates in Monday Docs.

Delta Beat Plans assign route sequences to field reps with scheduled customer visits. There is no Monday CRM native equivalent. We export beat plan assignments and route sequences as a custom Routes board with Items representing each visit stop, columns for scheduled date, rep, customer, and visit order. The customer admin rebuilds the route visualization in Monday's board view or integrates a third-party field-route tool post-migration.

Delta custom fields across all objects migrate to Monday CRM custom columns with type-matched column formats (text, number, date, dropdown, checkbox). We pre-configure all custom columns in the destination boards before import to avoid data landing in default column types. Multi-select custom fields in Delta become Monday multi-select columns.