Migrate from Exsalerate to monday CRM

Exsalerate Accounts map to Monday.com CRM Organisations. The account name, address fields, phone, website, owner assignment, and any custom fields migrate as Organisation properties. The Organisation serves as the parent entity for the corresponding People records. Monday.com's Organisation properties support text, number, date, and dropdown column types, which covers most standard Exsalerate Account fields; any field type that does not fit a Monday.com column type is stored as a long-text property and flagged in the mapping notes.

Exsalerate Contacts map to Monday.com CRM People. Each Contact's name, email, phone, role, associated Account (Organisation), and owner assignment migrate. The Account-Contact relationship is preserved by linking each Person to the corresponding Organisation record in Monday.com CRM. Duplicate detection is applied to the Contact set before import to prevent duplicate Person records for contacts who appear in multiple Exsalerate accounts.

Exsalerate Pipelines map to Monday.com CRM Boards configured in CRM mode. Each Exsalerate Pipeline becomes a separate board. The Pipeline name and description transfer to the board name and board description. If the customer has multiple Exsalerate Pipelines (Professional tier), each becomes its own CRM board, and the board group structure is designed during scoping to mirror the Exsalerate pipeline hierarchy.

Exsalerate Pipeline Stages map to Monday.com CRM Status column values on the corresponding board. Stage order is preserved, and any colour-coding metadata attached to stages in Exsalerate transfers as the Status column colour in Monday.com. Stage probability percentages from Exsalerate (if configured) are stored as a number column on each Item rather than as native probability mapping, since Monday.com CRM does not have a built-in deal probability field at the stage level.

Exsalerate Opportunities map to Monday.com CRM Items on the CRM board corresponding to their Pipeline. The Opportunity name, value (deal amount), expected close date, stage (Status column), associated Account (Organisation), associated Contact (Person), owner, and custom fields migrate as Item properties. The Status column value reflects the Exsalerate Pipeline Stage. Historical close dates for Won/Lost opportunities are preserved in a Date column on the Item.

Exsalerate colour-coded activity tiles do not have a direct Monday.com CRM equivalent. We map each to-do to a Subitem attached to the related CRM Item (the Opportunity or Organisation it is linked to). The tile colour value is stored as a Status or Label column on the Subitem. If the customer uses a flat to-do structure without links to Opportunities, we create a separate Activities board with Items representing each to-do and preserve the colour metadata as a tag or label column. Urgency context from Exsalerate's tile system is captured as a due date and priority column on the Subitem or Activity Item.

Exsalerate email history associated with Accounts and Contacts migrates to Monday.com CRM as Subitems or Update log entries attached to the relevant Organisation or Person record. Each email entry captures subject, sender, timestamp, and a link to the email body stored as a long-text column. Attachments are handled as separate file migrations to Monday.com's native file storage. Email threading relationships are not preserved as a separate concept in Monday.com CRM, but chronological ordering is maintained by timestamp.

Exsalerate custom fields on Accounts, Contacts, and Opportunities map to Monday.com CRM columns with field-type awareness. Picklist values, date formats, and numeric precision are normalised at import. Date fields map to Monday.com Date columns; numeric fields map to Number columns; text fields map to Text columns; multi-value fields map to Tags or Label columns. Any custom field that uses a type not supported by Monday.com CRM (e.g., formula fields or complex conditional fields) is stored as a long-text column with the value serialised as a string and flagged in the migration report for manual review.

Exsalerate user accounts map to Monday.com team members. We create a user mapping table during scoping by matching Exsalerate owner email addresses to Monday.com invite email addresses. Any Exsalerate owner without a matching Monday.com team member is placed in a reconciliation queue for the customer's admin to provision before the record import phase begins. Inactive Exsalerate users are flagged with their records assigned to a placeholder owner in Monday.com.