Migrate from Flash Lead Sales to monday CRM

Discovery and export verification

We request all available CSV exports from Flash Lead Sales: leads, contacts, pipeline stages, team members, tags, lead sources, invoices, and activity history. We verify that the export includes the fields required for mapping (current stage, owner email, tags, source) and flag any missing fields before proceeding. We also extract the custom pipeline stage list so that the Monday.com pipeline columns can be designed before any data is imported. The discovery output is a written scope confirming what can and cannot be migrated based on export contents.

Monday.com workspace and pipeline design

We configure the Monday.com CRM workspace: the Leads board with all required columns (Name, Email, Phone, Source, Tags, Owner, Status), the Deals pipeline with custom columns mapped to the Flash Lead stage list, and the Contacts section. We create any custom properties needed for source attribution, invoice reference fields, or deal-specific metadata before data import begins. Stage-specific automations (e.g., notify owner when deal moves to Won) are documented separately for manual rebuild after migration.

Owner reconciliation

We extract every distinct owner referenced on Flash Lead records and match by email against the Monday.com workspace User list. Any owner without a matching Monday.com User is added to a reconciliation queue. The customer provisions any missing team members in Monday.com before the final import batch. Owner resolution must be complete before importing leads and deals because assignee columns require valid User references.

Stage history reconstruction

We parse the Flash Lead activity log export alongside the lead record export. For each lead with stage transitions, we generate a formatted note containing the transition date, original stage, destination stage, and the user who made the change. This note is attached to the corresponding Monday.com Deal after import, preserving deal velocity and time-in-stage context that would otherwise be lost. We validate the reconstructed history against a random sample of records before proceeding to full import.

Lead and Contact import

We import Flash Lead Leads into the Monday.com Leads board with all mapped columns (name, email, phone, source, tags, owner, current stage). Owner email resolves to the Monday.com User. We then import Contacts with their related profile data. Each import batch emits a row-count reconciliation report; we verify record counts match the source export before proceeding to the Deals pipeline.

Deals pipeline import and invoice mapping

Flash Lead Deals or deal-linked Invoice records map to Monday.com Deals. We import in dependency order: Leads first, then Deals with their owner, stage, and custom field values resolved. Invoice reference fields are mapped as custom properties on the Deal record. We reconcile deal counts against the source export and flag any discrepancies for investigation before cutover.

Cutover, validation, and automation handoff

We freeze Flash Lead Sales writes during the cutover window and run a final delta import of any records modified during the migration. We validate a sample of records in Monday.com against the source export, reconcile total counts, and enable Monday.com as the system of record. We deliver the automation and stage-specific rule inventory to the customer's admin team for rebuild in Monday.com's automation center. We do not rebuild Flash Lead automations or reporting dashboards as part of the migration scope; these are documented for the customer's admin to reconstruct in Monday.com's native tools.