Migrate from MarketSharp to monday CRM

MarketSharp Lead records map 1:1 to monday CRM Lead items. Lead status fields become monday Status columns with value mappings. Primary contact fields on leads populate the Lead item's person and contact columns. Historical lead scores map to Number columns if present.

MarketSharp Customer records represent companies or individuals who have engaged with your business. These map to monday CRM Contact items with dedicated columns for address, phone, and email information. Customer type field values such as Residential or Commercial become monday Status or Label column options scoped to the Contacts board. Each customer record preserves its original creation timestamp and owner assignment during migration.

MarketSharp Project records represent active jobs or contracts. These map to monday CRM Deal items. Project stage values such as Lead, Quote Sent, Contract Sent, Won, or Lost become the monday Status column options on the Deal board. Project value or estimated amount maps to the monetary column on Deal items. The original MarketSharp project ID is preserved in a custom Source ID column for traceability.

MarketSharp Appointments (sales visits, follow-up calls) become monday Items with Date columns for scheduled date and time. The assigned user becomes a Person column. monday does not have native scheduling — appointments land as Items that can connect to Google Calendar or Outlook via monday integrations.

MarketSharp Quotes map to monday Items linked to the parent Deal. Line items become subitems with dedicated columns for quantity, price, and description. Quote status values such as Draft, Sent, Accepted, or Declined become a Status column on the quote Item. The quote-to-deal relationship uses monday's Connect Boards column to maintain the parent-child link between records.

MarketSharp logged calls, emails, and notes attach to the parent Lead or Project record. These migrate as monday Updates on the corresponding Lead or Deal Item, preserving the original timestamp, owner, and note text. monday Updates are chronological and visible to anyone with board access.

MarketSharp custom lead fields (configured under Settings > Custom Lead Fields) each require a corresponding monday column on the appropriate board. FlitStack creates Text, Number, Date, or Status columns based on the source field type. Dropdown-type custom fields become monday Status columns with the same option values.

MarketSharp user accounts resolve to monday workspace members by email match. Unmatched owners are flagged before migration — teams either invite them to the monday workspace or reassign their records to an existing member. Owner assignment maps to the Person column on each Item.

MarketSharp files attached to Leads, Customers, or Projects re-upload to monday using the File column type on the corresponding Item. File size limits apply per monday's upload constraints (up to 500MB per file on Pro and Enterprise plans). Each file maintains its association with the parent record through the Item's file attachments section.

MarketSharp lead sources (Website, Referral, Google Ads, Trade Show, etc.) are pick-list values that map to monday Label columns or Status columns on the Lead board. Each source value requires a corresponding monday option created before migration runs to ensure consistent categorization of incoming leads.

MarketSharp workflow rules (lead routing, task triggers, email sequences) do not have a direct equivalent in monday CRM. These are documented during discovery and handed off as a rebuild guide for monday's Automation Center. Automations must be recreated manually post-migration.

MarketSharp integrations with tools like SalesRabbit, One Click Contractor, or documentation platforms cannot be migrated directly. Each platform has its own integration ecosystem and API authentication model. Connections to Zapier, Make, or direct API integrations must be rebuilt in monday after migration completes. FlitStack lists all detected integrations in the handoff package as rebuild items with recommended monday-native alternatives.