Migrate from Pro-Sales CRM to monday CRM

Pro-Sales CRM Contact records map to Monday.com CRM Contact Items on a Contacts board. Standard fields (name, email, phone, lifecycle stage, owner) map to equivalent Monday.com columns. Email maps to the Email column type; phone maps to the Phone column type; owner maps to the People column with the assigned Monday.com user. Lifecycle stage is stored as a Status column or a customized Label column based on the customer's stage configuration.

Pro-Sales CRM Company records map to Monday.com CRM Company Items on a Companies board. Company name, address, industry, and size fields map to text, location, and dropdown columns in Monday.com. Address information is stored as a Text column or multiple location sub-columns. Company is created before Contact import so that the Contact Item can link to its parent Company via a Connect Boards column or a Link to Item column.

Pro-Sales CRM Deals map to Monday.com CRM Deal Items on a sales pipeline board. The pipeline board uses Status columns to represent deal stages. Deal value maps to a Number column with currency formatting; close date maps to a Date column; owner maps to a People column. We extract the active pipeline stage configuration from Pro-Sales CRM and create matching Status columns in Monday.com before migration, applying the probability weights as values on the stage column.

Pro-Sales CRM allows custom stage names and probability weights per pipeline. We extract the active stage configuration from the source account during discovery and create equivalent Status columns in Monday.com. Probability percentages are stored as a numeric column or annotation and are preserved for deal scoring and reporting after migration.

Activity records (call logs, notes, task completions) from Pro-Sales CRM migrate to Monday.com CRM Activity Items on the relevant Contact or Deal board, or to the native Activity Column on the Standard plan and above. Call disposition, duration, and outcome map to custom columns (Dropdown for disposition, Number for duration). Date and time preserve the original timestamp. Timezone normalization is applied during the transform step. The destination format depends on the customer's chosen Monday.com plan tier.

Pro-Sales CRM custom fields on Contacts are inspected during discovery. We create equivalent Monday.com columns on the Contacts board before migration, matching the field type (text, number, date, dropdown, checkbox, etc.). Multi-select custom fields in Pro-Sales CRM map to Monday.com Dropdown or Tags columns. The mapping table is reviewed with the customer before import so that any domain-specific meaning is preserved.

Pro-Sales CRM custom fields on Deals are created as columns on the Pipeline board before migration. Fields are matched by type and preserved with their original values. Formula fields in Pro-Sales CRM are documented and rebuilt as Monday.com Formula columns by the customer's admin post-migration, as formula logic requires manual configuration in Monday.com's column editor.

Tag assignments on Pro-Sales CRM records migrate as Tags column values in Monday.com. Tag strings are preserved exactly and applied to the corresponding Items after import. Tags used for content classification or contact segmentation are kept as-is so that the customer can use them in Monday.com Filters and Grouping after migration.

Pro-Sales CRM assigns a single owner per record. We map Pro-Sales CRM owner IDs to Monday.com User records by email match. Any Pro-Sales CRM owner without a matching Monday.com User is flagged in a reconciliation report and reassigned to a designated fallback user. Active user records from Pro-Sales CRM are migrated as Contacts in Monday.com for reference; role and permission differences between CRMs mean closest-fit role mapping is applied rather than a 1:1 copy.