Migrate from Sage CRM to monday CRM

Sage CRM Companies map to Monday.com CRM Clients board as items. We extract Company records via SQL query or REST API, mapping the company name, address fields, industry classification, and primary phone to the Client item and its Info section. The company domain or website field from Sage CRM becomes the Client's website field. We create the Clients board before any Contact import so that linked items have a parent reference.

Sage CRM Contacts link to Companies via the PrimaryCompanyLink foreign key. We import Contacts as subitems under their parent Client item in Monday.com CRM. The mapping preserves first name, last name, email, phone, job title, and any custom Contact fields. Duplicate detection uses Sage CRM's match-rule configuration during scoping to flag records that may need consolidation before import.

Sage CRM Leads have their own lifecycle stages, qualification fields, and source tracking distinct from Contacts. We map Lead records to Monday.com CRM Lead items, preserving lead status, source, score, and owner assignment. If the customer uses Monday.com's unified contact model where Leads and Contacts share a single board, we apply a group or tag filter to separate the two record types.

Sage CRM Opportunities map to Monday.com CRM Deal items with stage mapped to the Deal's Status column, expected close date to Close Date, and revenue amount to Deal Value. Pipeline configuration from Sage CRM's multi-pipeline setup translates to separate Monday.com CRM boards or board groups per pipeline. Closed-Lost and Closed-Won reasons from Sage custom fields migrate as columns on the Deal item.

Sage CRM Cases migrate to Monday.com CRM items on a dedicated board or a Support workspace board. We map case severity, status, and assignment fields to corresponding Monday.com columns. Case-threaded communications stored in Sage CRM's Communication table link to the Case via case ID and migrate as activity log entries or updates on the Case item.

Sage CRM stores email, call logs, and meeting notes in the Communication table linked to entity IDs across Companies, Contacts, Leads, Opportunities, and Cases. We export Communications via SQL query and map them to Monday.com CRM's activity timeline on the corresponding item using the entity-type and entity-ID references. Email content becomes text updates on the item; call logs become activity entries with duration and disposition fields.

Sage CRM Users with role-based security profiles map to Monday.com team members. We resolve Sage CRM users by email match to the Monday.com account. Inactive Sage CRM users migrate as inactive or archived members depending on whether historical records require owner attribution. Role-based access controls from Sage CRM's security profiles do not map directly to Monday.com's permission model and require manual configuration post-migration.

Sage CRM Custom Entities have both a display name and an internal table name (e.g., 'CustomEntityname') referenced by API using the internal name. We inspect the entity schema via the Sage CRM API model service and cross-reference with the UI display name to build an accurate entity map. Each Custom Entity maps to a dedicated Monday.com board, with entity fields translated to board columns and records as items. Related entities with foreign-key references become linked items or cross-board connections.

Sage CRM workflow rules are database-stored records with embedded ASP-script logic, escalations, and action triggers that cannot be extracted as portable data. We do not migrate them as code. During discovery we produce a complete workflow inventory documenting every active Sage CRM workflow with its trigger conditions, actions, and recommended Monday.com automation equivalents. The customer's admin rebuilds the highest-priority workflows in Monday.com's automation builder post-migration.

Sage CRM reports reference entity fields by internal IDs and store formatting, formulas, and scheduling in the report schema. We export report definitions and raw data, but report formatting, calculated fields, and scheduling must be recreated in Monday.com's dashboard builder. The report data migrates as item columns so that the underlying data is available for dashboard reconstruction.