Migrate from Sales Infinite to monday CRM

Sales Infinite Contact records map to Monday CRM People items. Name, email, phone, and address fields map to the corresponding People column types. Custom properties on Contact map to custom columns on the CRM board's People group. Owner assignment resolves by matching the Sales Infinite owner email to a Monday team member email. Duplicate detection runs on email address before insert to prevent duplicate People items.

Sales Infinite Account records map to Monday CRM Organization items. Industry, annual revenue, type, and website fields map to Organization columns. Custom Account properties map to Organization columns on the CRM board's Organizations group. Organizations must exist before People items are imported so that the Organization link on People is satisfied at insert time.

Sales Infinite Opportunity records map to Monday CRM Deals. Amount, CloseDate, and StageName map to the Deal's monetary value, expected close date, and status column. The Sales Infinite pipeline assignment determines which Monday CRM board hosts the Deal. Closed-Won and Closed-Lost statuses map to Monday's Won and Lost deal states. Any custom Opportunity properties map to Deal custom fields.

Each named pipeline in Sales Infinite becomes a Monday CRM board with a Status column representing the stage values. Stage probability percentages are not native to Monday CRM; we document them as a reference for the customer's sales team to track manually or via a separate reporting view. We configure the Status column with the exact stage labels from Sales Infinite in the customer's preferred order.

Sales Infinite Lead records with status of Unqualified or New convert to People items in Monday CRM with a Lead_Status column preserved as a custom column. Leads with a Closed-Won status or an associated Opportunity are migrated as Deals in addition to People items. If the destination account does not use Monday's Lead management, all Leads merge into People items and Lead_Status is stored as a custom column on each item.

Sales Infinite Activity records migrate into Monday CRM's Emails and Activities section on the associated People item. Call engagements map with duration and disposition as custom activity columns. Email content migrates as an email log entry. Meeting engagements map to activity entries with date and location preserved. Tasks migrate as to-do items on the People item. Activity timeline ordering is preserved by timestamp. Large activity histories (over 100,000 records) require chunked API pagination to respect Monday's rate limits.

Sales Infinite Notes migrate as updates on the related People, Organization, or Deal item in Monday CRM. The note body populates the update text, and the author is attributed to the matching Monday team member by email. File attachments on Notes download individually via the Sales Infinite API and re-upload to the linked item as file attachments. Large attachment sets increase migration time proportionally.

Custom fields on any standard object in Sales Infinite map to custom columns on the corresponding Monday CRM entity. We perform schema discovery during scoping to identify every custom property, its data type (text, number, date, picklist, checkbox), and any active picklist value sets. Monday CRM column types are more limited than typical CRM custom field models; any Sales Infinite property that cannot map to a Monday column type is flagged for the customer to either accept as a text column or handle outside the CRM.

Sales Infinite file attachments on Contacts, Accounts, Opportunities, and Notes migrate as linked file attachments on the corresponding People, Organization, or Deal item. Each attachment downloads via an individual API request from Sales Infinite and uploads to Monday via the Monday API. Attachments exceeding Monday's per-file size limit are flagged for the customer to store externally with a link reference migrated as a text column.

Sales Infinite Owner records map to Monday team member accounts by email address. We extract every distinct Owner referenced on Contacts, Accounts, Opportunities, and Activities and match by email against the destination Monday account's member list. Any Owner without a matching Monday team member enters a reconciliation queue for the customer's admin to provision before record migration resumes.