Migrate from Sales Journey to monday CRM

Sales Journey Contact records map to Monday.com Contact Items on a dedicated CRM Board. We preserve standard fields: name, email address, phone, company association, and any custom fields Sales Journey supports. The Monday.com Contact Board uses standard text, email, phone, and relation columns typed to match the source field. Company association maps to a relation column pointing to the Company Item. Owner assignment resolves via email cross-reference to Monday.com Team Members.

Sales Journey Company records map to Company Items on a Monday.com CRM Board. Standard address fields (street, city, state, postal code, country) map to separate text columns; industry and company size map to dropdown or tag columns. The relationship between Company and Contact Items is preserved via a relation column on the Contact Item pointing to the Company Item. Company Items are created before Contact Items so the relation reference is satisfied at import.

Sales Journey Deals map to Items on a dedicated Monday.com Deal Board. The Deal Name becomes the Item name; Deal value maps to a Number column; close date maps to a Date column. The pipeline stage from Sales Journey maps to the Monday.com Status column, with each Status group representing a deal stage. We create the Status column values during board setup to match the source stage names and order. Owner assignment maps to the Person column for deal ownership.

Sales Journey deal pipeline stages map to Monday.com Status column groups on the Deal Board. We extract the full stage list from Sales Journey during discovery, then configure the Status column with matching group names in the same order. Stage probabilities migrate as a separate Number column if the customer relies on probability-based forecasting; otherwise, the column is populated with the original values as informational data. Win/loss criteria are noted for manual rebuild in Monday.com automations if applicable.

Sales Journey Lead records require a destination strategy decision during scoping. Options: (1) a dedicated Monday.com Lead Board with Items structured identically to Deals but with a Lead Status column instead of pipeline stages, or (2) Contact Items on the main CRM Board with a Status column set to Lead. We recommend the dedicated Lead Board for teams with high lead volume. Lead status values from Sales Journey (new, contacted, qualified, converted) map to Status column groups in the destination.

Sales Journey email engagement records (content, timestamp, direction) map to Monday.com Updates on the related Contact or Deal Item. We extract email subject, body preview, direction (sent/received), and timestamp from Sales Journey. Monday.com does not store a structured activity timeline; we write the email summary as an Update with the original timestamp and direction in the update text. Full email threading requires the customer to maintain the original email system as the source of record.

Sales Journey call engagements map to Updates on the related Contact or Deal Item. We preserve call duration (if recorded), direction, and disposition as text within the Update body. Call recording links cannot be migrated to Monday.com's native file storage; we flag them for the customer to re-attach manually post-migration or store in a linked file system. Activity timestamp orders the Update chronologically within the Item's history.

Any custom fields discovered on Sales Journey Contacts, Companies, or Deals migrate to Monday.com as custom columns on the corresponding Board. Column type selection happens during scoping: text properties map to Text columns, numeric properties to Number columns, date properties to Date columns, and multi-value properties to Tags or Dropdown columns. If Sales Journey does not expose custom field definitions via API, we request a sample export during discovery to identify the full schema before migration.

Sales Journey owner references on Contacts, Companies, and Deals map to Monday.com Team Members by email match. We build a cross-reference table during discovery: every distinct Sales Journey owner ID is paired with the corresponding Monday.com User email. If the Monday.com User does not yet exist, we flag the owner for admin provisioning before record import begins. Inactive Sales Journey owners map to inactive Monday.com Users to preserve audit trails.

File attachments on Sales Journey records (if supported by the platform's export capabilities) migrate as Files attached to the corresponding Monday.com Item. We identify attachment storage location and estimated file size during scoping. If Sales Journey does not include attachments in its standard export, we recommend the customer request attachments directly from Sales Journey's support team or export them manually, and we document the file-to-record mapping for re-attachment post-migration.