Migrate from Sales Snap to monday CRM

Sales Snap Contact records map directly to People items in Monday.com CRM. We extract name, email, phone, company, and lifecycle stage from the CSV export and map them to corresponding Monday.com column types (text for name and email, phone for phone number, dropdown or text for company). The original Sales Snap lifecycle stage value is preserved as a custom Status or Tag column on the People item for reference and future segmentation.

Sales Snap company records map to Company items in Monday.com CRM (if using the built-in Companies feature) or to items on a dedicated Company Board. We deduplicate on company name during transformation, as the same company may appear across multiple Contact records in Sales Snap exports. The company address, domain, and industry fields map to text or location columns in Monday.com.

Sales Snap Deals map to Opportunity items on a Monday.com Pipeline Board. The deal amount, close date, and deal stage map to the corresponding Monday.com numeric, date, and status columns. We configure the pipeline board with stage groups matching the Sales Snap lifecycle stages that represent pipeline positions (e.g., Qualified Lead, Demo Scheduled, Proposal Sent, Won, Lost).

Sales Snap tasks and follow-up items map to task items in Monday.com, preserving task type, due date, completion status, and linked contact reference. We create a Tasks board or use a subitems structure under People items depending on the customer's preferred workflow. Orphaned tasks (tasks with no linked contact) are flagged separately and mapped to a general Work board for admin review.

Sales Snap engagement logs (opens, clicks, replies, calls) aggregate per contact. We map these as read-only text or numeric columns on the People item (e.g., Total Emails Opened, Total Replies, Call Count) rather than individual activity records, since Monday.com does not have a native engagement timeline. For high-value migration contexts, we create a separate Activity Log board with one item per engagement event linked back to the People item via a Connect Boards column.

Sales Snap pipeline stages are inferred from contact lifecycle stages in the absence of a dedicated pipeline object. We map these to Status columns on the Monday.com Pipeline Board, creating groups that correspond to the original lifecycle stages. The customer chooses whether to keep the original stage names or simplify during migration, as Monday.com's flexible column system allows renaming without data loss.

Custom fields visible in the Sales Snap export UI map to custom columns in Monday.com. We match field names exactly to ensure column headers align during import, and we flag any fields that require type conversion (e.g., a Sales Snap date field stored as text in CSV gets converted to a proper Date column in Monday.com). Fields not visible in the export UI cannot be retrieved and are noted as data gaps.

File attachments linked to Contacts, Deals, or email templates in Sales Snap are not included in the standard CSV export and cannot be retrieved programmatically. We inventory the approximate attachment count during discovery and flag this as a data gap in the scoping document. Customers retrieve attachments separately from Sales Snap's UI or support channel; we do not migrate attachment binaries as part of the standard migration scope.