Migrate from Salescamp CRM to monday CRM

Salescamp Leads map to Monday.com Contact Items on a CRM Contact board. Standard fields (name, email, phone, source, status) map to the corresponding Contact columns. The lead status from Salescamp becomes a Status or Select column in Monday. We use Monday's Contact API or CSV import with email as the dedupe key. If the same Lead appears across multiple Salescamp Collections, we deduplicate by email address and retain one Contact Item with Collection membership recorded as a multi-select Tags column.

Salescamp Company records map to Monday.com Contact Items marked as organizations (via the Contact type column) or to Items on a dedicated Account/Company board if the customer prefers a separate account structure. Company name maps to the organization name field; domain maps to a Text column. We link Contact Items to their parent Company Item via a Connect board column for relationship tracing.

Salescamp Collections are organizational groupings with no direct Monday.com equivalent, so we map each Collection to a dedicated CRM board (one board per Collection) with a Tags column carrying the Collection name on the primary Contact board. Alternatively, we consolidate all Leads into a single Contact board and use a Tags column to preserve Collection membership for segmentation and filtering. The customer chooses the preferred structure during scoping.

Salescamp Deal Pipeline stages map to Group headers (one per stage) on a Monday.com Deals board. Deal name, value, expected close date, and owner map to Item name, Number column, Date column, and Person column respectively. Each Stage in Salescamp becomes a Group; Deal status (open, won, lost) maps to the Group-level structure. We configure the board's pipeline view (kanban by Group) to replicate Salescamp's visual pipeline representation.

Salescamp Call logs, SMS records, and email sync entries are the most fragile migration object. The standard Salescamp Lead CSV may omit engagement history, so we request a supplemental activity export during scoping. Where available, we map each engagement to a Monday Activity Timeline entry on the linked Contact Item (using Monday's native Emails & Activities feature on the Pro CRM plan) or as a Subitem on the Contact Item with type, timestamp, duration, and notes as columns. Activity logging is not mandatory in Monday, so we flag this as a best-effort preservation of engagement history.

Salescamp Goals (sales targets per user or team) have no native Monday.com equivalent. We map goal definitions as custom Number columns on the Deals board or as Items on a dedicated Goals tracking board with Owner, Target, and Actual columns. Goal achievement logic does not migrate; the customer configures progress-tracking formulas in Monday after migration.

Salescamp Users and Owners map to Monday.com workspace Members. We extract the owner_id on every Lead, Company, Deal, and Activity and resolve by email against the Monday.com workspace Member list. Users without a matching Monday member go to a reconciliation queue for the customer's admin to provision before record import proceeds.

Salescamp custom fields per Lead or Deal object map to Monday.com custom columns on the respective board. We evaluate each Salescamp field type (text, number, date, picklist, checkbox) and map to the nearest Monday column type (Text, Number, Date, Dropdown, Checkbox). Picklist values from Salescamp become Dropdown options in Monday. Custom column configuration happens before the import phase so that the CSV import maps cleanly into typed columns.

Salescamp advertises 1,000+ integrations for lead collection, but the integration configurations themselves are not exported. We migrate only the resulting Lead and Activity data that arrives in Salescamp via those integrations. The customer's Monday.com integrations with the same third-party tools (forms, email, calling) are reconfigured post-migration by the customer's admin as part of onboarding.