Migrate from Salesflare to monday CRM

Salesflare Account records map directly to Monday.com CRM Organization items. Standard fields (name, domain, industry, location) map to Organization name, website, and custom columns. We use domain as the dedupe key during import. Organizations are created first so that the Organization-People relationship is satisfied at Contact import time. Custom properties on Accounts migrate as custom columns on the Organization board.

Salesflare Contact records map to Monday.com CRM People items. The Account-Contact junction is preserved through Monday.com's Organization-People relationship, which is a first-class link in the CRM module. Email, phone, title, social links, and enrichment data (from signature scraping) map to corresponding People item columns. We flag any Contact without a valid email as a data quality issue for the customer's review before import.

Salesflare Opportunity records map to Monday.com CRM Deals. Opportunity name, value, expected close date, and stage migrate to Deal name, value, and status columns. We map the Salesflare pipeline-stage label to a Monday.com status group within the Deals board. Owner assignment migrates by resolving the Salesflare Owner email to a Monday.com team member.

Salesflare pipeline definitions (pipeline name and stage labels per account) migrate as Monday.com status groups on the Deals board. We export the pipeline configuration as metadata during discovery, then configure the corresponding status columns in Monday.com before Opportunity import. Probability and weighted value per stage are preserved as separate number columns if the customer uses them in reporting.

Salesflare Activity records (logged calls, emails, meetings) migrate to Monday.com Updates on the associated People or Deal item. Call duration and disposition migrate as custom columns on the activity update. Meeting details (date, duration, location) migrate as structured Updates with a table format. We preserve the chronological order of activities using the item's Update timestamp.

Salesflare Owner records map to Monday.com team members. We resolve by email match: each unique Salesflare Owner email must correspond to a Monday.com user invited to the workspace. Owners without a match enter a reconciliation queue for the customer's admin to provision before record import resumes. Role and permission sets do not transfer and must be reconfigured in Monday.com's access settings.

Salesflare Tags are flat labels on Accounts, Contacts, and Opportunities. Tags migrate as Monday.com native Tags applied to People, Organizations, and Deals items. If the customer uses tag groupings or categories, we document the taxonomy and map it to Monday.com label column values rather than native tags to preserve grouping semantics.

Salesflare custom properties on Accounts, Contacts, and Opportunities migrate as custom columns on the corresponding Monday.com item types. We export the full property map per object during discovery, then create matching column types in Monday.com before migration. Text, number, date, and dropdown properties map directly; multi-select properties map to Monday.com dropdown columns with value mapping defined during scoping.

Salesflare file attachments stored as URLs or accessible blobs migrate as files attached to the corresponding Monday.com People, Organization, or Deal item. We preserve filename, linked object, and file size metadata. Attachments that were stored as URLs pointing to external systems (Google Drive, Dropbox) are logged as a separate configuration note and may require re-linkage in Monday.com depending on the source system's API access.