Migrate from Saleshiker to monday CRM

Discovery and data audit

We audit the Saleshiker portal across all active objects: Contacts, Leads, Organizations, Deals, Pipelines, Products, Tasks, Events, Quotes, Invoices, and any custom properties. We export a complete record count and sample field inventory for each object, identify duplicate concentrations by email and phone, and flag any active WhatsApp broadcast campaigns, chatbot configurations, or Workflows referencing WhatsApp triggers. We also document the current pipeline stage labels and their ordering, which becomes the Monday.com board Status column configuration. The discovery output is a written migration scope confirming which objects migrate, which are excluded, and a preliminary field mapping table.

Monday.com board schema design

We design the Monday.com board structure: a CRM Contacts board for Contacts and Organizations (Groups), a Pipeline board per Saleshiker pipeline with Status column values mapped from Saleshiker stages, a Product Catalog board, a Tasks board, and any additional boards needed for Quotes or Invoices using custom column workarounds. Custom properties from Saleshiker are translated to Monday.com custom column types (text, number, date, person, status, label). We create these boards in the customer's Monday.com account before migration begins. If the customer is on a Monday.com plan that includes CRM-native objects (Contacts, Deals, Leads), we configure those objects directly and use custom columns for any properties that exceed the standard field set.

Dry-run and data quality pass

We run a dry-run migration exporting a subset of records (typically the 100 most recently updated Contacts and Deals) and importing them into Monday.com to validate the field mapping, confirm column type assignments, and identify any data that requires transformation before the full migration. During this phase, we probe Saleshiker's API responsiveness to establish safe request throughput and confirm Monday.com API import acceptance. We also run the deduplication pass identified in discovery, producing a list of duplicate Contacts to merge or archive before the main migration.

Full data migration in dependency order

We run the production migration in record-dependency order: Organizations (Groups) first, then Contacts and Leads with Organization Group linkage resolved, then Deals with pipeline stage and owner assignments, then Products, then Tasks and Events, then Quotes and Invoices as Items with custom columns, and finally Attachments (downloaded from Saleshiker storage and uploaded to Monday.com with file references preserved). Each phase emits a row-count reconciliation report. Owner resolution by email match runs across all phases; any unmatched owners are flagged in a reconciliation board for the customer's admin to provision before that phase's records are marked complete.

Validation and record reconciliation

We validate the migrated data against the discovery baseline: record counts per object, spot-checks on 25-50 randomly selected Contacts and Deals for field-level accuracy, and a pipeline stage distribution check confirming that Deals are distributed across the correct Monday.com Status values. We verify that Organization Group linkages on Contacts are intact, that Deal owners resolved correctly, and that attachment file associations are preserved. Any gaps identified during validation are corrected in Monday.com before the cutover window opens.

Cutover and Workflow inventory handoff

We freeze Saleshiker writes during the cutover window, run a final delta migration for any records modified since the last sync, and confirm Monday.com as the system of record. We deliver the Workflow and Scheduler inventory document listing every active automation in Saleshiker with its trigger, conditions, actions, and a recommended Monday.com automation equivalent. We do not rebuild Saleshiker Workflows inside the migration scope. We support a three-day hypercare window for reconciliation issues raised by the customer's team.