Migrate from Salesmate to monday CRM

Salesmate Contacts (Module ID 1) map to Monday.com People CRM entities or to Items on a dedicated Contacts Board. The mapping depends on whether the customer uses Monday.com's native People CRM feature or a custom board structure. Standard fields (name, email, phone, address, lifecycle stage) map to typed Monday.com columns (text, email, phone, address, dropdown). Custom Contact fields migrate as additional columns with equivalent types. We preserve the contact owner as a Board Subscriber assignment on each Item.

Salesmate Companies (Module ID 5) map to Items on a Companies Board or to Account-name entries in a linked column on the Contacts Board, depending on the customer's chosen Monday.com data model. Company-industry, employee count, annual revenue, and website fields map to equivalent column types. Companies with multiple associated Contacts generate a parent-child relationship structure using Monday.com's Connect Boards or Item linking feature.

Salesmate Deals (Module ID 4) map to Items on a Monday.com Deals Board. The Salesmate deal pipeline stages map to Monday.com Status column values (one group per stage). Deal value maps to a Numbers column, close date to a Date column, and owner to the Subscriber field. If Salesmate has multiple pipelines, we create one Monday.com board per pipeline or use Monday.com's multi-pipeline view within a single board with filtered groups.

Salesmate Tasks (Module ID 2) with a Deal association map to Subitems on the corresponding Deal Item in Monday.com. Standalone Tasks map to Items on a Tasks Board. Task status, due date, priority, and owner migrate as Subitem fields. Open/closed status is preserved as a Status column value in Monday.com. Tasks without a Deal association are linked to the related Contact Item via Monday.com's relation columns.

Salesmate email history (Module ID 3) is associated per Contact. We map email metadata (sender, recipient, timestamp, subject) to Monday.com's native Emails & Activities feature if enabled, or to a structured custom column set (text columns for subject and sender, date column for timestamp). Full email body content may require field-level export from Salesmate and placement as a long-text column or as a linked document attachment. Thread association is preserved as a relation column linking to the parent Contact Item.

Salesmate Team Inboxes store shared email conversations with non-standard threading compared to most CRMs. We export inbox conversations with thread metadata (thread ID, participant users, message timestamps, body content) and map them to Items on a dedicated Inbox Board in Monday.com. Thread metadata (which message belongs to which thread, which team member replied) is preserved as custom text and person columns when no native Monday.com equivalent exists. This is a mapping-level migration, not a direct object transfer.

Salesmate Products (Module ID 6) map to Items on a Monday.com Products Board. Product name, pricing, description, and SKU fields migrate to text and number columns. Currency handling in Salesmate maps to a text or number column in Monday.com with currency indicated in the column name. Products linked to Deals in Salesmate create a relation between the Deals Board and Products Board via Monday.com's relation column feature.

Salesmate custom fields on Contacts, Deals, Companies, Tasks, and Products map to Monday.com column types selected during scoping: text fields become Text columns, numeric fields become Numbers columns, date fields become Date columns, dropdown fields become Dropdown columns, and checkbox fields become Toggle columns. We pre-create all boards and column structures in Monday.com before any record import begins.

Salesmate Users map to Monday.com account members who are added as Subscribers to the relevant boards. We match by email address and assign the migration user account the appropriate permission level before importing. If a Salesmate owner has no Monday.com account, they go to a reconciliation queue for admin provisioning before Deal and Task import begins.

Salesmate tags on Contacts and Companies are exported as string arrays and mapped to Monday.com's Tag column type. Tags used for content classification migrate to a Label column. The customer chooses the tag strategy during scoping based on how they intend to use tag data in Monday.com's board filtering.

File attachments associated with Salesmate Contacts, Deals, and Companies migrate to Monday.com File columns on the corresponding Items. We flag the storage implications: Monday.com workspace storage limits apply to file uploads, and files above the account limit may require archiving or external storage linking. We document the file count and total size during scoping.