Migrate from SalesNexus to monday CRM

SalesNexus Contacts map directly to Monday.com CRM People. We export via the get-all-fields endpoint to capture standard fields (name, email, phone, address) and custom field IDs, then map each to a Monday.com CRM Person column. The contact's email address serves as the dedupe key during import. Any enrichment data stored in SalesNexus custom fields migrates as additional Person columns. Nexi AI-generated suggestions stored as contact notes transfer as Person note content but the underlying AI model state is not migratable.

SalesNexus Company records map directly to Monday.com CRM Companies. We export companies independently and then link imported People to their parent Company via the company field mapping. The company domain becomes the Website field in Monday.com CRM. No special handling required beyond standard parent-child resolution.

Each SalesNexus Pipeline maps to a Monday.com CRM Board configured with a Deal layout. SalesNexus Free supports 3 pipelines, Starter supports 10. Monday.com CRM boards are created per pipeline with the pipeline name preserved. The board's Group structure maps to the pipeline-level grouping in Monday.com.

SalesNexus stage names and order integers map to Monday.com CRM column values in the Status column. We preserve stage probability defaults from SalesNexus as a secondary column in Monday.com CRM so the customer retains probability data for forecasting. Each stage becomes a distinct Status column value with color coding matching the original SalesNexus pipeline configuration.

SalesNexus Deals map to Monday.com CRM Deals, which are board items on the pipeline Board. The deal value, close date, and stage assignment migrate to corresponding Deal columns. We resolve the pipeline assignment by mapping the SalesNexus pipeline ID to the Monday.com CRM board created for that pipeline. Owner assignment maps via email to Monday.com CRM user.

SalesNexus Tasks map to Monday.com CRM Tasks either as standalone board items or as Subitems on the relevant Deal or Person board. Open and completed status preserves. Due date, assignee, and priority migrate to corresponding columns. We resolve task owner assignment by email mapping to Monday.com CRM user.

SalesNexus Users referenced on Contacts, Companies, Deals, and Tasks map to Monday.com CRM users by email. We extract the distinct owner list during scoping and match by email. Any SalesNexus user without a matching Monday.com CRM user goes to a reconciliation queue for the admin to provision before record import continues.

SalesNexus custom fields on Contacts are identified by integer field IDs from the get-all-fields endpoint. We export field labels, types (text, number, date, dropdown), and values, then create corresponding columns in Monday.com CRM People board. Picklist values map to Dropdown or Status columns; text and number fields map directly. The field type mapping preserves the data format but not the original field ID.

SalesNexus email templates with merge fields and HTML content are exported as template body and subject text. Merge field syntax differs between platforms and must be adapted manually. We deliver a template audit report listing all active templates with their merge field mappings so the admin can recreate them in Monday.com CRM or an integrated email tool.

SalesNexus call transcriptions and recording URL references migrate as Activity items linked to the Person in Monday.com CRM. Transcription text transfers as Activity content; the recording URL is preserved as a link reference. Binary audio files are not downloadable via SalesNexus API and do not transfer as files.

SalesNexus email archival (unlimited on all plans) migrates as Activity items with subject, body, date, and direction preserved. HTML email bodies convert to plain text for Monday.com CRM compatibility. Each email links to the Person who is the sender or recipient. The email threading relationship is not preserved in Monday.com's flat Activity model.