Migrate from SalesSeek to monday CRM

SalesSeek Organizations map to Monday.com CRM Entities or to a CRM-style board with organization items depending on the customer's data model preference. Standard fields (name, address, industry, phone, website) migrate directly. Custom properties on Organizations map to Monday.com column types: text to text columns, numbers to number columns, dates to date columns, and dropdowns to status or dropdown columns. The original SalesSeek organization ID is preserved in a custom text column for re-linking.

SalesSeek People (individual contacts) map to Monday.com CRM People items or contact-style board items linked to the parent Organization. Standard fields (name, email, phone, title, lifecycle stage, owner) migrate directly. The relationship to the parent Organization is preserved via Monday.com's relation columns or item linking. Owner assignment maps by email match to Monday.com Workspace members.

SalesSeek Deals map to items on a dedicated Deals board in Monday.com CRM. Deal name, monetary value, stage, probability, and expected close date migrate directly. The pipeline stage from SalesSeek maps to a Status column in Monday.com with the original stage label preserved. Probability percentages migrate to a number column. The link to the parent Organization is preserved via a relation column.

SalesSeek's multiple named pipelines map to separate boards in Monday.com CRM, each with its own stage structure and columns. If the customer uses SalesSeek pipelines to distinguish business units or deal types, we create corresponding boards in Monday.com and route deals accordingly. Stage labels and reorder logic are preserved as Status column options on each board.

Each SalesSeek pipeline stage becomes a Status column value in Monday.com with the stage label and sequence order preserved. Stage-specific probability percentages migrate to a separate number column on the board. If the customer has reordered stages in SalesSeek, we apply the same order in Monday.com. Stage renaming post-migration is a manual step the customer's admin can handle directly in the Monday.com board settings.

SalesSeek Tasks migrate to items or subitems in Monday.com depending on whether they are linked to a Deal or exist independently. Task name, due date, status, and owner assignment migrate directly. Open versus completed status maps to a Status column value in Monday.com. If SalesSeek tasks are linked to specific People or Organizations, those links are preserved via relation columns.

SalesSeek custom fields on Organizations, People, and Deals map to Monday.com column types with explicit type matching: text fields to text columns (with numbers-only option where applicable), date fields to date columns, number fields to number columns, and dropdown fields to status or dropdown columns. Dropdown enumeration options from SalesSeek are recreated as explicit option values in the Monday.com column. We generate a custom field mapping spreadsheet during scoping that lists each field name, type, and options for customer review before migration begins.

SalesSeek Groups segment records for filtering and sharing. We export group membership and recreate groups as Teams in Monday.com (for workspace-level access) or as filtered views with saved segment logic (for business-unit segmentation). Group membership is applied to the migrated records via Monday.com's team assignment or by creating a segment filter that matches the group's original criteria.

SalesSeek filters that segment records within the platform are exported as filter definitions during scoping. Because SalesSeek's API does not support updating or deleting filters and orphaned filters are periodically cleaned up, we document all active filters and their Group associations before migration. We recreate these as Saved Views in Monday.com boards with the same filter criteria applied. Any orphaned filters in SalesSeek may have already been deleted before migration begins.

SalesSeek tracks engagement activities (calls, emails, meetings, notes) linked to Organizations, People, or Deals. We export activity records including type, date, associated contacts, and activity body. In Monday.com, activities map to a dedicated Activities board, a subitems log, or a timeline column depending on the destination's configuration. Activity schema varies between CRMs so field mapping is reviewed per destination during scoping.

File attachments associated with Organizations, People, or Deals are downloaded from SalesSeek and re-uploaded to Monday.com board items, preserving the linked record association where the target API supports it. We handle attachments as a post-import step after core records are migrated, mapping each attachment to the corresponding Monday.com item. Large file attachments (exceeding Monday.com storage limits per tier) may require additional storage planning or an external file storage integration.

Tags labeling records for categorization in SalesSeek are exported as tag names and reapplied as Tags on Monday.com items. Monday.com supports tagging items natively, so the tag structure maps directly without transformation. If the customer uses tags for content classification rather than CRM categorization, we note this during scoping for confirmation.