How long does a SalesTown CRM to Monday.com CRM migration take?

Most migrations land between two and four weeks for accounts under 10,000 Contacts and 2,000 Deals with a single pipeline and clean export data. Migrations with multiple pipelines, large activity histories (over 200,000 WhatsApp activity rows), complex board structure, or multiple export cycles due to tier-based CSV caps move to four to eight weeks. The board schema design phase adds one to two weeks to the timeline compared to traditional CRM-to-CRM migrations.

Can we migrate our SalesTown CRM automations and workflows to Monday.com?

No. SalesTown automations and Monday.com Automation Rules are different execution models and cannot be migrated as code. We do not migrate them inside the migration scope. We deliver a written inventory of every active SalesTown automation with its trigger conditions, actions, and a recommended Monday.com Automation Rule equivalent. The customer's admin rebuilds them using Monday.com's automation builder post-migration.

What happens to our WhatsApp conversation history during migration?

WhatsApp activities in SalesTown CRM are exported as individual rows in flat CSV format, which breaks conversation thread continuity. We reconstruct threads during the transform phase by grouping rows by conversation using timestamp ordering and sender IDs, producing aggregated Notes attached to the relevant Contact or Lead Item in Monday.com. Message status flags and delivery receipts do not have Monday.com equivalents and are omitted or noted in the Note body. The completeness of reconstructed threads depends on the exported timestamp data.

Does Monday.com CRM have an API we can use after migration?

Yes. Monday.com provides a documented REST API with endpoint references, rate limit guidance, and webhook support. This is one of the primary reasons teams migrate away from SalesTown CRM, which has no publicly documented API. After migration, the customer's development team can build integrations with other platforms, automate data updates via API, and connect Monday.com to BI tools for reporting.

What does a SalesTown CRM to Monday.com CRM migration typically cost?

Migrations under 10,000 Contacts, 2,000 Deals, and a single pipeline with straightforward board mapping land between $3,500 and $5,500. Migrations with multiple pipelines, large activity histories, complex board grouping, or WhatsApp thread reconstruction move to $7,000-$9,500. Monday.com subscription cost (typically $12-$24 per user per month depending on tier) sits outside the migration fee and remains the customer's recurring cost.

Can we migrate our SalesTown CRM Reports and dashboards?

No. SalesTown CRM's reporting and dashboard definitions are stored server-side with no documented export mechanism. We migrate the underlying data so reports can be rebuilt in Monday.com's dashboard builder, but the report configurations, chart types, and saved views do not transfer. We deliver a written map of every SalesTown Report the customer identifies so their admin knows which dashboards to recreate.

Is Monday.com CRM a full CRM or a project management tool with CRM features?

Monday.com offers two distinct products: Monday Work Management (project and task management) and Monday CRM (a separate CRM product with Contact, Lead, Deal, and Pipeline management). Teams migrating from SalesTown CRM should ensure they provision the Monday CRM product, not Monday Work Management, as the data models differ. Monday CRM uses the board-based architecture with CRM-specific column types while maintaining the core Monday.com interface that teams often cite as a reason for choosing the platform.

SalesTown CRM to monday CRM Migration — Field-Level Mapping & Rollback

Overview

What this migration involves

Moving from SalesTown CRM to Monday.com CRM is a structural migration from a mobile-first, WhatsApp-native CRM to a board-based Work OS configured as a CRM. SalesTown CRM organizes its data around Leads within a Lead Management System, Deals flowing through customizable Pipelines, and WhatsApp conversation threads stored as individual activity rows. Monday.com CRM uses a board-based model where Items represent records and Status columns represent pipeline stages, with custom column types replacing traditional CRM field types. We extract SalesTown data via in-product CSV exports (there is no documented REST API), reconstruct WhatsApp thread continuity using timestamp ordering and sender IDs, and design the Monday.com board schema including Status column values, Groups, and Item column types before loading any records. Automations, workflows, and Reports do not migrate as code; we deliver a written inventory of each for the customer's admin to rebuild using Monday.com's automation rules and dashboard builder.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Object mapping

How SalesTown CRM objects map to monday CRM

Each row shows how a SalesTown CRM object lands in monday CRM, including any object-level transformations, lookup resolution, or schema-design dependencies.

Typical mapping — final map is confirmed during the sample migration step.

SalesTown CRM

Contact

maps to

monday CRM

Item (on CRM Board)

1:1

Fully supported

SalesTown Contact records map to Monday.com CRM Items on a Contact Board. Standard fields (name, phone, email) map to Text and Email column types. Owner assignment maps to an Owner column type in Monday.com. We preserve any custom Contact properties as additional column types (number, date, checkbox). Multiple Contacts are created as separate Items on the same Board rather than related records in separate objects.

SalesTown CRM

Lead

maps to

monday CRM

Item (on CRM Board)

1:1

Fully supported

SalesTown Leads are the primary acquisition object and map directly to Monday.com CRM Items. Lead status and source fields map to Status and Dropdown column types respectively. Smart distribution rules from SalesTown do not migrate as automated rules; we document them as a written recommendation for Monday.com Automation Rules the admin can configure post-migration.

SalesTown CRM

Company

maps to

monday CRM

Item (on Company Board) or linked Item

1:many

Fully supported

SalesTown Company records map to Monday.com Items on a separate Company Board. Contact Items on the Contact Board link to the Company Item using Monday.com's Connect Boards column or an Item linking column. The Company name becomes the Item title and address fields map to Location or Text columns. If SalesTown stores company-level custom fields, we map them to Monday.com column types on the Company Board.

SalesTown CRM

Deal

maps to

monday CRM

Item (on Pipeline Board)

1:1

Fully supported

SalesTown Deals map to Monday.com Items on dedicated Pipeline Boards. Deal amount maps to a Numbers column with currency formatting. Expected close date maps to a Date column. The SalesTown pipeline assignment determines which Monday.com Board receives the Item. We resolve the pipeline-to-board mapping during scoping so that multi-pipeline SalesTown accounts get multiple Monday.com Boards.

SalesTown CRM

Pipeline

maps to

monday CRM

Board

lossy

Fully supported

Each SalesTown Pipeline becomes a separate Monday.com Board. The pipeline name maps to the Board name. We pre-create the Board with the correct Groups and configure the default Status column with stage values matching the SalesTown stage names and probabilities before Deals are loaded. Stage probabilities migrate as a Numbers column rather than native stage probability handling.

SalesTown CRM

Pipeline Stage

maps to

monday CRM

Status Column Value

lossy

Fully supported

SalesTown stage names map to Monday.com Status column values on the corresponding Board. Stage probability percentages migrate as a separate Numbers column if reporting requires them. Stage ordering in Monday.com's Status column reflects the pipeline flow from left (earliest stage) to right (closed won or lost). We map explicitly by name rather than position to handle pipelines with different stage counts.

SalesTown CRM

Activity: WhatsApp

maps to

monday CRM

Note (linked to Item)

1:many

Fully supported

WhatsApp activities stored as individual rows in SalesTown CRM (split from conversation threads by the platform's CSV export) are reconstructed into conversation Notes using timestamp ordering and sender IDs. Each reconstructed thread becomes a single Note attached to the relevant Contact or Lead Item in Monday.com, preserving message sequence and timestamps within the Note body. Message status flags do not have a Monday.com equivalent and are documented in the Note or omitted.

SalesTown CRM

Activity: Call, Email, Meeting

maps to

monday CRM

Note or Activity Column

1:1

Fully supported

Call, email, and meeting activities map to Notes attached to the parent Contact, Lead, or Deal Item. Duration, disposition, and outcome fields map to additional column types (Numbers, Text, Dropdown) on the Item. Meeting attendees can be referenced in the Note body. For high-volume activity histories, we aggregate by week or month as sub-items on the parent Item to reduce board row count.

SalesTown CRM

User / Owner

maps to

monday CRM

Person Column or Owner Column

1:1

Fully supported

SalesTown Users map to Monday.com account Users referenced via the Owner or Person column on Items. We match by email address during migration. Any SalesTown Owner without a matching Monday.com User account goes to a reconciliation queue for the customer's admin to provision before record import. Team assignments from SalesTown map to Monday.com Teams if the destination account uses Team permissions.

SalesTown CRM

Custom Template

maps to

monday CRM

Not migrated

1:1

Fully supported

SalesTown custom email and communication templates have no documented schema for export. We export available template metadata (name, type, associated records) and flag template mapping as a post-migration cleanup task. The customer's admin reviews template content in SalesTown and recreates the bodies using Monday.com's Email Templates or integrates with an email platform (Gmail, Outlook) for outgoing communications.

SalesTown CRM	monday CRM	Compatibility
Contact	Item (on CRM Board)1:1	Fully supported
Lead	Item (on CRM Board)1:1	Fully supported
Company	Item (on Company Board) or linked Item1:many	Fully supported
Deal	Item (on Pipeline Board)1:1	Fully supported
Pipeline	Boardlossy	Fully supported
Pipeline Stage	Status Column Valuelossy	Fully supported
Activity: WhatsApp	Note (linked to Item)1:many	Fully supported
Activity: Call, Email, Meeting	Note or Activity Column1:1	Fully supported
User / Owner	Person Column or Owner Column1:1	Fully supported
Custom Template	Not migrated1:1	Fully supported

Gotchas + challenges

What specifically takes care here

Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.

SalesTown CRM gotchas

Medium

iPhone-only app excludes iPad and small-screen devices

High

No documented public API for programmatic export

Medium

WhatsApp activity thread integrity across migration

monday CRM gotchas

High

Subitems are not included in bulk exports

High

Daily API call limits vary sharply by plan

Medium

Legacy automations (Sentence Builder) are being deprecated

Medium

Excel and account exports only include table views

Low

Enterprise admins can disable non-admin exports

SalesTown CRM gotchas		monday CRM gotchas
Severity	Issue	Severity	Issue
Medium	iPhone-only app excludes iPad and small-screen devices	High	Subitems are not included in bulk exports
High	No documented public API for programmatic export	High	Daily API call limits vary sharply by plan
Medium	WhatsApp activity thread integrity across migration	Medium	Legacy automations (Sentence Builder) are being deprecated
		Medium	Excel and account exports only include table views
		Low	Enterprise admins can disable non-admin exports

Pair-specific challenges

No REST API in SalesTown means CSV export limits constrain migration

SalesTown CRM does not publish a developer API reference, public endpoint documentation, or rate limit guidance. All known data exports use the in-product CSV/Excel export, which is subject to the platform's own row and field caps per tier. We plan extraction around these limits and run multiple export cycles to paginate through large datasets, treating the export as a scheduled batch rather than a live API pull. Any migration scope that assumes API-based extraction will be delayed until extraction limits are confirmed with the customer's SalesTown tier.
WhatsApp thread continuity breaks in flat CSV export

WhatsApp activities in SalesTown CRM carry thread-level metadata including message status flags and timestamp sequences that form a conversation. The CSV export splits these into individual rows, losing parent-child thread associations. We reconstruct thread relationships during the transform phase using timestamp ordering and sender IDs, rehydrating conversation continuity as aggregated Notes in Monday.com. Thread reconstruction accuracy depends on the completeness of exported timestamp data; incomplete exports may result in misordered or truncated conversations.
Monday.com board schema must exist before Items can load

Monday.com's board-based model requires that the Board, Groups, Status column values, and column types are configured before Items can be imported with correct column assignments. Unlike traditional CRM migrations where field schemas are created at import time, Monday.com requires pre-configuration of each Board's structure. We design and deploy the board schema before any record import, which adds a schema configuration phase to the migration timeline not present in relational CRM-to-CRM migrations.
Monday.com does not have a native activity timeline

Monday.com CRM Items do not have a native activity timeline equivalent to the chronological call, email, and meeting history in SalesTown CRM. Activity records migrate as Notes attached to Items or as sub-items on the parent record. Teams relying on a chronological activity feed for deal context may find Monday.com's Notes-based representation less immediately useful for at-a-glance history and should plan for team training on navigating activity context within Items.
Monday.com automations are board-scoped and cannot reference external data

Monday.com Automation Rules operate within a single Board and cannot reference data from other Boards or external systems in the same way that workflow triggers operate in relational CRMs. Teams migrating from SalesTown's automation logic that cross-reference multiple objects may need to restructure their process logic. We document the automation inventory but do not rebuild automations inside the migration scope; the customer's admin configures them post-migration within Monday.com's automation builder.

Migration approach

Six steps for a successful SalesTown CRM to monday CRM data migration

Scoping and CSV extraction planning

We audit the SalesTown CRM account for record counts across Contacts, Leads, Companies, Deals, Pipelines, Stages, and Activities. We confirm the SalesTown tier and its CSV export limits (row caps per export, field visibility per tier, and whether the export includes custom properties). We extract a sample export to validate timestamp formats, thread metadata availability, and owner email fields before designing the transform. We simultaneously identify the Monday.com destination account tier and confirm the number of Boards the CRM plan supports.
Board schema design and Status column configuration

We design the Monday.com board schema before any record import. This includes creating one Board per SalesTown Pipeline, configuring the default Status column with stage values matching SalesTown stage names, adding Groups for segmentation, and defining column types for standard fields (name, phone, email, amount, close date) and any custom fields from the SalesTown export. Board schema is validated in the Monday.com test account before production migration begins.
Data extraction, deduplication, and transform

We run multiple CSV export cycles from SalesTown CRM to paginate through all records within tier limits. We deduplicate records by email (Contacts, Leads) and company name (Companies) during the transform phase. We reconstruct WhatsApp thread continuity from flat activity rows using timestamp ordering and sender ID grouping, producing aggregated Note bodies per conversation. Custom properties without a documented schema are flagged and mapped where field names are identifiable.
Owner and User reconciliation

We extract every distinct SalesTown Owner referenced on Contacts, Leads, Companies, Deals, and Activities and match by email against the Monday.com destination account's User list. Any Owner without a matching Monday.com User goes to a reconciliation queue for the customer's admin to provision. Team assignments from SalesTown are mapped to Monday.com Teams if the destination uses Team-level permissions.
Production import in board order

We import data into Monday.com in record-dependency order: Company Items first (so linked Contacts can reference them), then Contact and Lead Items with owner assignments resolved, then Deal Items mapped to the correct Pipeline Board by pipeline assignment. Activity Notes are attached to the parent Item after the parent record exists. Each phase emits a row-count reconciliation report showing Items created versus records exported.
Cutover, validation, and automation handoff

We freeze writes in SalesTown CRM during the cutover window, run a final delta migration of any records modified during the migration period, then enable Monday.com as the system of record. We deliver a written inventory of SalesTown automations, custom templates, and Reports requiring rebuild in Monday.com's automation builder, template editor, and dashboard tools. We support a one-week post-migration window for reconciliation issues. We do not rebuild automations or configure integrations inside the migration scope.

Platform deep dives

Context on both ends of the pair

SalesTown CRM

Source

Strengths

WhatsApp and email automation built into the core product rather than bolted on.
Lead scoring and segmentation tools for prioritizing high-value prospects.
Customizable dashboards and reporting for sales performance analysis.
Auto lead collection from multiple sources with smart distribution rules.
Simple self-implementation without requiring third-party consultants.

Weaknesses

No publicly documented API limits or endpoint reference, making programmatic migration planning difficult.
Integration ecosystem is limited — enterprise teams report gaps with common third-party platforms.
iPhone-only mobile app excludes iPads and devices under 6 inches, restricting field team hardware options.
Pricing structure is not publicly transparent, requiring direct enquiry to determine module costs.

monday CRM

Destination

Strengths

Board-based UI makes pipeline stages and deal progress visually obvious without training.
No-code automation builder requires no developer resources to create lead routing and stage-triggered actions.
Flexible column system supports custom CRM fields without schema changes or admin involvement.
Integrates natively with Slack, Gmail, Outlook, and Zapier with minimal configuration overhead.
Layered product means teams already on monday Work Management can add CRM without migrating existing data.

Weaknesses

No native Contacts object separate from Items — contacts are managed inside a CRM module's People feature.
Pipeline and deal relationships use a flat item model rather than a relational object model, making complex CRM associations awkward.
Automations are plan-gated (250 actions/month on Standard, 25,000 on Pro) and the legacy Recipe system is being deprecated.
Customization and advanced views (Chart, Formula, Dependency) are locked behind Pro and Enterprise tiers.
Per-seat pricing with non-refundable annual billing creates cost lock-in risk during migration.

	SalesTown CRM Source	monday CRM Destination
Strengths	WhatsApp and email automation built into the core product rather than bolted on. Lead scoring and segmentation tools for prioritizing high-value prospects. Customizable dashboards and reporting for sales performance analysis. Auto lead collection from multiple sources with smart distribution rules. Simple self-implementation without requiring third-party consultants.	Board-based UI makes pipeline stages and deal progress visually obvious without training. No-code automation builder requires no developer resources to create lead routing and stage-triggered actions. Flexible column system supports custom CRM fields without schema changes or admin involvement. Integrates natively with Slack, Gmail, Outlook, and Zapier with minimal configuration overhead. Layered product means teams already on monday Work Management can add CRM without migrating existing data.
Weaknesses	No publicly documented API limits or endpoint reference, making programmatic migration planning difficult. Integration ecosystem is limited — enterprise teams report gaps with common third-party platforms. iPhone-only mobile app excludes iPads and devices under 6 inches, restricting field team hardware options. Pricing structure is not publicly transparent, requiring direct enquiry to determine module costs.	No native Contacts object separate from Items — contacts are managed inside a CRM module's People feature. Pipeline and deal relationships use a flat item model rather than a relational object model, making complex CRM associations awkward. Automations are plan-gated (250 actions/month on Standard, 25,000 on Pro) and the legacy Recipe system is being deprecated. Customization and advanced views (Chart, Formula, Dependency) are locked behind Pro and Enterprise tiers. Per-seat pricing with non-refundable annual billing creates cost lock-in risk during migration.

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Migrate from SalesTown CRM to monday CRM

What this migration involves

Field-level fidelity

Schema-aware mapping

Relationships preserved

Full activity history

Attachments & notes

Two sides of the same decision

SalesTown CRM

monday CRM

How SalesTown CRM objects map to monday CRM

What specifically takes care here

Six steps for a successful SalesTown CRM to monday CRM data migration

Context on both ends of the pair

How hard is this migration?

Estimate your SalesTown CRM to monday CRM migration cost

What are you migrating?

Frequently asked questions about SalesTown CRM to monday CRM data migrations

Can't find your answer?

Related migrations to explore

Move from SalesTown CRM.
Land in monday CRM, intact.

Migrate from SalesTown CRM to monday CRM

What this migration involves

Field-level fidelity

Schema-aware mapping

Relationships preserved

Full activity history

Attachments & notes

Two sides of the same decision

SalesTown CRM

monday CRM

How SalesTown CRM objects map to monday CRM

What specifically takes care here

Six steps for a successful SalesTown CRM to monday CRM data migration

Context on both ends of the pair

How hard is this migration?

Estimate your SalesTown CRM to monday CRM migration cost

Frequently asked questions about SalesTown CRM to monday CRM data migrations

Can't find your answer?

How long does a SalesTown CRM to Monday.com CRM migration take?

Can we migrate our SalesTown CRM automations and workflows to Monday.com?

What happens to our WhatsApp conversation history during migration?

Does Monday.com CRM have an API we can use after migration?

What does a SalesTown CRM to Monday.com CRM migration typically cost?

Can we migrate our SalesTown CRM Reports and dashboards?

What happens to our custom email templates from SalesTown CRM?

Is Monday.com CRM a full CRM or a project management tool with CRM features?

Related migrations to explore

Move from SalesTown CRM. Land in monday CRM, intact.

Move from SalesTown CRM.
Land in monday CRM, intact.