Migrate from SalezShark to monday CRM

SalezShark Contacts map to Contact items in Monday.com's People board. Standard fields (name, email, phone, address) map to Monday.com text and email columns. The contact's associated Account is resolved via a Connect column pointing to the Account board item. We use email as the deduplication key during import to prevent duplicate Contact items.

SalezShark Accounts map to Company items in Monday.com's People board. Company name becomes the item name. Fields like website, industry, employee count, and annual revenue map to custom columns. We distinguish Account items from Contact items using a Status column or item group so both entity types coexist on the People board or on separate Company and Contact boards per the customer's board architecture preference.

SalezShark Opportunities map to Deal items on a Monday.com Deal board. The deal name becomes the item name, deal value maps to a Numbers column, close date to a Date column, and stage to a Status column with stage labels matching the source pipeline stages. Owner assignment maps to a People column linking to the sales rep's user account.

Each SalezShark Sales Pipeline becomes a separate Monday.com board. Pipeline stages translate to Status column values on each board. If SalezShark has multiple pipelines (e.g., one per product line or sales team), we create corresponding Monday.com boards and configure board-level automations for stage progression. Stage probabilities from SalezShark are preserved in a Numbers column for reference.

SalezShark Leads map to Lead items on the People board with a Status column indicating 'Lead' versus 'Contact' status. Lead conversion scoring from SalezShark migrates as a Numbers column. The customer chooses whether Leads live on the same People board as Contacts or a separate Lead board during board architecture design.

SalezShark Custom Fields map to Monday.com custom columns. Field data types translate as follows: text to Text, picklist to Dropdown or Tags, date to Date, number to Numbers, checkbox to Checkbox, and currency to Numbers with currency formatting. We create all required columns in Monday.com before data load and flag any custom fields that have no Monday.com equivalent as candidate columns to add.

SalezShark Tasks migrate as subitems or standalone items on the relevant Contact, Account, or Deal board in Monday.com. Task status maps to a Status column, due date to a Date column, and owner assignment to a People column. Subitems are used when the activity is directly tied to a parent item; standalone items are used for standalone tasks without a parent record.

SalezShark Campaign records migrate to a Monday.com Campaign board with campaign name, type, and status as columns. Campaign membership (which Contacts or Leads were enrolled) migrates as a Connect column or through Tags linking to the relevant Contact items on the People board. Email content and templates do not migrate; we document campaign configuration for the customer's admin to rebuild in Monday.com's email tools or their chosen email platform.

SalezShark Users map to Monday.com team members by email. We resolve owner assignments on Opportunities, Tasks, and Leads during migration by matching the email address. Any SalezShark user without a matching Monday.com account is flagged for the customer to provision before the migration phase that requires that owner reference. Inactive SalezShark users are mapped to inactive Monday.com members to preserve historical assignment.