Migrate from Sellsation CRM to monday CRM

Sellsation Customers (the account-level records) map to Monday.com Organizations using the Board-as-Entity CRM pattern. We create a dedicated Customer Board with columns for company name, industry, website, phone, address, and custom property fields. Organization-level columns preserve the Sellsation Customer hierarchy context. The Organization board is created before Contact Persons to satisfy any cross-board dependency.

Sellsation Contact Persons attached to a Customer map to Monday.com Contact Items within the Organization Board. The parent Customer relationship maps to a Contact Person column pointing to the organization item. Full name splits into First Name and Last Name columns; email, phone, role, and activity history link to the contact item. If the customer uses separate Contact and Organization boards, we configure cross-board linking via the Contact Person column type.

Sellsation Sales Projects (the deal/opportunity records) map to Monday.com Items in a Deals Board with columns for deal name, value, stage (mapped from Sellsation pipeline stage to Monday.com status column), owner, expected close date, and custom fields. Sellsation's automated potential analysis result migrates as a numeric or rating column. Pipeline stage history migrates as a sub-items table or as separate Activity items if granular stage-change logging is required.

Sellsation Activity records (calls, appointments, notes) map to Monday.com Items in an Activity Board or as sub-items attached to the relevant Contact Person or Sales Project Item. We preserve activity type as a Status column, timestamps as Date columns, and body/notes as a Text column. Because Monday.com lacks a native activity-timeline object, we simulate the timeline with chronologically ordered Items using the created_at column for sort ordering. Activity exports are chunked into time-bounded batches to manage Sellsation's high activity-to-contact ratio.

Sellsation Tasks (assigned to users with due dates, linked to Contact Persons or Sales Projects) map to Monday.com Items in a Tasks Board with Due Date, Assignee, Status, and Priority columns. Task status (open, completed) maps to Monday.com Status values. We resolve the Sellsation owner by email match to a Monday.com team member and map the linked Contact Person or Sales Project as a Relation column.

Sellsation multi-level Campaigns with emails, conditional stage movements, and automated task creation do not migrate as automations. We export the Campaign name, enrollment criteria, linked Contact Persons, and campaign stage history as a Campaign Board in Monday.com with the current stage recorded as a column. The customer's Monday.com admin uses this data to rebuild campaign logic as Monday.com automations post-migration.

Sellsation custom properties on Customers, Contact Persons, and Sales Projects map to Monday.com custom column types. We enumerate all custom fields during scoping, matching text fields to Text columns, picklists to Dropdown or Status columns, dates to Date columns, and numeric values to Number columns. Fields with cross-object dependencies are flagged for Monday.com relation column configuration.

Sellsation geo map and heatmap data stored as location metadata on Sales Projects exports as standard address fields in Monday.com. The proprietary heatmap visualization cannot be replicated in Monday.com, but the underlying location data (postal code, city, region) migrates as Location columns so geographic context is preserved for territory analysis in Monday.com's map view.