Migrate from Sentia to monday CRM

Sentia Contacts map directly to Monday.com CRM People. Standard person fields (name, email, phone, address) migrate to typed person columns. We preserve any custom Contact-level properties as text, number, or date columns on the Person record. Email address is used as the dedupe key to prevent duplicate Person creation during import.

Sentia Company records map to Monday.com CRM Companies. The Company name becomes the Company record name, and domain information maps to a URL column. We preserve Contact-to-Company associations by linking the migrated Person records to the target Company record using Monday's person-to-company relationship.

Sentia maintains a separate Lead object distinct from Contact. Monday.com CRM does not have a separate Lead object. We merge all Sentia Leads into Monday.com People records, preserving the original lead source and lead status as label columns. The lead source value becomes a Monday label so that teams can filter People by original acquisition channel. Customer confirms the mapping during scoping.

Sentia Deals map to Monday.com Deals with pipeline stage alignment resolved before import. Deal name, monetary value, expected close date, and owner migrate to typed Deal columns. The Sentia pipeline stage becomes a Monday label column on the Deal record. We preserve closed-won and closed-lost status as Deal status labels.

Sentia pipeline stages map to Monday board Status columns. Each Sentia pipeline becomes a separate Monday CRM board or a board group. Stage probability percentages migrate to Monday as number columns for reference but do not auto-populate stage weighting in Monday's native forecasting.

Sentia activity records (calls, emails, meetings, notes) migrate to Monday's Emails and Activities timeline on the associated Person or Deal record. We preserve timestamps, content, and owner attribution. Activity-to-Contact and Activity-to-Deal associations are resolved via email address matching and deal name lookup during import.

Sentia custom fields map to Monday columns by inferred type: text properties become text columns, numeric properties become number columns, date properties become date columns, and multi-select properties become label or dropdown columns. We discover the full Sentia field schema during discovery and create matching Monday columns before data import. Tier-gated fields (Basic vs Ultimate tier) are flagged if the customer is on a lower Sentia tier with limited API surface.

Sentia Owners map to Monday.com CRM team members. We resolve owners by email match. Any Sentia Owner without a matching Monday user is held in a reconciliation queue for the customer's admin to provision before record import resumes. Owner assignment on Deals and Activities is resolved at migration time via the user lookup table.

File attachments associated with Contacts, Deals, or Activities migrate as files attached to the target Monday Person, Company, or Deal record. Large attachments above 25MB are flagged for manual re-upload since Monday has file size constraints on individual uploads.

Sentia tags migrate as Monday label columns on the relevant record type (Person or Deal). Where the customer has used tags for lead segmentation, we map those to label values on the Person record so that filtering and grouping by original tag remains possible in Monday's board view.