Migrate from Sentian Solutions to monday CRM

Sentian contact records map to monday CRM items in the Contacts board. Each item's name field holds the full name; primary email, phone, and job title map to monday CRM Text and Email column types. If monday CRM's Contacts board is not enabled, contacts migrate as items on a dedicated People board.

Sentian company records map to monday CRM items in a Companies board. Company name is the item name; domain, industry, employee count, and annual revenue map to monday CRM Text, Number, and dropdown column types. Parent-company hierarchies in Sentian become monday CRM group hierarchies or linked items via the connect board column.

Sentian deals migrate as monday CRM items in a Deals board. Deal name is the item name; amount, close date, stage, and owner map to Number, Date, Status, and Person columns respectively. Monday's Status column values are configured to match Sentian deal stages before migration runs.

Each Sentian deal stage name maps to a monday CRM Status column value. Stage ordering and color labels are replicated from Sentian's stage configuration. If Sentian stages vary by deal type, multiple monday CRM boards (or separate Status groups per board) represent each deal category.

Sentian's N:1 contact-to-company relationship migrates by placing the contact item's Person column on the associated deal item. For complex N:N setups, a monday CRM Connect Boards column links the Deal item to multiple Contact items. When a contact is associated with multiple companies, each company appears as a separate linked item or connect-board entry, allowing sales reps to view the full account history across all related organizations from a single contact record in Monday CRM.

Sentian activity history (call logs, emails, meetings, notes) migrates as monday CRM updates on the parent Contact or Deal item, preserving the original timestamp and activity owner. High-volume activity logs may be migrated as subitems on the Contact item to keep the main item clean.

Sentian Enterprise custom objects map to dedicated monday CRM boards. Each custom object's properties become monday CRM columns; relationship fields between custom objects become connect board columns or linked item references. Monday CRM requires an Enterprise plan for unlimited custom columns.

Sentian custom fields on Contact, Company, or Deal objects become monday CRM custom columns on the corresponding board. Field type mapping: Sentian text → monday Text; picklist → monday Dropdown; number → monday Number; date → monday Date; user → monday Person. Column visibility is set per board.

Sentian file attachments on contacts, companies, or deals are downloaded and re-uploaded to monday CRM's Files storage, then attached via the File column on the relevant item. File size limit in monday CRM is 250MB per file; large files are flagged before the migration window opens.

Sentian owner IDs are resolved by email match against monday CRM workspace members. Unmatched owners are flagged before migration — teams either invite them to the monday CRM workspace first or assign records to a fallback owner. Owner history (who owned a deal historically) is preserved in a separate text column.

Sentian sequences and workflow rules cannot migrate to monday CRM because the two platforms' automation engines share no common definition format. FlitStack exports the Sentian workflow definitions as a JSON specification document so the Monday CRM admin can rebuild equivalent automations using monday's recipe builder.

Sentian reports aggregate data by pipeline, rep, and stage with custom filters. The underlying data migrates fully; the report configurations themselves (filter sets, grouping logic, chart types) are not transferable. monday CRM Dashboard view provides a replacement reporting surface but requires manual configuration by the admin.