Migrate from Sharp CRM to monday CRM

Sharp CRM Contacts map to items in a Monday.com Contacts board. Each contact is a single item with columns for name, email, phone, address, company link, and custom fields. The Monday.com Contacts board uses the native CRM layout when Monday CRM is installed, which presents contact cards with deal history and activity feed. We create the board first, add all column types to match Sharp CRM's field set, then import items by email as the dedupe key.

Sharp CRM Company records map to items in a Monday.com Companies board. Company name, domain, industry, address, and custom fields become columns. We link each Company item to its related Contact items via a Connect column or the CRM-native Account link, so the relationship between company and contact is preserved in Monday.com. Companies import first so that Contact items can reference them at insert time.

Sharp CRM Deals map to items in a Deals pipeline board. Each Sharp CRM pipeline becomes a separate Monday.com board. Sharp CRM pipeline stages (e.g., Prospect, Qualified, Proposal, Closed Won, Closed Lost) become Groups within the Deals board. Deal value, close date, and owner migrate as columns. If Sharp CRM has multiple pipelines, we create multiple Monday.com boards and map the pipeline assignment to the board name. Deal-to-Contact linkage is preserved via a Connect column linking the Deal item to the associated Contact item.

Sharp CRM's configurable pipeline stage names do not have a standard export format. We collect the customer's full stage list during scoping and build a stage-to-group mapping table before import. Each stage becomes a Group in the Deals board, and Deal items are placed in the correct Group based on the mapping table. Group color coding and ordering are set to match the customer's current pipeline visual layout.

Sharp CRM Tasks (title, due date, assignee, status) map to items in a Tasks board. Due date becomes a Date column, assignee becomes a Person column, and status maps to a Status column with values (To Do, In Progress, Done) matching the source. Tasks with a related Contact or Deal reference link to the relevant item via a Connect column so the task is accessible from the Contact or Deal board.

Sharp CRM Activities (calls, emails, notes, meetings) attach to Contacts or Companies. We create an Activities board where each activity is an item with a Type column (Call, Email, Note, Meeting), a Date column, and a Content column carrying the activity body as plain text. We link each activity item to the related Contact item via a Connect column, preserving the activity timeline against the contact record. Email attachments and call recordings are exported as files and linked via a file column.

Sharp CRM custom fields are common due to the platform's use across diverse verticals. We enumerate all custom fields during scoping, classify each by data type (text, number, date, person, dropdown, checkbox), and create matching columns on the appropriate Monday.com board before import. Dropdown and checkbox fields in Sharp CRM map to Status or Dropdown columns in Monday.com. Any custom field without a clear Monday.com equivalent is flagged for the customer to resolve during scoping.

Sharp CRM tags on Contacts and Deals map to a Labels column in Monday.com. Tags stored as arrays in Sharp CRM become multiple Label values on the item. We export the tag vocabulary during scoping and pre-create the label values in Monday.com so that import populates them directly without manual label creation.

Sharp CRM Users (name, email, role) map to Monday.com workspace Members. We resolve users by email match. Any Sharp CRM owner referenced on a Deal or Task without a matching Monday.com Member is held in a reconciliation queue for the customer's admin to provision before record import resumes. Active/inactive status from Sharp CRM maps to the Member's account status in Monday.com.

File attachments associated with Sharp CRM Contacts or Deals are exported to a file store and linked to the corresponding Monday.com item via a File column. We preserve the original filename and attach it directly to the item. If a file exceeds Monday.com's storage limits, we provide a download link in the item notes.