Migrate from Sierra Interactive to monday CRM

Sierra leads become Items in Monday's Contacts board. Each lead's name, email, phone, address, and source data map to Monday text and email column types. Owner assignment resolves by email match to Monday users — unmatched owners receive a fallback assignee flag.

Sierra lead tags (e.g., 'Hot Buyer', 'Past Client', 'Sphere') migrate to Monday's Labels/Multi-Select column type on the Contact item. Tags that appear fewer than 5 times across the dataset are preserved as text notes to avoid column-value proliferation. Tag labels retain original capitalization, and duplicate names are normalized before writing to prevent identical label entries.

Sierra company records map to Monday's Companies board. Fields including company name, website, phone, address, and industry map directly to Monday text and location columns. Parent-company relationships migrate as a custom column referencing the parent Company Item by name; if the parent does not exist, we create a placeholder and flag for resolution. Industry values are validated against Monday's Dropdown options, with unmapped values stored as text to preserve fidelity.

Sierra saved listings are property records linked to leads. Monday has no native property object. We create a custom text column (Saved_Listings__c) on the Contact Item storing listing address, MLS number, and status as a delimited string block for reference.

Sierra property records — including listing address, price, status, property type, beds, baths, and MLS number — migrate as Items on a Monday Property board. Listing status (Active, Pending, Sold) maps to Monday Status column values. Each property Item receives a Source_ID column storing the Sierra listing identifier for traceability. Property and Contact Items are linked via Monday's Item linking, letting users view leads from the board.

Sierra saved searches store search criteria (city, price range, property type) associated with leads. Monday has no saved-search object. We create a custom text column storing the search criteria as a formatted string; if the search URL is accessible, we store it as a link.

Sierra Action Plans are automated drip sequences (emails, texts, voicemails, task assignments) tied to lead status changes. Monday has automation recipes but no Action Plan equivalent. We export Action Plan definitions as a structured JSON document for the client to reference during Monday automation rebuild.

Sierra records email opens, text replies, call logs, and website page views as engagement events. Monday stores these as Subitems on the Contact Item or as entries in an Activity column using timestamped notes. Original engagement timestamps and activity type are preserved in the entry.

Sierra lead tasks (follow-up calls, showing requests, offer submissions) map to Monday's native task column or Subitems on the Contact Item. Task status (Open, Completed) maps to the Monday Status column. Due dates transfer as the Due Date column value.

Sierra tracks lead source (Website, Zillow, Referral, PPC, etc.) as a pick-list. Values map to Monday Dropdown column options, with each option matched case-insensitively to ensure consistent labeling. Custom source values not present in the standard pick-list migrate as text, preserving the original data without creating unlisted dropdown options. During migration, we log any unmapped values for client review, allowing them to decide whether to add new Dropdown options post‑migration.

Sierra notes attached to leads become Contact Updates in Monday CRM (chronological note stream) or Subitems for longer-form entries. Note create date and author are preserved as metadata on the update or subitem. During migration, we also transfer any embedded attachments as file links, provided Monday's file size limits are respected. If a note exceeds Monday's character limit, we split it into multiple Subitems while keeping the original order intact.

Sierra's IntelliSearch tracks which listings a lead viewed and how they interacted with search features. Monday has no behavioral tracking equivalent. We store a summary of the most-recent listing views and search activity as a custom text column for reference.