Migrate from Smart CRM Online to monday CRM

Smart CRM Online Contacts map to Monday.com CRM People items. We extract name, email address, phone number, company association, and any custom field values from the CSV export and load them as column values in the People board. The company association is resolved to the Monday.com Organization created from the Smart CRM Online Company record using a company-name match against the Organization name field. All contacts load after Organizations to satisfy the link requirement.

Smart CRM Online Company records map to Monday.com CRM Organizations. We load Organizations before Contacts because the Contact-to-Organization link requires an existing Organization record to reference. Company name becomes the Organization name; domain or website fields migrate if present in the export. Organizations are deduplicated by exact name match during import.

Smart CRM Online Deals map to Monday.com CRM Opportunities. The Deal name, value (amount), close date, owner, and pipeline stage are extracted from the CSV export. We resolve the owner by email match to a Monday.com CRM team member, resolve the company and contact associations by name lookup against the already-loaded Organizations and People records, and insert the Opportunity with those links established. Closed-Lost and Closed-Won status map to Monday.com's Closed Lost and Closed Won status values.

Smart CRM Online Pipeline Stages are configurable values that export with the Deal record. We preserve the full stage name and order during discovery, then create matching status values in the Monday.com CRM Opportunities board before migration. If the customer uses multiple pipelines in Smart CRM Online, we create a separate Monday.com CRM board per pipeline and map stage names independently to maintain the original workflow structure.

Smart CRM Online supports custom fields per object but does not publish a field schema. During discovery we request a full CSV export and compare field names against the standard Contact, Company, and Deal schemas to identify custom properties. Each identified custom field becomes a custom column in the corresponding Monday.com CRM board with the closest matching column type (text, number, date, dropdown). Any unmapped fields are presented to the customer for explicit mapping decisions before the import run.

Smart CRM Online Activity logs associate with Contact or Deal records and export as separate rows or as embedded properties. We extract the activity type, timestamp, subject, and body, then create Monday.com CRM Activity items linked to the relevant People item or load them as entries in the Activity column depending on the destination plan. Activity ordering is preserved by setting the item creation date to the original Smart CRM Online activity timestamp.

Smart CRM Online tags export as comma-separated or multi-select values attached to Contact or Deal records. We extract tag values during transformation and load them as Monday.com CRM Tags (if the plan supports it) or as a Labels column. The customer selects tag strategy during scoping. Tags used for classification across multiple object types are consolidated into a single Tags column if the destination board structure supports it.

Smart CRM Online Notes attach to Contact or Deal records and export as text content with a parent reference. We extract note body and timestamp, resolve the parent record reference to the Monday.com CRM People or Opportunities item created from the Smart CRM Online Contact or Deal, and insert the note as an Update on the item or as a Notes column entry. Note attachments are flagged for manual handoff if the export includes file references.