Migrate from SmartDesk to monday CRM

SmartDesk Contacts map to Monday.com CRM People records. We extract first name, last name, email, phone, address, lifecycle stage, and any custom contact properties. Custom properties become Monday column types (text, number, date, dropdown) that must be pre-created on the People board before migration. Email serves as the dedupe key. SmartDesk's Lead records merge into People as well, with the original lead source preserved as a column value.

SmartDesk Accounts and Companies map to Monday.com CRM Organizations. We extract company name, industry, employee count, website, address, and custom properties. Organization is created before People import so that the People record can reference its parent Organization. Website domain serves as the dedupe key. If a SmartDesk Account has no equivalent Organization in Monday, we create one or flag the record for the customer to review.

SmartDesk Deals map to Monday.com CRM Deal items. We extract deal name, value (monetary amount), expected close date, stage, owner, and linked Contact and Account references. Deal value maps to Monday's Amount column. Stage from SmartDesk maps to a Status column on the Deals board; if the stage name does not match an existing Monday status value, we create it or use the nearest equivalent and flag for customer review.

SmartDesk Pipelines with their ordered Stages map to Monday.com CRM as separate boards or as named groups within a unified Deals board. Each SmartDesk Pipeline Stage becomes a Monday Status column value. Stage order is preserved from SmartDesk's sequence. Teams with multiple pipelines in SmartDesk should decide during scoping whether to consolidate into one Deals board with grouping or maintain separate boards per pipeline.

SmartDesk Tasks attached to Contacts or Deals map to Monday subitems on the corresponding People or Deal item, or to Items on a dedicated Tasks board depending on the customer's preferred structure. We extract assignee, due date, status, and description. If tasks reference a Deal, they attach as subitems to that Deal item. Standalone tasks or tasks attached to Contacts without a linked Deal map to a separate Tasks board.

SmartDesk Activity records (calls, emails, meetings, notes) linked to Contacts or Deals map to Monday's Emails & Activities pane on the corresponding People or Deal item. We preserve activity type, timestamp, body text, and linked contact or deal reference. Activity history migrates as a chronological list attached to the record rather than as standalone items. Meeting details (attendees, location) and call disposition migrate as additional column data on the activity entry.

SmartDesk Leads map to Monday.com CRM People records, treated identically to Contacts during migration. The Lead Source and Lead Status from SmartDesk migrate as custom column values on the People record. SmartDesk separates Leads and Contacts as distinct objects; Monday.com CRM does not make this distinction, so both record types land in the same People board.

SmartDesk Owners (users assigned to records) map to Monday.com Team Members by email address match. We create placeholder Team Members in Monday for any SmartDesk Owner that does not yet have an account, then assign records after account provisioning is confirmed. Owner assignment on Deals and Tasks migrates by resolving the owner email to the Monday team member.

SmartDesk custom fields on Contacts, Accounts, Deals, and other objects map to Monday column types. Text properties map to Text columns, numeric values to Number columns, dates to Date columns, and multi-option properties to Dropdown or Tags columns. Monday does not support dynamic custom field creation during import—all column types must be defined on the destination board before migration begins. We provide a column manifest listing every SmartDesk custom field and its recommended Monday column type for the customer to configure in advance.