Migrate from Snapforce CRM to monday CRM

Snapforce Accounts map to a dedicated Monday.com Board created for company records. Each Account becomes an Item within the board. Standard fields (Account Name, Website, Industry, Phone, Address) map to Monday.com column types (text, URL, dropdown, phone, location). We pre-create the board and all columns before importing data to avoid schema errors mid-migration.

Snapforce Contacts map to Items in a Contacts board. The Contact-Account lookup resolves to the Monday.com Contact board item ID, which we store in a Link-to-Item column pointing to the Account board. Email, phone, title, owner (assigned to), and custom fields map to corresponding Monday.com column types. Snapforce's 2-way email sync logs migrate as email address and last contacted date fields.

Snapforce Leads map to Items in a dedicated Leads board. Lead Status and Lead Source from Snapforce become dropdown columns. Custom lead fields migrate to Monday.com equivalent column types. If the customer uses lead conversion in Snapforce, converted leads carry their original data; we map the converted Account and Contact to the appropriate Monday.com boards using the lookup resolution step.

Snapforce Opportunities map to Items in a Pipeline board. Pipeline stages from Snapforce become Monday.com Group labels (e.g., Prospecting, Qualification, Proposal). Deal Amount, Close Date, Probability, and Owner map to numeric, date, percentage, and person columns respectively. Stage-specific workflows in Snapforce do not migrate; we document them for manual rebuild in Monday.com Automations.

Snapforce pipeline stages map to Monday.com Groups within the Deals board. Each Group represents a stage in the sales process. We preserve stage order and probability assignments as column values. The Group status (active/archived) maps from Snapforce pipeline status.

Snapforce Users referenced as record Owners map to Monday.com team members via email match. We export the full user list from Snapforce and provision Monday.com seats for any users who do not yet have accounts. Per-owner CSV exports in Snapforce mean each export file is tagged to a specific owner; we preserve this linkage by pre-populating the Assignee column during import rather than post-processing.

Snapforce VoIP call metadata (duration, timestamp, disposition, direction) migrates as custom columns on the Contact Item in Monday.com rather than as separate records. Monday.com has no native activity timeline equivalent; we flatten call history into a linked Subitems board or custom columns (Last Call Date, Total Call Count, Last Call Duration) depending on volume. Actual voicemail audio files are extracted separately (see Gotchas).

Snapforce Tasks map to Subitems on the relevant Contact or Opportunity Item in Monday.com. Task Subject, Due Date, Status, and Priority map to Subitem columns. We use a dedicated Tasks board for high-volume task history if the Contact board will exceed Monday.com's performance thresholds for subitems.

Snapforce Documents attached to records migrate as files uploaded to the relevant Monday.com Item via the API. File name and linked record association are preserved. If the customer used Google Drive sync in Snapforce, we flag this for manual reconnection to Google Drive in Monday.com.

Snapforce Campaigns are an $8/user/month add-on above base CRM. Campaign records and campaign membership (linked Leads and Contacts) map to a Campaigns board in Monday.com with Items representing campaign members. Email campaign tracking fields become custom columns. We verify the customer's Snapforce plan tier during scoping before migrating campaign data.