Migrate from Soffront to monday CRM

Soffront Contact records map to Monday CRM Person items. Standard fields (name, email, phone, address) map directly to Monday's Person column types. Group assignments stored on Soffront Contacts migrate to Monday Team or Group membership. Tags and custom picklist values on Contacts require a field-level inventory because Soffront custom field names vary between instances; we map each to a Monday column type (Text, Dropdown, Date, Number) and configure the column before import.

Soffront Accounts (companies or organizations) map to Monday CRM Organization items. The Account-Contact relationship is preserved by linking Person items to their parent Organization after both are created. Industry, size, and custom properties on Accounts map to Organization columns. Soffront instances with custom Account fields require individual field mapping because there is no standard set of custom Account properties across Soffront deployments.

Soffront Deals map to Monday CRM Deals. Deal amount, close date, owner, and stage migrate to the equivalent Monday Deal fields. Stage names vary between Soffront instances so we perform a value-mapping exercise during discovery to align Soffront stage labels with Monday CRM Status column groups. Closed-Won and Closed-Lost reasons from Soffront custom fields become Monday custom columns on the Deals board.

Soffront Activities (calls, emails, meetings, tasks) linked to Contacts or Deals migrate to Monday CRM Activity records. Activity type labels from Soffront (e.g., 'Call', 'Meeting', 'Email') map to Monday Activity types. Custom activity fields in Soffront require field-level mapping to Monday Activity columns. Historical timestamps are preserved by setting the Activity date to the original Soffront timestamp. Activity records are created after their parent Contact and Deal records to satisfy Monday's relationship requirements.

Soffront Projects (including status, milestones, assigned managers, resources, and due dates) map to Monday.com Boards. Project status becomes a Status column; milestones become grouped rows or subitems; assigned managers become Team or Person columns. Milestone-level tasks migrate as board items within the parent project board. The Soffront project hierarchy flattens into Monday's board structure, which the customer reviews during scoping to confirm the board layout is appropriate.

Soffront Tickets flow from capture through assignment, escalation, and resolution. Ticket status, priority, assignee, and conversation history migrate to a Monday CRM board configured as a case management board. Priority maps to a Priority column; conversation threads migrate as Activity entries or comments depending on Monday's column support at the customer's plan tier. If the customer uses Monday CRM's native Cases feature, tickets map directly; otherwise they map to a custom board.

Soffront Custom Object types beyond the standard data model migrate to Monday Boards with columns configured to match the custom object's field schema. We inspect the custom object schema during discovery, map each Soffront field to a Monday column type, and configure the destination board before any data moves. Custom Object lookup relationships to standard objects (Contacts, Accounts, Deals) resolve at migration time using the Monday item ID assigned during the standard object import phase.

Soffront Knowledge Base articles with their category assignments migrate to Monday Docs. The Soffront category hierarchy maps to a Docs folder structure. Articles link to related Ticket types in Soffront; in Monday Docs, we create cross-doc links or embed Docs items in the relevant board as the equivalent relationship. If Monday Docs lacks the category depth of Soffront's KB, we use tags on Docs items to replicate the organizational hierarchy.

Soffront Groups organize records for access control and segmentation. Group memberships migrate to Monday Teams, and access control at the record level maps to board-level permissions in Monday. Groups that represent organizational hierarchies (departments, territories) map to Teams with corresponding Person-Team associations. Sharing rules that Soffront enforces at the group level translate to board Guest or Member access settings in Monday.