Migrate from SoulCRM to monday CRM

SoulCRM Company records map to Monday.com CRM Organization items. The Company Name field maps to the Organization Name column, and domain data maps to the Website column if present. We import Organizations first to establish the parent reference for Contacts. Monday.com Organizations use a flat table structure, so any hierarchical parent-company relationship in SoulCRM requires a separate linked board configuration or manual grouping after migration.

SoulCRM Contact records map to Monday.com CRM Person items. The contact email becomes the primary identifier column, and phone, address, and interaction fields map to corresponding text or phone number columns. We resolve the Organization lookup at migration time by matching the SoulCRM Company Name against the Monday.com Organization name to set the linked Organization column. SoulCRM Contact Owner assignments map to the Assignee column in Monday.com.

SoulCRM Leads map to Monday.com CRM Person items with a Lead Status column value set to indicate unqualified status. The SoulCRM lead status and source fields map to Monday.com text or dropdown columns. We preserve any lead scoring values from SoulCRM custom fields as number columns in Monday.com for segmentation after migration.

SoulCRM Deals map directly to Monday.com CRM Deals. The Deal Name, Amount, Stage, Owner, and expected close date map to corresponding columns. We resolve the linked Organization and Person lookups by matching against the Monday.com records imported in prior phases. SoulCRM pipeline assignment maps to the Monday.com Deal Board pipeline column, and dealstage maps to the pipeline stage value.

SoulCRM Activities log as entries in the Monday.com CRM Email & Activities timeline on Person and Deal item cards. Email type maps to the email log format, call type to call log, meeting to meeting log, and task to task entries with completion status. The original activity timestamp and notes body migrate as activity timestamp and description fields. Monday.com CRM activity logging is sequential per item, so we batch imports and apply exponential backoff to respect API rate limits.

SoulCRM Marketing Campaign records with name, type, dates, and budget migrate to Monday.com CRM Campaign items. Campaign membership linking Contacts and Leads to campaigns maps to Monday.com tags on Person items or a separate Campaign membership board with linked items. We document the campaign membership associations during scoping and recreate them as tag assignments or linked board items during migration.

SoulCRM custom fields across all modules map to Monday.com board columns. India-specific fields such as GST identifiers map to text columns, regional categories to dropdown columns, and numeric custom fields to number columns. We review each SoulCRM custom field for active usage during scoping; deprecated fields with zero records are excluded. Monday.com column types (text, number, date, dropdown, checkbox) are selected to match the SoulCRM field type during import configuration.

SoulCRM file attachments linked to Contacts, Companies, or Deals migrate as files attached to the corresponding Monday.com Person, Organization, or Deal items. We extract binary blobs from SoulCRM CSV exports where embedded, or request the attachment directory from the customer, and re-upload via Monday.com file API. Folder hierarchy from SoulCRM may flatten in Monday.com, so we document original attachment paths for reference.

SoulCRM Owner assignments on Contacts, Companies, and Deals map to Monday.com Team Member column values. We match SoulCRM owner email addresses to Monday.com user email addresses during migration. Any SoulCRM Owner without a matching Monday.com user goes to a reconciliation queue for the customer to provision before record import completes.