Migrate from Spin CRM to monday CRM

Spin CRM Leads are the primary entry object carrying name, email, phone, status, and assigned owner. Monday.com CRM does not have a separate Lead object — all person records live in the unified People section. We map Spin CRM Leads to Monday.com CRM Person records with name, email, phone, and owner resolved by email match against Monday.com team members. Spin CRM lead status values (New, Contacted, Qualified, Lost) map to a Monday.com custom Status column that the customer configures during board setup. Any Spin CRM lead scoring field migrates as a Number column.

Spin CRM Contacts export with name, email, phone, company association, and custom fields. They map directly to Monday.com CRM Person records in the same People section as Leads. The contact-to-company relationship in Spin CRM (company_name or company_id on the contact record) becomes the Organization link in Monday.com CRM — we resolve the organization reference by name match after importing Companies. Custom fields on Spin CRM Contacts migrate as Monday.com custom columns on the Person record, subject to Monday.com column-type compatibility review.

Spin CRM Companies carry company name, address, industry, and custom properties. They map to Monday.com CRM Organizations in the People section. We export Companies first to establish the relationship anchor before importing Contacts, so that each Contact's Organization field in Monday.com resolves to the correct Organization ID. The Spin CRM company name becomes the Organization Name field; address, industry, and any custom fields migrate as Monday.com custom columns scoped to the Organization record type.

Spin CRM Deals carry stage, value, owner, expected close date, and linked Contact and Company references. They map to Monday.com CRM Deal Items. The deal value maps to a Number column; expected close date maps to a Date column; owner maps by email resolution to a Monday.com team member assignee. Spin CRM's customizable stage names replicate as Monday.com Status column values within the Deals board's Pipeline view. Each Spin CRM Deal's linked Contact and Company are represented as the Item's People and Organization associations in Monday.com, resolved by name and email match after the respective imports complete.

Spin CRM's customizable pipeline stage sequence (name, order, probability per stage) is captured during scoping and replicated as a Monday.com Pipeline view on the Deals board. We configure each stage as a Status column value with the matching name and probability percentage. If Spin CRM has multiple distinct pipelines (multiple sales processes), we create parallel Monday.com boards or board groups, one per Spin CRM pipeline, each with its own Pipeline view. Stage descriptions, if stored in Spin CRM, migrate as a Long Text column on the Deals board.

Spin CRM supports task management, reminders, and calendar integration. Activity records (calls, meetings, notes, tasks) may be exportable via CSV but the export mechanism is not explicitly documented in Spin CRM's available resources. We attempt CSV extraction from the activity/task export function, flag any fields that are absent from the exported column set, and import what is available as Update entries on the relevant Monday.com CRM Person or Deal Item. Activity records that cannot be extracted from Spin CRM are listed in the gap report delivered alongside the migration. Historical timestamp preservation depends on the exported Activity Date field being present in the CSV.

Spin CRM calculates forecast values from Deal amounts and stage probabilities. We extract Deal values and stage configurations to recreate a forecast view in Monday.com. The Deal amounts are stored as Number columns on the Deals Items; stage probabilities are stored as part of the Pipeline view configuration. Monday.com's native forecasting widgets (available on Standard and Pro CRM tiers) render forecast vs. actual revenue by aggregating deal values by stage using the Probability column settings.

Spin CRM supports custom fields on Leads, Contacts, and Deals. We review all Spin CRM custom field definitions during scoping, map each to a compatible Monday.com column type (Text, Number, Date, Status, Dropdown, Checkbox, Link, Vote, or Time Tracking), and flag any that cannot be represented in Monday.com's column type system — long text fields that require rich formatting, for example, may lose formatting and are flagged as a manual review item before import.