Migrate from Spotler CRM to monday CRM

Spotler Contacts map directly to Monday.com CRM Contact items. We use email address as the dedupe key. Each Contact item is created with columns mapped from Spotler fields (first name, last name, email, phone, job title). The Spotler company_id foreign key is resolved by matching the related Company name to a pre-created Monday Company item, and the resolved company is stored in a Company link column on the Contact item.

Spotler Company records map to Monday.com CRM Company items using company name as the primary identifier and domain as a secondary dedupe check. Industry, size, address, and any custom company fields are recreated as typed columns in Monday. Company is imported before Contact so that the company link column on Contact items can be resolved at insert time.

Spotler Opportunities map to Monday.com CRM Deal items. The pipeline stage name from Spotler is translated to a Monday Status column value (Lead, Qualified, Proposal, Negotiation, Closed Won, Closed Lost). Deal value, expected close date, and Owner email are mapped to Deal Amount, Expected Close Date, and Owner columns respectively. Spotler pipeline names are preserved in a text column for reference during reconciliation.

Spotler's pipeline configuration (named pipelines with ordered stages) is reconstructed in Monday.com CRM as a combination of the Status column values and Group-by-Status board views. We collect the full list of Spotler pipeline names and stage labels during discovery and recreate them as a Monday CRM board with a Status column containing the exact stage names from Spotler. Probability percentages per stage are stored as a separate number column for reporting.

Spotler Activities are exported with their type (task, call, meeting, note), date, duration, description, and related record ID. Calls and meetings are recreated as Subitems on the related Contact or Company item with date, duration, and outcome fields. Tasks are recreated as Subitems with due date and status. Notes are added as Item Updates (the native activity feed on Monday items) with the note body preserved as plain text. The related record is resolved by matching the Spotler contact_id or company_id to the Monday Item ID.

Spotler custom fields and their dropdown list definitions are exported from Settings alongside the data export. We recreate each field as a Monday CRM board column of the matching type: text fields become text columns, numbers become number columns, dates become date columns, and dropdown lists become dropdown columns with the Spotler list values recreated as Monday column options. We flag any Spotler fields with no Monday equivalent (such as multi-checkbox fields) and map them to a multi-select text column or a linked sub-board.

Spotler Quotations (available on Professional and Enterprise plans) carry line items, pricing, and status. We export quotation records and line items as a separate table and recreate them as Subitems on the parent Deal Item in Monday CRM, with columns for product name, quantity, unit price, and total. Quotation PDFs are stored as file attachments on the Subitem. If quotation status tracking is required, we add a Status column scoped to the quotation sub-board.

Spotler Cases (Professional and Enterprise) carry priority, status, assignment, and linked Contact. We export cases as individual records and recreate them as Items in a Monday CRM Service board, mapping case priority to a Priority column, status to a Status column, and assignee to an Owner column. Case conversations migrate as Updates on the Item. SLA fields are recreated as date columns (First Response Due, Resolution Due) with manual enforcement since Monday does not have native SLA monitoring.

Spotler Owners are resolved by email match against Monday.com team members. We extract every distinct owner email from Contact, Company, Deal, and Activity records during discovery and match them against the destination Monday.com workspace members. Any Owner without a matching team member is placed in a reconciliation queue, and the customer's admin provisions the missing team member before record import begins.

Spotler tags applied to Contacts are exported as a tag list per contact record. Tags are recreated as Monday Tags on the Contact item. If a Spotler tag is used for segmentation logic (such as a segment membership flag), we add a Label column with the tag name as a single-option value for reporting purposes.