Migrate from Star CRM to monday CRM

Star CRM Contacts map to Monday.com People columns on board items. Because Monday.com CRM uses People columns to represent contacts within the CRM board rather than a separate object table, we create one CRM board with items representing each Contact, and the People column holds the contact name and email. We resolve the Contact-Company relationship by linking each contact item to its parent company item via a relation column or Connect Boards column. Star CRM custom contact properties (phone, address, lead source) map to custom columns on the contact item.

Star CRM Company records map to items in a dedicated Monday.com Companies board. Company name becomes the item name; address, domain, and industry map to text and location columns. The Companies board serves as the parent record for all related contact and deal items. We build the Companies board first so that the relationship lookups resolve at Contact and Deal import time. Star CRM custom company properties migrate as custom columns on each company item.

Star CRM Deals map to items in a Deals board with a Pipeline column reflecting stage progression. Deal value maps to a Numbers column, close date to a Date column, and owner to a Person column. We map Star CRM pipeline stages to Pipeline column values during scoping. Each Deal item links to its primary Contact and Company via relation columns. Closed-won and closed-lost status from Star CRM maps to the pipeline stage values in Monday.com.

Star CRM pipeline stages map to Monday.com Pipeline column values. We document each Star CRM stage name, probability percentage, and order during scoping and recreate them as Pipeline column groups in Monday.com. Stage-specific actions (automations, notifications) are noted separately because they require rebuild in Monday.com's automation builder rather than direct migration.

If Star CRM uses multiple pipelines to separate lines of business, we map each pipeline to a separate Monday.com board or to board groups within a single Deals board. The mapping decision depends on the customer's workflow and reporting needs and is confirmed during the scoping call. Pipeline-level configurations (stage order, probability weights, active/archived status) carry over as board settings.

Star CRM Activities (calls, emails, meetings, tasks, notes) map to Monday.com Updates and subitems on the related contact or deal item. We preserve the activity type, date, owner, and content. Call duration and disposition notes map to custom columns on the subitem. Meeting details including location and attendees map to subitem columns. Email body content migrates as Update text with timestamps preserved for chronological ordering.

Star CRM Lead records (where distinguished from Contacts) map to items in the CRM board with a lead status custom column indicating pre-contact status. If Star CRM uses Lifecycle Stage or Lead Source, we carry these as custom columns on the migrated item. Leads that have converted to Contacts in Star CRM are mapped as Contact items; unconverted Leads remain as separate items until the customer's admin qualifies them in Monday.com.

Star CRM tags on Contacts or Deals migrate to Monday.com Label columns. Multi-select tags from Star CRM may become multiple label selections on a single item. If Star CRM tags are hierarchical or used for content classification, we discuss whether Labels or Topics are a better fit during scoping. Tag counts and usage patterns are reviewed to ensure the Label column accommodates the full vocabulary.

Star CRM User records map to Monday.com team members by email address. Owner assignment on Deals and Activities resolves to the Monday.com Person column. Users without a Monday.com account are held in a reconciliation queue for the customer's admin to provision. We flag inactive Star CRM users and discuss whether archived users are included in the migration scope.

Star CRM exports attachments as individual files per record. We download all files, build a manifest linking each file to its parent record ID, and re-associate them with the corresponding Monday.com item via the File column. Large attachment volumes require batched download and upload to manage transfer time. File previews render inline in Monday.com, and linked files remain accessible from the item without a separate file manager.