Migrate from StreetSmart to monday CRM

StreetSmart contacts map to Monday CRM board items in a dedicated People or Contacts board. Each contact property becomes a column in that board — name, email, phone, and job title all have direct column-type equivalents (text, email, phone, text). Owner assignment maps to a Monday people column.

StreetSmart company records migrate to Monday CRM as items in a Companies board, with each company field mapped to a matching column type (name as text, domain as link, industry as status or text). Company hierarchies (parent/child) are preserved using Monday's group structure or a connect board column.

StreetSmart deals become board items in a Monday CRM Deals board. Deal name, value, expected close date, stage, and owner all have Monday column equivalents. The deal's primary contact or company is linked via a connect board column to the People or Companies board.

StreetSmart deal pipelines map to Monday CRM as a Status column on the Deals board with color-coded values matching the original pipeline stages. Each StreetSmart pipeline stage becomes a distinct status option. Multi-pipeline setups require separate Monday boards or sub-groups within a single board.

StreetSmart stage names (e.g., Prospecting, Proposal, Negotiation) are mapped one-to-one to Monday CRM Status column values. The order, color, and labels of status values are preserved exactly. If StreetSmart uses forecast categories, those map to a separate text or formula column in Monday.

StreetSmart call, email, and meeting records are migrated as sub-items or items in a linked Activities board. Each activity is an item with subject (text), date (date column), type (status: call/email/meeting), owner (people column), and outcome notes (text). Alternatively, activity summaries are captured in the parent contact or deal update log.

StreetSmart file attachments on contacts, companies, or deals are downloaded and re-uploaded into Monday CRM's file upload column on the relevant board item. If the attachment is a URL reference, it maps to a link column. Monday's 250MB file size limit per upload applies — larger files may need alternative storage with shared links.

StreetSmart owner IDs are resolved by email match against Monday CRM users. Matched users are assigned to board items via the Monday people column. Unmatched owners are flagged before migration — the team either creates Monday accounts first or assigns a fallback owner for those records.

StreetSmart custom contact fields (e.g., a text field for 'Referred By' or a date field for 'Contract Signed') are created as new Monday CRM columns in the People board using the matching column type (text, number, date, status, etc.). Pick-list custom fields use a Monday status column with the exact value list.

StreetSmart custom deal fields map to new Monday CRM columns on the Deals board. The column type is chosen based on the StreetSmart field type: text → text column, number → number column, date → date column, pick-list → status column. If the custom field uses dependencies, these are surfaced in the migration plan for manual rebuild in Monday.

StreetSmart allows a contact to be associated with multiple companies. Monday CRM handles this using connect board columns linking the contact item to the relevant company items. If the association has a role label (e.g., 'Primary Contact', 'Billing Contact'), that label is stored in a status or text column alongside the connection.

StreetSmart notes on any record migrate as updates on the corresponding Monday CRM board item. If the note contains structured fields (e.g., a separate subject and body), those are mapped to separate text columns. Rich-text formatting is preserved as plain text if Monday does not support the original format.

StreetSmart automations (e.g., 'when deal stage changes to Closed Won, send email and update owner') do not have a direct Monday CRM equivalent that can be imported. FlitStack exports the automation definitions as a reference document so your Monday admin can rebuild them using Monday's Automation Center.