Migrate from Striven to monday CRM

Striven Customers map 1:1 to Monday.com CRM People records. Contact name, email, phone, address, company association, and owner map to the equivalent Monday.com Person fields. Customer type and any global custom fields become Monday.com person columns. We resolve the owner email to a Monday.com team member during import.

Striven Vendors have no direct Monday.com CRM equivalent, since Monday.com CRM does not have a native Vendor object. We import Vendors as People records with a Vendor Company tag in a status column, preserving vendor name, contact details, and payment terms. Vendor-specific custom fields migrate as person columns.

Striven Items (products and services) map to Monday.com CRM Products. Item name, SKU (hs_sku equivalent), unit price, and cost map directly. Inventory quantity on hand becomes a Numbers column on the Product record. We import Products before any Deals that reference them to satisfy the lookup dependency.

Striven Deal pipelines map to Monday.com CRM Deal boards. Each Striven dealstage value becomes a Status column group in the Deals board. Deal amount, close date, probability (from Striven stage weights), and owner map to the corresponding Deal columns. We configure the Status column groups before migration to match the Striven pipeline stages exactly.

Striven open Invoices require Customers, Items, and a populated Chart of Accounts to exist first. We import Invoice headers as Deals with a Status of Invoiced or Closed Won, and line items as Deal subitems. Invoice number, invoice date, due date, and total amount map to Deal columns; individual line items (product, quantity, unit price, tax) map to subitem fields. Historical paid invoices migrate as closed Deals for audit; open invoices migrate as open Deals requiring follow-up. Monday.com has no native invoice generation; the customer rebuilds invoice templates in Monday.com or continues using a separate accounting tool.

Striven Bills (vendor invoices) have no native Monday.com CRM equivalent. We model them as a custom Payables board: vendor as the linked Person, bill number as text, bill date and due date as date columns, and total amount as a numbers column. Bill line items map as subitems with vendor product, quantity, and cost. The Payables board is a separate board from Deals, maintained alongside the CRM for accounts payable visibility.

Striven Projects map to Monday.com boards. The project name becomes the board name. Project phases map to Groups within the board; milestones map to date columns or timeline columns. We audit the customer's Striven project types during discovery to design the correct board template before migration. Custom fields per project type require type-level column mapping.

Striven Tasks under Projects map to Monday.com Items within the corresponding board. Assignee, due date, priority, status, and description migrate to the equivalent Monday.com item columns. Subtask hierarchies in Striven map to Monday.com Subitems attached to the parent item. Dependency relationships require explicit mapping: Striven predecessor/successor task links become Monday.com Dependencies column values.

Striven's Chart of Accounts is a hard prerequisite for accounting migration and cannot be skipped. Monday.com has no native GL. We model the Chart of Accounts as a read-only Custom board (Account Number, Account Name, Account Type) linked to the Payables and Receivables boards, or store account references as text fields on Invoice and Bill records. The customer reconciles the account structure post-migration.

Striven Employee records are required prerequisites for accounting migration but are primarily system users in Monday.com. We map Striven Employees to Monday.com Team Members by email. Employee-specific custom fields (department, role, hire date) migrate as person columns if the customer uses Monday.com for internal HR tracking alongside CRM.

Striven distinguishes global-level Custom Fields (visible on all records of a type) and type-level Custom Fields (scoped to specific entity subtypes). We audit the full custom field schema during discovery, then recreate each as a Monday.com column of the closest matching type (text, number, date, dropdown, checkbox). Type-level fields scoped to specific Sales Order Types or Project Types require board-specific column design before migration. We flag any Striven field types that have no Monday.com equivalent (e.g., currency with multi-decimal precision) for customer decision during scoping.