Migrate from Sugar Sell to monday CRM

Sugar Accounts map to Monday.com CRM Companies. The Company board holds organization records with columns for industry, website, phone, address, and any mapped custom fields. We resolve the account_id foreign key from all Sugar modules during import so that related Contacts, Opportunities, and Cases reference the correct Monday Company Item.

Sugar Contacts map to Monday.com People entities. The People board stores individual contact records with columns for name, title, email, phone, and address. The Contact-to-Account relationship maps to a People-Company association in Monday.com CRM, which we resolve by matching the Sugar account_id to the Monday Company Item ID before inserting People records.

Sugar Leads map to Monday.com People records with Lead status tracked in a Status or Label column. We preserve the Sugar Lead status values (New, Assigned, In Progress, Converted) as Monday.com Status column values and retain the original Sugar lead_id as an external_id column for cross-reference. Converted Leads map to People with a conversion timestamp preserved.

Sugar Opportunities map to Monday.com Deals. The Deal Item on the Deals Board contains columns for deal name, amount, close date, pipeline stage, probability, and owner. Sugar pipeline stages map to Monday.com Deal Status values, and the probability percentage maps to a numeric column. Deals are linked to the associated Monday Company Item via the People-Company relationship model.

Sugar Product Catalog entries map to Items on a Monday.com Products Board with columns for product name, SKU, description, unit price, and product type. We extract the mfg_name (manufacturer) and product_type fields and map them to label or dropdown columns in Monday. The Sugar Product Bundle structure (for bundled product configurations) is stored as a multi-select or text column on the Monday Item since Monday lacks a native bundle object.

Sugar Quotes do not have a native Monday.com equivalent. We map Quote header fields (quote number, date, expiration, total) to custom columns on the associated Deal Item. Quote line items are stored as a sub-items table on the Deal Item with product name, quantity, unit price, and discount. The PDF attachment from Sugar migrates as a file attached to the Monday Deal Item.

Sugar Cases map to Items on a Monday.com Cases Board with columns for case number, status, priority, resolution, and related Account/Contact. Case priority and status values map to Monday Status and Priority columns. The Case-Account and Case-Contact relationships are resolved by matching the Sugar account_id and contact_id to Monday Company and People Items before import.

Sugar's separate Calls, Meetings, and Tasks modules all map into Monday.com's Activity section per Person or Deal Item. Each Sugar Activity record becomes a logged activity entry with type (call, meeting, task), status, date, duration, and notes. The parent reference (contact_id, lead_id, opportunity_id) determines which Monday Person or Deal Item receives the activity. Calls and Meetings carry duration and outcome; Tasks carry due date and completion status.

Sugar Notes migrate as Note entries on the linked Monday Person or Deal Item. File attachments extracted from Sugar's file system are re-uploaded as Monday.com file attachments linked to the relevant Item. Note body content migrates as text. We resolve the parent type (Contact, Lead, Account, Opportunity) to determine the correct Monday Item for note placement.

Sugar Users map to Monday.com Team Members. We match by email address. Owner assignments on Opportunities, Cases, and Activities resolve to the corresponding Monday Team Member. Team hierarchy and role structures in Sugar do not map to Monday.com's flat team model, so we flag the organizational mapping as a configuration step for the customer's admin to review post-migration.

Sugar Tags stored as string values on any module map to Monday.com Tags. We extract all unique tag strings from Sugar records, create matching tags in Monday.com, and re-link them to the migrated Items. Tags serve as a flexible labeling mechanism in both systems, making this a straightforward value-mapping exercise.

Sugar Studio custom fields require extraction from vardef PHP files or the Module Loader package since they are not included in standard CSV exports. We parse the vardef entries to identify field name, data type, dropdown options, and module assignment, then create equivalent Monday.com column types during the setup phase before data import begins. Vardef fields that reference related records (e.g., flex relate) map to Monday.com relation columns or Link to Item columns.