Migrate from Sugester CRM to monday CRM

Sugester Client records map to Monday.com CRM Contact Items on the Contacts board. We extract contact details (name, email, phone, address), financial history, segmentation labels, and cyclical reminder configurations from the CSV export. The Contact's Name, Email, and Phone columns map directly; financial history fields map to custom numeric columns on the Contact Item. Customer segment labels (paid/unpaid, long-term/short-term) map to Monday.com Tags attached to the Contact Item.

Sugester Projects bundle tasks, live chats, and documents into a single workspace. We map each Sugester Project to a dedicated Monday.com Board (configured as a Project board) or, if the Project represents a sales pipeline stage, to a Deal Item on the Monday.com CRM Deals board. The choice is made during scoping based on whether the customer uses Projects for operational work or revenue tracking. Board groups are created to mirror Sugester's task grouping within each Project.

Sugester Tasks map to Monday.com Items on a Work board. Each Task's title, description, assignee, due date, and status migrate as Item name, description, Person column, Date column, and Status column respectively. Sugester's task-per-month plan limits are respected during export scoping; if the customer has hit those limits, some historical tasks may already be pruned and unavailable for migration. We chunk large task batches into Monday.com API batches of up to 250 Items per request.

Sugester Live Chat histories are stored as discrete conversation records tied to the Client profile. Monday.com CRM has no native conversation thread object, so we map these to Items on an Activity board with a Conversation Status column, or to Note blocks attached to the related Contact Item. The Start plan stores 500 conversations; the Pro plan stores 5,000. We confirm chat history completeness during discovery and flag any records lost to retention policy before migration begins.

Sugester email threads associated with Client records map to Activity Items or Email column entries on the relevant Contact Item in Monday.com CRM. We migrate email content, sender, recipient, and timestamp from the CSV export. Attachments and inline images require separate handling as file references; we flag any attachments that cannot be resolved from the export for manual reattachment post-migration.

Sugester segmentation labels (paid/unpaid, long-term/short-term, major/minor) applied manually or automatically to Clients map to Monday.com Tags. Tags are applied to Contact Items at migration time. Note that Sugester's segmentation may drive automated actions (such as tagging-based routing or auto-responses); these automation rules do not migrate. We document the full segment vocabulary in the mapping deliverable so the customer's admin can design equivalent rules in Monday.com's automation builder.

Recurring reminder rules attached to Sugester Client profiles do not have a native Monday.com equivalent. We convert them to task templates — a set of task Items with the original reminder frequency documented in the Item description — or recommend using Monday.com's native Recurring Tasks feature if the frequency pattern is simple (daily, weekly, monthly). Complex cyclical patterns (every second Tuesday, quarterly review cycles) are noted in the handoff document for manual rebuild in the customer's admin review.

Transaction and payment history associated with Sugester Client records is migrated as custom numeric columns on the Contact Item or as Items on a dedicated Line Items board linked to the Contact via a Connect board column. Mapping depends on the customer's reporting needs identified during discovery. If Sugester Financial History includes line-item detail (product, quantity, price, tax), we create a Products board and link Items to the parent Contact Item.

Tags applied to Sugester Clients, Projects, and Tasks migrate as Monday.com Tags with identical vocabulary. We preserve the full tag set to maintain any segmentation logic the customer relies on. Tags are applied to Items during migration; no tag is dropped unless it exceeds Monday.com's 255-character limit, in which case we truncate and flag for the customer's review.

Sugester response templates and macros are platform-specific configurations that cannot be imported into Monday.com natively. We export the template text as a CSV and deliver it as a text file to the customer's admin, along with a recommendation for how to replicate the template variable syntax in Monday.com's Email Templates (available on Pro and Enterprise). Template variable syntax will require manual reconfiguration because Sugester and Monday.com use different placeholder formats.