Migrate from SuiteCRM to monday CRM

SuiteCRM Accounts map to Monday.com CRM Companies. We extract all Account fields (name, industry, website, address, phone) and import them as column values on the Company item in the Contacts board. Company name becomes the item name. Address fields map to text columns or integrated address columns. If the destination Monday.com CRM workspace does not have a Companies board enabled, Accounts map to a dedicated Accounts board we create during schema setup.

SuiteCRM Contacts map directly to Monday.com CRM Contact items. Standard fields (name, email, phone, title, primary Account link) map to matching columns. Custom fields added via SuiteCRM Studio become Monday.com columns of the closest equivalent type — text fields to text columns, date fields to date columns, dropdowns to dropdown columns. The primary Account relationship maps to a Connect column linking the Contact to the corresponding Company item.

SuiteCRM Leads map to Monday.com CRM Lead items within the Contacts board. Lead status, source, and assignment fields migrate to corresponding columns. If the customer's Monday.com CRM workspace uses a unified Contacts board (no separate Leads section), we place Lead records in a distinct group on the Contacts board to preserve the distinction for reporting. The original Lead status value is preserved in a Status column for segmentation post-migration.

SuiteCRM Opportunities map to Monday.com CRM Deals as items on the Deals board. Deal name becomes the item name, amount maps to a Numbers column, close date maps to a Date column, and sales stage maps to a Status column with values matching the destination pipeline stages. The parent Account link resolves to a Connect column pointing to the related Company item. Closed-Won and Closed-Lost outcomes and their reasons preserve as separate columns.

SuiteCRM Products map to Monday.com CRM Product items on a Products board. Product name, SKU (mapped to a text column), pricing, description, and taxonomy fields migrate. Products must be imported before Quotes to preserve the product-reference linkage on quote line items. Monday.com CRM does not have a native product catalogue with pricing lists equivalent to SuiteCRM's Product and Pricing modules; we create a Products board to serve as the product reference table and link it to Deals via Connect columns.

SuiteCRM Quotes do not have a direct Monday.com CRM equivalent. Quotes with line items are represented as a Quote sub-section within the Deals board — either as a subitem on the Deal item or as a linked file attachment. If the customer requires a structured quote document, we recommend building quote PDFs from Monday.com's PDF export feature after linking the Deal to the relevant Products board items. We flag this as a configuration decision during scoping.

SuiteCRM calls, emails, meetings, and tasks are extracted as activity records tied to the parent Contact, Lead, or Opportunity. These migrate to Monday.com CRM's Updates section on the relevant Contact or Deal item, with the timestamp preserved. Call duration and disposition, email subject and body, and meeting attendees are stored as text in the Update entry or as column values on a dedicated Activities sub-board linked to the parent item. We preserve the chronological order of activity history using the original timestamp.

SuiteCRM custom fields created via Studio are stored in extended database tables with a naming convention appended to the module name. We scan the SuiteCRM database schema during discovery to identify all custom field names, types, and module assignments. Each custom field maps to a Monday.com CRM column of the closest equivalent type: text inputs to text columns, numeric values to number columns, dates to date columns, multi-select dropdowns to dropdown columns, and checkbox fields to checkbox columns. Boolean fields from SuiteCRM map to Monday.com checkbox columns.

SuiteCRM Documents store files on the server filesystem with a database record containing metadata. We export both the file blobs and the metadata records. File blobs are uploaded as attachments to the corresponding Monday.com CRM item (Contact, Account, or Opportunity) during import. We validate file integrity using checksums extracted alongside the file blobs. File permissions from the source server are not applicable in Monday.com CRM's cloud environment. If the SuiteCRM instance has a large document repository, we stage file uploads in batches to avoid API throttling.

SuiteCRM Users map to Monday.com CRM workspace members by email address match. We extract the Users table (username, email, first name, last name, active status) and reconcile against the destination Monday.com workspace members. Any SuiteCRM User without a matching Monday.com account is held in a reconciliation queue for the customer's admin to provision before record import resumes. Owner assignment on Contacts, Leads, and Opportunities maps to the Assignee column in Monday.com.