Migrate from SuiteDash to monday CRM

SuiteDash Contact records map to Monday.com People items. All Contact-scope custom fields map directly to columns on the People board. We preserve the contact's email address as the primary identifier and resolve any Company linkage by matching the SuiteDash company_id to the Monday Organization record created from the SuiteDash Company object.

SuiteDash Company records map to Monday.com Organizations. The Company Public custom fields become Organization columns. We handle the Company Private fields separately: these are flagged during scoping as requiring either a custom column with restricted visibility rules in Monday or storage as an internal note on the Organization record, because Monday's column model does not enforce Primary Contact-only visibility.

SuiteDash Deal records map to items on a dedicated Monday Deals board. The deal name becomes the item name, deal amount maps to a Number column, and the SuiteDash pipeline stage maps to a Status column group. We preserve the original stage order and probability percentages as migration metadata for the customer's admin to assign probabilities to each Monday status value post-migration.

Each named pipeline in SuiteDash becomes a separate Monday board or a separate Status column pattern on a single Deals board. We capture the stage sequence and probability mapping from SuiteDash and deliver a written recommendation for how to configure Monday Status values to match the original deal flow. Probability percentages do not map automatically in Monday and require manual column setup.

SuiteDash Project records map to separate Monday boards with the Project name as the board name. Project-level custom fields become board columns. Tasks within the Project become Items with subitems for the task hierarchy. We export Projects and their associated Tasks as a linked set, preserving parent-child relationships and Project-level custom field values as board-level metadata.

SuiteDash Support Ticket records map to items on a dedicated Monday Support board. The ticket status maps to a Status column, ticket priority maps to a Priority or Labels column, and conversation threads migrate as item updates or subitems. We map ticket statuses to the nearest Monday Status values and flag any workflow-driven status logic that requires manual rebuild in Monday's automation builder.

SuiteDash Staff records map to Monday.com User accounts. Owner and assignee references on Deals, Projects, and Tickets resolve to the mapped User record by email match. Staff-level custom fields become User profile fields or custom columns on a Staff board. Any Staff record without a matching Monday User goes to a reconciliation queue for the customer's admin to provision before record import continues.

SuiteDash Invoice records with a paid or historical status migrate as read-only items on a dedicated Invoices board in Monday. Line items, payment status, and Invoice Custom Fields are preserved as columns. Active or pending invoices require additional configuration in Monday or a third-party billing integration. SuiteDash Invoice Custom Fields are discovered separately via Invoice API endpoints and do not appear in the standard CRM field schema.

SuiteDash Organization-scoped custom fields map to Organization-level columns in Monday. These are account-wide fields visible to all users and are the closest Monday equivalent to SuiteDash's Organization scope.

SuiteDash tags on Contacts and Companies migrate as Labels on Monday People items or as text entries in a Tags column. The customer chooses the target format during scoping. Tags used for segmentation map to Monday Labels; tags used for categorization map to a multi-select Labels column.