Migrate from SuperOffice CRM to monday CRM

SuperOffice Contact records map to Monday.com People (Contact type). The contact's email, phone, address, title, and custom properties map to corresponding People fields. We resolve the Contact-Company link during import by first importing Companies, then linking Contacts via the Company column on the People board. Any Contact without an email is flagged for remediation before import begins per Monday.com's duplicate detection rules.

SuperOffice Company records map to Monday.com People (Company type). Company name, domain, address, and industry map to equivalent People fields. Monday.com People allows mixed Contact and Company entries; we distinguish them via the ContactType column. Company is imported before Contact to satisfy the parent lookup during Contact import.

SuperOffice Sales map to items on a Monday.com Deals board. The Sale stage maps to a Status column (with values matching SuperOffice's SaleType stages); Sale amount and close date map to Number and Date columns. We create the board structure during migration setup, including Status column values that match SuperOffice's pipeline stages, with probability percentages stored as a separate Number column for dashboard reporting.

SuperOffice's SaleType list table defines pipeline stages with names, order, and probability percentages. Each SuperOffice pipeline (if multiple exist) becomes a separate Monday.com board or a Group within a single board. Stage names map to Status column values; probabilities are stored as a custom Number column since Monday.com does not have native stage probability fields.

SuperOffice Quotes with QuoteAlternatives (multi-version proposals) require transformation. The primary QuoteAlternative line items map to a Monday.com Pricing Table attached to the Deal item on Pro and Enterprise tiers. Secondary QuoteAlternatives are stored as a JSON blob in a custom Long Text column with a note in the handoff documentation that alternative versions must be manually reconstructed in Monday.com or a third-party quoting tool.

SuperOffice Projects map to Monday.com boards within a dedicated Projects workspace. Project type and status (ProjType, ProjStatus list tables) map to Status column values. Project members and linked Contacts map via the People column. We note that Monday.com boards are not native Project objects with Gantt auto-scheduling; teams relying on SuperOffice's project management module should review Monday.com's Timeline and Gantt views as the equivalent.

SuperOffice Activities (calls, emails, appointments, tasks) linked to Contacts or Companies map to items on a dedicated Activities board in Monday.com. Each activity type maps to a Status column value or sub-item. Activity timestamps, duration, and description transfer to corresponding columns. The link to the parent Contact or Company is preserved via the People column on the activity item. Historical timestamps are retained as Activity Date columns.

SuperOffice Selections are named dynamic lists of Contacts, Companies, or Sales with update-on-refresh behavior. Monday.com does not have a native dynamic list equivalent. We export selection criteria and tag records with the selection name as a Tag column value, then document each Selection's original filter logic for the customer to rebuild as a Monday.com Filter or saved view.

SuperOffice user-defined fields on Contact, Company, Sale, and Project are mapped to Monday.com custom columns by type: text fields map to Text columns, date fields to Date columns, dropdown lists to Dropdown or Tags columns. Dropdown list values must be manually recreated in Monday.com during the board setup phase before migration begins.

SuperOffice Users (Associates) map to Monday.com Members by email match. Owner assignments on Sales and Projects map to the Assignee column on board items. Users without Monday.com accounts go to a reconciliation queue for the customer to provision before record import.