Migrate from Affinity Fieldreach to monday CRM

Affinity People map directly to Monday Contacts board items. Monday creates one Item per contact with Name and Email column types. Affinity custom fields on Person objects become Monday columns on the Contacts board — each custom field requires a matching column type to be created before migration.

Affinity Organizations map to Monday Companies board Items. Organization name maps to the Name column; domain maps to Website column type. Affinity parent-organization hierarchies map to Monday Companies as well, with the parent Org name stored in a text column for reference.

Affinity Opportunities map to Monday Deals board Items. Each Opportunity becomes an Item on the Deals board with deal name in a text column, amount in a number column, stage mapped to Monday Groups, and close date in a date column. Owner resolves by email match to Monday users.

Affinity Lists contain Opportunities organized by pipeline stage; each distinct Affinity List maps to a Monday Deals board Group that represents that specific pipeline stage within the sales process. All Opportunities belonging to a given Affinity List populate the corresponding Group on the Deals board. The original Affinity List name is preserved as a reference text column on each migrated deal Item to maintain audit trail visibility into the source pipeline context.

Affinity Notes attached to People, Organizations, or Opportunities become Monday Comments on the corresponding Contact or Deal Item. The note body text transfers verbatim to the comment field, and the original note creation timestamp is preserved in the comment metadata for historical accuracy. The note author resolves to the corresponding Monday user account by email address matching for attribution clarity.

Affinity activity log entries including meeting records, phone call logs, and email activity map to Monday Comments with a standardized type prefix in the comment body such as 'Call:', 'Meeting:', or 'Email:'. The original activity date, duration in minutes, and relevant metadata are preserved in the comment text body for comprehensive historical reference and audit compliance.

Affinity's person-to-organization relationship capturing primary and secondary company associations translates to Monday's person column on the Contact Item, which links directly to the related Company Item in the Companies board. When a person has multiple organization associations in Affinity, the primary company link is set as the main person-column connection while secondary associations are recorded in a dedicated text column for reference.

Affinity custom fields defined on Person objects become Monday columns on the Contacts board. Field type mapping follows type-aware rules: text fields map to Monday text columns, pick-list fields map to Monday dropdown columns with option values preserved exactly, date fields map to Monday date columns, and number fields map to Monday number columns for accurate data representation.

Affinity custom fields defined on Organization objects map to Monday columns on the Companies board using the identical type-aware column creation process applied to Person custom fields. Each Affinity field type receives the corresponding Monday column type, and pick-list values transfer as dropdown options to maintain data consistency across the migrated organization records.

Affinity custom fields on Opportunity objects map to Monday columns on the Deals board. Probability percentage fields use Monday number columns, priority level pick-list fields become dropdown columns with preserved values, and other numeric or selection-based fields use appropriate Monday column types matching the original Affinity field behavior.

Files attached to Affinity People, Organizations, or Opportunities are downloaded from Affinity's storage system during the migration export phase and re-uploaded to the corresponding Monday Item's file section. Monday's per-file storage limits and supported file types apply to the migrated attachments.

Affinity automation rules have no direct equivalent in Monday CRM due to fundamentally different trigger-action architectures. We export your complete Affinity automation definitions as a structured JSON reference document that itemizes each rule's trigger conditions, action steps, and configured parameters. Your Monday admin uses this document as a rebuild specification to recreate equivalent automations using Monday's Workflows builder interface.