Migrate from Bigin by Zoho CRM to monday CRM

Bigin Contacts map to Monday.com People Items on a dedicated CRM Board. Standard fields (name, email, phone, address, owner) migrate to corresponding People columns. Custom fields using the <topping_namespace>__<field_label> naming convention are created as Monday.com column types (dropdown, date, number, text) on the board before migration. Owner assignment maps from Bigin Owner email to the Monday.com Team Member assigned to the Item.

Bigin Companies (API name: Accounts) map to Monday.com Organizations, which are linked to People Items. The company domain from Bigin's website field becomes the Organization's website column. We preserve Company-Contact linkages by creating the Organization first, then linking each Contact's Item to it via Monday.com's connected columns. Any custom Company fields are recreated as board columns before data import.

Bigin Deals map to Monday.com Items on a Deal-specific Board. The Deal amount, closing date, and owner map to Amount, Due Date, and Assignee columns. The pipeline stage assignment (e.g., 'Qualification', 'Proposal Sent') becomes the Item's Group membership. We create one Monday.com Board per Bigin Pipeline to preserve the top-level pipeline structure.

Bigin Pipelines (3 on Express, unlimited on Premier) become Monday.com Boards. Bigin Stages within each Pipeline become Monday.com Groups within the board. The stage ordering sequence migrates as Group sequence within the Board. Probability values from Bigin pipeline configuration are stored as a number column on each Item for reporting reference. Groups are labeled with the original stage name (e.g., 'Qualification', 'Negotiation', 'Closed Won').

Bigin Products map to Items on a dedicated Product Board in Monday.com CRM. Fields including name, unit price, tax rate, and description migrate to corresponding Item columns. Products linked to Deals via line items are represented by creating an Item linking column on the Deal Board that references the Product Board Items, or by storing the product name and price directly in a deal Item's subitem or column.

Bigin Tasks linked to Deals, Contacts, or Companies migrate as Monday.com Subitems on the parent Deal Item. Task due date, status, and owner assignment map to Subitem Due Date, Status, and Assignee columns. Standalone Tasks without a parent record migrate as Items on a dedicated Tasks Board. We preserve task-to-record linkages via Monday.com's Subitem structure, which maintains the parent-child relationship natively.

Bigin Calendar Events migrate as Item Updates on the linked Deal, Contact, or Company Item with the event title, start time, end time, and location recorded as update text. Recurring events from Bigin (which Bigin's Bulk Read squashes into a single entity) are expanded into individual recurring updates in Monday.com. For teams using Monday.com's Calendar integration, events can alternatively be mapped to the calendar view as linked records.

Bigin Call logs (subject, duration, outcome, linked record) migrate as Item Updates on the linked Deal, Contact, or Company Item, preserving the call subject, duration, and disposition. Call duration migrates as a number column update. The linked Contact or Company is identified by email or name match against Monday.com's CRM Items before update creation.

Bigin Notes migrate as Item Updates in Monday.com CRM. Bigin's Bulk Read API excludes Notes, so we extract them via individual record API calls per Bigin's credit-based rate limits. Each Note's body, author, and timestamp become the update text, author tag, and timestamp in Monday.com. For large note volumes, we pace individual API calls against Bigin's credit budget to avoid throttling. Notes are attributed to the parent record (Deal, Contact, Company) via Item lookup before update creation.

Bigin custom fields using the <topping_namespace>__<field_label> naming convention are mapped to Monday.com column types during the board setup phase. Picklist and multi-select fields map to Monday.com Dropdown or Tag columns. Date fields map to Date columns. Number fields map to Numbers columns. We pre-validate each custom field's data type against Monday.com's supported column types before migration to avoid import failures. The original Bigin field API name is preserved as a column description for audit reference.