Migrate from Brevo Marketing Platform to monday CRM

Brevo Contacts map to Monday.com People entities. The contact email address is the primary key for upsert. We export all Brevo contact attributes (phone, city, attributes, subscription status) and map them to Monday People columns. Brevo tags on contacts migrate as Monday Labels on the People entity. If the source account uses Brevo's Enterprise Customer Data Platform for export, we pull the full contact profile including custom attributes; otherwise we use the GET /contacts paginated endpoint.

Brevo Companies map to Monday.com Organizations. The Company domain, address, industry, and employee count map to Organization properties. We create Organizations first in the migration sequence so that the contact-to-organization link can be resolved at Contact import time. Brevo company IDs are not stable identifiers — we use the company domain as the dedupe key.

Brevo links Contacts to Companies via the companies attribute on each Contact record. We export the full link table during migration, then set the Monday.com People entity's Connected to Organization field by matching the company name or domain against the Organization name. This is the most error-prone step because Brevo contacts can be linked to zero, one, or multiple Companies, and Monday requires a single Organization link per Person entity.

Brevo Deals map to Items on the Monday.com CRM Deals board. The Brevo deal amount, close date, and stage map to Monday Item columns. We create the Deals board with group-based stages matching Brevo's pipeline stages before importing Deals. The Brevo pipeline assignment determines which Monday board group the Item lands in.

Each Brevo pipeline maps to a Monday.com CRM board, and each Brevo stage within that pipeline maps to a Group on the board. We configure the Group names to match Brevo stage names exactly for visual continuity. If Brevo has multiple pipelines, we create one Monday board per pipeline and use subitems or board links to maintain cross-pipeline visibility.

Brevo tags (flat key-value labels applied to Contacts) map to Monday Labels on People entities. We export the full tag vocabulary from Brevo, create matching Labels in Monday, and apply them to the corresponding People records during import. Segment membership tags migrate as Labels alongside other contact tags.

Brevo Custom Objects (Enterprise or Pro plan only) map to Monday.com custom Item types if the destination has Standard or higher. We pre-create the custom Item type in Monday with matching fields before importing any data. If the destination is on a Basic CRM plan, we collapse custom object records into Contact properties as tagged values and deliver a written map of the collapsed schema.

Brevo automation workflows (Journeys) do not migrate as code into Monday.com Automations because the trigger-action models are structurally different. We audit every active Brevo Journey, document its trigger, conditions, actions, and delays in a written inventory, and provide a recommended Monday Automation equivalent for each. The customer's admin rebuilds them in Monday Automations post-migration. We do not auto-recreate workflows on the destination.