Migrate from Combit CRM to monday CRM

Combit CRM stores addresses as separate records that can be linked to multiple contacts. We map address fields (street, city, postal code, country) to Monday.com CRM's built-in Address column type on the People board, or to a linked Address board if the address needs to be reusable across multiple Organizations. We preserve the address-to-contact relationship using Monday's Connect Boards column type with Item linking.

Combit CRM Contacts map to Monday.com CRM People board items. We preserve name, email, phone, job title, and the link to the parent Address record. Monday.com CRM People board includes native email, phone, and location fields plus custom columns for any Combit custom field values. We resolve the parent Organization lookup by matching the Contact's company association to a Monday.com Organization item before insert.

Combit CRM Companies map to Monday.com CRM Organizations. The Organization is created first in the migration sequence so that Contacts can reference it via the Organization column. We preserve company name, website, industry, and any custom fields as custom columns on the Organizations board. Industry values require value mapping if Combit used German industry names.

Combit CRM Deals map to Monday.com CRM Deals. We map deal name, value, stage, expected close date, owner, and associated Contact/Company links. Monday.com CRM's deal pipeline stages (New, Discovery, Proposal, Negotiation, Won, Lost by default) require stage name mapping from Combit's German stage labels. Deal value migrates as a Number or Currency column. Owner assignment uses Monday's Person column.

Combit CRM Projects can span multiple contacts and activities. Monday.com does not have a native Project object in CRM—the customer's choice is to map Projects to a linked Board with Items representing project tasks, or to use Groups within the Organization board. We document both approaches during scoping and the customer selects. Project budgets, dates, and status migrate as columns on the selected structure.

Combit CRM Activities (calls, meetings, tasks, notes) map to Monday.com Updates on the relevant Person, Organization, or Deal item. We preserve activity type, date, duration, and description. Call and meeting activities with attendees map to Update mentions linking the relevant People items. Tasks with due dates map to the Due Date column on the item. Notes migrate as Updates with the note content preserved.

Combit CRM allows extensive user-defined fields across all objects. We identify every custom field definition during discovery, translate the German field labels to English during the mapping phase, map the data type to the closest Monday.com column type (Text, Number, Date, Dropdown, Checkbox, etc.), and flag any multi-select or multi-reference fields that require special handling as Tags or Connect Boards columns.

Combit CRM Users map to Monday.com User accounts. We resolve by email match. Any Combit user without a matching Monday.com User account goes to a reconciliation queue for the customer to provision before record import resumes. Owner assignment on Deals and Activities uses Monday's Person column pointing to the User.

Combit CRM file attachments extract to a file store with original filenames preserved. We upload files via Monday.com's file upload API and link them to the relevant Person, Organization, or Deal item using Monday's file upload capability. Files without a clear parent record are held in a reconciliation queue for manual assignment.

Combit CRM categorical tags map to Monday.com Tags on the relevant item, or to a Dropdown column if the customer prefers structured values. Multi-value tags consolidate into comma-separated values in a Text column or use Monday's Tag column type. We document the tag strategy during scoping.