CRM migration
Field-level mapping, validation, and rollback between Comet Suite and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.
Comet Suite
Source
monday CRM
Destination
Compatibility
10 of 10
objects map 1:1 between Comet Suite and monday CRM.
Complexity
BStandard
Timeline
3–5 business days
Overview
Comet Suite stores CRM data in a traditional relational object model — contacts, companies, deals, activities, and custom fields each with typed properties and cross-object relationships. Monday CRM presents the same data as items organized inside boards, where columns replace fields and groups replace pipelines. This architectural shift is the central challenge of the migration: each Comet Suite object maps to one or more Monday boards, each field becomes a column typed to match the source data, and relationships between objects translate into Monday item links or group structure. We map contacts to the Monday CRM People database, companies to a dedicated Organizations board, and deals to a CRM board with pipeline groups. Activity history (calls, emails, meetings, notes) migrates as items in a dedicated Activity board linked to their parent records. Custom fields from Comet Suite create Monday custom columns; platform-specific types like numeric scores, dates, and multi-select pick-lists use Monday's equivalent column types. Monday's native automations do not import from Comet Suite — FlitStack exports workflow definitions as a rebuild reference for your Monday admin. We sequence the migration to resolve foreign keys in the correct order, run a sample migration with field-level diff before the full run, and capture in-flight changes during the cutover window so Monday reflects Comet Suite's final state at go-live.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Comet Suite object lands in monday CRM, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Comet Suite
Contact
monday CRM
Monday CRM People database (Contacts board)
1:1Comet Suite contact records migrate as items in the Monday CRM People board. Each item receives the standard Name, Email, Phone, Job Title, and Address columns. A custom Owner person column holds the Comet Suite owner resolved by email match to Monday workspace members. Original create and update timestamps migrate as custom Date columns.
Comet Suite
Company
monday CRM
Monday CRM Organizations board
1:1Comet Suite company records become items in a dedicated Organizations board in Monday CRM. Fields map to Monday columns: Name, Website, Industry (as Status or text column), Number of Employees (numeric), Annual Revenue (numeric). Multi-company relationships from Comet Suite (parent/child) create Monday item links between organization items.
Comet Suite
Deal
monday CRM
Monday CRM Deals board
1:1Comet Suite deal records map to items in the Monday CRM Deals board. The Comet Suite pipeline stage value becomes a Monday Status column with matching values; groups within the board represent high-level pipeline segments if the team uses multiple pipelines. Deal amount, close date, and priority map to Monday numeric, date, and status columns respectively.
Comet Suite
dealstage (status values)
monday CRM
Monday Status column on Deals board
1:1Each Comet Suite dealstage pick-list value maps to a Monday Status column option by name. Probability percentages associated with each stage in Comet Suite do not translate directly to Monday — the team configures forecast-category logic in Monday after migration using the exported stage-probability map.
Comet Suite
Pipeline
monday CRM
Monday CRM board groups or separate boards
1:1If Comet Suite supports multiple deal pipelines, each pipeline maps to either a separate Monday CRM board or groups within a single board. Monday's grouping model is less rigid than Comet Suite's pipeline configuration — the team decides whether to consolidate into one board with groups per pipeline or maintain separate boards during migration planning.
Comet Suite
Activity (call, email, meeting, note)
monday CRM
Monday CRM Activity board linked to Contacts and Deals
1:1Comet Suite engagement records (calls, emails, meetings, notes) migrate as items in an Activity board. Each item links to its parent Contact or Deal via Monday item connections. Activity type, subject, body/content, date, and owner map to Monday Status (type), Text (subject), Long Text (body), Date, and Person columns. Original engagement timestamps preserved as custom Date columns.
Comet Suite
Custom field (any type)
monday CRM
Monday custom column on the target board
1:1Comet Suite custom fields on any object create Monday custom columns on the corresponding board. Monday supports text, number, date, status, person, file, and URL column types. Fields with types that have no Monday native equivalent (for example, a geographic location field) store as Text with a descriptive column name and original value preserved for reference.
Comet Suite
Owner / User
monday CRM
Monday workspace member matched by email
1:1Comet Suite owner_id on any record resolves to a Monday workspace member by email address lookup. If a Comet Suite owner has no matching Monday account, the record receives a default owner or the team creates the Monday user account before migration. Owner resolution failures are flagged in the pre-migration audit so the team can resolve them before the full run.
Comet Suite
Tags or labels
monday CRM
Monday Tags column or multi-select Status column
1:1Comet Suite tag values on contacts or deals migrate to a Monday Tags column if the board uses the Tags integration, or to a multi-select Status column listing all unique tag values from Comet Suite. Tag cardinality is preserved — a record with five tags in Comet Suite shows five tags in Monday after migration.
Comet Suite
Attachment / file
monday CRM
Monday file upload on the target item
1:1Comet Suite file attachments on contacts, companies, or deals re-upload as Monday file uploads on the corresponding items. Monday's per-file size limit applies. Inline images embedded in Comet Suite notes download and re-upload as Monday image attachments on the note item.
| Comet Suite | monday CRM | Compatibility | |
|---|---|---|---|
| Contact | Monday CRM People database (Contacts board)1:1 | Fully supported | |
| Company | Monday CRM Organizations board1:1 | Fully supported | |
| Deal | Monday CRM Deals board1:1 | Fully supported | |
| dealstage (status values) | Monday Status column on Deals board1:1 | Fully supported | |
| Pipeline | Monday CRM board groups or separate boards1:1 | Fully supported | |
| Activity (call, email, meeting, note) | Monday CRM Activity board linked to Contacts and Deals1:1 | Fully supported | |
| Custom field (any type) | Monday custom column on the target board1:1 | Fully supported | |
| Owner / User | Monday workspace member matched by email1:1 | Fully supported | |
| Tags or labels | Monday Tags column or multi-select Status column1:1 | Fully supported | |
| Attachment / file | Monday file upload on the target item1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Comet Suite gotchas
No documented public API for automated export
Attachments are not included in standard exports
Feature phone and flip phone data requires separate extraction
Custom Work Order fields vary by customer configuration
monday CRM gotchas
Subitems are not included in bulk exports
Daily API call limits vary sharply by plan
Legacy automations (Sentence Builder) are being deprecated
Excel and account exports only include table views
Enterprise admins can disable non-admin exports
Pair-specific challenges
Migration approach
Audit Comet Suite data model and export schema
Before migration begins, FlitStack AI connects via read-only API access to Comet Suite to inventory all objects, fields, custom properties, and relationships. We produce a data dictionary showing each field's type, nullability, and usage frequency. This audit identifies the exact number of Monday boards required, flags custom fields needing non-direct column type mapping, surfaces N:N relationships that need Monday linking boards, and produces a record-count estimate that drives pricing and timeline confirmation.
Design Monday CRM board architecture and column types
Based on the audit, FlitStack AI delivers a Monday board design plan: one People board for contacts, one Organizations board for companies, one Deals board for pipeline items, one Activity board for engagement history, and additional linking boards for N:N relationships. For each board, the plan specifies column types matching Comet Suite field types — Status columns for pick-lists, Date columns for timestamps, numeric columns for amounts and counts. Custom fields from Comet Suite are mapped to custom columns with the column type closest to the source type. The Monday admin creates the boards and columns before data movement starts.
Resolve owners and users by email
Comet Suite owner_id values on contacts, companies, deals, and activities resolve to Monday workspace members by email address lookup. FlitStack AI generates a pre-migration owner resolution report listing matched owners, unmatched owners, and the Comet Suite records affected. The team creates Monday user accounts for any unmatched owners before migration so no record lands without an assigned owner. Owner resolution failures do not block migration — unmatched records receive a fallback owner flag and are reconciled post-migration.
Run sample migration with field-level diff
A representative subset of Comet Suite records (typically 100–500 items covering each object type and a mix of custom field values) migrates to Monday CRM first. FlitStack AI generates a field-level diff comparing source values against the Monday destination values, item by item and column by column. The team reviews the diff to verify status value mapping, owner resolution, date formatting, and the display of custom fields. Discrepancies are corrected in the migration logic before the full run commits. This step prevents bulk data quality issues from reaching the live Monday account.
Execute full migration with scoped read access and delta-pickup
The full Comet Suite dataset migrates to Monday CRM. FlitStack AI uses scoped read-only API access throughout — your team continues working in Comet Suite without interruption. A delta-pickup window (24–48 hours after the full run) captures any records created or modified during the cutover so Monday reflects Comet Suite's final state at go-live. Audit logging records every operation. If reconciliation fails, one-click rollback reverts the Monday account to its pre-migration state. After delta-pickup completes, the team validates record counts, relationship links, and custom column values before switching active usage to Monday CRM.
Platform deep dives
Comet Suite
Source
Strengths
Weaknesses
monday CRM
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. All 8 core objects map 1:1 between Comet Suite and monday CRM.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Comet Suite and monday CRM.
Object compatibility
All 8 core objects map 1:1 between Comet Suite and monday CRM.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Comet Suite: Not applicable — no public API.
Data volume sensitivity
Comet Suite doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
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FAQ
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