Migrate from Composity CRM to monday CRM

Composity Accounts map to People board items in Monday.com CRM. Standard fields (company name, address, industry, phone) map to Monday.com's corresponding text and location columns. Account status (Active/Inactive) maps to a custom Status dropdown column. We create the People board during scoping, configure columns to match Composity's field set, and import accounts before contacts so that contact-to-account relationships can be established.

Composity Contacts map to People board items. Name, email, phone, role, and custom contact fields map to Monday.com text, email, phone, and dropdown columns. The Account-Contact relationship maps by matching the Monday.com People item's Company column to the account item created in the previous step. Any Contacts without an Account in Composity are imported as standalone items with no company link.

Composity Leads with unqualified or early-stage status map to Monday.com People items flagged with a Lead Status dropdown column set to the original Composity lead status value. Leads at later stages (qualified, converted) map to People items with a converted flag and linked to the corresponding Deal. The customer's lead qualification criteria determines which Composity statuses map to People items versus Deals during scoping.

Composity Deals map to Monday.com Deals board items. Deal name, value (monetary amount), stage, expected close date, and owner map to the standard Deals board columns. The Composity pipeline stage becomes a Monday.com Deals board group. If Composity has multiple pipelines, we create multiple Deals boards or use a Pipeline dropdown column to differentiate them within a single board.

Composity's user-defined pipeline stages (customizable per organization) map to Monday.com Deals board groups. We export the full stage definition from Composity including stage order, name, and win/loss flags, then recreate them as Deals board groups in Monday.com during the initial board setup phase. Group ordering is preserved by setting the board's group order in the column configuration.

Composity Invoices map to Deals board items with a Record Type dropdown column set to Invoice. Line items, totals, tax codes, and payment status map to custom columns. Partially paid or unpaid invoices require explicit documentation because Monday.com does not have a native accounting or payment tracking object; the customer decides whether to create a separate Accounting board or use an integration with an accounting tool post-migration.

Composity Products map to Monday.com items in a Products board or as a Product column on the Deals board. We recommend a separate Products board for customers with complex catalogs; simple product lists use a Product dropdown or link column on Deals. Product-to-quote and product-to-invoice associations are preserved by linking Deals items to Product items via the Items link column.

Composity Users map to Monday.com team members by email match. Owner assignments on Contacts, Accounts, and Deals migrate as person assignments on the corresponding Monday.com items. Users without a matching Monday.com account are held in a reconciliation queue for the customer's admin to provision before record import begins.

Composity Documents are exported file-by-file and reattached to their corresponding Monday.com board items using filename or metadata matching. Composity does not offer a bulk download, so we build a file inventory during discovery, download files in parallel, and map them to the correct item by matching the document's linked record reference in Composity to the Monday.com item. File upload dates and any associated notes are preserved as item updates or comments.

Composity Activities (calls, emails, meetings, notes) map to Monday.com item updates and comments. Activity type, date, description, and outcome migrate as updates on the linked People or Deals item with a timestamp preserving the original activity date. Monday.com does not have a native activity timeline equivalent to dedicated CRM platforms; activity history appears as chronological updates on the item's feed, which is the standard representation in Monday.com.