Migrate from DinamikCRM to monday CRM

DinamikCRM Contact records map directly to Monday.com People (Contact Records). Standard fields (name, email, phone, address) map to the corresponding People column types. We preserve the contact's associated Company link by mapping the DinamikCRM company relationship to Monday.com's Company field on the People record. Custom fields on DinamikCRM Contact records (region, segment, custom flags) map to Monday.com custom columns on the People board.

DinamikCRM Company records map to Monday.com Company records. The company name, domain, industry, and address fields map to equivalent Company record fields. Company-Contact relationships are preserved in Monday.com by linking People records to their associated Company record via the built-in relationship column. Multiple DinamikCRM contacts belonging to the same company share one Monday.com Company record.

DinamikCRM Lead records map to Monday.com People records with a Lead Status column flagging them as unqualified prospects. We map the DinamikCRM lead source, lead score (if present), and custom lead fields to Monday.com custom columns on the People board. Leads that have been converted in DinamikCRM (status changed to Customer) are flagged for migration as People with Customer status rather than Lead status.

DinamikCRM Deal records map to Monday.com Deal records. Deal name, value, stage, and owner map to the corresponding Deal fields. The DinamikCRM deal stage maps to the Monday.com pipeline stage column. We preserve the deal's linked Contact and Company via the Deal's built-in People and Company relationship fields. If DinamikCRM uses a custom deal module (not the standard Deals module), we map it to a Monday.com Deals board with custom columns matching the source schema.

DinamikCRM Activity log entries (calls, emails, meetings, tasks) map to the Activity Log (Updates) on the related Monday.com People, Company, or Deal Item. Each activity becomes a logged update entry with the activity type, timestamp, and content preserved. The activity type (call, email, meeting, note) is stored as a tag or status label on the update entry. We link activity records to the correct parent Item via the relationship column at migration time.

DinamikCRM Appointment records with date, time, attendee, and status fields map to Monday.com Items on a dedicated Appointments board or to the Activity Log on the related People or Deal Item. Scheduled appointment dates migrate as Date columns or Calendar columns in Monday.com. Attendee information maps to a People relationship column. Any scheduling-specific fields that do not map directly (recurrence rules, resource booking) are flagged as requiring manual configuration in Monday.com Calendar or a dedicated scheduling integration.

DinamikCRM Invoice records with line items, totals, and status map to Monday.com Items on an Invoices board with numeric columns for amounts and status columns for payment state. Line item details migrate as sub-items or as structured text in a long-text column. If Monday.com's native Quotes and Invoices integration is enabled on the destination account, invoices map to Quote records with invoice-specific status fields. We flag any financial fields requiring validation in the target system.

DinamikCRM Custom Modules vary per customer account schema. We discover active custom modules during the API schema discovery phase, export their field definitions and record data, and map each custom module to either a Monday.com Custom Object (for relational data that links to People, Companies, or Deals) or a dedicated Monday.com Board (for transactional or log-style data). We preserve lookup relationships between custom modules and core objects via Monday.com's relation columns. The customer chooses the target structure during scoping based on how the data will be used in Monday.com.

DinamikCRM Pipeline configurations map to Monday.com Deal Pipelines. We map the DinamikCRM pipeline stage names and order to Monday.com pipeline stage values and preserve stage-specific probabilities where configured. Any custom stage logic (automated stage changes, conditional stage entry) does not transfer and is documented in the automation handoff inventory for rebuilding in Monday.com Automations.

DinamikCRM User accounts map to Monday.com User records by email match. Owner assignments on Contacts, Companies, Deals, and Activities are resolved by matching the DinamikCRM owner reference to the Monday.com User by email. Any DinamikCRM owner without a matching Monday.com User is held in a reconciliation queue for the customer's admin to provision before record import resumes.