Migrate your Monica CRM data

Contacts are Monica's primary object with rich sub-structures for contact details, addresses, and pets. We export all fields including the Avatar blob URL and map them 1:1 to standard Contact objects in the target CRM.

Monica stores named relationship types (spouse, child, parent, friend, colleague, pet) per contact. We flatten these into labeled relationship records or custom contact properties on the destination, preserving the relationship direction.

Journal entries are timestamped activity logs with optional titles and rich text bodies. We convert them to Activity or Note records in the target CRM, preserving the original creation date and author.

Reminders include birthday reminders (auto-populated), event reminders, and ad-hoc follow-ups tied to contacts. We convert these to dated task records or calendar events on the destination, mapping the reminder type to the appropriate system object.

Monica tracks gifts given, wanted, and offered with estimated values and dates. We map these to a custom Gift object or labeled notes in the destination, preserving value and status fields.

Debts record money owed to or by a contact with amount and currency. We map these to a custom Debt record type or label notes in the destination CRM since most CRMs do not have a native debt object.

Monica supports tagging contacts with arbitrary labels. Tags export as a simple string array and import as tag fields or list memberships in the target system.

Each contact can have multiple contact avenues (email, phone, WhatsApp, Twitter, etc.). We normalize these into standard contact detail fields and preserve the label indicating the channel type.

Monica tracks when users last contacted someone and prompts follow-ups. We convert this to a Last Activity date on the contact record and create a pending task for the next follow-up in the target CRM.

Contact-specific private notes are stored as separate records with text content. We map these to internal notes or activity logs in the destination, noting that privacy flags may not carry over to all systems.

Monica supports multiple users in hosted versions with role assignment per contact (owner). In self-hosted single-user setups there is no multi-user concept. We map the owner field to a User lookup on the destination where supported.