Migrate from Monica CRM to Pipedrive

Monica Contacts map 1:1 to Pipedrive People. The Monica contact's first_name, last_name, and email map directly. Monica's birthdate maps to Pipedrive's birthday field. Phone numbers, social profiles, and physical addresses map to Pipedrive's labeled phone, social networks, and address custom fields. The Monica contact's UUID becomes a custom field monica_contact_id__c to preserve the source reference for reconciliation.

Monica relationship types (spouse, child, parent, colleague, friend, pet) stored per contact require a schema decision in Pipedrive. For business migration contexts, we extract Monica relationship records and evaluate whether they represent actual Organizations (businesses, employers, vendors) or personal relationships. Business-type relationships (colleague, employer, vendor) generate Pipedrive Organization records with the related Monica Contact linked as a Person; personal relationships (spouse, family, friend) map to custom contact fields or are excluded per customer scope. This split is designed during scoping.

Monica supports multiple contact avenues per contact (email, phone, WhatsApp, Twitter, LinkedIn, etc.) with channel labels. We normalize these into Pipedrive's labeled phone fields and email fields, preserving the channel type indicator. Social profiles map to Pipedrive's social networks section or custom fields depending on the social channel.

Monica Journal entries are timestamped activity logs with optional titles and rich text bodies. We convert them to Pipedrive Activity records with type = note, setting the ActivityDate to the original Monica creation timestamp. The journal body migrates as the Activity's subject and note content. Monica's contact association maps to the Pipedrive Person lookup.

Monica auto-populates birthday reminders per contact. We extract the birthday date and write it to the Pipedrive Person's birthday field directly. Any active birthday reminder also generates a Pipedrive Activity task with due_date set to the upcoming birthday, assigned to the Person's owner.

Monica follow-up reminders and ad-hoc tasks map to Pipedrive Activity records with type = task. The due date and subject migrate directly. The Monica contact association maps to the Pipedrive Person lookup. Completed status maps to Pipedrive Activity done = true with the completion timestamp preserved.

Monica Gift records track gift status (given, wanted, offered), estimated value, date, and contact. Pipedrive has no native gift object, so we create custom fields on the Person record: monica_gift_status__c, monica_gift_value__c, and monica_gift_date__c. Value and date migrate directly; status maps to a custom picklist. The customer chooses whether to create one gift record per contact or create separate custom field sets if multiple gifts per contact are tracked.

Monica Debt records track amount, currency, and direction (owed to or owed by a contact). Pipedrive has no native debt object, so we create custom fields on the Person record: monica_debt_amount__c, monica_debt_currency__c, and monica_debt_direction__c (picklist: owed_to, owed_by). The customer decides whether active debts require pipeline-level Deal records to be created separately; we flag this as a scope decision during discovery.

Monica contacts carry arbitrary tag arrays. We import tags as Pipedrive Person labels (the built-in label feature) if the contact volume is moderate. For high-density tagging use cases, we create a custom text field monica_tags__c storing the comma-separated tag list, preserving the full original tag set for the customer to reorganize post-migration.

Monica cloud instances with multiple users map to Pipedrive Users by email match. Self-hosted single-user Monica instances have no multi-user concept; we provision one Pipedrive User matching the admin email. Owner assignment on migrated records (Person, Activity) is resolved at migration time against the User mapping. Users without a Pipedrive match enter a reconciliation queue for the customer to provision before record import continues.