Migrate from Oracle Siebel to monday CRM

Siebel Organizations (S_ORG_EXT) map to Items in a top-level Accounts Board. The S_ORG_EXT row ID is stored as a custom text column siebel_org_id__c for audit traceability. Account Name, Location, Industry, and Revenue fields map to Monday.com Text, Text, Dropdown, and Number columns respectively. We create the Accounts Board first so that its Item IDs are available for Contact cross-referencing.

Siebel Contacts (S_CONTACT linked to S_PARTY) map to Items in a Contacts Board with Group structure mirroring the Accounts Board hierarchy. Each Contact Item links to its parent Account Item via a Connect Boards column. The S_PARTY row ID is preserved in siebel_party_id__c and the S_CONTACT extension row ID in siebel_contact_id__c for reconciliation. Position-based visibility from Siebel does not transfer; Board sharing permissions are set per Monday.com workspace post-migration.

Siebel Opportunities map to Items in an Opportunities Board. The Siebel Pipeline Stage maps to a Status column with the stage name labels preserved. Revenue, Close Date, and Probability map to Number, Date, and Number columns. Each Opportunity Item connects to its parent Account Item via a Connect Boards column. The Quote-to-Order linkage from Siebel (S_DOC_QUOTE and S_ORDER) is preserved as a separate Quotes Board linked to Opportunities.

Siebel Quotes (S_DOC_QUOTE) map to Items in a Quotes Board linked to the parent Opportunity Item. Quote line items from S_QUOTE_ITEM become subitems on the Quote Item, with Product Name, Quantity, Unit Price, and Extended Price as subitem columns. Quote status (Draft, Submitted, Accepted, Lost) migrates as a Status column. Signed quote PDFs are delivered separately as file references in a URL column; the binary file is packaged from the Siebel File System alongside the database export.

Siebel Orders (S_ORDER) map to Items in an Orders Board linked to the parent Account and Opportunity Items via Connect Boards columns. Order line items from S_ORDER_ITEM become subitems with product, quantity, and pricing columns. The Order-to-Quote linkage from Siebel migrates as a Connect Boards column pointing to the related Quote Item in the Quotes Board. Document attachments from S_ORDER_DOC and S_ORDR_DOC_LIT are delivered as file references in URL columns.

Siebel Service Cases map to Items in a Cases Board. Case status, priority, assigned Position, and resolution date map to Status, Priority, People, and Date columns. Activity logs attached to the Case in Siebel become subitems on the Case Item with type, date, owner, and description columns. Custom escalation fields in Siebel extension tables map to additional columns on the Case Item.

Siebel Activities (S_EVT_ACT and subtypes) are split by activity type: Tasks become subitems on the parent Contact or Account Item with Status and Due Date columns; Calls become subitems with Duration and Disposition columns; Meetings become subitems with Start Time, End Time, and Location columns. The original Siebel activity date is preserved in a Date column for timeline ordering. All Activity Items link to their parent Contact or Account Item via Connect Boards columns.

Siebel Literature records (S_LIT) store document metadata and a path reference to the Siebel File System. Monday.com has no native Literature object, so we deliver the Literature metadata as URL column values pointing to the packaged file location, and we separately extract the binary files from the Siebel File System into a delivered archive. The customer uploads the files to their document management system (SharePoint, Google Drive, Monday.com Files) and updates the URL columns post-migration.

Siebel Assets (S_ASSET) map to Items in an Assets Board linked to the parent Account Item via a Connect Boards column. Asset Name, Serial Number, Status, and Product fields map to Text, Text, Status, and Dropdown columns. Financial Services Holdings (S_FN_HLDNG) are delivered as a separate Board or as subitems on the parent Asset Item depending on the customer's specific financial services industry pack configuration.

Siebel extension tables (tables starting with S_ with TYPE_CODE of Extension) are mapped individually. We create a dedicated Monday.com Board for each extension table, with Item rows representing extension records linked via Connect Boards columns to their parent S_PARTY or S_ORG_EXT record. Custom columns in Siebel Tools that require SRF recompilation are flagged as requiring schema creation in Monday.com before data import. The Siebel administrator confirms which extension tables contain active data during scoping.