Migrate from Profi to monday CRM

Profi client records migrate to Monday CRM contacts. Client name, email, phone, and address fields map directly to Monday contact fields. Phone numbers stored in Profi's session contact field migrate to the Phone column in Monday. Original Profi client IDs are preserved in a custom field for traceability.

Profi session bookings become Items on a dedicated client-sessions board in Monday CRM. Each session is an Item with columns for session type, date, duration, status, and associated course. Parent linking connects the Item back to the client Contact. Original session room links become text in a custom column.

Profi courses and their enrollment records combine into Monday Items or a separate Courses board. Course name, description, and enrollment date map to Monday columns. Drip-feed schedules and content delivery settings do not transfer—those are rebuilt as Monday automations or handled manually after migration.

Profi payment and invoice records merge into custom fields on the client Contact or a linked Payments board. Payment amount, date, status, and invoice ID map to Monday columns. Profi's native invoicing does not replicate in Monday—quote and invoice features in Monday CRM require separate setup post-migration.

Profi session notes migrate as Updates on the corresponding Monday Item. File attachments from sessions re-upload to Monday Files attached to the Item. Monday's file size limits apply—files over the plan limit are flagged before migration runs. Session notes preserve their original timestamps and author attribution where available, maintaining the complete historical context of client interactions within the Monday Item timeline.

Profi client tags and labels transfer to Monday CRM tags on the Contact record. Tags applied to sessions or enrollments map to tags on the corresponding Items. Monday's tag model supports multi-select, matching Profi's label structure. After migration, tags can be used to filter boards, trigger automations, and segment contacts for targeted outreach campaigns within Monday's workspace.

Profi user accounts and coach profiles migrate to Monday CRM users by email match. Owner assignment on sessions and courses resolves to the matched Monday user. Unmatched users are flagged before migration so your team can create Monday accounts first.

Any custom fields on Profi client records create corresponding custom columns in Monday CRM. Field types map where possible—text to text, date to date, number to numbers column. Multi-select fields map to tag or dropdown columns depending on Monday's available column types.

Profi lead source values map to a Monday CRM dropdown or text column. Custom lead source values require value-by-value mapping during the planning phase. Standard values like referral, website, and campaign match across platforms. FlitStack AI will identify all unique lead source values in your Profi account and present them for confirmation before creating the corresponding dropdown options in Monday CRM.

Profi billing plans and service packages migrate as text or linked Items referencing a Monday Products board. Monday's native product and price list feature requires separate configuration post-migration for quote and invoice functionality. The migration preserves the historical record of what each client was subscribed to, but the active billing logic needs to be rebuilt using Monday's automation recipes or integrated with a dedicated billing tool for recurring payment management.