Migrate from Termene to monday CRM

Termene's core company record maps directly to a Monday CRM Item on a dedicated Company Data board. Every Termene field (identifier, financials, legal status, addresses) becomes a Column on that item. Monday CRM has no native 'Company' object — the team creates a board and configures it as the account/company-data board.

Termene's CUI field maps to a custom Number or Text column inside the Company Data board, named 'CUI' or 'Tax ID'. Monday CRM has no native equivalent — this column is created during board setup before migration. The ONRC trade-register code maps to a second custom Text column named 'ONRC'.

The company legal name from Termene becomes the Monday CRM Item name — the primary text shown on every board row and used in searches, reports, and automations. This direct mapping makes the name immediately visible in Kanban or list views without column configuration, and it serves as the default title for duplicate‑checking rules. The Item name can be edited in Monday after migration if the team updates the legal name.

Termene revenue figures map to a custom Number column named 'Annual Revenue (RON)'. The column is created on the Company Data board before migration and stores the value in lei; no automatic conversion to EUR or USD is performed. If reporting in other currencies is required, teams can add a formula column that applies a conversion rate after migration.

Employee count from Termene maps to a custom Number column named 'Employees' on the Company Data board. Because Monday CRM lacks a native employee‑count field, the column must be created during board configuration before migration begins. The column can be used in formulas, filtered views, and charts to segment companies by size, and it can be updated manually or through integrations after the data is loaded.

Termene's legal‑state field (active, dissolved, insolvency, in bankruptcy, VAT cancelled) maps to a Monday CRM Status column. Each distinct Termene status value must be represented by a corresponding Status option in the column settings, and these options are created during board setup before migration runs. Once the column exists, status changes in Monday trigger automations, update views, and feed into dashboards, providing immediate visibility into a company's regulatory standing.

Termene's registered address (street, city, county, postal code) maps either to a Monday Location column or to separate Text columns for each address component. If the address is multi-line or includes a registered address plus correspondence address, both are stored as separate text entries or separate Location column entries.

Termene's debt‑amount field maps to a custom Number column named 'Debt Amount (RON)'. The associated debt‑status flag (has debt / no debt) maps to a Monday CRM Status column with options 'Clear', 'Has Debt', and 'Under Investigation', created during board setup. This Status column can trigger rules when a company's debt status changes, and the Number column can be used in formulas to calculate ratios or sort companies by liability.

Termene's VAT registration status (active, cancelled, suspended) maps to a Monday CRM Status column. Each distinct VAT status from Termene must be represented by a matching Status option in Monday's column settings, and these options are created during board configuration before migration runs. Once the column is live, status changes can drive automation triggers, filter views by VAT standing, and feed into reports on regulatory compliance.

Monday CRM automatically sets an item's Last Updated timestamp at the time of migration, reflecting when the record entered the board. To keep the original verification date from Termene, a custom Date column named 'Termene Last Verified' is created and populated with the date Termene last confirmed the company's data. This preserved timestamp supports historical reporting, audit trails, and filters that rely on the original verification schedule.

Termene's internal record ID is stored as a custom Text column named 'Termene Source ID' on each company item. This column allows FlitStack to run delta‑pickup migrations by matching the source ID to newly added or changed records in Termene, eliminating duplicates during subsequent runs. The ID also provides a permanent link back to the original Termene entry for audit purposes, troubleshooting, and cross‑system reporting.

Termene financial summaries may contain multiple years of balance-sheet data. Each year (e.g., 2022 Revenue, 2023 Revenue) maps to a separate Number column on the Monday item. If Termene exports this as separate rows per year, those rows are pivoted into columns in Monday — one item per company with yearly columns rather than multiple items.

Termene's payment-behavior rating (e.g., Good Payer, Delayed, Delinquent) maps to a Monday Status or Text column. Options are created to match Termene's rating scale before migration.

Termene's alert and notification log for a company (e.g., 'VAT cancellation issued', 'Debt reported') migrates as Monday CRM Updates on the item — preserving the notification text and approximate timestamp.

Automations, board views, and integration recipes do not transfer between platforms. Monday CRM automation rules must be rebuilt inside the Automation Center after migration. FlitStack exports Termene's notification and alert configuration as a rebuild reference.