Data migration is where most CRM switches go wrong. Broken fields, lost history, duplicated records, weeks of cleanup. We've built a process that eliminates all of it. Your data arrives in monday.com clean, complete, and ready to work.
The Problem
It's not the new system they're afraid of. It's moving the data. Years of contacts, deals, notes, and history — trapped in a system they've outgrown. The fear of losing it keeps them stuck. We remove that fear entirely.
What We Migrate
Here's what moves with you.
Our Process
Six stages. Multiple validation checkpoints. Zero surprises.
We review your current system, data volume, and complexity.
You’ll leave with a clear understanding of what the migration involves, an estimated timeline, and a ballpark cost — before you commit to anything.
Every field in your source system is mapped to its monday.com equivalent.
We design your board structure, column types, and relationships. You review and approve the mapping document before any data moves.
AI-powered deduplication, standardisation, and validation.
We identify duplicates, fix formatting inconsistencies, flag incomplete records, and prepare a clean dataset. Bad data stays behind. Clean data moves forward.
A representative sample is migrated for your review.
You check field accuracy, record counts, and data integrity on real records. We iterate until you’re satisfied before touching the full dataset.
The complete dataset is migrated with zero downtime.
Your team continues using the existing system while we migrate. No interruptions. No gaps. We handle the cutover when you’re ready.
Post-migration reconciliation report and team walkthrough.
We confirm every record transferred correctly, walk your team through the new structure, and provide documentation for ongoing reference.
Data Quality
Most CRMs accumulate years of duplicate records, outdated contacts, inconsistent formatting, and orphaned data. Migration is the perfect opportunity to fix all of it. Our AI-powered cleaning process doesn't just move your data — it transforms it. You arrive in monday.com with a database that's more accurate, more complete, and more useful than what you had before.
15–30%
Typical duplicate rate found
100%
Fields audited and mapped
0
Records lost — guaranteed
Compatibility
Every record is validated before, during, and after migration. Full reconciliation report included.
Parallel systems run throughout the migration. Your team never stops working.
AI-powered deduplication and standardisation means your monday.com data is better than what you started with.
Related services
Book a free 30-minute assessment. We'll review your current system, map your data, and give you a clear migration plan — timeline, cost, and what to expect.