Contacts & Companies
- All contact records and custom fields
- Company records and associations
- Tags, segments, and categories
- Contact ownership and assignments
Data Migration
Every contact. Every deal. Nothing left behind.
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
The reason most businesses don’t switch CRMs.
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 goes wrong with DIY migration
- Broken field mappings that corrupt your pipeline data
- Duplicates multiplied across every table
- Lost activity history and notes that took years to build
- Custom fields that don’t transfer, or transfer incorrectly
- Weeks of manual cleanup after the “migration” is done
What happens with our process
- AI-powered duplicate detection and merge before migration
- Every field mapped, validated, and approved by you
- Full activity history and notes preserved
- Custom fields rebuilt correctly in monday.com’s structure
- Post-migration validation report confirming 100% data integrity
What we migrate
Every record, every field, every relationship.
Here’s what moves with you.
Deals & Pipeline
- Deal records with full stage history
- Pipeline structure and stages
- Deal values, currencies, and forecasts
- Win/loss data and reasons
Activities & History
- Emails, calls, and meeting logs
- Notes and internal comments
- Task records and completion history
- File attachments and documents
Structure & Config
- Custom fields and picklist values
- User roles and permissions mapping
- Automation logic (rebuilt natively)
- Dashboard and reporting structure
Our process
Six stages. Multiple validation checkpoints. Zero surprises.
01
Free Assessment
30 minutesWe 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.
02
Field Mapping & Architecture
2–5 daysEvery 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.
03
Data Cleaning & Preparation
2–5 daysAI-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.
04
Test Migration
1–2 daysA 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.
05
Full Migration
1–3 daysThe 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.
06
Validation & Handover
2–3 daysPost-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
Migration is the best data clean you’ll ever do.
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
We migrate from any source.
CRM platforms
- Salesforce
- HubSpot
- Pipedrive
- Zoho CRM
- Microsoft Dynamics 365
- Freshsales
- Copper (Google CRM)
- Insightly
- Close CRM
- Nimble
Spreadsheets & files
- Microsoft Excel (.xlsx, .xls)
- CSV files
- Google Sheets
- Apple Numbers
- LibreOffice Calc
- Tab-delimited files
Databases & custom
- MySQL / PostgreSQL
- Microsoft SQL Server
- MongoDB
- Airtable
- Custom REST APIs
- Legacy / proprietary systems
Zero Data Loss
Every record is validated before, during, and after migration. Full reconciliation report included.
No Downtime
Parallel systems run throughout the migration. Your team never stops working.
Cleaner Data on Arrival
AI-powered deduplication and standardisation means your monday.com data is better than what you started with.
Common questions
Honest answers on data migration.
What data formats can you migrate from?+
We migrate from virtually any structured data source, CRM platforms (Salesforce, HubSpot, Pipedrive, Zoho, and more), spreadsheets (Excel, CSV, Google Sheets), SQL databases, and custom systems with API access. If your data exists in a structured format, we can migrate it.
How do you handle duplicates during migration?+
Our AI-powered data cleaning identifies and merges duplicate records before migration. We use fuzzy matching on names, emails, phone numbers, and company data to catch duplicates that simple exact-match tools miss. You review and approve all merge decisions before we proceed.
Is there any risk of data loss?+
No. We guarantee zero data loss. Every migration includes a full backup of your source data, staged test migrations with validation checkpoints, and a post-migration reconciliation report that confirms record counts and data integrity across every field.
How long does a typical data migration take?+
Most migrations complete within 2–4 weeks from assessment to handover. Simple migrations (under 10,000 records from a single source) can be faster. Complex migrations with multiple sources, heavy customisation, or large datasets may take 4–6 weeks. We’ll give you an accurate timeline after the free assessment.
What if we’re migrating from a system you haven’t worked with before?+
If your system can export data in any structured format (CSV, JSON, XML, API), we can migrate it. We’ve built custom extraction scripts for dozens of niche platforms. During the free assessment, we’ll confirm exactly how your data will be extracted and mapped.
Can we keep using our old system during migration?+
Yes. We run parallel systems during the entire migration process. Your team continues working in your current system while we build, test, and validate the new monday.com setup. We define a clear cutover date once everything is confirmed.
What happens to historical data like old emails and activity logs?+
We migrate all historically accessible data, including activity logs, notes, email history (where API-accessible), task records, and file attachments. If your source system makes historical data available via export or API, it comes with you.
Platform guides
Read our platform-specific migration guides for a detailed breakdown of what to expect, or follow our step-by-step CRM migration checklist.
Related services
References
Sources and further reading
Independent and primary sources we draw on when scoping migrations and recommending platforms.
- monday.com Knowledge Base · Migration documentation
- monday.com Apps Marketplace · Migration apps
- Make.com · ETL / sync platform
Ready to start
Ready to move your data without the drama?
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.