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Monday.com Data Migration

Monday.com data migration moves records from spreadsheets, a legacy CRM, or another work tool onto Monday.com boards without losing the fields the team relies on. Colture writes the field map, loads a sample, checks the result with your team, and only then moves the rest.

What We Migrate

Spreadsheets
Excel and Google Sheets files turned into boards with typed columns, not a wall of pasted text.
Another CRM
Leads, contacts, accounts, and deals from a legacy CRM or Salesforce into Monday.com CRM, when the source offers an export or an API.
Other Work Tools
Projects, tasks, and owners from another project tool, with status and dates mapped to columns.
Files and Links
Attachments and links kept on the item they belong to, within what the source system can export.

How a Migration Runs

  1. 01

    Map the Fields

    Write down which source field becomes which Monday.com column, and what is dropped on purpose.

  2. 02

    Load a Sample

    Move a small slice first and put the result in front of the people who know the data.

  3. 03

    Move the Rest

    Load the full set in batches, with record counts compared before and after.

  4. 04

    Check and Hand Off

    Spot-check with the team, record what moved and what did not, and name an owner for the data.

What We Will Not Pretend

A migration is only as clean as the source. We flag duplicates and gaps before loading, and we do not promise to fix data the team has not agreed to change. If the source offers neither an export nor an API, we say so in the first conversation.

FAQs

How Do You Migrate Data Into Monday.com?

Colture writes a field map from the source system to Monday.com columns, loads a small sample for review, then moves the rest in batches and compares counts before and after. The first step is a conversation about what the team actually uses.

Can You Migrate From Salesforce or Another CRM to Monday.com CRM?

Yes, when the source system offers an export or an API. Leads, contacts, accounts, and deals map to Monday.com CRM boards. We name what will not move before the load starts.

Will We Lose Data During a Migration?

The plan is that nothing moves without a record. A sample is reviewed first, counts are compared before and after, and anything left behind is listed. The source system stays untouched until the team signs off.