CRM migration
Field-level mapping, validation, and rollback between Acquaint CRM and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.
Acquaint CRM
Source
monday CRM
Destination
Compatibility
10 of 10
objects map 1:1 between Acquaint CRM and monday CRM.
Complexity
BStandard
Timeline
48-72 hours
Overview
Acquaint CRM stores data in a traditional relational model: contacts linked to companies, properties as separate entities, deals with pipeline stages, and activities tied to records. Monday CRM uses a board-based architecture where items live in boards with customizable columns, groups for pipeline stages, and subitems for nested relationships. The migration requires flattening Acquaint's relational graph into Monday's denormalized item structure, mapping Acquaint's pipeline stages to Monday groups within CRM boards, and translating Acquaint's property data into either dedicated boards or as columns within contact/company items. We carry over all contact fields (name, email, phone, address), company fields (name, address, industry), property details (address, type, status), deal fields (amount, stage, close date, owner), and activity history (notes, tasks, emails) via Acquaint's API. Automations, workflows, and email templates do not migrate and must be rebuilt using Monday's automation builder. The migration runs with scoped read access to Acquaint, preserving your ability to keep working during cutover, with a delta-pickup window capturing any records modified in the final 24-48 hours before go-live.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Acquaint CRM object lands in monday CRM, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Acquaint CRM
Contact
monday CRM
CRM Board / Contact Items
1:1Acquaint contacts map to items in Monday's CRM board. Each contact becomes one item with fields mapped to Monday columns. Email, phone, address, and job title become text or number columns. The contact's primary company link becomes a board relation or link-to-item column.
Acquaint CRM
Company
monday CRM
CRM Board / Company Items
1:1Acquaint companies map to items in a Companies board or as items in the same CRM board with a type column distinguishing contacts from companies. Company name, domain, industry, employee count, and telephone become Monday columns with appropriate data types. We ensure consistent naming conventions across both platforms during mapping.
Acquaint CRM
Property
monday CRM
Property Board (new) / Contact Column
1:1Acquaint properties are a unique object with no Monday native equivalent. We create a dedicated Properties board with columns for address, property type, status, bedrooms, and price. Property items can be linked back to contact/company items via Monday's relation columns.
Acquaint CRM
Deal (Pipeline)
monday CRM
CRM Board / Deal Items + Groups
1:1Acquaint deals map to items in a Deals board with pipeline stages becoming Monday groups. Each group represents a distinct pipeline stage such as Enquiry, Viewing, Offer, or Complete. Moving a deal through the pipeline in Monday moves its item between groups automatically.
Acquaint CRM
Deal Stage
monday CRM
Monday Groups
1:1Acquaint deal stage values map to Monday group names within the Deals board. Stage order and probability percentages are preserved as group metadata or custom columns. Teams with multiple pipelines in Acquaint receive multiple boards in Monday for each pipeline.
Acquaint CRM
Activity (Call, Email, Meeting, Note)
monday CRM
Item Updates / Activity Sub-Board
1:1Acquaint activities are logged as item updates on the related contact, company, or deal item. Each activity type becomes an update with the activity details in the text. For audit trails, a separate Activity board can be created with items linked to parent records.
Acquaint CRM
Document / Attachment
monday CRM
Monday Files
1:1Files attached to Acquaint contacts, companies, deals, or properties are downloaded and re-uploaded to the corresponding Monday item. File size limits follow Monday's storage constraints per plan tier. Inline images embedded in notes are extracted and re-hosted as item files within the Monday board.
Acquaint CRM
Custom Field
monday CRM
Monday Column
1:1Acquaint custom fields on any object become Monday columns with matching data types. Text fields map to text columns, dates to date columns, pick-lists to dropdown columns, numbers to number columns. Column type selection follows Monday's available types per subscription plan.
Acquaint CRM
Owner / User
monday CRM
Monday Board Owners / Assignees
1:1Acquaint owner assignments on contacts, companies, and deals map to Monday item assignees. Owner resolution happens via email match against Monday workspace members. Unmatched owners are flagged before migration so you can invite them to Monday workspace first.
Acquaint CRM
Workflow / Automation
monday CRM
Must be rebuilt in Monday
1:1Acquaint workflows and automations do not migrate directly. They must be rebuilt using Monday's automation builder, which supports triggers based on column changes, time delays, and cross-board actions. We export your Acquaint workflow definitions as a structured reference document for your Monday admin to use during reconstruction.
| Acquaint CRM | monday CRM | Compatibility | |
|---|---|---|---|
| Contact | CRM Board / Contact Items1:1 | Fully supported | |
| Company | CRM Board / Company Items1:1 | Fully supported | |
| Property | Property Board (new) / Contact Column1:1 | Fully supported | |
| Deal (Pipeline) | CRM Board / Deal Items + Groups1:1 | Fully supported | |
| Deal Stage | Monday Groups1:1 | Fully supported | |
| Activity (Call, Email, Meeting, Note) | Item Updates / Activity Sub-Board1:1 | Fully supported | |
| Document / Attachment | Monday Files1:1 | Fully supported | |
| Custom Field | Monday Column1:1 | Fully supported | |
| Owner / User | Monday Board Owners / Assignees1:1 | Fully supported | |
| Workflow / Automation | Must be rebuilt in Monday1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Acquaint CRM gotchas
Property data is split across three distinct modules
eSign and SMS data is exportable only as history, not as active configurations
Accounts and client money are tracked within the CRM rather than in a separate accounting package
Custom fields are per-agency and require manual inventory before migration
monday CRM gotchas
Subitems are not included in bulk exports
Daily API call limits vary sharply by plan
Legacy automations (Sentence Builder) are being deprecated
Excel and account exports only include table views
Enterprise admins can disable non-admin exports
Pair-specific challenges
Migration approach
Audit Acquaint data and design Monday board architecture
We extract a full data inventory from Acquaint via API: contact count, company count, property count, deal count by pipeline, and activity volume. We review custom fields on each object and identify any pick-list value sets. Based on this inventory, we design the Monday board structure: how many boards are needed, what column types each board uses, how groups represent pipeline stages, and how relation columns link boards together. The board architecture plan is shared with your team for approval before any data moves.
Resolve owners and map pick-list values
Acquaint owner IDs are resolved by email match against Monday workspace members. We generate a match report flagging any Acquaint owners without Monday accounts, so you can invite them before migration. Pick-list values from Acquaint custom fields and deal stages are mapped to Monday dropdown options, creating the option sets in advance so columns populate correctly during the migration run.
Run a sample migration with field-level diff
A representative slice of records (typically 100-500 items across contacts, companies, deals, and properties) migrates first. We generate a field-level diff comparing source values to destination column values, letting you verify that pick-list mappings, date formats, owner assignments, and relation links resolved correctly. You approve the sample output before we commit to the full migration run, ensuring mapping accuracy across all data types.
Execute full migration with delta-pickup window
Full data migration runs against Monday's API with pacing managed to respect your plan's daily call limits. A delta-pickup window (typically 24-48 hours) captures any records created or modified in Acquaint during the migration. Your team continues working in Acquaint throughout. Audit logging records every operation, and one-click rollback reverts all Monday boards to their pre-migration state if reconciliation fails.
Validate record counts, relation links, and group placement
Post-migration validation checks: record counts match between Acquaint export and Monday item counts; contact-company relation links point to the correct items; deal items are placed in the correct groups matching Acquaint pipeline stages; owner assignments match Acquaint owner emails. A validation report is delivered showing pass/fail counts per board and per field, with a remediation plan for any discrepancies identified.
Platform deep dives
Acquaint CRM
Source
Strengths
Weaknesses
monday CRM
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. All 8 core objects map 1:1 between Acquaint CRM and monday CRM.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Acquaint CRM and monday CRM.
Object compatibility
All 8 core objects map 1:1 between Acquaint CRM and monday CRM.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Acquaint CRM: Rate limit details are not publicly documented on the pricing or help pages.
Data volume sensitivity
Acquaint CRM doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during Acquaint CRM to monday CRM migration scoping. Not seeing yours? Book a call.
Walk through your Acquaint CRM to monday CRM migration with a real engineer — 30 minutes, free, written quote within 24 hours.
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