Migrate from Anthill CRM to monday CRM

Discovery and API introspection

We audit the Anthill CRM portal via the JSON and SOAP APIs, enumerating all Enquiry fields, Customer fields, Workflow definitions (including every stream state), Activity types, owner IDs, and custom properties. Because Anthill does not publish a field catalogue, we introspect the actual API response schema and capture the full property inventory. We also perform the manual dashboard audit, reviewing every live Anthill dashboard and documenting its layout and metrics. The discovery output is a written migration scope covering record counts, object inventory, workflow-to-board mapping requirements, and the dashboard audit.

Workflow-to-board mapping design

We extract every Anthill workflow definition and enumerate its stream states. For each workflow, we design a Monday.com board structure: which board the records belong on, which columns represent the workflow stages, and which status group values correspond to each Anthill stream state. This design is documented as a workflow-to-board mapping table that we apply as a configuration step before any data is imported. We review this mapping with the customer's operations lead before proceeding to ensure the board structure reflects how the team actually moves deals through the process.

Monday.com board and column setup

We configure the Monday.com CRM boards before importing any records. This includes creating the CRM Contacts board with the appropriate column types (text, email, phone, date, status, number, lookup), the Deals board with pipeline columns mapped from the Anthill workflow states, the E&A Timeline board for activity history, and any additional boards needed for custom Anthill objects. Column types are matched to the Anthill field types discovered in Step 1. Custom columns are created for any Anthill custom properties that have no direct Monday.com equivalent, using the Dynamic mapping type where a single column must hold multiple subfields.

Sandbox migration and reconciliation

We run a full migration into a Monday.com test workspace using production-like data volumes. The customer's team spot-checks 25-50 records against the Anthill source (enquiry details, customer contacts, activity timestamps, owner assignments, workflow stage mapping), reviews the board layout and column values, and signs off the schema and mapping before production migration begins. Any column type corrections, workflow remapping adjustments, or owner lookup fixes happen at this stage. We do not proceed to production until the sandbox sign-off is received.

Owner and user reconciliation

We extract every distinct Anthill owner ID from Enquiry, Customer, and Activity records and match by email against the Monday.com team member list. Any Anthill user without a matching Monday.com account is placed in the owner reconciliation queue. The customer's Monday.com admin provisions any missing team members before the production import begins, because Monday.com item assignments require a valid team member reference on the owner column. We cannot import items with unresolved owner references.

Production migration in dependency order

We run production migration in record-dependency order: Contacts first (as the primary dedupe anchor), then Enquiries mapped to Deals board items with workflow stage applied, then Activity history as E&A Timeline entries linked to contact items. Custom properties migrate after their parent objects. Each phase emits a row-count reconciliation report comparing Monday.com item counts to the Anthill source counts. We flag any discrepancy exceeding 2% for investigation before proceeding to the next phase.

Cutover, validation, and automation rebuild handoff

We freeze writes to Anthill CRM during cutover, run a final delta migration of any records modified during the migration window, then mark Monday.com as the system of record. We deliver the migration report including the workflow-to-board mapping table, dashboard audit, and automation inventory. We support a one-week hypercare window to resolve any immediate reconciliation issues. We do not rebuild Anthill automations as Monday.com automation rules inside the standard migration scope; the automation inventory document gives the customer's admin everything needed to rebuild them in Monday.com's automation builder, or this can be scoped as a separate professional services engagement.