CRM migration
Field-level mapping, validation, and rollback between APTANIA CRM and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.
APTANIA CRM
Source
monday CRM
Destination
Compatibility
7 of 8
objects map 1:1 between APTANIA CRM and monday CRM.
Complexity
BStandard
Timeline
2-4 weeks
Overview
Moving from APTANIA CRM to Monday.com CRM is a platform-model migration. APTANIA stores customer records relationally with Contact-to-Company links and activity logs, but its Basic plan enforces a 1000-record monthly ceiling and has no public API, so all export relies on manual in-platform tools producing CSV or JSON files. Monday.com CRM uses a board-and-item data model where contacts are People items on a Board, companies are Organizations, deals are items with monetary columns, and pipeline stages are Groups. We extract from APTANIA in record-dependency order, transform the flat export into Monday.com's typed column structure (text, email, phone, date, currency, location), and import into pre-built Boards with the customer's custom columns configured before any data lands. Email automation rules, web traffic attribution, and workflow triggers do not export from APTANIA and must be rebuilt in Monday.com; we deliver a written automation inventory so nothing is lost in the gap. Automation rebuild (Automations, Instant Rules) is outside standard migration scope.
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 APTANIA 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.
APTANIA CRM
Contact
monday CRM
People Item (on Board)
1:1APTANIA Contacts map to Monday.com People items on the CRM Board. Standard fields (name, email, phone, B2C/B2B flag) map to Name, Email, Phone, and a custom Text column respectively. The B2C/B2B flag from APTANIA becomes a custom Status column or tag in Monday.com. Contact-to-Company linkage is preserved by matching the APTANIA company_id or company_name against the Organization name before importing the People item, so the Monday.com Person-Organization relationship is established at insert time.
APTANIA CRM
Company/Account
monday CRM
Organization
1:1APTANIA Companies map directly to Monday.com Organizations. We use the company name as the Organization name and map address, industry, and domain fields to Organization properties. Organizations are imported before People items so that the Person-Organization link can be resolved during the Contact import phase. Any APTANIA Company without a matching Organization name is created on-the-fly during Contact import.
APTANIA CRM
Deal/Opportunity
monday CRM
Item (on Board)
1:1APTANIA Deals map to Monday.com Items with a monetary column (currency type) for deal value, a Status column mapped from APTANIA's deal stage, and a Date column for close date. APTANIA pipeline assignments are reconstructed as Groups on the Monday.com Board (e.g., 'Prospecting', 'Qualification', 'Proposal Sent', 'Closed Won', 'Closed Lost'). Each Group corresponds to a stage in APTANIA's pipeline.
APTANIA CRM
Pipeline Stage
monday CRM
Group
lossyAPTANIA pipeline stages are not stored as a separate exportable entity; we infer stage names from the dealstage value in exported Deal records. Each distinct stage value becomes a Monday.com Group on the destination Board. Stage probability percentages, if present in APTANIA custom fields, migrate as a Number column on the Item.
APTANIA CRM
Activity (calls, emails, meetings, notes)
monday CRM
Updates / Item Updates
1:1APTANIA activity logs (call disposition, email subject and body, meeting notes) are not stored in a standardized export schema. We extract what is available from the APTANIA export and map each activity as a monday.com Update on the corresponding Item. Call duration and disposition migrate as text in the Update body. Email content migrates as a rich-text Update with sender, recipient, and timestamp in the header. Meetings migrate as a dated Update with location and attendee notes.
APTANIA CRM
Custom Properties (APTANIA)
monday CRM
Custom Columns
1:1APTANIA custom field values and names export as field-value pairs in the CSV/JSON. Each custom field maps to a Monday.com custom column of the appropriate type: text fields to Text, numeric fields to Numbers, dates to Date, and picklist-like fields to Status or Dropdown. Field metadata (required/optional, validation rules) is inferred from APTANIA export data patterns and recreated as column settings in Monday.com.
APTANIA CRM
User/Team Member
monday CRM
Team Member (column or assignee)
1:1APTANIA users export by email and name. We match by email against Monday.com workspace members and map to the Assignee column on Items. Role and permission structures do not transfer because permission models differ; we flag permission differences for the customer's admin to configure in Monday.com workspace settings post-migration.
APTANIA CRM
Web Traffic Tracking
monday CRM
None
1:1APTANIA's channel attribution data (referrer, UTM parameters, landing page history) does not export to standard file formats. This data is not migrated. We recommend configuring Monday.com's native tracking pixel or integrating a third-party analytics connector post-migration to begin fresh attribution tracking from the migration go-live date.
| APTANIA CRM | monday CRM | Compatibility | |
|---|---|---|---|
| Contact | People Item (on Board)1:1 | Fully supported | |
| Company/Account | Organization1:1 | Fully supported | |
| Deal/Opportunity | Item (on Board)1:1 | Fully supported | |
| Pipeline Stage | Grouplossy | Fully supported | |
| Activity (calls, emails, meetings, notes) | Updates / Item Updates1:1 | Fully supported | |
| Custom Properties (APTANIA) | Custom Columns1:1 | Mapping required | |
| User/Team Member | Team Member (column or assignee)1:1 | Fully supported | |
| Web Traffic Tracking | None1:1 | Not 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.
APTANIA CRM gotchas
Per-month record limit creates migration ceiling
No public API for automated migration
Email automation rules do not export
Web tracking attribution is not portable
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
Scoping and export audit
We audit the APTANIA portal to count Contacts, Companies, Deals, Activities, and custom field records. We assess whether the total record count exceeds the 1000-record ceiling and advise on cleaning or archiving before export. We review the existing automation rules and request screenshots of all active email triggers for the automation inventory. We inspect a sample export file to understand the activity log schema before designing the Monday.com column mapping.
Monday.com Board design and column schema
We configure the destination Monday.com CRM Board before any data arrives. This includes creating the People item type, setting up Organization properties, defining pipeline Groups that mirror APTANIA's stage names (inferred from deal export), and configuring custom columns that match APTANIA's custom field types. We set up the Assignee column for owner mapping and any Status or Dropdown columns for B2C/B2B classification and lifecycle fields.
Automation and webhook inventory
We document every APTANIA email automation rule with screenshots, trigger conditions, and action configurations. We deliver this as a written automation inventory document that maps each APTANIA trigger to a recommended Monday.com Automation or Instant Rule equivalent. The customer's admin uses this document to rebuild automations in Monday.com. We do not rebuild automations inside the migration scope.
Manual export and file validation
The customer performs the manual APTANIA export (CSV or JSON) per our export guide. We validate the file for completeness: record counts match portal counts, required fields are populated, and activity logs are not truncated. We flag any records that approach or exceed the 1000-record ceiling and coordinate a staged export if needed.
Data transformation and Monday.com import
We transform the APTANIA export into Monday.com's typed column format: text fields to Text, emails to Email, phones to Phone, dates to Date, monetary values to Currency, and picklist values to Status. We resolve Contact-to-Company linkage by matching company names against Organization records (created first). Owner mapping resolves by email against Monday.com workspace members. Activities are written as Updates on the corresponding Items with timestamps preserved.
Cutover, validation, and automation handoff
We freeze writes in APTANIA during the cutover window and perform a final delta export of any records modified during migration. We import the delta into Monday.com and run a row-count reconciliation against the source. We deliver the automation inventory document and a data map showing the source-to-destination field mapping for each object. We support a 48-hour hypercare window for reconciliation issues. Automation rebuild, workflow configuration, and permission tuning in Monday.com are outside standard scope and are handled by the customer's admin or a Monday.com implementation partner.
Platform deep dives
APTANIA CRM
Source
Strengths
Weaknesses
monday CRM
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across APTANIA CRM and monday CRM.
Object compatibility
1 of 8 objects need a mapping; the rest are 1:1.
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
APTANIA CRM: Not publicly documented.
Data volume sensitivity
APTANIA 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.
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FAQ
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