Migrate from ArkCase to monday CRM

BPMN workflows have no Monday CRM equivalent and must be rebuilt

ArkCase runs BPMN 2.0 workflows that route cases through stages, enforce approvals, trigger escalations, and integrate with external systems. Monday CRM has no workflow engine — automations are simple trigger-action rules that fire when board column values change. There is no native way to model multi-step approval chains, conditional routing logic, or deadline-based escalation inside Monday CRM. We export your ArkCase workflow definitions as a structured JSON file and a human-readable rebuild guide so your Monday CRM admin can reconstruct the logic using Monday automations, potentially supplemented by Zapier or Make for complex multi-step flows. This is the largest manual effort in the migration and should be planned before go-live.

Monday CRM column types impose constraints that do not exist in ArkCase

ArkCase stores properties as free-form typed fields (dates, numbers, text, addresses) that accept any format the API provides. Monday CRM column types are more rigid: date columns require ISO 8601 format, phone columns validate against a country code format, timeline columns require a start and end date, and label columns hold only predefined values. If your ArkCase data contains dates stored as text strings in non-standard formats, mixed phone number formats, or label values that do not match a predefined Monday CRM label set, those records will require pre-migration data transformation before they can land cleanly in Monday CRM columns. We run a pre-flight data audit to surface these format mismatches before migration begins.

Document audit metadata is flattened because Monday CRM has no ECM features

ArkCase manages documents with ECM-grade features: version control, audit trails recording who accessed and modified each file, check-in and check-out locks, and compliance metadata. Monday CRM stores files as simple attachments on items with no native version history, no access audit trail, and no document lifecycle controls. When documents migrate, the file itself and the basic metadata (file name, size, upload date) transfer, but version history, access logs, and ArkCase compliance tags are lost. We surface this limitation in the migration plan and preserve the document audit trail as custom columns on the parent item, but the compliance model must be rebuilt using Monday CRM's existing permission structure and external tools if regulatory compliance is required.

Role-based access control does not map to Monday CRM permission model

ArkCase Enterprise Gold and Platinum tiers support role-based access control with named user licensing, FedRAMP and HIPAA compliance controls, and field-level security. Monday CRM uses a simpler workspace and board-level permission model with no field-level security, no named user audit logging, and no compliance certification beyond SOC 2 at the platform level. Teams that rely on ArkCase's compliance controls for legal holds, FOIA requests, or HIPAA-covered data will need to evaluate whether Monday CRM's permission model meets their regulatory requirements. We document ArkCase permission sets as a reference for your Monday CRM admin to configure workspace-level and board-level access controls.

Monday CRM has a minimum seat requirement that affects per-user pricing

Monday CRM paid plans require a minimum of 3 seats on all plans except the free trial. This means even a small team migration from ArkCase Enterprise Gold (which uses named-user pricing with no minimum) to Monday CRM will have a floor cost of 3 times the per-user monthly rate. For ArkCase customers on Enterprise Platinum with custom pricing, the cost comparison depends heavily on user count — small teams may see cost reduction while larger organizations may see cost parity or an increase depending on negotiated ArkCase pricing.