Migrate from ASPEC to monday CRM

Schema discovery and export method confirmation

We run a mandatory schema discovery step against ASPEC by accessing the UI export or database-level access depending on the customer's hosting plan. We enumerate all active custom fields, their data types, and which objects they belong to. We also pull the full pipeline configuration (stage names, order, probabilities) and confirm the record count per object. A scoping call with the customer establishes the export method and flags any records with attachments or reports that will require manual handoff. The output is a written migration scope with confirmed record counts and a custom field manifest.

Monday.com board and column setup

We create the Monday.com Deals board with Groups matching the ASPEC pipeline stage names in the correct order. We create all custom field columns (Contact, Company, and Deal-level) with the correct column types (text, number, date, dropdown, checkbox) matching the ASPEC custom field types captured during schema discovery. Standard Monday.com CRM fields (Deal value, Close date, Contact phone, Contact email) are mapped and verified against the ASPEC field labels. The board setup is validated in a staging run before production migration begins.

Data extraction and transformation

We extract the full ASPEC data set via the confirmed export method. The extraction includes all Contacts, Companies, Opportunities, Activities, Tags, and custom field values. We transform the data during this phase: ASPEC pipeline stage names are mapped to Monday.com Group IDs, ASPEC owner email addresses are mapped to Monday.com Team Member IDs, date formats are standardized, and ASPEC custom field values are extracted from the separate metadata layer and attached to the correct record. The transformed dataset is validated against the scoping record counts before any write operations begin.

Staging migration and reconciliation

We run a full migration into a test Monday.com workspace using production-like data volume. The customer's team lead spot-checks 20-30 random records (Contacts, Companies, Deals) against the ASPEC source, verifies that custom field values are present, confirms that pipeline stages map to the correct Groups, and reviews the Activity Log on a sample of Deal Items. Any mapping corrections are made to the transform script, and the staging migration is re-run until reconciliation passes. Production migration does not begin until the customer signs off on the staging results.

Production migration in dependency order

We run production migration in record-dependency order: Companies (first, so linked records have a parent), Contacts (with Company linking resolved), Deal Items (with Group assignment, value, and date columns set), Activity history (as Updates on Deal Items via the Monday.com API), and Tags (appended to Contacts and Companies). Each phase emits a row-count reconciliation report. Any ASPEC User without a matching Monday.com Team Member is flagged for the admin to provision before the next phase begins. Attachment metadata is exported to a separate handoff spreadsheet as described in the gotchas.

Cutover, validation, and automation handoff

We freeze ASPEC writes during the cutover window and run a final delta migration of any records modified since the last extraction. We enable Monday.com CRM as the system of record and deliver the custom field manifest, the pipeline-to-Group mapping document, and the automation inventory to the customer's admin. We support a 72-hour hypercare window for reconciliation issues raised during the first business days of live use. Monday.com Automations, Dashboard widgets, and Integrations are not migrated as configuration; they are documented for the admin to rebuild in Monday.com's native tools.