CRM migration
Field-level mapping, validation, and rollback between Ayna and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.
Ayna
Source
monday CRM
Destination
Compatibility
6 of 8
objects map 1:1 between Ayna and monday CRM.
Complexity
BStandard
Timeline
2-4 weeks
Overview
Moving from Ayna to Monday.com CRM is a platform-type migration. Ayna is a brand protection and omni-channel marketing synchronization tool whose core value—website synchronization, brand protection workflows, and multi-channel customer visibility—does not have a native Monday.com equivalent. Monday.com CRM uses a board-and-item data model with People, Companies, Deals, and Invoices as its primary objects. We export Ayna's Contacts, Companies, Channels, Website Domains, and Users, map them to Monday.com's column-based structure, and preserve owner assignments and custom field values. We do not migrate Ayna's brand protection workflow configurations because they are internal to the platform and not exposed via API. We deliver a written inventory of those configurations for manual re-documentation. Monday.com automations do not migrate as code; we document the automation structure for the customer's admin to rebuild using Monday.com's automation recipes post-migration.
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 Ayna 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.
Ayna
Contact
monday CRM
Person
1:1Ayna contact records with name, email, phone, and company association map to Monday.com CRM People. The email field becomes the People entity email property and acts as the deduplication key during import. We preserve any brand-specific contact attributes as custom columns on the People board, mapping Ayna's custom field schema to Monday.com column types (text, number, date, dropdown). The source contact ID is stored in a text column for reconciliation.
Ayna
Company
monday CRM
Company
1:1Ayna Company records (representing brands or businesses under brand protection) map to Monday.com CRM Company entities. The company domain becomes the Website field. We preserve company metadata and any brand protection attributes as custom columns. The Company entity is created before People import so that the People-Company link is satisfied at insert time.
Ayna
Deal
monday CRM
Deal
1:1Ayna Deals map to Monday.com CRM Deals with deal name, amount, expected close date, and pipeline stage preserved. Ayna's deal stage names map to Monday.com status column values on the Deals board. If Ayna tracks multiple deal pipelines, we create separate groups on the Monday.com Deals board to represent pipeline differentiation.
Ayna
Channel
monday CRM
Custom column (no native equivalent)
lossyAyna Channels (active communication and social platforms connected to the brand) have no native Monday.com CRM equivalent. We flag each channel as active or archived during discovery and map channel names to a multi-select or linked-item column on the Company or People board. Channel status (active vs archived) is preserved as a tag or status value. Social account re-authentication is a post-migration step documented in our handoff.
Ayna
Website Domain
monday CRM
Custom column or URL field
1:1Ayna Website Domain records tied to brand protection and website synchronization map to text or URL columns on the relevant Company entity in Monday.com CRM. Domain ownership metadata (if stored as custom fields in Ayna) migrates to text columns. We do not configure DNS or domain registrar settings; those remain external.
Ayna
User/Owner
monday CRM
Team Member
1:1Ayna User records with email, name, and role assignment map to Monday.com workspace members by email match. Owner assignments on Contact, Company, and Deal records are resolved to Monday.com team member references. Any Ayna user without a matching Monday.com account enters a reconciliation queue for manual provisioning before record import.
Ayna
Custom Properties
monday CRM
Custom Columns
lossyAyna custom fields on contacts and companies use Ayna-specific naming that requires schema extraction and mapping to Monday.com column types. We extract the full field schema during discovery, map field names and data types to Monday.com equivalents (text, number, date, dropdown, multi-select, link), and pre-create the columns before migration begins. Multi-select Ayna fields map to Monday.com multi-select columns.
Ayna
Attachment
monday CRM
File upload (manual)
1:1Attachments to Ayna brand protection records (screenshots, legal documents, brand assets) are referenced by filename and path during extraction. Actual file migration depends on Monday.com's file storage limits (5GB on Basic, 20GB on Standard, 100GB on Pro). We document the attachment inventory with file sizes and flag any that exceed Monday.com storage capacity, recommending a cloud storage reference link as the workaround.
| Ayna | monday CRM | Compatibility | |
|---|---|---|---|
| Contact | Person1:1 | Fully supported | |
| Company | Company1:1 | Fully supported | |
| Deal | Deal1:1 | Fully supported | |
| Channel | Custom column (no native equivalent)lossy | Fully supported | |
| Website Domain | Custom column or URL field1:1 | Fully supported | |
| User/Owner | Team Member1:1 | Fully supported | |
| Custom Properties | Custom Columnslossy | Mapping required | |
| Attachment | File upload (manual)1:1 | 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.
Ayna gotchas
Mobile optimization gaps may affect migration scoping for mobile-first teams
Limited public API documentation constrains bulk export automation
Brand protection workflow configurations may not transfer directly
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
Discovery and export coordination
We audit the Ayna instance for record counts across Contacts, Companies, Deals, Channels, Website Domains, and Users, and assess custom field schema. We also confirm Ayna's export capability with the customer's team. If API access is limited, we coordinate with Ayna's support to obtain a bulk data export and include that timeline in the project schedule. We simultaneously confirm the Monday.com CRM plan (Standard or Pro) based on automation volume and storage needs.
Monday.com board structure design
We design the Monday.com CRM board structure: People board (with custom columns mapped from Ayna contact fields), Companies board (with domain and brand attributes), Deals board (with pipeline groups and status columns mapped from Ayna deal stages), and any supporting boards for channels or domains using custom columns. Custom column types are pre-created in Monday.com before any data import to ensure schema is in place.
Owner and user provisioning
We extract every distinct Ayna Owner referenced on Contact, Company, and Deal records and match by email against the Monday.com workspace members. Owners without a matching Monday.com account are queued for manual provisioning. We cannot import records with unresolved owner references in Monday.com because owner assignment is a required column on People, Companies, and Deals.
Data import in dependency order
We import data in record-dependency order: Users (validated against Monday.com member list), Companies (first because People link to them), People (with Company references resolved), Deals (with Owner and Company references resolved), then custom objects (Channels and Website Domains as custom column data on Companies or linked boards). Each phase emits a row-count reconciliation report before the next begins.
Attachment and file migration
We document the attachment inventory extracted from Ayna, flag any files exceeding Monday.com storage limits, and map oversized files to cloud storage references. Files within storage limits are uploaded to Monday.com and linked to the relevant Company or People record. Social account re-authentication is documented as a separate post-migration task for the customer's admin.
Cutover, validation, and workflow handoff
We freeze Ayna write access during cutover, run a final delta migration of records modified during the migration window, then enable Monday.com as the system of record. We deliver the brand protection workflow inventory and automation recipe equivalents as written documents for the customer's admin to rebuild. We support a one-week hypercare window for reconciliation issues. We do not rebuild Ayna workflow configurations as Monday.com automations inside the migration scope.
Platform deep dives
Ayna
Source
Strengths
Weaknesses
monday CRM
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. All 8 core objects map 1:1 between Ayna and monday CRM.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Ayna and monday CRM.
Object compatibility
All 8 core objects map 1:1 between Ayna 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
Ayna: Not publicly documented..
Data volume sensitivity
Ayna 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
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