Migrate from Basic Online CRM to monday CRM

Discovery and export planning

We audit the Basic Online CRM account for record counts (Contacts, Companies, Deals, Notes, Tasks), pipeline stage names, custom field names and apparent data types, and any active automation rules. We assess the export method: Enterprise-tier accounts with API access can use direct API extraction; lower tiers rely on CSV downloads with the 5,000-row cap. We ask customers to run dual exports of Contacts and Deals and provide the export filenames so we can cross-reference internal IDs. We also ask for the preferred owner assignment for migrated records and whether any contacts have been deleted in Basic Online CRM that may still be referenced by Deals.

Monday.com CRM workspace and pipeline setup

We create the Monday.com CRM workspace structure before any data is written. This includes enabling Monday.com CRM if not already active, setting up the Contacts board with standard CRM columns, the Companies board, and the Deals board with a Status column matching the source pipeline stages. We configure column types for each custom field based on the customer's confirmation of intended data type, standardise date formats to ISO 8601 during the transform phase, and set any required-field rules per Status value to prevent import rejections. Any required fields without values in the source data receive defaults agreed with the customer.

Staging migration and reconciliation

We run a full migration into the customer's Monday.com CRM account using a small representative sample first (typically the 50 most recently updated Contacts and Deals) to validate column mapping, status assignment, and association resolution. The customer's team spot-checks records against the Basic Online CRM source and flags any mapping discrepancies. Corrections to column types, stage labels, and default values happen at this stage. No production records are migrated until this staging sign-off is received.

Contact and Company import

We import Basic Online CRM Contacts as CRM People entities and Companies as CRM Company entities using Monday.com's CRM API or bulk import. Email serves as the dedupe key. Any duplicate company names appearing multiple times are flagged for the customer to resolve before the Deal import phase. Custom field values are written to the corresponding typed columns in Monday.com CRM, with date normalisation applied for date-type fields and any malformed values held in a review queue.

Deal import with association resolution

We import Deals last because they depend on Contacts and Companies already existing in Monday.com CRM for the association links to resolve. We run the ID-to-name cross-reference during the transform phase, building a lookup table of Basic Online CRM internal IDs to Monday.com CRM Contact names. Each Deal is written with the linked Contact and Company resolved by name match. Orphaned Deals (where the linked Contact was deleted in Basic Online CRM) are held in a separate queue and presented to the customer with the Deal name, amount, and stage for manual resolution.

Cutover, validation, and automation inventory handoff

We freeze Basic Online CRM writes during cutover and run a final delta pass for any records modified during the migration window. We deliver a reconciliation report comparing record counts in Basic Online CRM against Monday.com CRM for each object type, plus a list of orphaned Deals requiring customer resolution. We deliver the automation inventory document listing every Basic Online CRM automation rule with its trigger, conditions, and a recommended Monday.com CRM automation equivalent. We do not rebuild automations inside the migration scope. We offer a one-week post-cutover validation window to resolve any data quality issues raised by the customer's team.