Migrate from Bloomr to monday CRM

Live API exploration and data profiling

We begin every Bloomr engagement by probing the live platform to confirm API availability, authentication method, available endpoints, and record counts. We export sample records across all objects (Contacts, Companies, Deals, Activities, Custom Fields) to profile the actual field names, types, and values present. This step resolves the primary unknown for Bloomr: whether programmatic export is possible or whether the engagement relies on manual CSV export from the UI. The profiling output is a written data inventory with record counts per object and a custom field catalog.

Monday CRM workspace and board design

Using the Bloomr data inventory, we design the Monday.com CRM workspace structure: a People board for Contacts, an Organizations board for Companies, a Deals board for Opportunities, and any additional boards for custom objects. We map Bloomr custom fields to Monday column types (text, number, date, dropdown, lookups, tags) and define board groups, status values, and view configurations (Board, List, Chart). This schema design is validated against the customer's Monday workspace in a sandbox or test environment before production migration begins.

Custom object schema provisioning

If Bloomr contains custom objects or complex lookup relationships (for example, a custom object linking Deals to a custom product table), we pre-create the equivalent Monday Custom Objects via the Monday API before importing any records. This includes defining subfields, relationship columns, and any connect-board links to People, Organizations, or Deals. Schema provisioning happens in a staging pass to catch type mismatches before live data is loaded.

Data extraction and transformation

We extract data from Bloomr using the confirmed method (API or manual CSV export). Extracted records go through a transformation step that maps Bloomr field values to Monday column values, resolves owner emails to Monday Team Members, splits multi-field Bloomr records into Monday board items, and applies dedupe logic using email as the primary key for People and Organization name for Organizations. Duplicate records are flagged in a reconciliation report for the customer's review before Monday import.

Monday import and parent-record linkage

We import records into Monday in dependency order: People first (with dedupe applied), Organizations next, Deals last (resolving LookUp columns to People and Organizations at import time). Activity items are imported after their parent CRM entity exists, using Monday's Connect Boards or Item ID lookups to maintain the relationship. Each import phase emits a row-count report comparing source records to Monday records created. We run Monday's duplicate-detection post-import to catch any records that slipped through the transformation pass.

Cutover, validation, and automation handoff

We freeze Bloomr write access during the cutover window, run a delta migration of any records modified since the last extraction, then mark Monday as the system of record. We deliver the workflow audit inventory documenting every Bloomr automation with its trigger, conditions, and actions, plus a recommended Monday Automation Recipe equivalent. We support a five-business-day hypercare window for reconciliation issues. We do not rebuild Bloomr automations as Monday Automation Recipes inside the migration scope; that is a separate configuration engagement.