CRM migration
Field-level mapping, validation, and rollback between Bolten CRM and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.
Bolten CRM
Source
monday CRM
Destination
Compatibility
9 of 10
objects map 1:1 between Bolten CRM and monday CRM.
Complexity
BStandard
Timeline
3-5 weeks
Overview
Bolten CRM and Monday.com CRM serve different primary use cases. Bolten is a Brazilian and LatAm-focused sales CRM built around a Project-centric billing model, native WhatsApp integration, and an AI-assisted autofill engine for inbound leads. Monday.com CRM is a visual, board-based work management platform that added CRM capabilities to its core structure, offering per-seat pricing and a flexible column-based pipeline system. Migrating between them means reconciling Bolten's per-Project pricing against Monday.com's per-seat model, translating Bolten's free-text Kanban stage names into Monday.com column positions, and accepting that WhatsApp message history stays on Meta's infrastructure. We migrate Contacts, Leads, Deals, Tasks, Activities, Custom Fields, Users, and Tags. We do not migrate Bolten automations, WhatsApp message threads, or AI suggestion logs as code or live history.
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 Bolten CRM 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.
Bolten CRM
Contact
monday CRM
Contact (People Board)
1:1Bolten Contact records map to Monday.com People Board items. We preserve name, email, phone, custom properties, tags, lead-source attribution, and owner assignment. Owner assignment resolves by matching Bolten owner email to a Monday.com User. Suspended Bolten users are flagged for remapping to active Monday.com users before import.
Bolten CRM
Lead
monday CRM
Lead Item or Board Entry
1:1Bolten Lead records (separate from Contacts in Bolten's data model) migrate as distinct items in Monday.com, typically in a dedicated Leads board or as a separate group in the CRM board. We preserve lifecycle status, source campaign, and owner assignment. The customer decides during scoping whether Leads land in a separate board or a separate group within the CRM board.
Bolten CRM
Deal (Kanban Pipeline)
monday CRM
Opportunity (Board Item)
1:1Bolten Kanban Deals migrate to Monday.com board items representing opportunities. Deal value, associated contact, owner, and custom fields transfer directly. The critical mapping is stage name to board column: Bolten allows free-text stage names with no enforced ordering in the API, so we explicitly write the ordinal position during migration so that the intended pipeline sequence is preserved in Monday.com's column order.
Bolten CRM
Deal Stage
monday CRM
Board Column
lossyEach distinct Bolten Kanban stage name becomes a Monday.com board column. We capture the user's intended stage order during pre-migration mapping and configure the column sequence in Monday.com to match. If Bolten has multiple Kanban pipelines (multiple funnels), each becomes a separate Monday.com board or a separate Group within one CRM board, per the customer's preference.
Bolten CRM
Task
monday CRM
Subtask or Item
1:1Bolten Tasks with assignee, due date, status, and linked contact or deal migrate as Monday.com items or subtasks depending on the structure. Task status maps to Monday.com status column values. Recurring task rules in Bolten do not transfer and must be rebuilt as Monday.com recurring automations or templates by the customer's admin.
Bolten CRM
Activity Log
monday CRM
Update or Activity Column
1:1Bolten's full change-audit history per record (every edit, assignment, and stage move) migrates as chronological updates on the Monday.com item. We preserve the timestamp, operator, and change description. Monday.com's activity feed captures updates in reverse chronological order, which aligns with Bolten's audit log intent. Note that this is a narrative activity feed, not a structured field-level change log.
Bolten CRM
Custom Field
monday CRM
Custom Field
1:1Bolten custom fields per object (text, number, date, dropdown, multi-select) map to Monday.com custom fields on the corresponding item type. Multi-select fields in Bolten map to Monday.com dropdown or multi-select columns. We handle type conversion where needed and flag any Bolten field types that have no direct Monday.com equivalent for customer decision.
Bolten CRM
User / Assignee
monday CRM
User
1:1Bolten Users identified by email and name map to Monday.com User accounts. We resolve by email match. Suspended or inactive Bolten users are flagged for remapping to active Monday.com users. Monday.com does not have a concept of owner-only users separate from full members, so all migrating users receive full Monday.com seat access.
Bolten CRM
Tag
monday CRM
Tag or Label
1:1Bolten flat-label tags applied to Contacts and Deals migrate as Monday.com tags or labels. Tag assignment per record is preserved. Monday.com tag model is simpler than Bolten's, with no hierarchical or nested tag structure.
Bolten CRM
WhatsApp Conversation Metadata
monday CRM
Phone Number Field + Activity Update
1:1WhatsApp message threads are stored on Meta's infrastructure, not Bolten's, and cannot be migrated. We preserve contact phone numbers as typed fields and migration of conversation timestamps as activity updates on the contact item so that some WhatsApp context is not fully lost. The live message history requires a separate Meta data-portability request outside our pipeline.
| Bolten CRM | monday CRM | Compatibility | |
|---|---|---|---|
| Contact | Contact (People Board)1:1 | Fully supported | |
| Lead | Lead Item or Board Entry1:1 | Fully supported | |
| Deal (Kanban Pipeline) | Opportunity (Board Item)1:1 | Fully supported | |
| Deal Stage | Board Columnlossy | Fully supported | |
| Task | Subtask or Item1:1 | Fully supported | |
| Activity Log | Update or Activity Column1:1 | Fully supported | |
| Custom Field | Custom Field1:1 | Fully supported | |
| User / Assignee | User1:1 | Fully supported | |
| Tag | Tag or Label1:1 | Fully supported | |
| WhatsApp Conversation Metadata | Phone Number Field + Activity Update1:1 | 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.
Bolten CRM gotchas
Per-Project billing does not scale like per-seat models
WhatsApp message history lives on Meta's infrastructure
Kanban stage names are free-text, not schema-enumerated
AI autofill data may not reflect corrected final field values
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 Project inventory
We audit the source Bolten CRM account across Project count, Contact and Lead volume, Kanban pipeline count and stage names, task volume, custom field inventory, user count, active tags, and automation list. We itemize which Projects are active vs. archived so the customer confirms they are not over-exporting legacy client data. The discovery output is a written migration scope and a Monday.com plan recommendation based on team size and feature needs.
Stage ordinal mapping and board design
We capture the intended sequence of Bolten Kanban stages and map them to Monday.com board columns in explicit ordinal order. For multiple Kanban pipelines, we design the Monday.com board or group structure to match. We also design the custom field mapping for each object type and confirm the Contact-to-People-board and Deal-to-Opportunity-board structure with the customer before any data moves.
User reconciliation
We extract every distinct Bolten User referenced on Contact, Lead, Deal, and Task records and match by email against the destination Monday.com workspace's user list. Any Bolten User without a matching Monday.com User goes to a reconciliation queue. The customer's admin provisions missing Monday.com users before record import begins. This step is prerequisite to owner assignment on all record types.
Test migration and reconciliation
We run a full migration into a Monday.com test workspace using production-like data volume. The customer reconciles record counts, spot-checks 20-30 records against Bolten source data, and validates that stage ordinals, assignee assignments, and custom field values are correct. Any mapping corrections happen in this phase. Monday.com's native Work Management-to-CRM migration tool is referenced for structure but we use our own pipeline to ensure full object coverage including Activities and Tags.
Production migration in dependency order
We run production migration in record-dependency order: Contacts first, then Leads, Deals with stage ordinals resolved, Tasks with linked records, Activity updates, Custom Fields, and Tags. WhatsApp metadata (phone numbers and conversation timestamps) migrates as custom fields and activity updates on Contact items. Each phase emits a row-count reconciliation report before the next phase begins.
Cutover, validation, and automation inventory handoff
We freeze Bolten writes during cutover and run a final delta migration of records modified during the migration window. We deliver the written automation inventory document describing every active Bolten automation with its trigger, conditions, actions, and a recommended Monday.com board automation equivalent. We support a five-day hypercare window for reconciliation issues. We do not rebuild Bolten automations as Monday.com automations inside the migration scope; that work is documented for the customer's admin.
Platform deep dives
Bolten CRM
Source
Strengths
Weaknesses
monday CRM
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Bolten CRM and monday CRM.
Object compatibility
1 of 8 objects need a mapping; the rest are 1:1.
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
Bolten CRM: Not publicly documented.
Data volume sensitivity
Bolten CRM 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
Answers to the questions buyers ask most during Bolten CRM to monday CRM migration scoping. Not seeing yours? Book a call.
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