Migrate from CDK Global to monday CRM

CDK customer records (name, email, phone, address, social security number) migrate as Monday CRM Contacts. The CDK customer record is the primary entity — Monday CRM Contacts receive the original customer ID, email, phone, and all contact detail fields directly.

CDK vehicle records (VIN, stock number, year, make, model, trim, odometer, vehicle status) do not map to any native Monday CRM entity. We create a dedicated Vehicle board in Monday and load vehicle data as items with VIN as the primary identifier. Each vehicle item links to its associated Contact and Deal items via Monday's relation columns.

CDK deal headers (deal number, deal value, deal status, deal type, deal date, salesperson) migrate as Monday CRM Opportunities. Monday's native deal pipeline tracks stage, close date, and owner — CDK deal status values map to Monday deal stage values through a value-mapping table delivered in the migration plan.

CDK F&I product selections (GAP, extended service contract, paint protection, tire-and-wheel, credit life) are stored as line-item records on a CDK deal. We load these as a linked Item sub-board connected to the Monday Opportunity, or as a multi-select text column on the deal item — your team chooses the preferred structure during planning.

CDK service records (RO number, service advisor, labor hours, parts used, service type, customer concern, close date) have no native equivalent in Monday CRM. We create a Service board with a custom column set matching the CDK RO field schema. Each service item links to the associated Contact and Vehicle items via relation columns.

CDK employee records (name, email, role, department) map to Monday workspace team members by email. Owner assignment on migrated deals and contacts resolves against the matched Monday user. CDK employees without a Monday account are flagged before migration so your team can pre-create or assign to a fallback owner.

If CDK holds parent-dealer or dealer-group records as company entities, these migrate as Monday CRM Accounts. Account records provide the organizational hierarchy for multi-location dealership groups. Individual customer records link to their primary Account.

CDK communication log entries (date, type, notes, author) migrate as Updates attached to the relevant Monday Contact or Opportunity item, preserving the original timestamp and author name. This keeps the activity timeline intact within each item's update feed.

CDK file attachments associated with a customer record, deal, or service RO migrate as Files attached to the corresponding Monday CRM item. File size limits apply — documents over 25MB are noted for manual retrieval post-migration.

CDK dealer workflows (F&I product triggers, service scheduling rules, DMS sequences) have no equivalent in Monday CRM's board-level automation model. We deliver a CDK workflow audit export — documenting trigger conditions, actions, and sequence logic — as a rebuild reference for your Monday admin to reconstruct using Monday's recipe builder.

CDK parts inventory records (part number, description, cost, list price, bin location, on-hand quantity) migrate to a dedicated Inventory board in Monday with custom columns. Monday has no native inventory module — this board is informational unless your team builds inventory-specific automations on top.

CDK allows dealers to extend customer, deal, and vehicle records with custom fields. Each custom field maps to a custom column in Monday — column type is chosen based on the source field's data type (text, number, date, dropdown). The full list of CDK custom fields is captured during the discovery phase.