How long does a Centrium CRM to Monday.com CRM migration take?

Most migrations land between two and three weeks for accounts under 5,000 Contacts and 1,500 Deals with straightforward organization-split preprocessing. Accounts with large attachment volumes requiring storage verification, or with many custom fields mapped to Monday.com columns, extend to four to six weeks because of preprocessing time, column schema setup, and the manual export coordination required since Centrium has no API.

Does Centrium CRM's lack of an API affect the migration?

Yes. Because Centrium publishes no public API, all data extraction depends on manual CSV and XLSX downloads through the UI. The customer must log into Centrium, navigate each object type, and download the exports. We handle normalization and multi-format handling, but the manual export step cannot be automated and requires the customer's Centrium account access through migration day. This is a fundamental difference from API-based migrations and is factored into the timeline estimate.

Do automations or workflows migrate from Centrium to Monday.com?

Centrium has no automation or workflow engine, so there are no automations to migrate in the literal sense. However, teams switching to Monday.com often plan to build automations that Centrium could not support. We do not create Monday.com automations as part of the migration scope. We deliver a written automation recommendation document listing the deal-stage triggers, task-assignment rules, and follow-up notification patterns the team should implement in Monday.com's native automation builder based on the Centrium data patterns we observed during migration.

How do you handle Centrium's organization-flagged contacts in Monday.com?

Centrium stores organizations as contacts with an organization flag rather than as a separate object. During preprocessing, we identify all flagged records, generate corresponding Company records in Monday.com, and re-link the individual Contact records to the new Companies. This is a blocking dependency: Monday.com requires the Company to exist before a Contact can be linked to it, so the organization split runs before the contact import phase. Accounts with large organization lists should expect this preprocessing step to extend the overall timeline.

What does a Centrium to Monday.com migration typically cost?

Migrations under 5,000 Contacts, 1,500 Deals, and straightforward organization preprocessing land between $2,000 and $3,500. Migrations with large attachment volumes requiring storage audit, many custom fields mapped to Monday.com columns, or a complex organization-split preprocessing step move to $4,500-$6,500. Monday.com subscription cost (Basic CRM from $12/user/month, Standard from $17/user/month, Pro from $28/user/month billed annually) sits outside the migration fee as the customer's recurring cost.

Can we migrate deal stage history to Monday.com?

Centrium stores deal status as a single won/open/lost field with no intermediate stage transitions or timestamps. Monday.com supports board-based pipelines with multiple columns, but the historical stage progression cannot be reconstructed from Centrium export data. We map the Centrium status directly to the nearest Monday.com pipeline column and note in the validation report that intermediate stage history is absent. Customers who want a multi-stage pipeline in Monday.com configure the stages independently after migration.

What happens to attachments and files during migration?

We flag all attachments referenced in the Centrium export and audit total storage consumption against the destination Monday.com plan. Monday.com Standard and Pro include unlimited storage; Basic has storage limits. If the customer's total attachment volume exceeds the destination plan's allocation, the customer must purchase additional storage or archive attachments externally before migration begins. We do not drop records silently — storage violations are surfaced in the discovery audit with a specific recommendation before cutover proceeds.

How do you handle the permission model difference?

Centrium uses a team-level permission model with no granular role definitions. Monday.com uses per-seat plans with board-level and item-level permission settings. We do not migrate permission configurations because they do not map between the two models. All migrated records are assigned to the importing admin account during migration. We flag this gap in the handoff document so the customer's admin can manually assign board access and item permissions in Monday.com after cutover.

Centrium CRM to monday CRM Migration — Field-Level Mapping & Rollback

Overview

What this migration involves

Moving from Centrium CRM to Monday.com CRM is a platform migration from a flat-file, no-API CRM to a board-based Work OS with CRM capabilities. Centrium publishes no public API, so all data extraction depends on the manual CSV and XLSX export available through the UI. We extract, normalize, and deduplicate the export, identify contacts marked as organizations in Centrium and create corresponding Company records in Monday.com, and map Centrium's three-state deal status (won/open/lost) to Monday.com pipeline columns. Custom fields carry over as Monday.com board columns. Workflow automations do not migrate; we deliver a written inventory of automation patterns that the customer rebuilds in Monday.com's native automation builder. Storage must be verified before cutover because Centrium allocates 1Gb per user and Monday.com's storage limits vary by plan.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

Centrium CRM

What's pushing teams away

Very small review pool on G2 and TrustRadius (3 reviews combined) makes it difficult to gauge long-term satisfaction and support quality reliably.
No publicly documented API means integrations with accounting, email marketing or telephony must be built manually or through unsupported workarounds.
Absence of automation or workflow engine means repetitive sales sequences and follow-up triggers require manual effort or external tools.
Storage is the only scaling constraint at 1Gb per user, which creates a hard ceiling for file-heavy use cases such as document-heavy sales or media attachments.

Choosing

monday CRM

What's pulling them in

Users praise the board-based visual interface for making pipeline stages immediately legible to non-technical team members without CRM training.
The no-code automation builder lets sales ops teams create lead routing, stage updates, and email triggers without developer involvement.
Integration ecosystem connects to Slack, Gmail, Outlook, and Zapier with minimal configuration, reducing friction for teams already using these tools.
The flexible column system lets teams build custom CRM views — deal value, close date, lead source — without needing a developer or pre-defined schema.
Teams already using monday Work Management can layer CRM features onto existing boards rather than starting from scratch.

Object mapping

How Centrium CRM objects map to monday CRM

Each row shows how a Centrium 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.

Centrium CRM

Contact

maps to

monday CRM

Contact

1:1

Fully supported

Centrium Contacts map directly to Monday.com CRM Contacts. Standard fields (name, email, phone, address, social URLs) migrate to their Monday.com equivalents. Custom fields from Centrium (text, number, date, URL types) map to Monday.com custom columns on the Contacts board. The contact's organization flag is used in preprocessing to separate personal contacts from company records — flagged contacts generate Company records before the contact migration phase runs.

Centrium CRM

Contact (organization-flagged)

maps to

monday CRM

Company

1:many

Fully supported

Centrium records marked with the organization flag are identified during preprocessing and used to generate Monday.com Company records. The company name, address, and custom fields migrate. Individual contacts that were flagged are then re-linked to the newly created Company via Monday.com's Contact-Company relationship. This preprocessing step adds time to the migration for accounts with large organization lists.

Centrium CRM

Deal

maps to

monday CRM

Deal (Opportunity)

1:1

Fully supported

Centrium Deals map to Monday.com Deals. Centrium's flat status field (won/open/lost) maps to Monday.com pipeline column values. We use a direct status mapping: open maps to the customer's chosen pipeline column, won maps to a Closed-Won column, and lost maps to a Closed-Lost column. If Monday.com has a multi-column pipeline configured, we map to the nearest equivalent stage and flag in the reconciliation report that intermediate stage history does not exist in Centrium.

Centrium CRM

Deal Stage

maps to

monday CRM

Pipeline Column

lossy

Fully supported

Centrium's three-state deal model (won/open/lost) does not have intermediate pipeline stages to migrate. We configure a Monday.com pipeline with at least three columns matching the source statuses and note in the validation report that stage-transition timestamps are not available from Centrium export data. Customers who want a multi-stage pipeline in Monday.com rebuild the stage definitions independently.

Centrium CRM

Task

maps to

monday CRM

Task

1:1

Fully supported

Centrium Tasks map to Monday.com CRM Tasks attached to the relevant Contact or Deal. We preserve the task name, description, due date, and completion status. Assignee mapping uses email matching against Monday.com user accounts — any Centrium assignee without a matching Monday.com user goes to a reconciliation queue for manual provisioning.

Centrium CRM

Project

maps to

monday CRM

Board

1:1

Fully supported

Centrium Projects are lightweight containers that link tasks and contacts. We map them to Monday.com Boards using the project name as the board name and migrate linked tasks as board items. The project-contact associations migrate as Monday.com board item contacts. Note that Monday.com boards are not native CRM objects — projects use the broader Work OS board model rather than a CRM-specific structure.

Centrium CRM

Note

maps to

monday CRM

Item Update or Activity

1:1

Fully supported

Centrium Notes attached to contacts, deals, or projects migrate as Monday.com board item updates or activity log entries. We preserve the note body and timestamp and link to the parent record (Contact, Deal, or Board item). Notes are not threaded in Centrium, so multi-message conversations map as a sequence of individual note entries without a conversation thread context.

Centrium CRM

Custom Field

maps to

monday CRM

Custom Column

1:1

Fully supported

Centrium custom fields (text, number, date, URL) map to Monday.com custom columns on the relevant board. We extract the field definition during the extract phase and create matching column types in Monday.com before import. Multi-select or tag-style custom fields in Centrium map to Monday.com dropdown or tag columns.

Centrium CRM

User / Team Member

maps to

monday CRM

User

1:1

Fully supported

Centrium user records (name, email, team role) map to Monday.com user accounts by email. We extract every distinct user referenced on records during migration and flag any Centrium users with no Monday.com account match. The customer provisions missing Monday.com users before record import resumes because OwnerId references are required on Deals and Tasks.

Centrium CRM

Attachment

maps to

monday CRM

File

1:1

Fully supported

Centrium file attachments attached to contacts, deals, and projects are referenced in the export data. We flag attachments that cannot be retrieved via the UI export and provide a storage audit before migration. Monday.com Standard and Pro include unlimited storage; Basic has storage limits. If the customer's total attachment volume exceeds Monday.com's allocation, we recommend purchasing additional storage or archiving externally before cutover.

Centrium CRM	monday CRM	Compatibility
Contact	Contact1:1	Fully supported
Contact (organization-flagged)	Company1:many	Fully supported
Deal	Deal (Opportunity)1:1	Fully supported
Deal Stage	Pipeline Columnlossy	Fully supported
Task	Task1:1	Fully supported
Project	Board1:1	Fully supported
Note	Item Update or Activity1:1	Fully supported
Custom Field	Custom Column1:1	Fully supported
User / Team Member	User1:1	Fully supported
Attachment	File1:1	Fully supported

Gotchas + challenges

What specifically takes care here

Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.

Centrium CRM gotchas

High

No public API forces manual export-based migration

High

Storage cap creates hard migration boundary for file-heavy accounts

Medium

Permission system does not translate to standard RBAC

Medium

Contact-company relationship uses a flag, not a distinct object

Low

Deal stage history is flat — no intermediate milestone records

monday CRM gotchas

High

Subitems are not included in bulk exports

High

Daily API call limits vary sharply by plan

Medium

Legacy automations (Sentence Builder) are being deprecated

Medium

Excel and account exports only include table views

Low

Enterprise admins can disable non-admin exports

Centrium CRM gotchas		monday CRM gotchas
Severity	Issue	Severity	Issue
High	No public API forces manual export-based migration	High	Subitems are not included in bulk exports
High	Storage cap creates hard migration boundary for file-heavy accounts	High	Daily API call limits vary sharply by plan
Medium	Permission system does not translate to standard RBAC	Medium	Legacy automations (Sentence Builder) are being deprecated
Medium	Contact-company relationship uses a flag, not a distinct object	Medium	Excel and account exports only include table views
Low	Deal stage history is flat — no intermediate milestone records	Low	Enterprise admins can disable non-admin exports

Pair-specific challenges

Manual export-only migration with no API

Centrium CRM has no documented public API. All data extraction relies on the manual CSV and XLSX download available through the UI. The customer must log in, navigate each object type, and download exports individually. We handle multi-format normalization, but the manual pull step cannot be automated and requires the customer's direct access to the Centrium account. For accounts with large record volumes, the manual export process adds coordination time and creates a hard dependency on Centrium account access remaining active through migration day.
Organization-flagged contacts require preprocessing split

Centrium does not have a separate Companies or Accounts object. Organizations are stored as contacts with an organization flag. We must identify these flagged records during preprocessing, generate corresponding Company records in Monday.com, and re-link individual Contact records to the new Companies. This adds a preprocessing step that extends the migration timeline for accounts with large organization lists. Monday.com requires the Company to exist before a Contact can be linked to it, making this a blocking dependency in the import sequence.
Storage verification required before cutover

Centrium allocates 1Gb of storage per user. Accounts with file-heavy attachments (proposals, contracts, images) may accumulate gigabytes of storage. Monday.com Standard and Pro include unlimited storage, but Basic has storage limits. We audit total attachment volume during discovery and compare against the destination plan's allocation. If storage exceeds the Basic plan threshold, the customer must upgrade or archive attachments externally before migration begins. Attachments that cannot fit in the destination silently drop during import if storage is not verified upfront.
Automations do not migrate — rebuild required in Monday.com

Centrium has no automation or workflow engine, so there are no automations to migrate. However, teams moving to Monday.com often intend to build automations there. We do not create Monday.com automations as part of the migration scope. We deliver a written recommendation document listing the automation patterns the team should implement in Monday.com's native automation builder (triggers, conditions, and actions) based on the deal stages, task assignments, and follow-up sequences identified during discovery.

Migration approach

Six steps for a successful Centrium CRM to monday CRM data migration

Discovery and manual export coordination

We audit the Centrium account via the manual CSV and XLSX exports provided by the customer. We count contacts (including organization-flagged), deals, tasks, projects, notes, custom field definitions, and attachment volume. We compare storage consumption against Monday.com plan limits. We identify distinct Centrium users by email for owner mapping. The discovery output is a written migration scope with record counts, a storage audit, and the organization-flagged contact list that requires preprocessing.
Preprocessing: organization split and field normalization

We process the Centrium export in two passes. First pass identifies all contacts marked as organizations, generates Company records for each, and creates a contact-to-company mapping table. Second pass normalizes field values (date formats, phone number formats, currency symbols) to match Monday.com column type requirements. Custom field definitions from Centrium are mapped to Monday.com column types and the column schema is created in the destination boards before any data import.
Sandbox pre-run and reconciliation

We run a full migration into a Monday.com test workspace using production-like data volume. The customer's admin reviews record counts (Contacts in, Companies in, Deals in, Tasks in), spot-checks 20-30 random records against the Centrium source, and validates the organization split logic. Mapping corrections and column type adjustments happen in the test workspace before production migration begins.
Owner reconciliation and user provisioning

We extract every distinct Centrium user referenced on records and match by email against the Monday.com destination workspace. Users without a matching Monday.com account go to a reconciliation queue. The customer's admin provisions any missing Monday.com users before record import resumes. Migration cannot proceed past task and deal import because assignee references require a valid Monday.com user.
Production migration in dependency order

We run production migration in record-dependency order: Companies (from organization-flagged contacts first), Contacts (with company link resolved), Deals (with status mapped to pipeline columns), Tasks (with assignee resolved), Projects (as boards with linked items), Notes (as item updates), and Custom Fields (as board columns). Each phase emits a row-count reconciliation report before the next phase begins. We use Monday.com's API with rate-limit handling and batch chunking for all imports.
Cutover, validation, and automation handoff

We freeze Centrium writes during cutover, run a final delta migration of any records modified during the migration window, then enable Monday.com as the system of record. We deliver the automation recommendation document to the customer's admin team covering deal stage triggers, task assignment automations, and notification workflows to rebuild in Monday.com's native builder. We support a one-week post-cutover window where we resolve any reconciliation issues raised by the team.

Platform deep dives

Context on both ends of the pair

Centrium CRM

Source

Strengths

Unlimited contacts, deals and tasks with no per-record pricing penalty.
Free plan for single-user teams with 1Gb storage retained indefinitely.
30-day free trial with no credit card required and no feature restrictions.
Simple UI with no mandatory setup or configuration to get started.
Custom fields and permission categories available for teams that need modest extensibility.

Weaknesses

No documented public API for programmatic access or integrations.
No automation or workflow engine for follow-up sequences or stage triggers.
Permission model is team-level only with no granular role definitions.
Reports are pre-built summary views, not stored exportable datasets.
Single pricing tier with storage as the only scaling lever — no advanced features gated behind higher plans.

monday CRM

Destination

Strengths

Board-based UI makes pipeline stages and deal progress visually obvious without training.
No-code automation builder requires no developer resources to create lead routing and stage-triggered actions.
Flexible column system supports custom CRM fields without schema changes or admin involvement.
Integrates natively with Slack, Gmail, Outlook, and Zapier with minimal configuration overhead.
Layered product means teams already on monday Work Management can add CRM without migrating existing data.

Weaknesses

No native Contacts object separate from Items — contacts are managed inside a CRM module's People feature.
Pipeline and deal relationships use a flat item model rather than a relational object model, making complex CRM associations awkward.
Automations are plan-gated (250 actions/month on Standard, 25,000 on Pro) and the legacy Recipe system is being deprecated.
Customization and advanced views (Chart, Formula, Dependency) are locked behind Pro and Enterprise tiers.
Per-seat pricing with non-refundable annual billing creates cost lock-in risk during migration.

	Centrium CRM Source	monday CRM Destination
Strengths	Unlimited contacts, deals and tasks with no per-record pricing penalty. Free plan for single-user teams with 1Gb storage retained indefinitely. 30-day free trial with no credit card required and no feature restrictions. Simple UI with no mandatory setup or configuration to get started. Custom fields and permission categories available for teams that need modest extensibility.	Board-based UI makes pipeline stages and deal progress visually obvious without training. No-code automation builder requires no developer resources to create lead routing and stage-triggered actions. Flexible column system supports custom CRM fields without schema changes or admin involvement. Integrates natively with Slack, Gmail, Outlook, and Zapier with minimal configuration overhead. Layered product means teams already on monday Work Management can add CRM without migrating existing data.
Weaknesses	No documented public API for programmatic access or integrations. No automation or workflow engine for follow-up sequences or stage triggers. Permission model is team-level only with no granular role definitions. Reports are pre-built summary views, not stored exportable datasets. Single pricing tier with storage as the only scaling lever — no advanced features gated behind higher plans.	No native Contacts object separate from Items — contacts are managed inside a CRM module's People feature. Pipeline and deal relationships use a flat item model rather than a relational object model, making complex CRM associations awkward. Automations are plan-gated (250 actions/month on Standard, 25,000 on Pro) and the legacy Recipe system is being deprecated. Customization and advanced views (Chart, Formula, Dependency) are locked behind Pro and Enterprise tiers. Per-seat pricing with non-refundable annual billing creates cost lock-in risk during migration.

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Migrate from Centrium CRM to monday CRM

What this migration involves

Field-level fidelity

Schema-aware mapping

Relationships preserved

Full activity history

Attachments & notes

Two sides of the same decision

Centrium CRM

monday CRM

How Centrium CRM objects map to monday CRM

What specifically takes care here

Six steps for a successful Centrium CRM to monday CRM data migration

Context on both ends of the pair

How hard is this migration?

Estimate your Centrium CRM to monday CRM migration cost

What are you migrating?

Frequently asked questions about Centrium CRM to monday CRM data migrations

Can't find your answer?

Related migrations to explore

Move from Centrium CRM.
Land in monday CRM, intact.

Migrate from Centrium CRM to monday CRM

What this migration involves

Field-level fidelity

Schema-aware mapping

Relationships preserved

Full activity history

Attachments & notes

Two sides of the same decision

Centrium CRM

monday CRM

How Centrium CRM objects map to monday CRM

What specifically takes care here

Six steps for a successful Centrium CRM to monday CRM data migration

Context on both ends of the pair

How hard is this migration?

Estimate your Centrium CRM to monday CRM migration cost

Frequently asked questions about Centrium CRM to monday CRM data migrations

Can't find your answer?

How long does a Centrium CRM to Monday.com CRM migration take?

Does Centrium CRM's lack of an API affect the migration?

Do automations or workflows migrate from Centrium to Monday.com?

How do you handle Centrium's organization-flagged contacts in Monday.com?

What does a Centrium to Monday.com migration typically cost?

Can we migrate deal stage history to Monday.com?

What happens to attachments and files during migration?

How do you handle the permission model difference?

Related migrations to explore

Move from Centrium CRM. Land in monday CRM, intact.

Move from Centrium CRM.
Land in monday CRM, intact.