CRM migration
Field-level mapping, validation, and rollback between Click and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.
Click
Source
monday CRM
Destination
Compatibility
6 of 10
objects map 1:1 between Click and monday CRM.
Complexity
BStandard
Timeline
3-5 weeks
Overview
ClickDimensions is not a standalone CRM — it is a marketing automation extension layer for Microsoft Dynamics 365. The actual contact, account, lead, and deal records live in the Dynamics 365 instance beneath it. We migrate base CRM records from Dynamics 365 using its API, then layer ClickDimensions-specific entities (email send history, event registrations, web tracking events, and survey responses) on top of the Monday.com CRM records they annotate. Monday.com CRM uses a board-and-item structure rather than traditional CRM tables, so each entity type (People, Companies, Deals) becomes a board with typed columns rather than a standard object. We resolve ClickDimensions custom field data against Monday.com column types, preserve the relationship between marketing activity and the CRM contact it references, and flag the automations, workflows, and integration configurations that require manual rebuild in Monday.com after migration. We do not migrate ClickDimensions workflows, email sequences, or event management automations as code; we deliver a written inventory for the customer's admin to reference during rebuild.
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 Click 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.
Click
Contact
monday CRM
People (board items)
1:1Microsoft Dynamics 365 Contacts migrate to Monday.com CRM People board items. We pull contact records from the Dynamics instance using its Web API, map Full Name (firstname + lastname), Email, Phone, Job Title, and Address fields to Monday.com People columns. Dynamics contact custom fields migrate to Monday.com custom columns of the equivalent type (text, number, date, dropdown). The primary Account reference on Contact maps to a Monday.com People-Company link column resolved at import time.
Click
Account
monday CRM
Companies (board items)
1:1Dynamics 365 Accounts migrate to Monday.com CRM Companies board items. We extract Account records from Dynamics, map Name, Website, Industry, Number of Employees, and Address fields to Monday.com Company columns. Account custom fields from Dynamics become Monday.com Company board columns. Companies import before People so that the link column reference on People items resolves correctly.
Click
Lead
monday CRM
Leads (board items)
1:1Dynamics 365 Leads migrate to Monday.com CRM Leads board items. Lead Status, Lead Source, and any scoring custom fields from Dynamics map to Monday.com Lead columns (status, dropdown, number). Dynamics lead-to-contact conversion history is preserved as a text note on the migrated Lead item. ClickDimensions lead-scoring annotations attached to Dynamics Leads migrate as custom columns.
Click
Opportunity
monday CRM
Deals (board items)
1:1Dynamics 365 Opportunities migrate to Monday.com CRM Deals board items. Opportunity Name, Amount, Close Date, and Stage map to Monday.com Deal name, numeric column, date column, and status column respectively. The Dynamics Opportunity-Account relationship maps to a Monday.com Deals-Company link column. Multiple Dynamics pipelines map to separate Monday.com Deal boards or to status groups within a single Deal board depending on the customer's preference.
Click
Email Send (ClickDimensions)
monday CRM
People activity notes / linked items
lossyClickDimensions email send records attached to Dynamics Contacts migrate as activity notes on the corresponding Monday.com People item. The email send date, campaign name, subject, and delivery status are captured as a formatted text entry on the People item's activity log. Individual open and click engagement events are optionally mapped to separate status columns on the People item or left as aggregated campaign-level summary records if per-event granularity is not required by the customer.
Click
Event Registration (ClickDimensions)
monday CRM
People linked items / activity entries
1:manyClickDimensions event registrations linked to Dynamics Contacts map to Monday.com People items as linked sub-items or activity entries capturing event name, registration date, session choices, and registration status. Custom registration fields from ClickDimensions become sub-item columns or text entries in Monday.com. If the customer uses Monday.com's Integrations with event platforms (Luma, Eventbrite), we document the integration setup for post-migration configuration.
Click
Web Tracking Event (ClickDimensions)
monday CRM
People custom columns / activity log
lossyClickDimensions web tracking events for known contacts (identified by email) attach as behavioral data to the corresponding Monday.com People item. Known-contact event data such as page views, form submissions, and engagement scores migrate as custom number or status columns on the People item. Anonymous visitor tracking data from ClickDimensions is optionally migrated as aggregate website engagement scores or excluded based on the customer's data-cleanliness preference during scoping.
Click
Survey Response (ClickDimensions)
monday CRM
People linked items / custom board
lossyClickDimensions survey responses linked to Dynamics Contacts migrate as linked items on the Monday.com People record or as items in a dedicated Survey Responses board with a link back to the respondent. Survey question text and answer values map to Monday.com sub-item columns or text columns. If survey responses contain structured answer data (multi-choice, rating scale), we map these to Monday.com dropdown or number columns respectively. The customer chooses between per-contact linked items or a centralized survey board during scoping.
Click
Task (Dynamics CRM activity)
monday CRM
Tasks (board items or activity log)
1:1Dynamics 365 Tasks linked to Contacts, Accounts, or Leads migrate as activity entries on the corresponding Monday.com People or Companies item. Task Subject, Description, Status, Priority, and Due Date are captured as formatted text in the activity log or as columns on a Monday.com Tasks board linked to the CRM records. Task assignments (Dynamics Owner) map to Monday.com person column assignments if using a linked Tasks board.
Click
Note (Dynamics CRM)
monday CRM
Updates / activity log
1:1Dynamics 365 Notes attached to Contacts, Accounts, Leads, or Opportunities migrate to Monday.com Updates on the corresponding People, Company, Lead, or Deal item. Note body migrates as rich text. If the Dynamics Note has a Regarding relationship to an Opportunity or Account, the Update is posted on the equivalent Monday.com item with a reference to the related record.
| Click | monday CRM | Compatibility | |
|---|---|---|---|
| Contact | People (board items)1:1 | Fully supported | |
| Account | Companies (board items)1:1 | Fully supported | |
| Lead | Leads (board items)1:1 | Fully supported | |
| Opportunity | Deals (board items)1:1 | Fully supported | |
| Email Send (ClickDimensions) | People activity notes / linked itemslossy | Fully supported | |
| Event Registration (ClickDimensions) | People linked items / activity entries1:many | Fully supported | |
| Web Tracking Event (ClickDimensions) | People custom columns / activity loglossy | Fully supported | |
| Survey Response (ClickDimensions) | People linked items / custom boardlossy | Fully supported | |
| Task (Dynamics CRM activity) | Tasks (board items or activity log)1:1 | Fully supported | |
| Note (Dynamics CRM) | Updates / activity log1:1 | 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.
Click gotchas
Custom Field write limit on Free Forever plans
ClickDimensions does not store contacts independently
Export and Import tools move Click records between Dynamics environments
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 Dynamics environment verification
We audit the source Microsoft Dynamics 365 environment via its Web API: record counts for Contact, Account, Lead, Opportunity, and Task entities; custom field schemas; active ClickDimensions entities (Email Sends, Event Registrations, Web Tracking, Survey Responses); and any plan-tier constraints on the ClickDimensions side. We confirm that the migration source is the Dynamics instance, not ClickDimensions export tools alone. The discovery output is a written migration scope, a record-count baseline for post-migration verification, and a ClickDimensions workflow inventory.
Monday.com CRM schema design
We design the destination Monday.com CRM boards and columns before any data moves. The People board schema maps Dynamics Contact fields to Monday.com column types (text, email, phone, date, number, status). The Companies board schema maps Dynamics Account fields. The Deals board schema maps Dynamics Opportunity fields to Deal name, amount, close date, and stage status. We configure the People-Company link column and Deals-People or Deals-Company link column for relationship integrity. ClickDimensions custom field schemas map to Monday.com custom columns with equivalent types.
Sandbox migration and mapping validation
We run a full migration into a Monday.com test workspace using production-like data volume. The customer reconciles record counts against the Dynamics source, spot-checks 20-40 records for field accuracy, and reviews the ClickDimensions marketing activity entries on People items. Schema corrections, column type changes, and mapping adjustments happen in the test workspace before production migration begins. This step is essential for board-and-column-based CRMs where schema errors propagate to every item.
Owner reconciliation and team provisioning
We extract every distinct Dynamics Owner (user) referenced on CRM records and match by email against the Monday.com destination workspace members. Owners without a matching Monday.com account enter a reconciliation queue for the customer's admin to provision. Once all owners are mapped, we run the People import so that assignee columns on Deals and linked items resolve correctly.
Production migration in dependency order
We run production migration in record-dependency order: Companies (first, as People links to them), People (with Account link resolved), Leads, Deals (with Person and Company links resolved), then ClickDimensions marketing activity records (Email Sends, Event Registrations, Web Tracking, Survey Responses) mapped as activity entries or linked sub-items on People items. Each phase emits a row-count reconciliation report before the next phase begins. We use the Monday.com API for records with activity log content and CSV for bulk item creation where activity history is not required.
Cutover, validation, and workflow handoff
We freeze Dynamics writes during the cutover window, run a final delta migration of any records modified since the last sync, then enable Monday.com CRM as the system of record. We deliver the ClickDimensions workflow inventory document to the customer's admin team for Monday.com automation rebuild. We support a three-day hypercare window where we resolve any data reconciliation issues. Post-migration admin support, team training, and automation rebuild are outside the standard migration scope and can be scoped as a separate engagement.
Platform deep dives
Click
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 Click 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
Click: Inherits Microsoft Dataverse and Power Platform service-protection limits (per-user request quotas published by Microsoft). The vendor does not publish Click-specific limits beyond those..
Data volume sensitivity
Click exposes a bulk API — large-volume migrations stream efficiently.
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 Click to monday CRM migration scoping. Not seeing yours? Book a call.
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