Migrate from ClinchPad to monday CRM

Discovery and CSV export verification

We audit the ClinchPad account to confirm record counts (leads, pipelines, stages, tags, notes), identify any custom fields on leads, and assess the attachment situation (file count, storage source — Dropbox, Wufoo, or direct upload). We then guide the customer through the ClinchPad CSV export, verifying that all relevant columns appear in the output. If custom fields are missing from the default export, we identify the correct export dialog path to include them. This step produces the migration baseline record count.

Monday.com CRM workspace and board design

We create the Monday.com CRM workspace and configure the initial board structure. Each ClinchPad pipeline becomes a Monday.com board with groups matching the ClinchPad stage sequence. We configure the board columns (person, email, phone, company, deal value, close date, stage status) and add any custom columns for ClinchPad custom fields. Column types are mapped from ClinchPad's flat text export to Monday.com's typed columns (text, number, date, person, status). This design is validated against the ClinchPad export columns before data migration begins.

Lead-Deal split and data transformation

We process the ClinchPad CSV through a transformation pipeline that splits each merged lead-deal row into two records: a Contact record (name, email, phone, company) and a Deal record (value, close date, stage). The split is computed at migration time. We flag any rows where deal value is null or zero as Contacts-only. Tags are separated into label fields on the appropriate record type. Notes are extracted and staged as activity entries. The output is a set of clean CSV or JSON files ready for Monday.com API import.

Contact and user provisioning

We extract every distinct ClinchPad owner email from the export and match against the Monday.com workspace members. Owners without a matching Monday.com account enter a reconciliation queue for the customer's admin to provision. Contact imports run first, establishing the person records that Deal imports will reference. We use the Monday.com REST API v2 for record creation with batch chunking and exponential backoff on rate-limit responses.

Deal migration with board group assignment

Deals import after Contacts are confirmed. Each Deal is linked to its parent Contact via the Monday.com Deals API. The original ClinchPad pipeline stage determines the board group (Kanban column) assignment. For multi-pipeline accounts, each pipeline's deals import into the corresponding Monday.com board. We reconcile the deal count by board group against the original ClinchPad pipeline totals before marking this phase complete.

Attachment re-linking and note import

We process ClinchPad attachment URLs by downloading accessible files from Dropbox or Wufoo (with customer-provided credentials) and re-attaching them to the corresponding Monday.com Contact records using the Monday.com file upload API. Notes import as Contact activity entries with timestamps. This step requires the customer's active access to the attachment sources. We document any inaccessible attachments for manual resolution.

Cutover, validation, and automation inventory handoff

We freeze ClinchPad writes during the cutover window, run a final delta migration of any records modified since the initial export, then switch Monday.com CRM as the system of record. We validate by comparing Contact count and Deal count by stage against the original ClinchPad totals. We deliver the automation inventory: because ClinchPad has no native automation engine, there are no ClinchPad automations to migrate. We provide a written Monday.com automation setup guide based on the customer's original sales process logic for the admin to configure post-migration.