Migrate from Cliniko to monday CRM

Healthcare-specific fields have no Monday CRM native equivalent

Cliniko stores insurance provider, policy number, coverage type, referral source, practitioner notes, and appointment location type as native fields. Monday CRM is a general-purpose CRM with no concept of healthcare data shapes. Insurance and referral fields require custom column creation on the Contact Item; appointment location type (clinic/telehealth/home visit) and practitioner notes require custom columns on the Appointments board. FlitStack surfaces these as custom field requirements in the pre-migration plan, but Monday's schema configuration must be completed before the full migration run commits — custom columns must exist before data can land in them. Teams should budget 2–4 hours of Monday admin time for column creation before the migration window.

Monday CRM API daily rate limits cap export throughput on large accounts

Monday CRM enforces daily API call limits that vary by plan: Free/Trial accounts are capped at 200 calls/day, Basic/Standard at 1,000 calls/day, Pro at 10,000 calls/day (soft limit), and Enterprise at 25,000 calls/day (soft limit with the option to request an increase). For a clinic with 50,000+ patient records, appointment items, and invoice items, these limits can extend migration clock time significantly. FlitStack implements intelligent batching, pagination, and rate-limit-aware throttling — but the Monday destination plan tier is a hard constraint on throughput. Teams on Basic or Standard plans may need to upgrade to Pro or Enterprise for the migration window to avoid multi-day API queueing. Monday's own account export feature can take up to 24 hours to generate for large accounts, adding to the pre-migration timeline before FlitStack can begin the load.

Cliniko automations cannot migrate — Monday Automation Center uses different trigger-action logic

Cliniko's automation builder creates appointment reminders, patient intake confirmation sequences, billing trigger rules, and practitioner notification workflows tied to Cliniko-specific events (appointment confirmed, form submitted, invoice issued). Monday CRM's Automation Center uses different triggers (status changed, date arrived, item created, column updated) and different action types. The trigger-action logic does not translate between platforms. FlitStack does not migrate automations — this is disclosed honestly per our policy. We export Cliniko's automation definitions as a structured reference document (PDF or JSON) so the Monday admin can rebuild each automation in Monday's Automation Center. Teams should allocate 1–3 days of admin time to rebuild automations post-migration depending on automation count.

Monday CRM has no native practitioner calendar or clinical scheduling feature

Cliniko's core value proposition includes a practitioner calendar with appointment types, availability blocks, and scheduling rules specific to clinical workflows. Monday CRM's board-based model has no native practitioner calendar — appointments are Items on a board, not native scheduling records. The Appointments board Item approach provides visibility but lacks availability checking, double-booking prevention, and practitioner-specific scheduling constraints that Cliniko handles natively. FlitStack maps appointments to board Items with practitioner assignment (via the Owner column), but calendar-level availability rules must be reviewed manually post-migration. Teams relying heavily on Cliniko's scheduling engine should evaluate whether Monday's third-party integrations (Calendly, Acuity) or custom automations can approximate the scheduling workflow before committing to the migration.

Monday CRM's per-seat pricing diverges from Cliniko's per-practitioner model

Cliniko charges $45–$395/month based on the number of practitioners at the clinic — a model that excludes non-clinical staff from billing. Monday CRM charges per seat regardless of role, meaning front-desk staff, admin users, and billing personnel count toward the seat count. A 10-practitioner clinic currently paying Cliniko's $195/month tier might find Monday CRM costing $170–$280/month depending on total user count, even before add-ons. For clinics with many non-practitioner users, Monday can be more expensive than Cliniko; for admin-light clinics, Monday may cost less. FlitStack includes a post-migration cost comparison as part of the migration plan deliverable so teams can validate the economic case before cutover.