CRM migration
Field-level mapping, validation, and rollback between ConSol and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.
ConSol
Source
monday CRM
Destination
Compatibility
9 of 10
objects map 1:1 between ConSol and monday CRM.
Complexity
BStandard
Timeline
48–72 hours
Overview
ConSol CM is a BPM-centric service management platform designed for complex case hierarchies, SLA tracking, and multi-channel ticket routing — built for enterprises that need audit-ready compliance logging. Monday CRM replaces that model with a visual board-based CRM where every record is an item, pipelines are columns, and automations are board-scoped. The migration carries ConSol contacts, companies, cases, and activity logs into monday CRM items and boards. The critical translation points are flattening ConSol's nested case structure into monday CRM items, mapping SLA tiers to custom priority columns, and deciding how to surface ConSol's case-type taxonomy inside monday CRM's board-column system. Automations and workflow rules do not migrate — FlitStack exports the rule definitions for your monday CRM admin to rebuild using monday's automation builder. We use monday CRM's REST API with pagination and retry logic to handle daily call limits (1,000 for Basic/Standard, 10,000 for Pro, 25,000 for Enterprise) and preserve attachment files via monday's file storage.
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 ConSol 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.
ConSol
Contact
monday CRM
Contact
1:1ConSol contacts migrate directly to monday CRM contacts. The primary company link resolves to the monday CRM company by domain or name match. Original create and update timestamps are preserved in custom datetime fields since monday CRM sets Created Date at import time.
ConSol
Company
monday CRM
Company
1:1ConSol company records map to monday CRM company records — name, domain, and location fields transfer directly. Industry, employee count, and revenue fields do not have native monday CRM equivalents; they are created as custom text or number fields during setup.
ConSol
Case
monday CRM
Item (on Board)
1:1ConSol cases become monday CRM board items. Case type maps to a board name or a status column group. Priority and SLA tier map to custom priority columns. ConSol case numbers are stored in a custom text field (Case_Number__c equivalent) for traceability.
ConSol
Sub-Case
monday CRM
Sub-item (on Item)
1:manyConSol nested sub-cases are flattened: each sub-case becomes a sub-item linked to its parent item. Parent-child timestamps are preserved in custom datetime columns. If monday CRM sub-items are insufficient for the hierarchy depth, related boards are used to model secondary relationships.
ConSol
Case Attachment
monday CRM
File (on Item)
1:1ConSol file attachments on cases are downloaded and re-uploaded to monday CRM item files. File size limits on the destination plan apply (Standard 5GB, Pro 100GB storage). Inline images in case notes are extracted and rehosted as monday CRM file attachments.
ConSol
Case Activity Log
monday CRM
Updates / Activity column
1:1ConSol case activity entries (status changes, internal notes, assignment events) transfer as monday CRM item updates. Original activity timestamps and actor names are preserved in the update text for audit continuity.
ConSol
Service Queue / SLA Tier
monday CRM
Custom Column (Priority / SLA)
1:1ConSol SLA tiers (First Response, Resolution) have no native monday CRM equivalent. FlitStack creates custom number or text columns for SLA hours and maps tier names to monday CRM priority values. Teams should rebuild SLA escalation automations in monday's automation builder post-migration.
ConSol
Contract / Service Agreement
monday CRM
Custom Column or Related Board
1:1ConSol service agreements and contract terms are preserved as custom text fields on the linked company or case item. Monday CRM has no native contract management object — this data migrates as reference fields for lookup, not as a structured object.
ConSol
Project
monday CRM
Board
1:1ConSol projects with service交付 deliverables migrate as monday CRM boards. Project status and milestones map to board group columns. If the ConSol project spans multiple work packages, each package becomes a separate board with a cross-board link to the parent.
ConSol
User / Owner
monday CRM
Team Member / Assignee
1:1ConSol user records are matched to monday CRM team members by email address. Unmatched owners are flagged before migration — teams either invite the user to monday CRM first or assign records to a fallback owner. User role and department fields are stored as custom text.
| ConSol | monday CRM | Compatibility | |
|---|---|---|---|
| Contact | Contact1:1 | Fully supported | |
| Company | Company1:1 | Fully supported | |
| Case | Item (on Board)1:1 | Fully supported | |
| Sub-Case | Sub-item (on Item)1:many | Fully supported | |
| Case Attachment | File (on Item)1:1 | Fully supported | |
| Case Activity Log | Updates / Activity column1:1 | Fully supported | |
| Service Queue / SLA Tier | Custom Column (Priority / SLA)1:1 | Fully supported | |
| Contract / Service Agreement | Custom Column or Related Board1:1 | Fully supported | |
| Project | Board1:1 | Fully supported | |
| User / Owner | Team Member / Assignee1:1 | 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.
ConSol gotchas
REST API documentation is fragmented across multiple moved URLs
Workflow automations and SLA rules are not API-accessible
Attachment extraction requires a secondary pipeline pass
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
Audit ConSol data model and define monday CRM board structure
FlitStack extracts your ConSol schema — case types, custom fields, SLA configurations, and nested case relationships — and maps them to monday CRM boards and column types. We deliver a migration plan that defines which ConSol case type maps to which monday CRM board, which custom fields need to be created before import, and how sub-cases will be linked to parent items. monday CRM workspaces and boards are provisioned in advance so the schema is ready before any data is written.
Map and resolve ConSol users to monday CRM team members
FlitStack matches ConSol user records to monday CRM team members by email address. Any ConSol assignee, case owner, or project lead without a matching monday CRM account is flagged in a pre-migration report. Your team either invites those users to monday CRM before the migration or assigns them to a fallback owner. No item or contact lands without a valid monday CRM assignee — this prevents orphaned records that cannot be actioned after cutover.
Export ConSol data and run a sample migration with field-level diff
We export ConSol contacts, companies, cases, sub-cases, activity logs, and attachments. A representative sample — typically 200–500 records spanning each case type — is migrated first. We generate a field-level diff between the ConSol source and the monday CRM destination so you can verify case number preservation, SLA tier mapping, status value translation, and assignee resolution before the full run commits.
Execute full migration with pagination and rate-limit management
The full migration runs against monday CRM's API using plan-appropriate call pacing. ConSol cases import as monday CRM items, contacts as monday CRM contacts, companies as monday CRM companies, and attachments as monday CRM item files. Sub-cases attach as sub-items linked by Parent_Item_ID__c. SLA tier names and hours land as custom fields. A delta-pickup window (24–48 hours) captures any ConSol records modified during the cutover period.
Deliver audit log, export automation definitions, and one-click rollback
FlitStack produces a full audit log of every record written — source ID, destination ID, field mappings applied, and timestamp. ConSol automation definitions are exported as a JSON reference file for your monday CRM admin to rebuild in monday's automation builder. If reconciliation reveals mismatches that cannot be resolved in-place, one-click rollback reverts the monday CRM workspace to its pre-migration state so you can re-run after correcting the mapping.
Platform deep dives
ConSol
Source
Strengths
Weaknesses
monday CRM
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. All 8 core objects map 1:1 between ConSol and monday CRM.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across ConSol and monday CRM.
Object compatibility
All 8 core objects map 1:1 between ConSol and monday CRM.
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
ConSol: Not publicly documented.
Data volume sensitivity
ConSol doesn't expose a bulk API — REST + parallelization used for high-volume runs.
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 ConSol to monday CRM migration scoping. Not seeing yours? Book a call.
Walk through your ConSol to monday CRM migration with a real engineer — 30 minutes, free, written quote within 24 hours.
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