CRM migration

Migrate from ConSol to monday CRM

Field-level mapping, validation, and rollback between ConSol and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.

ConSol logo

ConSol

Source

monday CRM

Destination

monday CRM logo

Compatibility

90%

9 of 10

objects map 1:1 between ConSol and monday CRM.

Complexity

BStandard

Timeline

48–72 hours

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

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.

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

ConSol logo

ConSol

What's pushing teams away

  • Limited integration with external CRM systems noted as a frustration in G2 reviews, with users unable to connect ConSol CM to their primary customer platforms.
  • Complex feature set and steep learning curve reported in G2 feedback, with users feeling overwhelmed by information density during onboarding.
  • Perpetual licensing and enterprise pricing structure makes the platform costly for smaller organizations evaluating alternatives.
  • Vendor lock-in concerns with proprietary German-developed platform motivating organizations to evaluate international alternatives with broader ecosystem support.

Choosing

monday CRM logo

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 ConSol objects map to monday CRM

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

maps to

monday CRM

Contact

1:1
Fully supported

ConSol 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

maps to

monday CRM

Company

1:1
Fully supported

ConSol 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

maps to

monday CRM

Item (on Board)

1:1
Fully supported

ConSol 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

maps to

monday CRM

Sub-item (on Item)

1:many
Fully supported

ConSol 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

maps to

monday CRM

File (on Item)

1:1
Fully supported

ConSol 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

maps to

monday CRM

Updates / Activity column

1:1
Fully supported

ConSol 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

maps to

monday CRM

Custom Column (Priority / SLA)

1:1
Fully supported

ConSol 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

maps to

monday CRM

Custom Column or Related Board

1:1
Fully supported

ConSol 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

maps to

monday CRM

Board

1:1
Fully supported

ConSol 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

maps to

monday CRM

Team Member / Assignee

1:1
Fully supported

ConSol 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.

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.

ConSol logo

ConSol gotchas

High

REST API documentation is fragmented across multiple moved URLs

High

Workflow automations and SLA rules are not API-accessible

Medium

Attachment extraction requires a secondary pipeline pass

monday CRM logo

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

Pair-specific challenges

  • ConSol nested case hierarchy requires flattening before import into monday CRM items

    ConSol supports parent-child case relationships where a sub-case inherits context from its parent and can have its own SLA, assignee, and activity log. Monday CRM's item model is flat — sub-items exist but do not carry independent SLA timers or deep hierarchy. FlitStack flattens sub-cases into monday CRM sub-items linked to their parent item via a custom Parent_Item_ID__c field. SLA hours and timestamps are preserved as custom fields on each sub-item. If your ConSol setup has more than three levels of case nesting, we recommend splitting those levels across separate monday CRM boards with cross-board links rather than relying solely on sub-items, which monday CRM limits to one level deep.

  • Monday CRM API daily call limits cap bulk ingestion speed on lower plans

    Monday CRM enforces daily API call limits that vary by plan: 1,000 calls/day on Basic and Standard tiers, 10,000 calls/day on Pro, and 25,000 calls/day on Enterprise. A ConSol instance with 50,000 cases plus attachments can require hundreds of thousands of individual API calls when counting nested records, file uploads, and update logs. FlitStack handles this by batching records, using monday CRM's bulk-friendly mutation endpoints where available, and respecting per-minute concurrency limits (40 for non-Enterprise, 100 for Pro, 250 for Enterprise). Large migrations on Basic/Standard plans may take longer because we pace calls to avoid DAILY_LIMIT_EXCEEDED errors — this affects timeline estimates for high-record-volume migrations.

  • SLA tiers and escalation timers have no native monday CRM equivalent and must be rebuilt

    ConSol CM tracks SLA tiers with named stages (First Response, Resolution), configurable timers, and escalation rules triggered when timers breach. Monday CRM has no native SLA column type or time-tracking for case items — the platform does not automatically trigger escalations based on elapsed hours. FlitStack migrates SLA tier names and hour values as custom columns on monday CRM items. SLA escalation automations must be rebuilt in monday's automation builder (Pro and Enterprise tiers support time-based triggers). This is a business-process decision that your monday CRM admin should scope after reviewing the migrated data, not a data-loss issue.

  • Monday CRM automations are board-scoped and cannot replicate ConSol cross-entity BPM rules

    ConSol workflows can span multiple case types, trigger on SLA breaches across entities, and route cases between service queues based on complex conditions. Monday CRM automations are scoped to a single board — there is no cross-board automation or global workflow engine in the CRM module. FlitStack exports ConSol automation definitions as JSON that your monday CRM admin can use as a rebuild reference. The practical constraint is that multi-entity escalation chains and cross-board routing must be redesigned in monday CRM rather than directly ported.

  • File attachments on ConSol cases require download and re-upload to monday CRM storage

    ConSol stores file attachments in its own document management layer. Monday CRM attaches files to items using its own storage system. FlitStack downloads ConSol attachments, preserves original filenames, and re-uploads them to monday CRM items. File size limits depend on your monday CRM plan — Standard includes 5GB account storage and Pro includes 100GB. Very large attachments (CAD files, high-resolution images) that exceed monday's per-file upload limits must be stored externally with a link stored in the monday CRM item description field.

Migration approach

Six steps for a successful ConSol to monday CRM data migration

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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

Context on both ends of the pair

ConSol logo

ConSol

Source

Strengths

  • Combines help desk ticketing with BPM workflow capabilities in a single platform.
  • Intelligent auto-routing assigns requests to appropriate support tiers automatically.
  • ISO 27001 certified cloud deployment meets enterprise security standards.
  • Established in 1984 with a track record of large enterprise deployments in Germany.

Weaknesses

  • Limited public API documentation makes automated data extraction and migration planning difficult.
  • Integration capabilities with external CRMs are constrained, limiting hybrid workflow setups.
  • Steep onboarding curve requires significant training investment before teams become productive.
monday CRM logo

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.

Complexity grading

How hard is this migration?

Standard CRM migration. All 8 core objects map 1:1 between ConSol and monday CRM.

B

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across ConSol and monday CRM.

  • Object compatibility

    A

    All 8 core objects map 1:1 between ConSol and monday CRM.

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    8-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    ConSol: Not publicly documented.

  • Data volume sensitivity

    B

    ConSol doesn't expose a bulk API — REST + parallelization used for high-volume runs.

Estimator

Estimate your ConSol to monday CRM migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about ConSol to monday CRM data migrations

Answers to the questions buyers ask most during ConSol to monday CRM migration scoping. Not seeing yours? Book a call.

Can't find your answer?

Walk through your ConSol to monday CRM migration with a real engineer — 30 minutes, free, written quote within 24 hours.

Book a free 30 minute consultation

Most ConSol-to-monday CRM migrations complete in 48–72 hours for under 50,000 records. Larger instances with 200,000+ records or complex nested case hierarchies extend to 5–10 days. The longest planning step is flattening ConSol sub-case relationships into monday CRM sub-items or related boards — this requires schema review before any data moves.

Adjacent paths

Related migrations to explore

Ready when you are

Move from ConSol.
Land in monday CRM, intact.

Tell us record counts and timeline. We'll come back with a written quote inside 1 business day — no commitment, no sales pitch.

Accuracy guarantee Rollback included Quote in 1 business day