CRM migration
Field-level mapping, validation, and rollback between Contact Beacon and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.
Contact Beacon
Source
monday CRM
Destination
Compatibility
5 of 8
objects map 1:1 between Contact Beacon and monday CRM.
Complexity
BStandard
Timeline
2-3 weeks
Overview
Moving from Contact Beacon to Monday.com CRM is a structural translation from a charity-optimized flat object model into a board-based item architecture. Beacon organizes data around Contact, Donation, and Campaign records with Gift Aid declared as a boolean toggle per donation; Monday.com CRM uses Boards containing Items with Groups and Columns, where a Contact becomes an Item and a Donation becomes a sub-item or linked Item with a custom column for Gift Aid status. We extract Beacon data via paginated API reads (no bulk endpoint exists) and build Monday.com board equivalents that preserve donor-to-donation relationships and campaign attribution. Beacon's automated Gift Aid submission workflows and thank-you sequences do not export from the API; we audit them during scoping and deliver a written rebuild guide for Monday.com's Automation Rules. Pricing shifts from Beacon's per-user model (Starter £30, Standard £104) to Monday.com's per-seat model (Basic $10, Standard $15, Pro $25 per seat per month) with unlimited contacts across all tiers.
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 Contact Beacon 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.
Contact Beacon
Contact
monday CRM
Item (Contacts Board)
1:1Beacon Contact records map to Monday.com Items in a Contacts board. Standard fields (name, email, address, phone) become Monday.com Text, Email, Location, and Phone columns. Owner assignment from Beacon maps to Monday.com's People column. We resolve the primary Contact relationship for each Donation at migration time so sub-items can reference the correct parent Item.
Contact Beacon
Donation
monday CRM
Sub-item or linked Item
1:1Beacon Donations map to Monday.com Sub-items attached to the parent Contact Item in the Contacts board, or as linked Items in a Donations board connected via Connect boards column. The Donation amount, date, and campaign tag migrate to numeric, date, and status columns respectively. We preserve the parent Contact relationship by resolving the contact_id foreign key at migration time.
Contact Beacon
Campaign
monday CRM
Group or Board
lossyBeacon Campaigns group Donations and Contacts for reporting. We map each Campaign to either a Group within the Donations board or a standalone Board depending on whether the customer wants campaign-level reporting isolated. Campaign name, status, and start/end dates become Group or Board metadata fields.
Contact Beacon
Gift Aid Flag
monday CRM
Custom Checkbox Column
lossyBeacon stores Gift Aid status as a boolean on each Donation record. Monday.com has no native Gift Aid field, so we create a custom Checkbox column in the Donations board and map the boolean directly. The customer configures this column with a label matching their reporting needs (e.g., 'Gift Aid Claimed'). We flag any Donations where Gift Aid is true so the customer can verify coverage after migration.
Contact Beacon
Tag
monday CRM
Label
1:1Beacon Tags on Contacts and Donations migrate as Monday.com Labels. Labels are per-board, so Tags used on Contacts migrate to the Contacts board and Tags used on Donations migrate to the Donations board. We flag any Tags that correspond to inactive Beacon workflows during scoping so the customer can decide whether to preserve or drop them.
Contact Beacon
Custom Field
monday CRM
Custom Column
1:1Beacon per-organization custom fields on Contacts and Donations map to Monday.com custom columns of equivalent type: text fields become Text columns, numbers become Numeric columns, dates become Date columns, and dropdown values become Dropdown columns. Multi-select fields in Beacon map to Dropdown columns in Monday.com with multiple selections stored as comma-separated values pending a labeling strategy decision during scoping.
Contact Beacon
Pipeline
monday CRM
Status Column or Board
lossyBeacon Pipelines track donor journey stages. Stage names and ordering migrate to Monday.com as a Status column on the Donations board, with each stage becoming a distinct status value. If the customer uses Beacon Pipelines for campaign-level grouping rather than donor progression, we may map them to separate Boards instead.
Contact Beacon
Attachment
monday CRM
File Column
1:1File attachments on Beacon Contact records are downloaded via individual API requests and re-uploaded to Monday.com's File column on the corresponding Item. Large batches are chunked to stay within Beacon's rate limits. We preserve the original filename and attach date metadata.
| Contact Beacon | monday CRM | Compatibility | |
|---|---|---|---|
| Contact | Item (Contacts Board)1:1 | Fully supported | |
| Donation | Sub-item or linked Item1:1 | Fully supported | |
| Campaign | Group or Boardlossy | Fully supported | |
| Gift Aid Flag | Custom Checkbox Columnlossy | Fully supported | |
| Tag | Label1:1 | Fully supported | |
| Custom Field | Custom Column1:1 | Fully supported | |
| Pipeline | Status Column or Boardlossy | Fully supported | |
| Attachment | File Column1:1 | 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.
Contact Beacon gotchas
API keys are shown once and never recoverable
No bulk export endpoint forces paginated extraction
Revoked API keys are permanently invalidated
Workflows have no export path
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 scoping
We request Beacon API credentials (generated fresh for the migration window), extract record counts for Contacts, Donations, Campaigns, Tags, and custom fields, and audit every active Beacon workflow. We document the Gift Aid flag distribution across donations, identify any Tags associated with inactive workflows, and confirm the pipeline stage structure. This output is a written migration scope with record counts, custom field inventory, and workflow audit list.
Board and column schema design
We design the Monday.com board architecture based on the customer's Beacon data model. Typically this means a Contacts board with a People column for owner assignment, a Donations board (or sub-items on Contacts) with Amount, Date, and Campaign columns, and a custom Checkbox column for Gift Aid status. We define Group naming conventions, Status column values matching Beacon pipeline stages, and any custom column types for Beacon custom fields. The customer reviews and approves the board design before any data moves.
Data extraction from Beacon
We extract Beacon data via paginated API reads, running in off-peak hours for large datasets to minimize rate-limit pressure. Each object (Contacts, Donations, Campaigns) is extracted separately and stored in a structured staging format. We flag any records with missing required fields and report extraction progress by object type. API key hygiene is maintained throughout: the migration key is not revoked until the final record is extracted and confirmed in staging.
Data transformation and Gift Aid mapping
We transform Beacon records into Monday.com Item format, mapping field types to column types and resolving parent-child relationships (Donation to Contact, Campaign attribution). The Gift Aid boolean is written to the custom Checkbox column we created during schema design. Tags become Labels, custom fields map to custom columns, and owner assignments map to the People column by email match. Any multi-select fields are handled per the customer's chosen labeling strategy.
Import and reconciliation
We import Items into Monday.com boards via the Monday.com API with batch chunking and rate-limit handling. After import, we reconcile record counts against the Beacon source (Contacts in, Donations in, Campaigns in), spot-check 25-50 records for field accuracy and relationship integrity, and verify Gift Aid coverage. Any missing or malformed records are corrected in staging and re-imported before cutover.
Cutover, validation, and workflow rebuild handoff
We freeze Beacon writes during cutover, run a final delta migration of any records modified during the migration window, then enable Monday.com as the system of record. We deliver the workflow audit and rebuild guide to the customer's admin team for Monday.com Automation Rules recreation. We provide a one-week hypercare window for reconciliation issues. We do not rebuild Beacon workflows as Monday.com automations inside the migration scope.
Platform deep dives
Contact Beacon
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 Contact Beacon 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
Contact Beacon: Not publicly documented in customer-facing materials; rate-limit headers returned on 429 responses.
Data volume sensitivity
Contact Beacon 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 Contact Beacon to monday CRM migration scoping. Not seeing yours? Book a call.
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