CRM migration

Migrate from Data Team DDS to monday CRM

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

Get a quote See object mapping
Data Team DDS logo

Data Team DDS

Source

monday CRM

Destination

monday CRM logo

Compatibility

100%

10 of 10

objects map 1:1 between Data Team DDS and monday CRM.

Complexity

BStandard

Timeline

48–72 hours

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

Data Team DDS uses a traditional relational CRM model — contacts, companies, deals, pipelines, and activity logs stored as normalized database records. monday CRM replaces that model with a board-based structure: every contact, company, and deal becomes an Item on a dedicated board, with column types (Status, Date, Numbers, Tags) replacing field definitions. The migration translates Data Team DDS contacts and companies into monday CRM People Board Items, deals into monday CRM Deals Board Items, and pipelines into Status column values with automation triggers. Custom fields from Data Team DDS become monday CRM custom columns — text, number, date, or dropdown matched by data type. FlitStack AI sequences the migration so foreign-key relationships (contact-to-company, deal-to-contact) resolve correctly when Items are created. Activity history migrates as monday CRM Updates with original timestamps and owners. Automations, integrations, and workflows do not carry over — they must be rebuilt using monday CRM's automation recipes after migration. The migration runs against Data Team DDS API and monday CRM API, with a delta-pickup window capturing in-flight changes during the cutover.

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.

Data Team DDS logo

Source platform

Data Team DDS platform overview

Scorecard, SWOT, gotchas, and pricing for Data Team DDS.
monday CRM logo

Destination platform

monday CRM platform overview

Scorecard, SWOT, gotchas, and pricing for monday CRM.

Data migration guide

The complete monday.com CRM migration guide

Data model, import mechanisms, field mapping strategy, pitfalls, and cutover — by the engineers running it.

Destination checklist

monday.com CRM migration checklist

Pre- and post-cutover tasks for moving onto monday CRM.

Why teams make this switch

Two sides of the same decision

Leaving

Data Team DDS logo

Data Team DDS

What's pushing teams away

  • Practices report that limited integrations with imaging systems and lab partners force manual workarounds that erode efficiency gains
  • Custom reporting capabilities are often described as insufficient for practices tracking production by provider or case type
  • Smaller practices cite pricing as a barrier when evaluating tier upgrades for multi-location or multi-doctor setups
  • User interface complexity for staff with limited technical experience creates onboarding friction, especially for front-desk teams new to the system

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 Data Team DDS objects map to monday CRM

Each row shows how a Data Team DDS 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.

Data Team DDS

Contact / Person

maps to

monday CRM

People Board Item

1:1
Fully supported

Each Data Team DDS contact record becomes a monday CRM Item on the People Board. Name, email, phone, and address map to the corresponding Item property columns. Contacts without a primary company land in an 'Unassigned' group by default. Owner assignment uses monday CRM user email matching — each Data Team DDS owner email is matched against monday CRM workspace members.

Data Team DDS

Company / Organization

maps to

monday CRM

Organizations Board Item

1:1
Fully supported

Each Data Team DDS company record becomes a monday CRM Item on the Organizations Board. Company name, domain, industry, employee count, and address fields map to equivalent monday CRM property columns. Industry pick-list values are evaluated against monday CRM's default options — any values without a match are preserved as a custom Industry__c column with the source value retained.

Data Team DDS

Contact-Company Association

maps to

monday CRM

People Board Group or connect-column link

1:1
Fully supported

Data Team DDS supports N:N contact-to-company associations natively. monday CRM has no native N:N contact-company model — each contact lands on the People Board, each company on the Organizations Board. We link them using monday CRM's connect-boards column (Pro and Enterprise plans) or by placing contacts in Groups named for their primary company. Secondary company affiliations are preserved as Tags on the contact Item.

Data Team DDS

Deal / Opportunity

maps to

monday CRM

Deals Board Item

1:1
Fully supported

Each Data Team DDS deal becomes a monday CRM Item on the Deals Board. The deal name, amount, expected close date, owner, and notes map to equivalent columns. The Data Team DDS pipeline stage maps to a monday CRM Status column value — each stage name becomes a selectable status option that can trigger automations in monday CRM.

Data Team DDS

Pipeline Stage

maps to

monday CRM

Status Column Value

1:1
Fully supported

Data Team DDS pipeline stage names are mapped value-by-value to monday CRM Status column options. Stage order and color coding are preserved where possible. Stages that exist in Data Team DDS but have no monday CRM equivalent are added as new status options before migration — FlitStack AI delivers a stage-mapping plan in the pre-migration review.

Data Team DDS

Activity / Notes

maps to

monday CRM

Item Updates

1:1
Fully supported

Data Team DDS activity logs (calls, emails, meetings, notes) migrate as monday CRM Updates on the corresponding Item. Each Update captures the original activity type, body text, timestamp, and owner. monday CRM Updates are threaded and timestamped, providing a comparable activity timeline. Attachments on notes are re-uploaded as Item attachments.

Data Team DDS

File Attachment

maps to

monday CRM

Item Attachment

1:1
Fully supported

File attachments on Data Team DDS records are re-uploaded to monday CRM as Item attachments. Storage limits vary by monday CRM plan — files exceeding the plan limit are flagged before migration so your team can decide whether to archive or upgrade. File version history is not native in monday CRM and is not preserved unless your team maintains the version chain manually.

Data Team DDS

Custom Field

maps to

monday CRM

Custom Column

1:1
Fully supported

Every Data Team DDS custom field is recreated as a monday CRM custom column on the relevant board. FlitStack AI maps field types — text fields to Text columns, numeric fields to Numbers columns, date fields to Date columns, and pick-list fields to Dropdown or Status columns. Column-level formulas from Data Team DDS do not carry over and must be rebuilt as monday CRM formula columns after migration.

Data Team DDS

Owner / User

maps to

monday CRM

monday CRM User (workspace member)

1:1
Fully supported

Data Team DDS owner assignments are resolved by matching owner email addresses against monday CRM workspace members. Owners with no matching monday CRM account are assigned to a fallback user (configurable) and flagged in the migration report for your admin to address before go-live.

Data Team DDS

Tag / Label

maps to

monday CRM

Tags Column

1:1
Fully supported

Data Team DDS tags migrate to monday CRM Tags column values on Items. Tags are per-item labels — a tag used across 200 contacts becomes 200 individual tag assignments in monday CRM. Tags with no match in monday CRM are preserved as a catch-all 'Other' tag or held as a custom text column until your team decides on the final tagging taxonomy.

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.

Data Team DDS logo

Data Team DDS gotchas

High

No publicly documented public API found in research

Medium

Custom field schema varies per practice account

Medium

Insurance payer mappings are state and plan-specific

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

  • monday CRM board structure flattens Data Team DDS object hierarchies

    Data Team DDS stores contacts, companies, and deals as normalized relational records with explicit foreign-key links between them. monday CRM has no native relational model — items on a board are independent rows linked visually through grouping, Tags, or the connect-boards column. N:N contact-to-company relationships from Data Team DDS collapse into a single primary link per contact in monday CRM unless your team uses the connect-boards column (available on Pro and Enterprise plans). Secondary company affiliations are preserved as Tags but lose the structural enforcement Data Team DDS provides. We map every relationship we can identify, flag the rest in the migration report, and your monday CRM admin decides whether to recreate N:N links or accept the flattened structure.

  • Pipeline stages require manual value-by-value mapping before migration runs

    Data Team DDS defines pipeline stages as pick-list values with custom labels and sort order per pipeline. monday CRM's Status column requires each stage name to be added as a selectable status option before any records land. If your Data Team DDS pipeline has eight stages with custom labels, each one must be manually added to the monday CRM Deals Board Status column as a named value before migration begins. Stages with identical names across multiple pipelines in Data Team DDS map to a single monday CRM status — pipeline-specific stage variants need separate Status columns on separate boards or a custom Dropdown column. FlitStack AI delivers the full stage-mapping plan in the pre-migration review so your monday CRM admin can configure the board before data arrives.

  • Automations and workflow rules do not migrate and require a rebuild project

    Data Team DDS automation rules (if-object-update-then-action triggers) are a platform-native feature with no export mechanism. monday CRM has a separate automation system built on trigger-action recipes — it does not read Data Team DDS automation logic. Every rule your team relies on for lead routing, deal stage updates, owner reassignment, or notification triggers must be reverse-engineered and rebuilt manually. For teams with more than 20 active automations, this rebuild work can take as long as the data migration itself. FlitStack AI exports a structured inventory of every Data Team DDS automation rule so your monday CRM admin has a reference document for the rebuild.

  • File attachments inherit monday CRM storage limits and lose version history

    monday CRM attaches files directly to Items with per-plan storage limits — Basic plans include 5GB per workspace, Standard adds 20GB, and Pro includes 100GB. Files over 500MB per upload require Enterprise. Data Team DDS file attachments, including document versions and historical uploads, re-upload to monday CRM as flat Item attachments. monday CRM does not natively track file version history — each re-upload is a standalone file. If your Data Team DDS records contain document attachments with version chains, the version metadata is not preserved unless your team maintains it manually. FlitStack AI audits file sizes before migration and flags any attachments that exceed monday CRM plan limits.

  • Custom fields become per-board columns requiring manual board-level configuration

    Data Team DDS defines custom fields at the object level — a custom field applies to every contact record across the system. monday CRM defines custom columns at the board level — the same custom field must be added individually to each monday CRM board where it is relevant. If your Data Team DDS deployment has 15 custom contact fields, all 15 must be added as columns to both the People Board and any other board where contacts appear. FlitStack AI inventories every custom field, maps its data type to the closest monday CRM column type (Text, Number, Date, Dropdown, Tags), and delivers a column-creation checklist as part of the pre-migration plan so your monday CRM admin can configure boards before migration runs.

Migration approach

Six steps for a successful Data Team DDS to monday CRM data migration

  1. Extract Data Team DDS data via API and export

    FlitStack AI connects to Data Team DDS using scoped read access — your team retains full write access throughout. We export all contacts, companies, deals, pipeline definitions, activity logs, attachments, custom field definitions, tags, and owner records. The export run produces a structured data manifest that we cross-reference against your Data Team DDS record counts to confirm completeness before any transformation begins. If the Data Team DDS API imposes rate limits or pagination constraints, we throttle the extraction to avoid throttling and flag any gaps in the export log.

  2. Analyze schema and deliver monday CRM board configuration plan

    FlitStack AI inventories every Data Team DDS object, field, custom field, and pipeline. We produce a monday CRM board plan specifying which boards to create (People Board, Organizations Board, Deals Board), which column types to add for each field, and how Data Team DDS pipeline stages map to monday CRM Status column values. Owner email matching against monday CRM workspace members is validated at this stage — any Data Team DDS owners without monday CRM accounts are flagged with a fallback assignment recommendation. Your monday CRM admin creates the boards and columns using our checklist before migration validation runs.

  3. Run sample migration with field-level diff

    A representative slice of records — typically 100–500 spanning contacts, companies, deals, and a few activity logs — migrates into monday CRM as a dry run. FlitStack AI generates a field-level diff comparing each source field against the destination column value, flagging any truncation, value-mapping mismatches, or missing required fields. The diff report lets you verify that pipeline stage mapping, owner resolution, contact-company linking, and tag assignment all look correct before the full run commits. Adjustments to column types, status values, or owner fallback rules are made before proceeding.

  4. Execute full migration with delta-pickup window

    The full dataset runs against monday CRM — contacts and organizations first (to resolve links), then deals with contact and organization references resolved. Files are uploaded as Item attachments in batches. monday CRM's API rate limits (1,000 calls per day on Basic/Standard, 10,000 on Pro) determine batch pacing. After the full run completes, a 48-hour delta-pickup window captures any records created or modified in Data Team DDS during the migration window. FlitStack AI runs a final reconciliation comparing total record counts and field completeness against the source export manifest.

  5. Audit, rollback, and deliver automation rebuild reference

    FlitStack AI delivers a migration audit log covering every record created, every field mapped, and every file uploaded. Record counts and field-population rates are reported per object so your team can spot-check monday CRM directly. If reconciliation reveals gaps, one-click rollback reverts the monday CRM workspace to its pre-migration state. Alongside the audit log, FlitStack AI exports a structured automation inventory — every Data Team DDS workflow rule documented with its trigger object, condition logic, and action — giving your monday CRM admin a rebuild reference without needing to reverse-engineer the source platform.

Platform deep dives

Context on both ends of the pair

Data Team DDS logo

Data Team DDS

Source

Strengths

  • Specialized for dental practice workflows including scheduling, treatment planning, and insurance claim handling
  • Patient record management consolidates demographics, clinical history, and billing in one linked system
  • Appointment scheduling with provider assignment supports multi-chair and multi-provider practice configurations
  • Insurance claim tracking with payer reference and status monitoring reduces follow-up effort on rejected claims
  • Custom fields allow per-practice configuration for referral tracking, recall preferences, and specialty flags

Weaknesses

  • Reporting and analytics capabilities lag behind broader CRM platforms, limiting production and revenue-cycle insights
  • Integration ecosystem is narrower than horizontal CRMs, requiring custom work for specialty imaging, lab, or ERP connections
  • Custom field schema varies by practice, creating migration complexity when switching to a destination system with a different data model
  • Multi-location support is limited on lower tiers, restricting scalability for growing dental groups
  • Export mechanisms may require manual intervention or third-party tools, as no fully documented public API was found in the research
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. 1 of 8 objects need a mapping; the rest are 1:1.

B

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across Data Team DDS and monday CRM.

  • Object compatibility

    B

    1 of 8 objects need a mapping; the rest are 1:1.

  • 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

    Data Team DDS: Not publicly documented.

  • Data volume sensitivity

    B

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

Estimator

Estimate your Data Team DDS 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 Data Team DDS to monday CRM data migrations

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

Can't find your answer?

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

Book a free 30 minute consultation

Most Data Team DDS to monday CRM migrations complete in 48–72 hours of active migration time for typical record volumes. The full project — including discovery, board planning, sample migration, and delta pickup — typically spans 1–2 weeks. Larger migrations with over 100,000 records, extensive custom fields, or multiple Data Team DDS pipelines to map into separate monday CRM boards extend to 5–10 days of active migration work plus planning time. monday CRM API rate limits on lower plans also affect batch pacing.

Adjacent paths

Related migrations to explore

Other ways to leave Data Team DDS

Data Team DDS logo
Freshsales logo
Data Team DDS to Freshsales Migration
Data Team DDS logo
HighLevel logo
Data Team DDS to HighLevel Migration
Data Team DDS logo
HubSpot logo
Data Team DDS to HubSpot Migration

Other ways to arrive at monday CRM

aACE logo
monday CRM logo
aACE to monday CRM Migration
Accelo logo
monday CRM logo
Accelo to monday CRM Migration
Access CRM logo
monday CRM logo
Access CRM to monday CRM Migration

Same-CRM migrations

Freshsales logo
HighLevel logo
Freshsales to HighLevel Migration
Freshsales logo
HubSpot logo
Freshsales to HubSpot Migration
Freshsales logo
Mailchimp logo
Freshsales to Mailchimp Migration

Ready when you are

Move from Data Team DDS.
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.

Book a call
Accuracy guarantee Rollback included Quote in 1 business day