Migrate from Devi to monday CRM

Export confirmation and data access audit

We begin by requiring the customer to confirm data export capabilities with Devi support or to provide a manual export file (CSV, JSON, or database backup). If Devi provides a data access panel, admin export function, or API endpoint, we document it and attempt a read connection. If no export method exists, we communicate this as a hard blocker and advise the customer to request export access from Devi before proceeding. This step determines whether the migration can proceed as an automated extraction or requires manual file delivery from the customer.

Discovery and schema reconstruction

We run an extended discovery phase because Devi's data model is unconfirmed. We request any internal documentation the customer has about Devi's data structure, including any screenshots of the admin panel, a sample export file, or a description of which fields the team uses daily. We reconstruct an inferred schema from the Devi G2 review description and the customer's confirmation. The discovery output is a written mapping document that the customer reviews and approves before we begin building the Monday.com destination schema.

Monday.com CRM board and entity setup

We create the Monday.com CRM boards and configure the entity structure based on the approved mapping. This includes creating a People board (with Name, Email, Phone, Social Handle, Lead Score, Source columns), an Organizations board if organizational data exists, a Deals board with the relevant pipeline stages, and a Tags taxonomy. We configure Status columns, custom columns, and any formula or dependency columns required by the mapping. Board setup runs in a Monday.com test workspace first for the customer to validate.

Data import in Monday.com-native format

We import data into Monday.com using the platform's CSV import for People, Organizations, and Deals, or via the Monday.com API for more complex record types. We apply the field mapping defined in the discovery phase, resolve any owner references to Monday.com User accounts by email, and set Status values to match the inferred lead lifecycle from Devi. Each import phase emits a row-count reconciliation report so the customer can verify record counts before proceeding.

Content asset migration and external reference documentation

Any AI-generated visual content or media files from Devi are migrated as file attachments on the relevant Monday.com item where possible. If files are stored in an external media library that we cannot access programmatically, we document the file URLs and media sources in a written reference sheet so the customer can relink or re-upload assets in Monday.com post-migration. Monday.com's file storage limits (250 MB per file on Pro) apply; we flag any file that exceeds this limit for the customer to handle manually.

Cutover, validation, and automation rebuild handoff

We freeze data entry in Devi during the cutover window, run a final delta import of any records modified during migration, and enable Monday.com as the system of record. We deliver a written automation inventory documenting what Devi's inferred triggers were and a recommended Monday.com automation builder equivalent for each. We do not rebuild Monday.com automations inside the migration scope; that work is handled by the customer's admin or a Monday.com implementation partner. We support a five-day hypercare window for reconciliation issues raised during the first week of live use.