Migrate from Divalto weavy to monday CRM

Discovery and export coordination with Divalto

We audit the Divalto weavy environment across all active modules, capturing record counts for Contacts, Companies, Leads, Deals, Activities, and any Development Studio custom objects. Simultaneously, we initiate the export coordination process with Divalto to request full data exports or to schedule the manual CSV export workflow with the customer's Divalto administrator. We also identify the pipeline stage list and any custom fields in use. The discovery output is a written migration scope, an export checklist with Divalto contacts, and a Monday.com board architecture plan.

Monday.com board architecture design

We design the Monday.com CRM board structure before any data loads. This includes provisioning a Contact board, a Company board, a Deals board, and any additional boards needed for custom objects. For each board, we define the column types (text, email, phone, number, date, status, person, file, connect boards) to match the extracted Divalto weavy field types. We configure board groups to reflect Divalto weavy pipeline stages and lifecycle statuses. Board architecture is validated in a Monday.com staging workspace before production boards are created.

Custom field audit and column mapping

We run a schema audit against Divalto weavy's Development Studio customizations, cataloguing every custom field, its data type, and any picklist or multi-select values. Each custom field is mapped to a Monday.com custom column of the closest matching type. Multi-select picklists in Divalto weavy map to Monday.com multi-select columns; date fields map to date columns; numeric fields map to number columns. We document the full field mapping matrix and share it with the customer's admin for sign-off before import begins.

Data extraction, transformation, and staging

We receive data exports from Divalto weavy (vendor-assisted CSV or manual exports coordinated by the customer) and transform the records into Monday.com API-compatible JSON payloads. We deduplicate records using email as the primary key for Contacts, and name-plus-domain for Companies. We flag any records with missing required fields (e.g., Contact without an email) for the customer's admin to resolve before import. The transformed dataset is staged in a secure working environment for validation before API upload.

Monday.com API load and reconciliation

We load records into Monday.com via the Monday.com REST API using batch creation with exponential backoff on rate-limit responses. Accounts (Companies) are loaded first, then Contacts with the Account relationship resolved, then Deals with the Contact and Account lookups resolved. Activity records are converted to Updates on the parent item via the Monday.com API. Each phase emits a row-count reconciliation report comparing the source record count against the destination item count. Discrepancies are investigated and corrected before the next phase begins.

Cutover, validation, and automation handoff

We freeze Divalto weavy writes during the cutover window, run a final delta migration of any records modified during the migration period, then enable Monday.com CRM as the system of record. We deliver the automation inventory document listing every Divalto weavy workflow and Development Studio automation with a recommended Monday.com automation equivalent and rebuild instructions. We support a one-week post-migration verification window where we resolve any reconciliation issues raised by the customer's team.