CRM migration
Field-level mapping, validation, and rollback between ELMA365 and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.
ELMA365
Source
monday CRM
Destination
Compatibility
6 of 8
objects map 1:1 between ELMA365 and monday CRM.
Complexity
BStandard
Timeline
2-4 weeks
Overview
Moving from ELMA365 to Monday.com CRM is a data-model translation exercise as much as a record copy. ELMA365 organizes work around Projects, Tasks, Workflows, and BPMN-adjacent process instances; Monday.com CRM uses boards with items organized by columns, groups, and custom views. We extract ELMA365's core CRM-adjacent records (contacts, companies, tasks, documents) via the platform's export capabilities, map them to Monday.com CRM entities, and set up the destination boards with appropriate column types and group structures. ELMA365's multi-tenant HUB architecture requires tenant-level isolation during extraction. Automations, RPA robots, and BPM workflow definitions do not migrate; we deliver a written inventory of these artifacts for your admin to rebuild inside Monday.com's automation builder.
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 ELMA365 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.
ELMA365
Contact
monday CRM
People (Contact)
1:1ELMA365 Contact records stored as part of its HR module or custom Applications map to Monday.com CRM People entities. We extract contact name, email, phone, and address fields via ELMA365 export or API, then map to the corresponding Monday.com People column types. Any custom fields defined in ELMA365 custom Applications become Monday.com CRM custom columns with appropriate type mapping (text, number, date, dropdown). Multi-tenant HUB instances each export separate contact pools; we deduplicate across tenants by email domain during staging.
ELMA365
Company
monday CRM
Company
1:1ELMA365 Company records map to Monday.com CRM Companies. We map company name, industry, website, and address fields to Monday.com Company column types. If ELMA365 stores companies as a custom Application rather than a native object, we reverse-engineer the schema from ELMA365's configuration export and create equivalent Company records in Monday.com CRM. Company-to-People linking uses Monday.com CRM's native relationship between Companies and People entities.
ELMA365
Task
monday CRM
Item (on Deals board)
1:1ELMA365 Tasks with standard fields (title, description, due date, assignee, status) map to Monday.com CRM Items. We map the task title to Item name, description to a text column, due date to a date column, and assignee to a person column. Task status values from ELMA365 map to Monday.com CRM status column options. Tasks that belong to a specific ELMA365 Project map to a Monday.com CRM board or group representing that project scope.
ELMA365
Project
monday CRM
Board or Group
1:manyELMA365 Projects contain nested Tasks and document attachments. We map each Project to a Monday.com CRM board (for primary projects) or a board group (for subordinate work packages). The MS Project-compatible XML export from ELMA365 provides task hierarchy which we translate into Monday.com CRM group structure. Document attachments associated with the project migrate to the board's file storage.
ELMA365
Document
monday CRM
File (attached to Item or Board)
1:1Documents attached to ELMA365 Tasks, Projects, or Process Instances are downloaded from ELMA365's file store and re-uploaded to the corresponding Monday.com CRM Item or board. We preserve folder hierarchy where it maps to Monday.com CRM groups. Large documents (over 50 MB) are flagged for manual handoff since Monday.com CRM has file storage limits per plan.
ELMA365
User
monday CRM
Team Member
1:1ELMA365 Users and their department assignments are exported from the directory. Role semantics differ across platforms; we map ELMA365 role names to Monday.com CRM team member permissions during scoping. Multi-tenant HUB users require workspace-level mapping to ensure each tenant's users land in the correct Monday.com CRM workspace.
ELMA365
Custom Application
monday CRM
Custom Columns or Board
lossyCustom Applications built in ELMA365's low-code designer store data in custom-defined tables. We reverse-engineer the schema from ELMA365's configuration export and map to Monday.com CRM custom columns within existing boards or create dedicated boards with the equivalent data structure. Custom lookup relationships between ELMA365 applications translate to Monday.com CRM item linking or connect boards. This requires the most scoping time because the schema is proprietary and varies per customer.
ELMA365
Process Instance
monday CRM
Item (with Status column)
1:1Running or historical ELMA365 Process Instances carry state data and current step status. We extract instance fields (business data stored on the process) and map the current process step to a Monday.com CRM status column on an Item. The process step name becomes a status label; the process-level business data becomes custom columns on the Item. Archived instances with no active work may be migrated as historical records with a closed status at the customer's discretion.
| ELMA365 | monday CRM | Compatibility | |
|---|---|---|---|
| Contact | People (Contact)1:1 | Fully supported | |
| Company | Company1:1 | Fully supported | |
| Task | Item (on Deals board)1:1 | Fully supported | |
| Project | Board or Group1:many | Fully supported | |
| Document | File (attached to Item or Board)1:1 | Fully supported | |
| User | Team Member1:1 | Fully supported | |
| Custom Application | Custom Columns or Boardlossy | Fully supported | |
| Process Instance | Item (with Status column)1:1 | 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.
ELMA365 gotchas
No public API documentation for programmatic extraction
Multi-tenant HUB requires tenant isolation mapping
RPA and workflow automation do not migrate
MS Project XML export loses custom fields and metadata
Russian-language content requires locale handling
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 extraction path determination
We audit the customer's ELMA365 instance to identify the CRM-adjacent objects: Contacts, Companies, Tasks, Projects, Documents, and any Custom Applications. We assess API availability (requesting admin credentials), test endpoint responses, and evaluate MS Project XML export as a fallback. For multi-tenant HUB deployments, we enumerate each tenant workspace and map the isolation boundary. The discovery output is a written extraction plan specifying the data volume per object, the extraction path (API, XML, or custom export), and any API provisioning delays.
Data quality audit and deduplication
We run a data quality audit on the extracted records before any transformation. This includes identifying duplicate contacts (same email or company name across ELMA365 workspaces), incomplete records (missing required Monday.com CRM fields), and inconsistent formatting (phone number formats, Cyrillic character encoding). We clean and standardize records in a staging environment and deliver a deduplication report to the customer for decisions on which records to consolidate versus retain separately.
Monday.com CRM board and schema design
We design the destination Monday.com CRM workspace: boards for People, Companies, Deals, and project-level work; column types matched to ELMA365 field types; group structures mapped from ELMA365 project hierarchy; and status column options mapped from ELMA365 task and process instance states. For ELMA365 custom Applications, we design equivalent board schemas with custom columns replicating the custom Application fields. The schema design is reviewed with the customer's admin before any records are created.
Sandbox migration and reconciliation
We run a full migration into a Monday.com CRM sandbox or parallel workspace using production-like data volume. The customer's team reconciles record counts, spot-checks 25-50 records against the ELMA365 source, and validates board linkages (People linked to Companies, Deals linked to People). Any mapping corrections, missing columns, or incorrect status options are adjusted before the production migration begins. This step prevents rework in the live system.
Production migration in dependency order
We run production migration in record-dependency order: Companies first (as the parent entity), then People linked to Companies, then Deals linked to People and Companies, then Tasks and project Items, then Documents attached to Items. Multi-tenant HUB data merges into a single Monday.com CRM workspace with workspace-level tagging to preserve the original tenant context. Each phase emits a row-count reconciliation report before the next phase begins. Cyrillic and multilingual content is validated for UTF-8 encoding throughout.
Cutover, validation, and automation inventory handoff
We freeze ELMA365 writes during cutover, run a final delta migration of any records modified during the migration window, then enable Monday.com CRM as the system of record. We deliver the Automation and Workflow Inventory document listing every ELMA365 workflow and RPA configuration with a Monday.com CRM automation rebuild recommendation. We support a one-week hypercare window for reconciliation issues. Post-migration admin support, training, and workflow rebuild sit outside standard migration scope and are separate engagements.
Platform deep dives
ELMA365
Source
Strengths
Weaknesses
monday CRM
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. All 8 core objects map 1:1 between ELMA365 and monday CRM.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across ELMA365 and monday CRM.
Object compatibility
All 8 core objects map 1:1 between ELMA365 and monday CRM.
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
ELMA365: Not publicly documented.
Data volume sensitivity
ELMA365 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 ELMA365 to monday CRM migration scoping. Not seeing yours? Book a call.
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