Migrate from EspoCRM to monday CRM

EspoCRM Contact records map to Monday.com CRM People objects. We map standard fields (First Name, Last Name, Email, Phone, Address) to Monday's corresponding People fields and preserve custom fields as custom columns on the People board. Multi-email fields in EspoCRM (where a contact has multiple email addresses) require a decision during scoping: primary email goes to the standard Email field, additional emails go to a custom text column or a dedicated secondary contact record.

EspoCRM Account (company) records map to Monday.com CRM Companies. We map company name, website, industry, address, and employee count to Monday's Company fields. Links between EspoCRM Contacts and Accounts become Monday Connect columns linking People items to their associated Company item.

EspoCRM Lead records with a distinct lifecycle stage map directly to Monday.com CRM Leads. We preserve the EspoCRM Lead status (New, Assigned, In Progress, Converted, Junk, Dead) as a status column or dropdown in Monday. Converted leads in EspoCRM that created a Contact and Account retain their conversion timestamp in a custom date column in Monday.

EspoCRM Opportunities map to Monday.com CRM Deals. The deal amount, stage, probability, close date, and pipeline assignment map to Monday Deal fields. EspoCRM Opportunity stage names are recreated as Monday column status values. The EspoCRM Opportunity-Account link becomes a Monday Connect column linking the Deal to the relevant Company.

EspoCRM Cases map to Monday.com CRM Cases if the Monday account includes the Cases feature, or to a custom Cases board if not. We preserve Case status (New, Assigned, Pending, Closed), priority, resolution fields, and the conversation thread as a series of Update items or notes on the Case item. Case-Account and Case-Contact links become Monday Connect columns.

EspoCRM Activities linked to Contacts, Accounts, or Opportunities migrate as Updates on the corresponding Monday item (Deal, Person, or Company). Call duration, disposition, and meeting location are stored in custom columns on the update or as separate subitems. We preserve activity timestamps and link each activity to the correct parent item via Monday's item-linking. Activity records without a parent item link are aggregated into an Activities board.

EspoCRM Campaign records with targeting lists (linked Leads and Contacts) map to a Monday.com CRM Campaign board or board group. Campaign metadata (name, type, status, budget) becomes board or group columns. Target list members are not individually migrated as CRM records unless they already exist as Contacts or Leads; we deliver a target list inventory for the customer to recreate the campaign audience in Monday.

EspoCRM User records (sales reps, admins) map to Monday.com Team Members by email match. We extract all EspoCRM users referenced on records and map them to Monday user accounts. EspoCRM role assignments (profiles and teams) have no direct Monday equivalent; we document the role matrix for the customer to reassign in Monday's workspace and board permission settings.

EspoCRM custom entity types created via Entity Manager map to Monday boards with column configurations matching the custom field types. Text fields become text columns, numeric fields become number columns, date fields become date columns, link-multiple fields become Connect columns. We perform the entity metadata export first, then design the Monday board schema, then migrate records. This is the most design-intensive part of an EspoCRM to Monday migration because Monday has no standalone custom object equivalent.

EspoCRM file attachments stored on the filesystem (self-hosted instances) or as Attachment records (cloud) require separate extraction and re-upload. On self-hosted EspoCRM, we extract files from data/files/ and upload them to Monday's file storage attached to the relevant item. We document the original attachment filename and parent record so the customer can verify the linkage post-migration. Monday file size limits (up to 250MB per file on Standard) apply.