Migrate from Honcho CRM to monday CRM

Export scoping and file validation

We schedule a scoping call with the customer to access their Honcho CRM instance and run the Report Builder export across all object types: Leads, Deals, Companies, Contacts, Pipeline Stages, and Deal Timeline entries. We validate the export completeness against the customer's record count expectations, identify any custom field definitions, and confirm the QuickBooks sync status. If the export times out on large datasets, we chunk by object type and date range. The scoping output is a written data inventory and a migration scope document signed off by the customer.

Monday.com board and column design

We design the Monday.com board architecture before any data loads. This includes creating a Leads board, a Deals board, and a People board (for Organizations and Contacts). We configure Status Columns on the Deals board using Honcho's pipeline stage names and probabilities. We pre-create all standard and custom Columns matched to Honcho field names and data types. Any column type mismatches (text vs. number, date vs. string) are resolved here. Board permissions and team member access levels are set in advance of import.

Data parsing, normalization, and field mapping

We parse the Honcho CSV exports, normalize field values (date formats, phone number formats, state/country codes), deduplicate records using email as the key for Contacts, and resolve Company-to-Contact and Deal-to-Contact relationships. We apply the Deal Timeline flattening logic, converting each timeline entry to a dated Activity Column update with the original timestamp and action description. We build the migration transform in Python, run it against the CSV files, and emit normalized JSON batches ready for Monday.com API insertion.

Monday.com API bulk import with rate-limit handling

We load records into Monday.com using the Monday.com REST API with batch insertion (up to 200 items per request). We handle 429 Too Many Requests with exponential backoff and retry logic. The import order follows dependency order: Organizations first (so Contacts have a company to link to), then Contacts (with Organization links resolved), then Leads, then Deals (with Contact and Organization links resolved), then Activity Column updates. Each phase emits a row-count reconciliation report so the customer can verify record counts before the next phase begins.

Sandbox validation and customer sign-off

Before production migration, we run a full dry-run import into a Monday.com test workspace using a representative sample of data (at least 10% of each object type). The customer reviews the imported records, validates field mapping accuracy, checks pipeline stage display, confirms Activity Column depth, and approves the board structure. Any mapping corrections or column type changes happen in this phase, not in production. Customer sign-off is required before the production migration window opens.

Production cutover and automation handoff

We schedule a production cutover window during a low-activity period. Honcho CRM is set to read-only during the delta migration (any new records added after the initial export are caught in a final incremental run). We freeze writes in Honcho, run the final delta export, apply the same transform, and complete the Monday.com bulk import. We enable Monday.com as the system of record and deliver a written automation inventory document describing the recommended Monday.com workflow automations for the customer's admin to rebuild in the automation builder. We offer a one-week post-migration support window for reconciliation issues.