CRM migration
Field-level mapping, validation, and rollback between Kartra and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.
Kartra
Source
monday CRM
Destination
Compatibility
4 of 8
objects map 1:1 between Kartra and monday CRM.
Complexity
BStandard
Timeline
2-4 weeks
Overview
Moving from Kartra to Monday.com CRM is a structural migration that requires adapting a marketing-platform data model (Leads/Contacts, Tags, Transactions, Subscriptions) to a work-management platform with a CRM layer built on top of boards and items. Kartra exposes no bulk API — all extraction runs through its UI-based CSV export, which adds a manual step for accounts above 2,500 contacts. We preserve Kartra contact creation timestamps by exporting oldest-to-newest, parse comma-separated Tags into Monday.com Tags, and map Transactions and Subscriptions to Deal records with custom field columns. Kartra Sequences, Forms, Surveys, and Membership access records do not migrate as data; we deliver a written inventory of these for the customer's admin to rebuild in Monday.com's automation framework. Monday.com CRM's board-based model means Contacts are People items on a CRM board and Organizations are separate entity items linked by a relationship column — we configure this relationship structure before migration begins.
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 Kartra 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.
Kartra
Contact (formerly Lead)
monday CRM
People (CRM item)
1:1Kartra Contacts map to Monday.com People items on a CRM board. Standard fields (name, email, phone, address, company) map to corresponding Monday.com column types. We export Kartra's CSV oldest-to-newest to preserve lead creation order, which we preserve in a Created Date column in Monday.com. The Kartra contact ID is stored in a custom column as a migration reference for reconciliation. Note: Monday.com People are items on a CRM board, not a separate database — CRM boards use a People column type to link items to contact records.
Kartra
Company
monday CRM
Organization (CRM entity)
1:1Kartra Company field on a Contact maps to a Monday.com Organization record. We create Organizations first so that the Organization link on each People item resolves at insert time. If a Kartra contact has no associated company, we create a placeholder Organization or flag the record for manual review depending on the customer's preference during scoping.
Kartra
Tag
monday CRM
Tag
1:1Kartra Tags are stored as comma-separated strings in the CSV export. We parse and split them into individual Monday.com Tags, which are a native tagging system across items. If a Kartra tag represents a behavioral event (e.g., 'form-completed') that was set up retroactively, we note this in the migration report so the customer understands the tag's origin in the destination.
Kartra
List
monday CRM
Group or Tag
lossyKartra Lists export as comma-separated values per contact. Monday.com does not have a native List equivalent — we offer two strategies during scoping: mapping Lists to Tags (simplest, preserves segmentation), or mapping Lists to Monday.com Groups (better for bulk action but changes the operational model). The customer chooses; we document the choice in the migration scope.
Kartra
Custom Field
monday CRM
Custom Field (column)
1:1Kartra supports five custom field types: input_field, text_area, drop_down, radio_button, checkbox. We map each to the closest Monday.com column type (Text, Dropdown, Status, Checkbox, Number). Monday.com custom fields support dependencies — if a Kartra custom field has a conditional visibility rule, we document the dependency so the customer can configure it in Monday.com's column dependency UI post-migration.
Kartra
Transaction
monday CRM
Deal (item on CRM board)
1:manyKartra Transactions export as a separate CSV from Contacts. Each transaction maps to a Monday.com Deal item on a CRM board, linked to the corresponding People item via the Person column. Transaction amount, product name, date, and payment method become Deal columns. Multiple transactions for the same contact merge into multiple Deal items linked to the same Person record.
Kartra
Subscription
monday CRM
Deal (item on CRM board)
lossyKartra Subscription records export separately and map to Deal items with a Subscription Status column (active, cancelled, paused). The subscription start date and associated product/membership map to Deal columns. Kartra does not export subscription revenue projections — we flag this gap in the migration report. If the customer needs subscription lifecycle tracking, we recommend configuring a Status column workflow in Monday.com post-migration.
Kartra
Calendar / Appointment
monday CRM
Item with Date column or integration
lossyKartra Calendars and historical appointment records require separate export. We map calendar names and configurations to Monday.com board structure or a linked Google Calendar integration. Historical appointment data is not included in Kartra's standard CSV — we document this gap and recommend the customer export appointment history manually from Kartra's calendar export if required.
| Kartra | monday CRM | Compatibility | |
|---|---|---|---|
| Contact (formerly Lead) | People (CRM item)1:1 | Fully supported | |
| Company | Organization (CRM entity)1:1 | Fully supported | |
| Tag | Tag1:1 | Fully supported | |
| List | Group or Taglossy | Fully supported | |
| Custom Field | Custom Field (column)1:1 | Fully supported | |
| Transaction | Deal (item on CRM board)1:many | Fully supported | |
| Subscription | Deal (item on CRM board)lossy | Fully supported | |
| Calendar / Appointment | Item with Date column or integrationlossy | 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.
Kartra gotchas
Behavioral history is absent from Kartra exports unless tags were pre-set up
Contact-based pricing requires pre-migration record audit
No bulk or programmatic API for extraction
Sequences, automation logic, and workflows cannot be exported
GDPR status fields export but require manual review at destination
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 Kartra export profiling
We audit the Kartra account across contact volume, active tags, list memberships, custom field count and types, transaction history, subscription records, and calendar configurations. We confirm whether behavioral event tags (form completions, webinar registrations, membership access) exist in the tag taxonomy. We assess whether the customer requires the membership export as a separate scope. The discovery output is a written migration scope document that itemizes every object being migrated, the expected record counts per CSV file, and the data gaps we expect to encounter.
Monday.com CRM board structure configuration
We configure the Monday.com CRM board before migration begins. This includes creating a CRM board with People column type (for contact records), an Organizations board (for company records), and a Deals board with a Person column linking to People. We set up custom column types to match the Kartra custom field schema, including any dependency relationships. We document the relationship between People and Organizations so the customer understands the board-based data model before records are imported.
Kartra CSV export and pre-migration data audit
We guide the customer through Kartra's UI-based CSV export process, including multiple sequential exports for accounts above 2,500 contacts. We audit each CSV file for field completeness, duplicate records, bounced/inactive contacts, and formatting issues (date formats, phone number formats, missing email addresses). We flag the clean record count versus the raw export count so the customer can decide whether to suppress inactive or bounced records before migration, particularly given Kartra's contact-based pricing implications.
Data transformation and field mapping
We transform the Kartra CSV data into Monday.com-compatible format. This includes parsing comma-separated Tags into individual Monday.com Tags, splitting List memberships into Tags or Group assignments per the customer's chosen strategy, mapping Kartra custom field values to Monday.com column types, and merging Transaction and Subscription CSV data into Deal items linked to People items. We create a mapping spreadsheet that documents every field-level transform for customer review and sign-off.
Sandbox migration and reconciliation
We run a full migration into a test environment using the Monday.com API, importing Organizations first (as the parent entity), then People linked to Organizations, then Deals linked to People. Each phase emits a row-count reconciliation report. The customer's admin reviews 25-50 spot-check records against the Kartra source data, validates that custom field values populated correctly, and confirms the Tags are rendering as expected. We correct any mapping errors before production migration begins.
Production migration and automation handoff
We run the production migration in dependency order: Organizations, then People, then Deals, then Tags. We freeze Kartra writes during the cutover window, run a final delta import of any records modified during migration, and enable Monday.com CRM as the system of record. We deliver the written automation inventory document listing every Kartra Sequence, Form, and Survey requiring rebuild, with recommended Monday.com Automation Center equivalents. We support a five-day hypercare window for reconciliation issues. We do not rebuild automations as part of the migration scope.
Platform deep dives
Kartra
Source
Strengths
Weaknesses
monday CRM
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Kartra and monday CRM.
Object compatibility
1 of 8 objects need a mapping; the rest are 1:1.
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
Kartra: Hardcoded ceiling of 20 inbound API calls per second per Kartra App..
Data volume sensitivity
Kartra 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.
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FAQ
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