CRM migration
Field-level mapping, validation, and rollback between Kinabase and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.
Kinabase
Source
monday CRM
Destination
Compatibility
8 of 10
objects map 1:1 between Kinabase and monday CRM.
Complexity
BStandard
Timeline
2-3 weeks
Overview
Moving from Kinabase to Monday.com CRM is a schema-translation migration. Kinabase stores every entity as a user-defined Collection with typed Fields including computed formulas and cross-collection linked references; Monday.com CRM uses a more opinionated model built around Contacts, Companies/Boards, Deals, and Activities with Board-level Items and column types. We audit every Collection, map Fields to Monday.com column types, evaluate formula-based Computed Fields at migration time and store the result as a static value, and resolve linked collection references through Monday.com's Connect Columns or Lookup integration features. Kinabase's Workflow triggers, stage progressions, and permission rules do not migrate as automation code; we deliver a written map of every workflow requiring rebuild in Monday.com's Automation or Integrations centre. API access requires a support request to [email protected] before export begins, which we initiate early in discovery.
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 Kinabase 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.
Kinabase
Collection
monday CRM
Board
lossyEach Kinabase Collection maps to a Monday.com CRM Board. We create the Board in Monday.com with a name matching the Collection label and pre-configure the column structure from the Collection's Field definitions. CRM-specific Collections (e.g., Clients, Projects) may map to Monday.com's native CRM entities (Contacts, Companies, Deals) rather than standalone Boards depending on the customer's data model review during scoping.
Kinabase
Record
monday CRM
Item
1:1Every Record within a Kinabase Collection becomes an Item in the mapped Monday.com Board. All typed Field values (text, number, date, dropdown) migrate as column values on the Item. Null values and empty strings are preserved as empty columns rather than omitted, which maintains schema fidelity and allows Monday.com's conditional formatting to work against the imported data.
Kinabase
Text Field
monday CRM
Text Column
1:1Kinabase text Fields map directly to Monday.com Text columns. Multi-line text migrates as long-text columns. We handle HTML-encoded values from Kinabase's rich text Fields by stripping tags and preserving plain text content, which Monday.com renders correctly in the UI.
Kinabase
Number Field
monday CRM
Numbers Column
1:1Kinabase numeric Fields map to Monday.com Numbers columns. Currency-denominated number fields in Kinabase are identified during field audit and mapped to Monday.com Numbers with the currency symbol preserved in a separate Text column for display consistency.
Kinabase
Date Field
monday CRM
Date Column
1:1Kinabase date Fields map to Monday.com Date columns with the ISO 8601 format preserved. Date-only fields (without time component) are migrated without a time offset. Date fields with no value migrate as empty Date columns rather than defaulting to today's date.
Kinabase
Dropdown Field
monday CRM
Dropdown or Tags Column
1:1Kinabase dropdown Fields map to Monday.com Dropdown columns with the option set preserved exactly. Multi-select dropdowns in Kinabase map to Monday.com Tags columns, where each selected option becomes a separate tag on the Item. We audit the option sets during field audit to ensure no options are missed.
Kinabase
Computed Field
monday CRM
Numbers or Text Column (static value)
lossyKinabase Computed Fields are evaluated by a formula expression at migration time and the resulting value is written as a static Monday.com column value (Numbers or Text depending on output type). The formula itself is not preserved because Monday.com does not support computed columns. We document every Computed Field and its formula in the pre-migration audit so the customer's admin can rebuild the logic as a Monday.com Automation or Integrations formula column if needed.
Kinabase
Linked Collection Field
monday CRM
Connect Column or Lookup Column
1:1A Kinabase linked Collection field (e.g., a 'Client' field in a 'Projects' Collection pointing to a 'Clients' Collection record) requires relationship re-establishment in Monday.com. We export linked records in dependency order — creating the referenced Board and Items first — then use Monday.com's Connect Columns to link Items across Boards, or Lookup Columns for same-Board references. The linked record ID from Kinabase is preserved in a Text column as a migration reference until the relationship is confirmed in the destination.
Kinabase
Stage Field
monday CRM
Status Column
1:1Kinabase stage fields (Draft, Approved, In Progress, and custom stage labels per Collection) map to Monday.com Status columns. The status colour mapping is documented during field audit and applied during import so that stage semantics are visually preserved. Stage transition rules from Kinabase Workflows are documented but not migrated as automation.
Kinabase
Activity / Engagement
monday CRM
Activity Timeline or Update Column
1:1Kinabase Activities (emails, calls, meetings logged against a Record) map to Monday.com Updates on the relevant Item or to a secondary Activity Board linked via Connect Column. We preserve timestamps, owner assignment, and activity type label. Activity content migrates as Update text or as a structured text column depending on the customer's preference for timeline visibility.
| Kinabase | monday CRM | Compatibility | |
|---|---|---|---|
| Collection | Boardlossy | Fully supported | |
| Record | Item1:1 | Fully supported | |
| Text Field | Text Column1:1 | Fully supported | |
| Number Field | Numbers Column1:1 | Fully supported | |
| Date Field | Date Column1:1 | Fully supported | |
| Dropdown Field | Dropdown or Tags Column1:1 | Fully supported | |
| Computed Field | Numbers or Text Column (static value)lossy | Fully supported | |
| Linked Collection Field | Connect Column or Lookup Column1:1 | Fully supported | |
| Stage Field | Status Column1:1 | Fully supported | |
| Activity / Engagement | Activity Timeline or Update Column1:1 | 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.
Kinabase gotchas
API access gated behind a support request
100 req/min rate limit slows large exports
Computed Field values are not stored data
Linked collection fields require relationship re-establishment
Only administrators can export all data
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 field audit
We audit every Kinabase Collection in the customer's account, documenting the Field schema for each (field name, type, format, required/optional status, interdependencies). We identify linked Collection fields, Computed Fields, stage Fields, and any Fields that reference external systems. We confirm that the customer has admin-level access to Kinabase for CSV export and API calls, and we initiate the API credential request to [email protected] at this stage. The audit output is a Collection inventory with field counts, relationship map, and estimated record volumes per Collection.
Monday.com schema design and Board mapping
We design the Monday.com CRM Board structure based on the Kinabase Collection inventory. Each Collection becomes a Board with column types matched from the Kinabase Field audit. For CRM-relevant Collections (Contacts, Clients, Companies), we map to Monday.com's native CRM entities where the schema aligns, or to custom Boards where the Collection structure does not fit a standard CRM entity. We agree on column-type assignments with the customer's admin before creating any Boards in the destination.
Dependency analysis and export ordering
We map the cross-Collection relationships from the linked field audit and produce a dependency graph. Collections with no incoming links export first; Collections referenced by others export before the Collections that reference them. Collections with circular linked references are identified and resolved through denormalisation to a text field or by removing one direction of the relationship. We produce a written dependency order document for customer sign-off before any data extraction begins.
Data export and transformation
We export Kinabase data via the admin CSV panel or API (whichever is available and faster for the data volume). Each Collection exports as a separate file. We evaluate Computed Field formulas at export time and append the evaluated value as an additional column. Linked Collection field references are resolved against the exported dependency order — parent records exist in the destination before child records that reference them. All data is validated for completeness (row counts, required field coverage, date format consistency) before the Monday.com load begins.
Monday.com load and relationship establishment
We load data into Monday.com Boards in dependency order using the API (items_batch mutation for bulk operations) or CSV import for smaller Boards. Connect Columns are configured after parent Boards have Items loaded. We preserve the original Kinabase record ID in a text column on each Item for reconciliation. Each Board load produces a row-count reconciliation report comparing Kinabase source records to Monday.com imported Items.
Cutover, validation, and Workflow inventory delivery
We run a final delta migration of any Kinabase records modified during the migration window. Once validated, we deliver the Monday.com sign-off package: row-count reconciliation per Board, field-mapping audit, dependency graph, and Workflow inventory document listing every Kinabase Workflow with its trigger, conditions, actions, and recommended Monday.com Automation equivalent. We support a one-week post-go-live window for reconciliation issues. We do not rebuild Kinabase Workflows as Monday.com Automations inside the migration scope.
Platform deep dives
Kinabase
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 Kinabase 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
Kinabase: 100 requests per minute.
Data volume sensitivity
Kinabase 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
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FAQ
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