Migrate from Knack to monday CRM

Knack tables storing person/contact data map directly to Monday CRM People. Each Knack record becomes one People item. Email, phone, address, and name fields map to Monday's corresponding column types. Knack tables with no defined type (freeform) get mapped based on field analysis — we identify contact-like fields and route accordingly.

Knack tables storing company or organization data map to Monday CRM Companies. Company name, domain, industry, employee count, and revenue fields map to Monday Company column types. We match on field naming conventions (company, organization, account) to identify the target table even when Knack users used custom table names.

Knack tables storing deal or opportunity data map to Monday CRM Deals. Deal name, amount, stage/status, expected close date, and owner fields map to Monday's Deal column types. If Knack has multiple tables representing deal stages (a common pattern in Knack-built CRMs), we merge them into a single Deals board with a Status column representing stage.

Knack's connected-record field linking a Contact table to a Company table maps to Monday's Link to Items column on the People board. We resolve the relationship by matching the connected record ID to the Monday CRM item ID created during the Companies migration pass. The link is bidirectional within Monday.

Knack N:N relationships use a junction table with two connected-record fields. Monday CRM handles this via linked boards — we create mirror items on both boards and link them. If a Contact can关联 with multiple Deals, both boards get items linked via the junction table's record pairs. We flag any circular reference chains before migration.

Knack tables storing tasks, activities, or action items map to Monday tasks. If the task is directly related to a Deal, we create it as a subitem on the Monday Deal. Standalone task tables become a separate Tasks board. Original create dates and assignees are preserved as columns.

Knack file fields (images, documents, PDFs) migrate to Monday's Files column type. Files are downloaded from Knack's storage and re-uploaded to Monday's file storage. File size limits are respected — Knack supports up to 50GB on Corporate; Monday CRM handles files up to the workspace storage cap.

Knack single-select fields (drop-down options) become Monday Status columns. We map each Knack option label to a Monday Status label — value-by-value mapping documented in the migration plan. If Knack options have colors/icons, we replicate those as Status colors in Monday where the visual mapping is meaningful.

Knack multi-select fields (multiple option selection) map to Monday's Tags column. Each Knack selected value becomes a separate tag on the Monday item. If a record had three tags selected in Knack, the Monday item will show all three tags. Blank multi-select fields migrate as empty Tags columns.

Knack formula fields (computed values) have no direct Monday CRM equivalent at migration time. We preserve the last-calculated formula value as a Number or Text column in Monday so historical data remains visible. The formula logic itself must be rebuilt using Monday's Formula column type post-migration.

Knack user fields store a reference to a Knack user. We resolve by email match against Monday CRM workspace members. Unmatched users are flagged and assigned to a fallback owner column. If a Knack user has no Monday account, their records get a 'Pending Assignment' marker and a list of unmatched owners for your team to resolve.

Knack date fields, created dates, and last-modified dates map directly to Monday's Date column. Original timestamps are preserved without transformation. If Knack stores time-of-day, Monday's Date column stores date only unless the board has a separate Time column — we note this discrepancy in the mapping plan.

Knack currency and number fields map to Monday's Numbers column type. Currency symbol formatting is preserved as a column display preference in Monday rather than stored in the data value. Decimal precision from Knack carries over — a Knack field with two decimal places becomes a Monday number formatted to two decimals.

Knack text fields (single line, multi-line) map to Monday's Text column. Rich-text formatting from Knack's long-text fields is simplified to plain text for Monday migration — Monday's Text column does not support full HTML rich-text. If inline links exist in Knack text, we extract and reformat them as plain URLs.

Knack email fields map to Monday's Email column type with clickable mailto links. Knack URL fields map to Monday's Link column type. Both preserve the original value exactly. Validation (email format, URL format) is enforced on the Monday column after migration completes.