Migrate from Knock CRM to monday CRM

Knock contacts become Monday People column entries or items in a dedicated Contacts board. First name, last name, email, phone, and job title map to Monday's matching column types. Knock's owner assignment maps to the Monday Assignee or People column by email resolution.

Knock companies migrate as items in a dedicated Companies board. Each company name, domain URL, phone number, and full street address fields map directly to Monday Text columns. Knock's property specialization field is industry-specific metadata that requires a custom Monday Dropdown column with the identical option list to preserve the categorization logic originally configured in Knock.

Monday CRM has no native Deals object — all deal data is represented as items in a custom CRM board. Knock deal name, amount, close date, and custom fields map to Monday columns (Text, Numbers, Date, Dropdown). The deal owner maps to the Monday Assignee column.

Knock stores deal stage as a text field on the deal record. Monday uses groups (horizontal lanes in board view) or a Status column to represent pipeline stages. We map Knock stage values to Monday groups or Status column values — your admin decides whether to use groups or a Status column for filtering and automation triggers.

Knock activities (calls, emails, meetings, notes) migrate as Updates on the related Monday contact or deal item, or as items in an Activities board linked to the contact and deal. Original timestamps, owners, and the activity type label are preserved. The activity body text maps to a Monday Text column or Update.

Knock notes map to Monday Updates on the related contact or deal item. Rich-text formatting in Knock notes may be simplified to plain text in Monday Updates depending on the source formatting complexity. Original create dates are preserved in a Date column.

Knock custom properties of type Number (e.g., lease term in months, unit count, prospect score) map to Monday Numbers columns directly. The column name matches the Knock property label. Monday Numbers columns support formula operations, sorting, and filtering out of the box.

Knock custom properties of type Date — such as lease end date, last contact date, and follow-up date — map directly to Monday Date columns. All original date values are preserved during migration. Monday Date columns support relative date filtering, deadline-based sorting, and automation triggers that fire when a date arrives or passes, enabling time-sensitive workflow automation after migration.

Knock custom properties with a defined option set (e.g., property specialization, lead source, prospect rating) map to Monday Dropdown columns. Each Knock option value maps to the matching Monday Dropdown option. We validate all option values before migration to avoid import errors from mismatched options.

Files attached to Knock contacts, companies, or deals are downloaded and re-uploaded as Monday file attachments on the corresponding item. Monday file attachments display inline in the item. File size limits per Monday plan apply — files exceeding the limit are flagged for manual re-upload.

Knock owners (sales reps assigned to contacts, companies, and deals) are resolved by email match against Monday users. Unmatched owners are flagged before migration — your team either invites them to Monday first or assigns their records to a fallback person. Monday supports multiple assignees per item via the People column.

Knock tags migrate to Monday's native Tags column, which is available on all board items and supports centralized cross-board tag management. Every tag name from Knock is preserved exactly during migration. Monday Tags function as a dedicated column type that enables inline tag filtering across views and serves as a valid trigger condition in Monday's automation builder for workflow automation.