CRM migration
Field-level mapping, validation, and rollback between MARS and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.
MARS
Source
monday CRM
Destination
Compatibility
7 of 9
objects map 1:1 between MARS and monday CRM.
Complexity
CModerate
Timeline
3-5 weeks
Overview
Moving from MARS to Monday.com CRM is a schema migration, not a straight record copy. MARS follows standard CRM object conventions with Contacts, Companies, Deals, and Activities as first-class records. Monday.com CRM uses a Work OS foundation where CRM data lives in boards with People, Companies, and Deals as dedicated entity types connected through relationship columns. We extract MARS records in dependency order, map them to Monday.com CRM entities and board structures, and preserve the relationship graph through Monday.com's board-item relationship model. Activity history (calls, emails, meetings, tasks) migrates against the correct Person and Deal record so that the timeline is intact in the new system. Workflows, automations, and sequences do not migrate; we deliver a written inventory of every active automation requiring rebuild in Monday.com's automation builder.
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 MARS 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.
MARS
Contact
monday CRM
People (CRM entity)
1:1MARS Contacts map to Monday.com CRM People entities. The People entity stores name, email, phone, address, and custom fields as person-specific columns. We map MARS contact_name to the People Name field, email to Email, phone to Phone, and custom properties to Monday.com column types (text, number, date, status, dropdown). Email is used as the dedupe key during import to prevent duplicate People records.
MARS
Company
monday CRM
Company (CRM entity)
1:1MARS Company records map to Monday.com CRM Company entities. The Company entity stores business name, domain, industry, size, and location data. We map company_name to the Company Name field, domain to Website, and any industry or employee-count properties to corresponding Company columns. Company entities can be linked to People records through Monday.com's relationship columns.
MARS
Deal
monday CRM
Deal (CRM entity)
1:1MARS Deals map to Monday.com CRM Deal records. Deals in Monday.com CRM store deal name, value, expected close date, pipeline stage, and linked Person and Company. We map deal_name to Deal Name, amount to Value, closedate to Expected Close Date, deal stage to Pipeline Status, and owner to the Owner Person column. Deals must be linked to a Company record at migration time.
MARS
Activity: Call
monday CRM
Activity (via Emails & Activities on Item)
1:1MARS call activity records map to Monday.com CRM Activity log entries attached to the relevant Person or Deal Item. Call duration, disposition, and timestamp migrate to Activity fields. We resolve the parent Person record by email match before inserting the activity so that the timeline is linked correctly on the Item.
MARS
Activity: Email
monday CRM
Activity (Emails & Activities log)
1:1MARS email engagement records map to Monday.com CRM Activity log entries. Email subject, body, timestamp, and direction (sent/received) migrate to Activity fields on the linked Person or Deal Item. We use email address matching against the People entity to resolve the parent record at migration time.
MARS
Activity: Meeting
monday CRM
Activity (via Emails & Activities)
1:1MARS meeting records map to Monday.com CRM Activity entries with type = Meeting. Start time, end time, location, attendees, and meeting title migrate to the corresponding Activity fields. Attendee emails are resolved against People records to create linked entries for each participant.
MARS
Activity: Task
monday CRM
Subitem or Activity log on Deal/Person Item
1:1MARS task records map to either Monday.com CRM Activity log entries (for standalone tasks) or Subitems on the parent Deal or Person Item (for tasks scoped to a specific deal or contact). We evaluate task context from MARS to determine the appropriate destination. Task status, due date, and assignee migrate to the corresponding fields.
MARS
Pipeline Stage
monday CRM
Status column on Deal board
lossyMARS pipeline stage values map to Monday.com Status column options on the Deals board. We configure the Status column with stage values matching the MARS pipeline, preserving the order and color coding. Stage probabilities from MARS are stored in a formula column for reference but do not map to Monday.com's native probability model (which is manual).
MARS
Custom Field (object-level)
monday CRM
Column on entity board
lossyMARS custom fields on Contact, Company, and Deal objects map to Monday.com columns of the equivalent type. Text properties become Text columns; numeric properties become Number columns; date properties become Date columns; picklist properties become Dropdown or Status columns. We flag any MARS custom field types (formula, rollup, lookup) that require Monday.com Pro-level formula columns or third-party column apps to replicate.
| MARS | monday CRM | Compatibility | |
|---|---|---|---|
| Contact | People (CRM entity)1:1 | Fully supported | |
| Company | Company (CRM entity)1:1 | Fully supported | |
| Deal | Deal (CRM entity)1:1 | Fully supported | |
| Activity: Call | Activity (via Emails & Activities on Item)1:1 | Fully supported | |
| Activity: Email | Activity (Emails & Activities log)1:1 | Fully supported | |
| Activity: Meeting | Activity (via Emails & Activities)1:1 | Fully supported | |
| Activity: Task | Subitem or Activity log on Deal/Person Item1:1 | Fully supported | |
| Pipeline Stage | Status column on Deal boardlossy | Fully supported | |
| Custom Field (object-level) | Column on entity boardlossy | 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.
MARS gotchas
Low public information
Vendor-implemented deployments vary widely
No public API documented
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 board architecture design
We audit the source MARS account for record counts (Contacts, Companies, Deals, Activities), custom field definitions and types, pipeline stages, owner assignments, and any custom object usage. We pair this with a Monday.com CRM board architecture design: we define the People board (contacts), Company board, Deal board, and any additional boards needed. We map MARS custom fields to Monday.com column types and design the relationship columns that connect People to Companies and Deals. The discovery output is a written migration scope and board architecture document.
Schema setup in Monday.com CRM
We create the boards, columns, group layouts, and relationship columns in the customer's Monday.com CRM account before any data is imported. This includes configuring the People board with all mapped contact columns, the Company board with all mapped company columns, and the Deal board with pipeline status, value, and linked Person/Company columns. We set up the relationship columns that enable linking Deals to People and Companies. Schema is validated in the account before record migration begins.
Record migration in dependency order
We run migration in dependency order: Companies first (no dependencies), then People (with Company links resolved via the relationship column), then Deals (with People and Company links resolved at migration time). Each phase emits a row-count reconciliation report showing records imported, duplicates skipped (by dedupe key), and records held in a queue for resolution. Any MARS Contact without a matching Company gets a standalone People record; Deals without a matched Company or Person are flagged for customer review.
Activity history migration
We migrate call, email, meeting, and task history against the resolved Person and Deal records using Monday.com's API or CSV import with parent-record lookup. Activity records are attached to the correct Item by matching the contact email and deal reference. We preserve original timestamps so that the activity timeline reflects the correct historical sequence. Large activity volumes are chunked to stay within Monday.com's API rate limits.
Automation inventory delivery
We deliver a written automation inventory covering every active MARS workflow, sequence, and automation rule. For each item, we document the trigger object, trigger conditions, actions performed, and the recommended Monday.com automation builder equivalent. We also document any Monday.com automations that existed in the source account and need to be rebuilt in the destination. This inventory is the handoff document for the customer's admin to rebuild automations post-migration.
Cutover, validation, and post-migration support
We freeze writes in MARS during cutover, run a final delta migration of any records created or modified during the migration window, then mark Monday.com CRM as the system of record. We run a spot-check validation comparing 25-50 randomly sampled record values between MARS and Monday.com CRM. We deliver the final reconciliation report and the automation inventory. We provide a one-week hypercare window for reconciliation issues. Post-migration admin support, training, and automation rebuild are outside standard scope and require a separate engagement.
Platform deep dives
MARS
Source
Strengths
Weaknesses
monday CRM
Destination
Strengths
Weaknesses
Complexity grading
Moderate CRM migration. 8 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Moderate migration
Derived from compatibility, mapping clarity, API constraints, and data volume across MARS and monday CRM.
Object compatibility
8 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
MARS: Not publicly documented..
Data volume sensitivity
MARS 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.
Category
FAQ
Answers to the questions buyers ask most during MARS to monday CRM migration scoping. Not seeing yours? Book a call.
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