Migrate from MiniCRM to monday CRM

Discovery and export scoping

We audit the MiniCRM portal across tier, record counts (Contacts, Companies, Deals/Interests, Tasks, Notes), custom field definitions, active automation rules, and user accounts. We request a data export and review the available export format. Because MiniCRM's export endpoint is undocumented, we work from the integration PDF reference and from manual CSV exports where available. We confirm the customer's MiniCRM tier and user seat count to assess tier boundaries and pricing implications in Monday.com CRM. The discovery output is a written migration scope with record counts and a Monday.com plan recommendation.

Monday.com CRM workspace and board setup

We create the Monday.com CRM workspace with separate boards for Contacts, Companies (if applicable), Opportunities, and Tasks. We configure board columns to match MiniCRM's field structure, pre-populate Status column values for pipeline stages, and create any required List columns with their exact option sets before import to avoid dependency rejections. We configure the Contacts board with a Connect Boards column linking to the Companies board for cross-item relationships. All column types are validated against Monday.com's supported column type list before the migration begins.

Data extraction and transformation

We extract MiniCRM data in dependency order: Users first (for owner lookup), then Companies, Contacts, Deals, Tasks, and Notes. We transform each record to match the Monday.com board column schema. For Deals (Interests), we map pipeline stage names to Monday.com Status column values. For Contacts without email, we flag these for the customer's admin to review before import. We transform MiniCRM date fields to ISO 8601 format and validate number formats before writing to Monday.com's column types.

User reconciliation and team provisioning

We extract every distinct MiniCRM user referenced on records and match by email against Monday.com team member accounts. Any MiniCRM user without a corresponding Monday.com account goes to a reconciliation queue for the customer to provision before record import. We document MiniCRM role assignments and flag which team members should receive Admin, Member, or Viewer access in Monday.com's workspace settings. This step must complete before any Items referencing owners are imported.

Board item import with API chunking

We import Contacts, Companies, Deals, and Tasks into their respective Monday.com boards using the REST API with chunking (500 items per request) and cursor-based pagination. We respect the 10 req/sec rate limit with exponential backoff on 429 responses. For each Item, we set the mapped column values, resolve cross-board lookups (Contacts to Companies), and preserve the original created date and last-modified timestamp as date columns where supported. We run a reconciliation count after each board import against the MiniCRM source record count.

Cutover, validation, and automation rebuild handoff

We freeze MiniCRM write access during the cutover window and run a final delta migration of any records modified during the migration period. We deliver a written inventory of all active MiniCRM automation rules with their triggers, conditions, and actions, mapped to Monday.com Automation Center equivalents where applicable. We support a one-week post-go-live window for reconciliation issues. We do not rebuild MiniCRM automations as Monday.com automations inside the migration scope; that work is a separate configuration task for the customer's admin team.