Migrate from monday CRM to Zoho CRM

monday CRM People records map directly to Zoho CRM Contacts. We preserve name, email, phone, and CRM-specific properties as typed Zoho fields. People in monday CRM do not have an Account association; during migration we either create a Zoho Account from the company name field on People (if populated) or leave the Account link null for manual linking post-migration. Any People without an email address are flagged for review during scoping because Zoho Contacts require email uniqueness for duplicate detection.

monday CRM Deals are CRM-typed Items attached to a Pipeline. We map them to Zoho Deals, preserving deal name, value, close date, and stage. The monday pipeline stage maps to a Zoho Deal Stage configuration. If monday has multiple pipelines, we map each to a separate Zoho Sales Pipeline (Zoho's multi-pipeline feature available from Professional tier). We preserve any custom column values as Zoho custom fields on Deal.

Each monday CRM Pipeline becomes a Zoho CRM Sales Pipeline. We map the ordered pipeline Stages to Zoho Stage values, preserving stage names and any probability percentages. Zoho's Stage probability fields are mapped from monday stage probabilities. Multiple monday pipelines require Zoho Professional or higher; we confirm the destination edition during scoping if multi-pipeline mapping is needed.

monday CRM Boards that store account-level or organizational data map to Zoho Accounts. Boards that contain mixed-record types or non-standard structures that do not map cleanly to Zoho standard modules become Zoho Custom Modules. We assess each board during scoping to determine the appropriate destination and flag any board that requires custom module creation before migration begins.

Subitems do not appear in monday's bulk account export or standard Excel export. We enumerate them individually via API using each parent Item's ID, which multiplies API call volume against monday's daily limit. We map Subitems to Zoho Tasks linked to the parent Deal or Contact, or to a Zoho Sub-Form layout on the parent record. The subitem enumeration count is a scoping variable that directly affects timeline and API consumption.

monday CRM supports over 20 column types including text, numbers, dates, formulas, dependencies, and status. We map each monday column type to the nearest Zoho field type: text columns to Zoho text fields, number columns to Zoho currency or number fields, date columns to Zoho date fields, and status columns to Zoho picklist fields. Formula columns in monday that compute values at read time do not migrate as formula fields; we compute the value at migration time and store it as a static Zoho custom field.

monday CRM Users map to Zoho CRM Users. We resolve by email match. Any monday User without a matching Zoho User is held in a reconciliation queue for the customer's admin to provision. monday's multi-level permission structures and SAML SSO configuration (Enterprise feature) are not part of the standard export and require manual rebuild in Zoho.

monday CRM Updates are per-Item comment threads. We migrate update text and timestamps as Zoho Notes attached to the parent Contact or Deal, or as Zoho Activities with a note subtype. Update author resolves to the matching Zoho User. Board views, saved filters, and dashboard widgets that reference non-table views are not included in monday exports; we document these for manual rebuild.

Files uploaded to monday board Items are stored in monday's file storage. We retrieve attachment URLs via the API and re-attach them to the corresponding Zoho Contact, Account, or Deal record. Large file attachments may require Zoho WorkDrive configuration if storage limits are a concern on the destination Zoho edition.

monday CRM automations built on the deprecated Recipe (Sentence Builder) infrastructure do not migrate. We capture automation rule definitions during pre-migration review and deliver a written inventory of every automation with its trigger, conditions, actions, and recommended Zoho Workflow Rule equivalent. The customer's admin rebuilds automations in Zoho Workflow Rules, Blueprints, or Deluge functions post-migration.