CRM migration
Field-level mapping, validation, and rollback between myCRMS.com and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.
myCRMS.com
Source
monday CRM
Destination
Compatibility
4 of 8
objects map 1:1 between myCRMS.com and monday CRM.
Complexity
CModerate
Timeline
2-3 weeks
Overview
Moving from myCRMS.com to Monday.com CRM is a structural shift from a traditional field-based CRM to a board-and-column model. myCRMS.com stores contacts, companies, and pipeline deals with stage data; Monday.com CRM presents these as board Items with customizable Columns. We resolve the schema translation by mapping myCRMS.com company records to Monday.com Companies, contacts to People board Items, and deals to Deals pipeline Items, maintaining the parent-company lookup on each contact import. We replicate myCRMS.com Smart Lists as filtered saved views in Monday.com. Any custom field schemas discovered during pre-migration audit become Monday.com Columns configured before data load. Monday.com automations, sequences, and formula-based workflows do not migrate as code; we deliver a written inventory of your myCRMS.com workflow equivalents for your admin to rebuild in Monday.com Automations. Activity history migrates where the myCRMS.com export exposes it, using Monday.com API endpoints with batch chunking and rate-limit handling.
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 myCRMS.com 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.
myCRMS.com
Company
monday CRM
Companies board (Company Item)
1:1myCRMS.com Company records map to Monday.com CRM Companies. The company name becomes the Item name, and standard fields (website, address, phone) map to the corresponding Monday.com Column types (Text, URL, Phone). We create all Companies first during migration so that the contact import can resolve the company lookup relationship. Any myCRMS.com custom fields on Company become Monday.com Columns of the equivalent type (text, number, date, dropdown).
myCRMS.com
Contact
monday CRM
People board (Person Item)
1:1myCRMS.com Contact records map to Monday.com People Items. Email address, name fields, phone, and title migrate to the corresponding Monday.com Columns. The contact's linked Company reference resolves to the Monday.com Company Item by name or domain match. Custom fields on Contact become Monday.com Columns; we flag any that cannot be represented as a Monday.com Column type (for example, multi-select arrays that have no direct Monday.com equivalent) for manual handling or a custom Column workaround.
myCRMS.com
Deal
monday CRM
Deals board (Deal Item)
1:1myCRMS.com Deals map to Monday.com Deals board Items. The deal name becomes the Item name, amount maps to the Number Column, stage maps to the Status Column, and expected close date maps to a Date Column. We configure the Deals pipeline board structure before migration so that the correct stage groups exist to receive incoming Items. Owner assignment maps from myCRMS.com owner_id to the Monday.com team member Column.
myCRMS.com
Smart List
monday CRM
Filtered saved view
lossymyCRMS.com Smart Lists are named saved filters on contact or deal lists. We replicate each Smart List as a Monday.com filtered Group view or saved filter configuration on the corresponding board. The filter logic (field equals value, field contains text, date before/after) translates to Monday.com filter conditions. If a Smart List references a field that does not have a direct Monday.com Column equivalent, we document the gap and recommend a workaround Column during the pre-migration audit phase.
myCRMS.com
Custom Field (Company)
monday CRM
Company Column
lossyAny myCRMS.com custom properties on Company records become Monday.com Columns on the Companies board. We map myCRMS.com field types (text, number, date, dropdown) to Monday.com Column types (Text, Numbers, Date, Dropdown). If a custom property uses a type that Monday.com does not support as a native Column, we flag it during audit and propose a workaround such as a Text Column with formatted values or a Labels Column.
myCRMS.com
Custom Field (Contact)
monday CRM
People Column
lossyAny myCRMS.com custom properties on Contact records become Monday.com Columns on the People board. Custom fields used for lead scoring, industry tags, or custom categorization map to Monday.com Numbers, Labels, or Dropdown Columns depending on the source field type. We apply these Columns to the People board before contact import begins.
myCRMS.com
Custom Field (Deal)
monday CRM
Deal Column
lossyAny myCRMS.com custom fields on Deals (for example, deal source, product line, renewal flag) become Monday.com Columns on the Deals board. We configure the Columns before deal import, matching the source field type to the closest Monday.com Column type. Deal-level custom fields that map to dropdown or multi-select on myCRMS.com require a Dropdown or Labels Column on the Monday.com Deals board.
myCRMS.com
Owner
monday CRM
Team Member Column
1:1myCRMS.com owner assignments on Contact, Company, and Deal records map to the Monday.com Team Member Column. We resolve owner references by email match against the Monday.com workspace users. Any myCRMS.com owner without a matching Monday.com user goes to a reconciliation queue; the customer provisions the missing user before record import resumes. Owner names on existing records migrate as text if the Monday.com user is not yet created.
| myCRMS.com | monday CRM | Compatibility | |
|---|---|---|---|
| Company | Companies board (Company Item)1:1 | Fully supported | |
| Contact | People board (Person Item)1:1 | Fully supported | |
| Deal | Deals board (Deal Item)1:1 | Fully supported | |
| Smart List | Filtered saved viewlossy | Fully supported | |
| Custom Field (Company) | Company Columnlossy | Fully supported | |
| Custom Field (Contact) | People Columnlossy | Fully supported | |
| Custom Field (Deal) | Deal Columnlossy | Fully supported | |
| Owner | Team Member Column1:1 | 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.
myCRMS.com gotchas
Vendor site references IE 6.0 — product likely not modernised
No public API or developer portal
No third-party review corpus for diligence
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 export audit
We audit the myCRMS.com instance to identify record counts (contacts, companies, deals), custom field schemas, Smart List definitions, owner assignments, and any available export endpoints. We attempt a sample export to determine what data is accessible, what is relationship-linked (contact-to-company, deal-to-contact), and what activity history the platform exposes. We also confirm the Monday.com CRM workspace structure and available Column types. The discovery output is a written scope document with record counts, custom field mapping notes, and an explicit list of data that is and is not available for migration.
Deduplication pass (optional)
If selected during scoping, we run a deduplication pass on myCRMS.com contacts and companies before export. We match on email address for contacts and company name or domain for companies, flagging duplicates with a merge recommendation (oldest wins, newest wins, or most-complete wins). We apply the chosen merge rule, export the deduplicated set, and use the clean export as the migration input. This step adds one to three days to the timeline and is quoted separately.
Monday.com schema setup
We configure the Monday.com CRM boards before data import. This includes creating the Companies board with all required Columns (standard fields plus custom fields translated from myCRMS.com), the People board with the same Column treatment, and the Deals board with the pipeline stage groups matching the myCRMS.com deal stages. We configure the Team Member Column for owner assignment and set up the filtered views that replicate the myCRMS.com Smart Lists. Schema setup uses the Monday.com API with batch Column creation and board configuration.
Data export and transform
We export data from myCRMS.com using available endpoints, loading into a staging environment for transform. The transform step applies field-to-Column mapping, resolves contact-to-company lookup relationships, applies the owner reconciliation (email match to Monday.com user), and formats dates, phone numbers, and multi-select values for Monday.com Column compatibility. We generate a row-count baseline for each object before migration begins.
Monday.com data load
We load data into Monday.com in dependency order: Companies first, then People with company lookups resolved, then Deals with contact and company lookups resolved. We use the Monday.com API with batch chunking and rate-limit handling to avoid throttling. Each phase emits a row-count reconciliation report (records loaded, records skipped, records held for reconciliation). Smart Lists are configured as filtered views after data load completes. Owner holds are released once the customer provisions the missing Monday.com users.
Cutover, validation, and automation inventory handoff
We freeze myCRMS.com writes during cutover, run a final delta migration of any records modified during the migration window, then deliver the migration report including record counts by board, any unmapped fields, owner reconciliation log, and the Smart List replication map. We deliver the myCRMS.com workflow inventory document listing each workflow trigger and action with a Monday.com Automation rebuild recommendation. We do not rebuild automations as part of standard scope. We support a three-day hypercare window for reconciliation issues raised by the customer's team.
Platform deep dives
myCRMS.com
Source
Strengths
Weaknesses
monday CRM
Destination
Strengths
Weaknesses
Complexity grading
Moderate CRM migration. 1 of 8 objects need a manual workaround.
Overall complexity
Moderate migration
Derived from compatibility, mapping clarity, API constraints, and data volume across myCRMS.com and monday CRM.
Object compatibility
1 of 8 objects need a manual workaround.
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
myCRMS.com: Not publicly documented.
Data volume sensitivity
myCRMS.com 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
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