Migrate from Nimble CRM to monday CRM

Discovery and export feasibility assessment

We audit the Nimble CRM instance for record counts across Contacts, Companies, Deals, Tasks, Calls, Events, and Custom Data Fields. We identify the number of CSV export batches required (each batch is 500 records maximum), flag storage consumption per user relative to the 2GB ceiling, document active Workflow definitions for the automation playbook, and map all Custom Data Fields to their Nimble field types. For Monday.com, we identify the CRM Board structure and confirm whether the customer has an existing Monday.com account with Work Management boards that will share the CRM workspace.

Monday.com schema configuration

We configure the Monday.com CRM Boards before any data loads. This includes creating the Contacts Board with custom columns matched to Nimble Custom Data Fields (text, date, dropdown, checkbox, number, tags), creating the Accounts Board, and creating the Opportunities Board with pipeline stages configured as Status column values mapped from Nimble's deal stages. Column types are finalized before import because Monday does not allow retroactive column type changes without data loss. We create the Board structure in a Monday workspace designated for CRM during the discovery call.

Nimble data extraction in dependency order

We extract Nimble data in record-dependency order: Companies first (to establish Account records), then Contacts (with Company association resolved by exact name matching), then Deals, then Activities. CSV exports are batched at Nimble's 500-record ceiling, and we deduplicate across batches before transforming. Tasks are extracted last from the CSV export because they require the most manual coordination with Nimble's email delivery system. Each export batch is validated for completeness against the record counts from discovery before mapping begins.

Data transformation and Monday column mapping

We transform extracted records to match Monday's column schema. This includes splitting multi-value Nimble tag fields into individual Monday Tags entries, mapping Nimble date fields to Monday Date columns, mapping Nimble picklist values to Monday Dropdown column options, and resolving Company-to-Account lookups by name on every Contact record. Loss reason and deal close metadata from Nimble custom fields are mapped to the corresponding Monday text or status columns on the Opportunity Item. Activity records (calls, events) are structured as Update notes or Activity column entries on the parent Contact or Opportunity Item.

Staging import and reconciliation

We run a staging import into a Monday.com test workspace using a representative data subset (typically 100-200 records per object type) to validate column mapping, tag rendering, and Company-Contact association resolution. The customer reviews the staging results and identifies any mapping corrections needed. Column types that were misconfigured during setup are corrected before production import begins. The staging phase is the last opportunity to adjust mapping without affecting live data.

Production import and cutover

We run the full production import in dependency order: Accounts first (from Companies), then Contacts (with Account lookups resolved), then Opportunities (with Account and Contact lookups resolved), then Activities and Tasks. We freeze writes in Nimble during the final import window and run a delta migration of any records modified during the cutover period. After import, we deliver the Workflow audit playbook documenting every Nimble Workflow and its recommended Monday.com Automation equivalent. We provide a row-count reconciliation report comparing Nimble source counts to Monday imported counts.