CRM migration
Field-level mapping, validation, and rollback between Pawa and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.
Pawa
Source
monday CRM
Destination
Compatibility
5 of 8
objects map 1:1 between Pawa and monday CRM.
Complexity
CModerate
Timeline
2-3 weeks
Overview
Moving from Pawa to Monday.com CRM is a migration from a mobile-first, offline-capable field tool into a board-based work operating system with native CRM capabilities. Pawa stores Contact, Company, Deal, and Field Record data with limited public API documentation and no confirmed bulk export endpoint, which means we validate the schema against a live connection during discovery before finalising migration scope. Monday.com CRM organises data as boards, items, and columns rather than a relational object model, so we create the destination column schema first and then import records as items. We do not migrate automations, workflows, or custom board views as code; we deliver a written inventory of any automations present in Pawa so the customer's admin can rebuild them in Monday.com's automation builder. Attachments stored in Pawa are excluded from migration scope because Pawa's API does not expose them.
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 Pawa 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.
Pawa
Contact
monday CRM
People (Contacts)
1:1Pawa Contact records (name, phone, email, custom fields) map to Monday.com People entries. Custom fields on Pawa Contacts are created as Monday.com column types on the CRM board before import. Email uniqueness is used as the dedupe key during import to prevent duplicate People entries.
Pawa
Company
monday CRM
Companies
1:1Pawa Company records (name, address, linked contacts) map to Monday.com Companies. We resolve the Company-to-Contact relationship by exporting Pawa's company ID per Contact and linking the Contact to the Monday.com Company via the People entity's company field. Companies are imported before Contacts so the lookup relationship is satisfied at insert time.
Pawa
Deal
monday CRM
Deals or CRM board Items
lossyPawa Deals (value, stage, linked contacts) map to Monday.com Deals if the customer uses the CRM product, or to Items on a dedicated CRM board if Work Management boards are used as the CRM layer. Stage names and ordering are preserved via Status column configuration in Monday.com. The deal-to-contact association is resolved by matching on the Contact email from the exported record set.
Pawa
Field Record
monday CRM
Board Items
1:1Pawa Field Records represent structured data collected via mobile forms. These map to Items on a Monday.com board configured with column types that match Pawa's field definitions. We discover field names and types via API at scoping time and pre-create the Monday.com board and columns before any Field Records are imported.
Pawa
Custom Field
monday CRM
Column Type
lossyPawa custom fields on Contacts, Companies, and Deals are created as Monday.com column types before migration. Supported column types include text, number, date, dropdown, checkbox, link, phone, email, and formula. Unsupported types (e.g., complex multi-select arrays) are flagged for explicit customer review and mapped to the nearest Monday.com equivalent.
Pawa
Tag
monday CRM
Label
1:1Pawa tags stored as flat string arrays on records map to Monday.com Labels on Items. Labels are imported as text values and assigned to the corresponding Items post-import. Monday.com Labels do not carry the same inheritance behaviour as Pawa tags, so we note the difference in the migration plan for the customer's admin to review post-migration.
Pawa
User
monday CRM
Team Member
1:1Pawa User records (name, email, role) are exported and mapped to Monday.com Team Members. Inactive Pawa users are flagged and excluded from the migration unless the customer requests otherwise. The customer's Monday.com admin provisions the Team Member record before migration begins.
Pawa
Pipeline Stage
monday CRM
Status Column
lossyPawa Deal stages are mapped to a Monday.com Status column on the Deals board. Stage names and display order are preserved from Pawa. If the destination uses the Monday.com CRM product, Deal stages are configured as CRM deal stages with probabilities that match the Pawa pipeline.
| Pawa | monday CRM | Compatibility | |
|---|---|---|---|
| Contact | People (Contacts)1:1 | Fully supported | |
| Company | Companies1:1 | Fully supported | |
| Deal | Deals or CRM board Itemslossy | Fully supported | |
| Field Record | Board Items1:1 | Fully supported | |
| Custom Field | Column Typelossy | Fully supported | |
| Tag | Label1:1 | Fully supported | |
| User | Team Member1:1 | Fully supported | |
| Pipeline Stage | Status Columnlossy | 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.
Pawa gotchas
No publicly documented bulk data export endpoint
Attachment files are not exposed via API
Small review sample limits platform reliability assessment
Android preference may affect iOS user experience post-migration
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 API endpoint enumeration
We request Pawa API credentials and enumerate available endpoints to confirm what record types and fields are accessible for export. We pull a full record count for Contacts, Companies, Deals, Field Records, Tags, and Users. We also assess whether a bulk export endpoint exists or whether manual CSV extraction is required. This step determines whether the migration follows a programmatic API path or a manual-export-assisted path and is the primary factor in setting timeline expectations for a Pawa migration.
Monday.com board and column schema creation
We create the destination Monday.com Board (or CRM workspace) with column types that match Pawa's field definitions. Custom fields on Pawa Contacts and Companies are created as Monday.com column types. Status columns for Deal stages are configured with stage names and ordering from Pawa. The CRM product is activated and the People entity is set up for Contact and Company records before any records are imported.
Record extraction and data validation
We extract records from Pawa via API (or validated CSV export if API bulk access is unavailable). We cross-reference the exported dataset against the Monday.com schema to flag any unmapped fields, inconsistent data formats, or duplicate records before import. Pawa Company-to-Contact relationships are preserved in a lookup table for resolution during the Monday.com import phase.
Monday.com import in dependency order
We import Companies first, then People (Contacts) linked to Companies, then Deals linked to People, and finally Field Records as Items on the configured board. Owner and User resolution is validated by email match. Tags are imported as Labels and assigned to Items after the main import completes. Each phase emits a row-count reconciliation report before the next phase begins.
Cutover, validation, and automation inventory delivery
We freeze writes to Pawa during cutover, run a final delta migration of any records modified during the migration window, then confirm Monday.com as the system of record. We validate a random sample of imported records against the Pawa source data and deliver the automation and workflow inventory document to the customer's admin. We do not rebuild Pawa automations in Monday.com as part of the migration scope.
Platform deep dives
Pawa
Source
Strengths
Weaknesses
monday CRM
Destination
Strengths
Weaknesses
Complexity grading
Moderate CRM migration. 4 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 Pawa and monday CRM.
Object compatibility
4 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
Pawa: Not publicly documented.
Data volume sensitivity
Pawa 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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