Migrate from PAWS to monday CRM

Monday CRM has no native object hierarchy — linked records require manual board connections

PAWS enforces referential integrity between contacts and companies via primary_company_id. Monday CRM has no equivalent foreign-key model — contacts and organizations are independent items on separate boards. When migrating, we create a Link to Item column on the Contacts board that points to the corresponding Organization item, but monday does not enforce this relationship. If a contact's company is deleted in monday, the link breaks silently. Teams should use monday's connected boards feature to visualize the relationship, but data integrity on the contact-company linkage depends on manual hygiene post-migration.

Monday CRM API rate limits throttle large-volume imports — Enterprise plan recommended for migrations over 50,000 records

Monday CRM's daily API call limits are restrictive for bulk imports: Basic/Standard caps at 1,000 calls per day, Pro at 10,000, and Enterprise at 25,000. A migration with 50,000 records requiring multiple API calls per record (create, then update to add columns) can exceed daily limits and queue failures. We handle this with batched imports and retry logic, but migrations exceeding 50,000 total records should run on monday Enterprise for the higher rate limit ceiling. Import timelines extend proportionally on lower-tier plans due to rate-limit throttling.

Activity history depth is limited by monday's item Update retention and board performance

Monday CRM items display Updates in a reverse-chronological feed, which works for recent activity but degrades in performance when items accumulate hundreds of updates. PAWS stores activity history as discrete records — each call, email, and meeting is a separate object with full field metadata. When migrating years of activity, we map them to monday Updates, but the UI experience for a deal with 200 historical activities is a long scroll rather than a structured log. Teams requiring granular activity reporting should configure monday's Activity Log board as a separate structure for historical activity retrieval.

Monday CRM automations run per-board — cross-board triggers require integration middleware

PAWS workflow rules can fire across object types: when a deal stage changes, update a contact field. Monday CRM automations are scoped to a single board — an automation on the Deals board cannot directly update a column on the Contacts board. Teams with cross-object automation logic in PAWS must rebuild those rules using monday integrations (Zapier, Make) or monday's Blueprint feature for cross-board dependencies. This architectural constraint is the most common cause of post-migration automation failures.

Monday CRM file storage has plan-dependent size and volume limits

Monday CRM's file column stores attachments directly on items, but file storage limits vary by plan: Basic includes 5GB total, Standard 20GB, Pro 100GB, and Enterprise unlimited. PAWS attachments on contacts, companies, and deals may collectively exceed Basic or Standard limits, which would block uploads post-migration. We assess total file storage volume during discovery and recommend upgrading monday plan tier or using monday's Documents integration for large file libraries before migration begins. If your PAWS file library exceeds your monday plan limit, we provide a pre-migration cleanup report to identify removable files.