CRM migration
Field-level mapping, validation, and rollback between Ploomes CRM and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.
Ploomes CRM
Source
monday CRM
Destination
Compatibility
7 of 8
objects map 1:1 between Ploomes CRM and monday CRM.
Complexity
BStandard
Timeline
3-5 weeks
Overview
Moving from Ploomes CRM to Monday.com CRM is a structural migration that requires designing a board-and-column CRM schema in Monday.com to represent Ploomes's distinct Contacts, Companies, Deals, Products, and Quotes objects. Ploomes organizes CRM data as separate database objects with API-accessible fields, while Monday.com CRM represents records as items inside boards with columns replacing object properties. We extract Ploomes data through its REST API with 300-record pagination chunking, transform each record into a Monday.com board item with typed columns, and preserve the CNPJ/CPF identification fields that are critical for Brazilian business records. Ploomes Workflow automations, proposal templates, and Quote version history do not migrate via API; we deliver a written Workflow audit checklist and flag Quote revision history as a data-loss boundary before migration begins. Monday.com's native automations and AI features are rebuilt by the customer's team post-migration using our documented equivalents.
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 Ploomes CRM 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.
Ploomes CRM
Contact
monday CRM
People board item
1:1Ploomes Contacts map to Monday.com CRM People records. The core fields (name, email, phone, address) migrate as typed columns. CNPJ and CPF identification fields from Ploomes transfer as text columns in Monday.com, preserving Brazilian business identifier data. Custom Fields created in Ploomes via POST /Fields migrate as additional columns on the People board. The Ploomes Contact-Company association is preserved by linking the Person item to the relevant Company board item via a link-to-item column.
Ploomes CRM
Company
monday CRM
Companies board item
1:1Ploomes Companies map to Monday.com CRM Companies board items. Company name, domain, industry, size, and address fields migrate as typed columns. CNPJ/CPF corporate identifiers migrate as text columns matching the contact-level approach. Company-level Custom Fields migrate as columns on the Companies board. The Company-contact linkage is preserved via Monday.com's built-in Person link column.
Ploomes CRM
Deal
monday CRM
Deals board item
1:1Ploomes Deals map to Monday.com CRM Deals board items. Deal name, value (amount), stage (pipeline status), expected close date, owner, and probability migrate as columns. The Ploomes Pipeline Stages assignment maps to Monday.com's Deal Status column values. Closed-Lost and Closed-Won reason custom properties become text columns on the Deal item. Deal-Customers (Company) and Deal-Contacts links are resolved to Monday.com link columns pointing to the relevant Company and People board items.
Ploomes CRM
Product
monday CRM
Products board or Deals subitems
1:1Ploomes Products (with Groups and Parts hierarchy) present a structural challenge in Monday.com, which does not have a native product catalog object. We create a Products board with columns for product name, SKU, unit price, group, and description. If the customer uses Ploomes Line Items attached to Deals, we represent these as subitems on the corresponding Monday.com Deal item or as rows in a linked Products board referenced by a lookup column. Complex product hierarchies require customer input on whether a flat board or nested subitems approach best fits their workflow.
Ploomes CRM
Quote
monday CRM
Deals board item or linked Documents
1:1Ploomes Quotes attach to Deals and include line items, totals, and approval status. We migrate the Quote header (number, date, status, total value, approval flag) as columns on the associated Monday.com Deal item. Quote line items migrate as subitems on the Deal item or as a linked table in the Monday.com Deals board. Note that Ploomes Quote version history is not accessible via API; only the current state migrates. We alert customers to this boundary during scoping and recommend exporting PDF snapshots of prior quote versions manually before the migration window.
Ploomes CRM
Task
monday CRM
Activities or Deals subitems
1:1Ploomes Tasks (linked to Contacts or Deals with title, due date, owner, completion status, and type) migrate to Monday.com as subitems on the relevant People, Company, or Deal board item, or to a dedicated Activities board with link columns pointing to the parent record. Task owners are resolved by email against Monday.com team members. Due dates and completion status migrate as date and status columns. Ploomes API pagination at 300 records per request requires chunking for large task datasets.
Ploomes CRM
Tag
monday CRM
Tags column (multi-select)
1:1Ploomes Tags are a flat tagging system applied across Contacts, Deals, and Companies. We create a Tags column on each relevant Monday.com board (People, Companies, Deals) using the Labels or multi-select column type. Tag names and associations migrate as label values, preserving the tagging taxonomy. Tags do not have a hierarchy in Ploomes, which maps cleanly to Monday.com's flat label model. If the same tag applies across multiple board types, we replicate it on each board with the same label values.
Ploomes CRM
Custom Field
monday CRM
Board columns
lossyPloomes Custom Fields are defined globally via POST /Fields and attach to specific objects. Monday.com columns are board-specific, so each Custom Field definition must be recreated as a column on the appropriate Monday.com CRM board. Text, number, date, and checkbox fields map to Monday.com column types directly. Picklist and multi-select Custom Fields map to Monday.com Labels or Dropdown columns. This is a configuration step that requires mapping which Ploomes Custom Fields belong to which Monday.com board before import begins, and the customer's admin reviews the board schema before production migration.
| Ploomes CRM | monday CRM | Compatibility | |
|---|---|---|---|
| Contact | People board item1:1 | Fully supported | |
| Company | Companies board item1:1 | Fully supported | |
| Deal | Deals board item1:1 | Fully supported | |
| Product | Products board or Deals subitems1:1 | Fully supported | |
| Quote | Deals board item or linked Documents1:1 | Fully supported | |
| Task | Activities or Deals subitems1:1 | Fully supported | |
| Tag | Tags column (multi-select)1:1 | Fully supported | |
| Custom Field | Board columnslossy | 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.
Ploomes CRM gotchas
API pagination limit of 300 records per request
User-Key auth requires admin-level access
Workflow automations are not exported via public API
Quote version history is not programmatically accessible
Modular pricing means actual cost depends on selected add-ons
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 board schema design
We audit the Ploomes CRM account across all objects (Contacts, Companies, Deals, Products, Quotes, Tasks, Tags, Custom Fields, and Users) and estimate record volumes per object using paginated API counts. We extract a sample of 50-100 records per object to verify field types and identify CNPJ/CPF fields, multi-select picklists, and custom field definitions. Using this audit, we design the Monday.com CRM board structure: a People board, a Companies board, and a Deals board, each with column types mapped from Ploomes field definitions. We identify which Custom Fields belong to which board and resolve the Product hierarchy decision (flat Products board vs Deals subitems). We also document active Ploomes Workflows and Quote templates for the handoff checklist. The discovery output is a written migration scope with the board schema design and a pre-flight checklist including the Quote version history recommendation.
Ploomes data extraction with pagination chunking
We extract all source objects from Ploomes using its REST API at api2.ploomes.com with User-Key authentication in request headers. Admin-level API access is required and confirmed during discovery. For Contacts, Deals, Orders, Tasks, and Cities, we implement page-based pagination loops of 300 records per request until all records are retrieved. Each object is exported to a staged CSV or JSON file with all standard and custom field values. We preserve the CNPJ/CPF identification fields on Contact and Company records as text values. Quote PDFs and any attached documents are extracted separately via the file attachment endpoints where accessible. The extraction phase emits a per-object record count reconciliation report.
Monday.com board provisioning and column mapping
We provision the Monday.com CRM boards (People, Companies, Deals) and add all required columns using the monday.com API before importing any records. Column types are set to match Ploomes field types: text fields become Text columns, dates become Date columns, numbers become Numbers columns, multi-select values become Labels columns, and CNPJ/CPF fields are created as Text columns. Group structures in Monday.com boards mirror Ploomes pipeline stages or contact segments. If a Products board is required, it is provisioned with SKU, price, and group columns. All column creation is validated in a test board before the production migration begins.
Sandbox migration and reconciliation
We run a full migration into a Monday.com Sandbox or test workspace using production-like record volumes. The customer's admin reviews a random sample of 25-50 records per object, checking that CNPJ/CPF values are correct, deal values match, contact-company links are intact, and tag labels are present. Any column type mismatches, missing columns, or incorrect mappings are corrected in the board schema before the next step. The customer signs off on the sandbox migration before we proceed to production.
Production migration in dependency order
We run the production migration in record-dependency order: Companies first (as the parent entity for People and Deals), then People with company link columns resolved, then Deals with contact and company link columns resolved, then Products, then Quotes (current state only), then Tasks as subitems or linked Activities. CNPJ/CPF values import as text. Tags attach as label values on each board. Each phase emits a row-count reconciliation report before the next phase begins. We respect Monday.com API complexity limits with batch chunking and exponential backoff on 429 responses. Owner assignment resolves by email against Monday.com team members.
Cutover, validation, and Workflow handoff
We freeze Ploomes write access during the cutover window, run a final delta migration for any records modified during the migration, then mark Monday.com as the system of record. We deliver the Workflow audit checklist mapping each Ploomes Workflow to a recommended Monday.com automation structure, the Quote version history pre-flight report noting which quotes require manual PDF export, and a per-board record count reconciliation report. We support a five-business-day hypercare window for reconciliation issues raised by the customer's team. Monday.com automations and any Monday.com AI features (Notetaker, Deal Summaries) are enabled and configured by the customer's admin post-migration; these are outside the standard migration scope.
Platform deep dives
Ploomes CRM
Source
Strengths
Weaknesses
monday CRM
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Ploomes CRM and monday CRM.
Object compatibility
1 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
Ploomes CRM: Not publicly documented.
Data volume sensitivity
Ploomes CRM 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
Answers to the questions buyers ask most during Ploomes CRM to monday CRM migration scoping. Not seeing yours? Book a call.
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