Migrate from RAMM to monday CRM

RAMM contacts map directly to Monday CRM People board items. Each contact becomes an item with standard fields (name, email, phone) as columns and custom fields as additional columns. The original contact ID is stored as a custom column for traceability.

RAMM companies map to Monday CRM Companies board items, with company name, domain, industry, employee count, and revenue becoming columns. The primary contact from RAMM is linked to the corresponding People board item using a connect boards column on the Companies board. This maintains the relationship between companies and their key contacts.

RAMM deals migrate to Monday CRM Deals board items. The deal name, amount, stage, expected close date, and owner map directly to columns. The deal stage translates to a status column that drives pipeline view groups in Monday's visual deal pipeline, with each RAMM stage value becoming a group label.

RAMM deal stage picklist values map to Monday Deals status column groups. Each RAMM stage (e.g., Qualified, Proposal, Negotiation, Closed Won) becomes a group label in the pipeline view. Stage transition timestamps from RAMM are preserved as custom date columns.

RAMM activities become Monday item updates and comments. Call logs, emails, meetings, and notes from RAMM are recreated as timestamped updates with the original author attribution preserved. Activity type is prefixed in the update body (e.g., '[Email] Subject: ...') so activity context is immediately visible in Monday's update feed.

File attachments from RAMM linked to contacts, companies, or deals are re-uploaded to the corresponding Monday item's Files section. Original file names and upload timestamps are preserved during the transfer. Storage limits for files follow Monday's plan-specific storage tier limits.

RAMM users are matched to Monday CRM users by their email address. Any unmatched owners are flagged in a pre-migration report, allowing your team to invite them to Monday or assign a fallback owner. All migrated records keep their correct owner assignments after resolution.

RAMM custom fields are converted to Monday custom columns on the appropriate board. The RAMM field data type determines the Monday column type: text fields become text columns, number fields become number columns, and date fields become date columns. All values are preserved during the conversion.

RAMM picklist custom fields map to Monday dropdown columns, with all picklist values recreated as dropdown options. If Monday already contains matching options from another integration, those are reused to avoid creating duplicate dropdown entries in your Monday board.

RAMM contact-to-deal associations translate to Monday's connect boards column on the Deals board, linking each deal to its related contacts in the People board. Multiple contacts per deal are fully supported through multiple connect board column links on the same deal item.

RAMM workflows and automations cannot migrate to Monday and must be rebuilt in Monday's Automation Center. We export all RAMM workflow definitions—including triggers, conditions, and actions—as a reference document your Monday admin can use to systematically rebuild each automation in Monday's interface.

RAMM third-party integrations, connected apps, and API connections cannot be transferred to Monday CRM. Each integration must be rebuilt using Monday's native integrations, Zapier, Make, or direct API connections. We document your existing integrations as part of the migration audit for rebuilding.