CRM migration
Field-level mapping, validation, and rollback between Reach and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.
Reach
Source
monday CRM
Destination
Compatibility
5 of 8
objects map 1:1 between Reach and monday CRM.
Complexity
BStandard
Timeline
1-3 weeks
Overview
Moving from Reach to Monday.com CRM is a structural migration constrained by Reach's absence of a documented REST API. Reach stores Contacts, media content, and custom properties in an undocumented object model accessible only through its manual CSV export; Monday.com CRM uses a board-and-column architecture where contacts live as Items in a CRM board with column types that must be configured to match Reach's field names and data types. We audit Reach's export columns during the scoping call, configure matching Monday.com CRM boards in advance, and import through Monday.com's CSV import tool with custom column mapping applied before load. Activities, integrations, and workflows from Reach do not migrate to Monday.com CRM because Reach has no activity engagement model and Monday.com's automation engine is architecturally distinct from any automation logic in Reach. We deliver a written inventory of any migration-gaps for your admin to resolve post-cutover.
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 Reach 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.
Reach
Contact
monday CRM
Item (People Board)
1:1Reach Contacts migrate to Monday.com CRM Items in the People board. Every column in the Reach CSV export maps to a Monday.com CRM column of the matching type: text fields to Text, email addresses to Email, phone numbers to Phone, dates to Date, and any custom property to a custom column. The contact's email address serves as the dedupe key during import to prevent duplicate Items. We validate the full column set from the Reach export during discovery and configure all matching columns before the import run.
Reach
Company/Account
monday CRM
Item (Companies Board)
1:1Reach does not expose a distinct Company object; company data appears as contact-level properties or address fields. We extract all unique company names and address values from Reach Contacts, deduplicate them, and create a Companies board in Monday.com CRM with company-level columns. Each Contact Item then references its parent Company via a Connect board column linking the People Item to the Companies Item.
Reach
Deal
monday CRM
Item (Deals Board)
1:1If Reach exports include deal or opportunity records with stage, amount, close date, and owner fields, we create a Deals board in Monday.com CRM and import each deal as an Item. The deal stage maps to a Status column, amount to a Numbers column, and close date to a Date column. Deals are linked to the parent Company via a Connect board column. If no deal data appears in the Reach export, we flag this as a data gap during scoping.
Reach
Media Content
monday CRM
Item or File Attachment
1:manyReach stores playlist and screen content tied to contacts or accounts. We extract media asset references from the Reach export, map them as URL columns pointing to publicly accessible content, and attach any downloadable files as file attachments to the nearest Contact or Company Item. Media content without a URL or file path is listed in the migration inventory as requiring manual re-upload in Monday.com.
Reach
Custom Properties
monday CRM
Custom Columns
lossyReach's custom property model is not publicly documented. We discover custom fields by comparing the full column set of the Reach CSV export against a baseline contact export, flagging any column not present in a standard Reach template as custom. Each custom column is created in Monday.com CRM as a matching type (Text, Number, Date, or Dropdown) before the import run. Custom column configuration happens during the discovery and schema-design phase, not at import time.
Reach
Tag / Label
monday CRM
Tags Column
lossyReach tagging functionality implied by content management workflows migrates to Monday.com CRM's Tags column type. We extract the tag values from the Reach export as a comma-separated string, split them into individual tag values, and assign them to the corresponding Contact or Company Item during import.
Reach
User / Team Member
monday CRM
User (Monday.com Workspace)
1:1Reach Enterprise seat license data (name, email, role status) migrates to Monday.com Workspace members. We resolve Reach owners by email against the Monday.com workspace user list. Any Reach owner without a matching Monday.com user is placed in a reconciliation queue for the customer's admin to provision before contact import resumes.
Reach
Engagement / Activity
monday CRM
Not Migrated
1:1Reach's export documentation does not mention activity history, call logs, meeting records, or engagement timestamps. We do not migrate activity data because no activity object or engagement log was found in the available Reach documentation or export samples. This is documented as a data gap in the migration inventory for customer awareness.
| Reach | monday CRM | Compatibility | |
|---|---|---|---|
| Contact | Item (People Board)1:1 | Fully supported | |
| Company/Account | Item (Companies Board)1:1 | Fully supported | |
| Deal | Item (Deals Board)1:1 | Fully supported | |
| Media Content | Item or File Attachment1:many | Mapping required | |
| Custom Properties | Custom Columnslossy | Mapping required | |
| Tag / Label | Tags Columnlossy | Fully supported | |
| User / Team Member | User (Monday.com Workspace)1:1 | Fully supported | |
| Engagement / Activity | Not Migrated1:1 | 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.
Reach gotchas
No public API documentation discovered
Export files expire after 7 days
Platform object schema is undocumented
Multiple unrelated products share the Reach name
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 export scheduling
We schedule a scoping call to walk through the Reach portal and trigger CSV exports for all record categories (Contacts, Companies if applicable, Deals if applicable, Media). We confirm the exact Reach product subdomain and knowledge base to ensure the correct export procedures are applied, given the multiple unrelated products sharing the Reach name. We document every column in the export and flag any data that appears incomplete or missing from the expected schema. Export files are downloaded immediately and stored in the migration staging environment before the 7-day expiration window closes.
Schema design and Monday.com CRM board configuration
We design the destination Monday.com CRM workspace. This includes creating a People board with columns matching every Reach contact export field, a Companies board if Reach data contains company-level records, and a Deals board if deal data is present. Each column is assigned the correct Monday.com column type (Text, Email, Phone, Date, Numbers, Location, Connect board, Tags). Custom columns are created for any Reach field not matching a standard type. The schema is validated in a Monday.com test workspace before the production migration run.
Data transformation and deduplication
We transform the Reach export into Monday.com CSV format, mapping each Reach column to the corresponding Monday.com column. We run a deduplication pass using email address as the primary key, flagging duplicate contact records for the customer's admin to resolve before import. Any tag or label columns are split into individual tag values for the Monday.com Tags column. Media asset URLs are validated for accessibility and any inaccessible assets are noted in the migration inventory.
User reconciliation and workspace provisioning
We extract every distinct Reach owner referenced on contact, deal, and media records and match by email against the Monday.com workspace user list. Any Reach owner without a matching Monday.com user is placed in a reconciliation queue. The customer's admin provisions any missing Monday.com users before record import resumes, since Owner assignment on Items requires an active workspace member.
Production import and validation
We run the Monday.com CSV import tool against the configured boards, using the pre-validated column mapping. Contacts import first (People board), then Companies (if applicable), then Deals (if applicable). Each phase emits a row-count reconciliation report. We spot-check 20-30 records against the Reach source to verify field values and tagging accuracy. Any import errors are resolved by correcting the CSV and re-running the affected subset.
Cutover and migration inventory handoff
We freeze Reach access during cutover and run a final delta pass for any records modified during the migration window. Monday.com CRM becomes the system of record. We deliver a written migration inventory documenting every object migrated, every column mapped, every data gap identified (activities, media without accessible URLs, unmapped custom fields), and every automation or workflow described during scoping with a recommended Monday.com automation equivalent. We support a three-day post-cutover window for reconciliation issues raised by the customer's team.
Platform deep dives
Reach
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 Reach 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
Reach: Not publicly documented.
Data volume sensitivity
Reach 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 Reach to monday CRM migration scoping. Not seeing yours? Book a call.
Walk through your Reach to monday CRM migration with a real engineer — 30 minutes, free, written quote within 24 hours.
Book a free 30 minute consultationAdjacent paths
Other ways to leave Reach
Other ways to arrive at monday CRM
Ready when you are
Tell us record counts and timeline. We'll come back with a written quote inside 1 business day — no commitment, no sales pitch.
