Migrate from Ready_ to monday CRM

Discovery and schema inventory

We audit the source Ready_ account across contacts, companies, deals, activities, pipeline and stage names, custom field definitions, and team member roster. We extract a complete record count for each object as a verification baseline. We pair this with an inventory of the destination Monday.com CRM workspace: existing boards, column types, user list, and any automation recipes already in place. The discovery output is a written migration scope document listing every object to migrate, the column schema for each destination board, and the pipeline-to-board mapping table.

Monday.com CRM board and column construction

Before any data loads, we construct the Monday.com CRM boards and columns that mirror the Ready_ schema. This includes creating the People board (with standard and custom columns matching Ready_ Contact fields), the Organizations board (matching Company fields), and one or more Deals boards (with Status columns constructed from Ready_ pipeline stages). Column types are set to match the source field types: text fields become Text columns, dates become Date columns, picklists become Status or Dropdown columns with the original options as values. This phase runs in a staging workspace to validate before production.

Sequential data extraction from Ready_

We extract data from Ready_ using paginated REST API reads in batches of 200 records per request. Because no bulk endpoint exists, we sequence reads by object dependency: Team Members first (for email resolution), then Companies (for Organization records), then Contacts (with Company lookups resolved), then Deals (with pipeline and owner references resolved), then Activities (with linked Contact and Deal references resolved). Each extraction run emits a row count and checksum for reconciliation. Custom field values are extracted alongside their field definitions for column mapping.

Data cleansing and dedupe pass

We run a data quality pass before loading into Monday.com CRM. This includes duplicate detection on Contacts and Companies using email and domain as dedupe keys, standardization of phone number formats and address fields, and flagging of records with missing required fields (name, email) for customer review. Activity records with no valid linked Contact or Deal are held in a separate queue for manual decision. The cleansing output is a set of clean CSV or API payloads ready for Monday.com import.

Staging migration and reconciliation

We run a full migration into a Monday.com CRM staging workspace using production-like record volume. The customer reconciles record counts against the Ready_ source baseline, spot-checks 25-50 records for field-level accuracy, and validates that pipeline assignments and owner assignments are correct. Any column mapping corrections, missing custom fields, or Status value adjustments happen here before the production migration begins. No data is loaded into the production workspace until this sign-off is received.

Production migration and cutover

We run the production migration in dependency order: Organizations first (Companies), then People (Contacts), then Deals with Status and owner assignments resolved, then Activity pulse updates linked to the appropriate Items. Each phase emits a row-count reconciliation report before the next phase begins. We freeze writes in Ready_ during the cutover window, run a final delta pass for any records modified during migration, and enable Monday.com CRM as the system of record. We deliver the automation and workflow handoff inventory for the customer's admin to rebuild as Monday.com recipes post-migration.