CRM migration
Field-level mapping, validation, and rollback between Smarketing Cloud and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.
Smarketing Cloud
Source
monday CRM
Destination
Compatibility
7 of 8
objects map 1:1 between Smarketing Cloud and monday CRM.
Complexity
BStandard
Timeline
3-5 weeks
Overview
Moving from Smarketing Cloud to Monday.com CRM is a structural migration that begins with a data extraction challenge: Smarketing Cloud does not publish API documentation or a standard bulk export format, so every migration requires building a custom ETL pipeline to parse the platform's proprietary export output and transform it for Monday.com's board-and-column data model. Monday.com CRM is built on a Work OS foundation — Contacts, Companies, Deals, and Campaign members land as Items on Boards, with custom fields as typed columns and relationships handled through Connect Boards and Mirror Columns rather than a relational database. We design the Monday.com schema first (Board structure, column types, Connect Board links), export Smarketing Cloud data through UI-based and screen-scraping methods, then load into the pre-built boards. Automation workflows, email templates, and campaign send sequences do not migrate; we deliver written inventories for your admin to rebuild in Monday.com Recipes.
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 Smarketing Cloud 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.
Smarketing Cloud
Contact
monday CRM
Board Item (Contact Board)
1:1Smarketing Cloud Contact records map to Monday.com Items on a Contact Board. Standard fields (name, email, phone, lifecycle stage) map to text, email, phone, and status or dropdown columns. Custom Contact properties migrate as additional typed columns — text properties become text columns, date properties become date columns, and multi-select properties become multi-select dropdown columns. We extract all Contacts first so that Company-Contact linkage can be resolved during the Company phase.
Smarketing Cloud
Company
monday CRM
Board Item (Company Board) + Contact Board Connect Board
1:1Smarketing Cloud Company records map to Monday.com Items on a Company Board. The Company-Contact linkage is reconstructed using a Connect Board column on the Contact Board pointing to the Company Board, so each Contact Item carries a live link to its parent Company Item. We export Company records and Contact records together and resolve the relationship via the Smarketing Cloud Company-Contact relationship table before building the Connect Board links.
Smarketing Cloud
Pipeline
monday CRM
Board with Status Column
1:1Smarketing Cloud Pipeline and its configured stages map to a Monday.com Board with a Status column holding the stage values in the same order. Stage probability percentages from Smarketing Cloud migrate to a Numbers column alongside the Status column for pipeline visibility. The pipeline's name becomes the Board name. If multiple Smarketing Cloud pipelines exist, we create one Monday.com Board per pipeline.
Smarketing Cloud
Deal
monday CRM
Board Item (Pipeline Board)
1:1Smarketing Cloud Deal records map to Items on the corresponding Pipeline Board. The deal stage migrates to the Status column, deal amount to a Numbers column, close date to a Date column, and owner to an Person column (resolving by email to the Monday.com team member). We preserve any custom Deal properties as additional columns on the Board. Deals without a Company link are imported without a Connect Board reference and flagged for manual linking during reconciliation.
Smarketing Cloud
Campaign
monday CRM
Board Item (Campaign Board)
1:1Smarketing Cloud Campaign records with member lists map to Items on a Campaign Board. Campaign name, send history status, and campaign type migrate as columns. Campaign membership records (which Contacts were enrolled in which Campaign and when) are stored as a secondary Board linked via Connect Board, with enrollment timestamp preserved as a Date column on the membership link record.
Smarketing Cloud
Activity (calls, emails, meetings, notes)
monday CRM
Board Item or Subitems + Updates column
1:1Activity logs (calls, emails, meetings, notes) linked to Contacts or Companies in Smarketing Cloud migrate as Subitems on the relevant Contact or Company Board Item, with the activity type in the Subitem Name, timestamp as a Date column, owner as a Person column, and description in a Text column. We do not migrate email body content as a separate Item — it lives in the Subitem's description field to preserve the activity timeline within the Contact record.
Smarketing Cloud
Tag
monday CRM
Tag or Label column
lossyContacts and Companies in Smarketing Cloud can carry multiple Tags. We export tag strings per record and reapply them in Monday.com as a Tag column or as label-style values in a Multi-select column, using a bulk apply operation. We agree the strategy with the customer during scoping because some teams prefer tags as searchable labels while others need them as filterable multi-select values.
Smarketing Cloud
Custom Object
monday CRM
Board with typed Columns
1:1Smarketing Cloud custom objects and their schemas migrate to Monday.com Boards created to match the custom object's field definitions. Custom fields map to typed Monday.com columns (text, number, date, dropdown, etc.). Any lookup relationships defined in Smarketing Cloud between custom objects and standard objects are reconstructed as Connect Board columns. We create the destination board schema before any data loads so that foreign key resolution is ready at import time.
| Smarketing Cloud | monday CRM | Compatibility | |
|---|---|---|---|
| Contact | Board Item (Contact Board)1:1 | Fully supported | |
| Company | Board Item (Company Board) + Contact Board Connect Board1:1 | Fully supported | |
| Pipeline | Board with Status Column1:1 | Fully supported | |
| Deal | Board Item (Pipeline Board)1:1 | Fully supported | |
| Campaign | Board Item (Campaign Board)1:1 | Fully supported | |
| Activity (calls, emails, meetings, notes) | Board Item or Subitems + Updates column1:1 | Fully supported | |
| Tag | Tag or Label columnlossy | Fully supported | |
| Custom Object | Board with typed Columns1:1 | 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.
Smarketing Cloud gotchas
No public API documentation or developer portal
Proprietary data format with no bulk export format documented
Performance bottlenecks during high-volume campaign sends
Limited historical data export for record history
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 audit
We audit the Smarketing Cloud account for export availability, data completeness, and custom property definitions. This includes identifying which objects are accessible (Contacts, Companies, Pipelines, Deals, Campaigns, Activities), whether custom objects are present, what history depth is available for engagement records, and whether any fields cannot be exported at all. We also confirm the Smarketing Cloud plan tier and any known retention limits. The output is a written discovery report with a confirmed migration scope and a list of any fields that require customer decision before mapping begins.
Monday.com board architecture design
We design the destination Monday.com CRM schema before any data moves. This includes creating the Contact Board, Company Board, Pipeline Boards (one per Smarketing Cloud pipeline), Campaign Board, and any custom object Boards, along with their column types. We configure Connect Board columns on the Contact Board to link to the Company Board, and establish the relationship resolution strategy (Company-Contact linking via foreign key lookup from Smarketing Cloud's relationship table). Column types are chosen to match the source field types to preserve data fidelity during import.
Custom ETL pipeline build and test export
We build a custom ETL pipeline to parse Smarketing Cloud's proprietary export output. The pipeline reads the exported data, applies the field mapping defined in the discovery phase, transforms values to match Monday.com column type requirements, and outputs Monday.com-compatible import files (CSV or API-ready JSON per board). We run a test import into a Monday.com staging workspace with a representative sample of records to validate column mapping, relationship resolution, and character encoding before running the full migration.
User and owner reconciliation
We extract every distinct Smarketing Cloud owner referenced on Contact, Company, Deal, and Activity records and map them to Monday.com team members by email. Any owner without a matching Monday.com user is held in a reconciliation queue. The customer's Monday.com admin provisions missing users before record import resumes. Migration cannot proceed past owner reconciliation because Person columns and assignment fields in Monday.com require a valid team member reference.
Production migration in dependency order
We run production migration in record-dependency order. First, we create all Monday.com Boards and column structures. Then we import Company records (to establish parent records for Connect Board linking), followed by Contact records with Connect Board links resolved to the Company Items. Pipeline Boards are populated with Deal Items, then Campaign Items and membership links, then Activity Subitems. Custom object Boards import last. Each phase emits a row-count reconciliation report before the next phase begins.
Cutover, validation, and automation inventory handoff
We freeze writes in Smarketing Cloud during cutover, run a final delta migration of any records modified during the migration window, then enable Monday.com CRM as the system of record. We validate a random sample of imported records against the Smarketing Cloud source and confirm relationship integrity (Contact-Company links, Deal-Contact links, Campaign membership counts). We deliver the automation workflow inventory document to the customer's admin team and support a one-week hypercare window for reconciliation issues. We do not rebuild Smarketing Cloud workflows as Monday.com Recipes inside the migration scope.
Platform deep dives
Smarketing Cloud
Source
Strengths
Weaknesses
monday CRM
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 2 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 Smarketing Cloud and monday CRM.
Object compatibility
2 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
Smarketing Cloud: Rate limit documentation not published.
Data volume sensitivity
Smarketing Cloud 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
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