CRM migration
Field-level mapping, validation, and rollback between Wavity CRM and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.
Wavity CRM
Source
monday CRM
Destination
Compatibility
9 of 10
objects map 1:1 between Wavity CRM and monday CRM.
Complexity
BStandard
Timeline
3-5 weeks
Overview
Moving from Wavity CRM to Monday.com CRM is a platform philosophy shift. Wavity stores CRM data in a traditional relational object model (Contacts, Accounts, Opportunities, Pipelines); Monday.com CRM represents the same data as boards, groups, and items with typed columns. There is no documented Wavity REST API, so data extraction runs through coordinated CSV exports from the Wavity UI, which we then parse, normalize, and map into Monday.com's board schema. Custom objects built with Wavity's Zero Code Application Designer require full schema discovery before migration because they have no standard export format. We do not migrate Wavity wBots (RPA workflows), reports, or dashboards as code; we deliver a written inventory of Wavity automations for your admin to rebuild as Monday.com automations post-migration. Monday.com CRM's per-user pricing starts at $12/month, significantly undercutting Wavity's $30/user/month annual Professional tier, making the platform switch economically attractive for teams leaving the five-seat minimum.
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 Wavity 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.
Wavity CRM
Contact
monday CRM
Contact board (Item)
1:1Wavity Contact records map to Items in a dedicated Contacts board in Monday.com CRM. Standard fields (name, email, phone, title, address) migrate to matching Monday.com column types. Custom contact properties from Wavity become additional columns on the Contact board. We preserve the Contact-to-Account relationship as a Link to Item column pointing at the Account board.
Wavity CRM
Account (Company)
monday CRM
Account board (Item)
1:1Wavity Account records map to Items in a Monday.com Account board. The Wavity domain field maps to the Website column. Account ownership migrates as a People column linked to the Monday.com user who owns the account. We create the Account board before Contact import so that the link column is satisfied at insert time.
Wavity CRM
Lead
monday CRM
Lead board or Contact board (Item)
1:1Wavity Lead records migrate to a dedicated Leads board or directly into the Contact board depending on the customer's lead lifecycle. Lead source attribution, status, and scoring values from Wavity become columns on the destination board. Any Wavity lead scoring values map to a Number column for segmentation in Monday.com.
Wavity CRM
Opportunity
monday CRM
Deal board (Item)
1:1Wavity Opportunities map to Items in a Monday.com Deal board, which is the CRM-native representation of a sales opportunity. Deal value maps to a Numbers column, stage to a Status column, and close date to a Date column. Owner assignment maps to a People column. We reconstruct the pipeline view in Monday.com using the Deal board's default grouping by Status.
Wavity CRM
Pipeline
monday CRM
Deal board Status column configuration
lossyWavity's customizable pipeline stages map to Monday.com Status column options on the Deal board. We extract every Wavity pipeline stage name, order, and probability percentage and configure the equivalent Status options in Monday.com. Stage probability percentages migrate as informational Number columns or are documented for the admin to set in Monday.com's deal settings.
Wavity CRM
Task
monday CRM
Task board (Item) or Activity item
1:1Wavity Task records with due dates, assignees, status, and linked records map to Items in a Monday.com Tasks board. Assignee maps to a People column, due date to a Date column, status to a Status column, and the linked Contact or Opportunity to a Link to Item column. Completion status migrates from Wavity's closed/won states to matching Status column values.
Wavity CRM
Appointment
monday CRM
Calendar board (Item) or Calendar integration
1:1Wavity Appointments with time, duration, attendees, and linked records map to Items in a Monday.com Calendar board. Start time and duration migrate to Date and Numbers columns. Attendees map to People columns or stay as text notes. We flag timezone discrepancies between Wavity and the target Monday.com workspace settings during schema review.
Wavity CRM
Ticket (Help Desk)
monday CRM
Support board (Item)
1:1Wavity Ticket records migrate to Items in a Monday.com Support board. Status, priority, assignee, customer link, and conversation history migrate to matching columns. Ticket conversation threads (customer and agent replies) are preserved as a Long Text column or linked Items in a separate Thread board. Attachments migrate as file attachments re-uploaded to Monday.com and linked to the Ticket item.
Wavity CRM
Custom Object
monday CRM
Custom board (Item)
1:1Wavity Zero Code Application Designer custom objects have no standard export format and require schema discovery before migration. We schedule a schema review call with the customer to document every custom object, its field types, and validation rules. Each custom object is then created as a dedicated Monday.com board with columns typed to match Wavity field types. Lookup relationships between custom objects and standard CRM objects are recreated as Monday.com Link to Item columns. This is the highest-effort object mapping in the migration.
Wavity CRM
Document / Attachment
monday CRM
File column or external link column
1:1File attachments stored in Wavity are exported and re-uploaded to Monday.com as File column uploads or stored externally (Google Drive, SharePoint) with links preserved in a Link column. We maintain the attachment-to-record linkage by placing the file or link on the same Item that it was attached to in Wavity. Very large attachment volumes may require a staged upload strategy to stay within Monday.com storage limits.
| Wavity CRM | monday CRM | Compatibility | |
|---|---|---|---|
| Contact | Contact board (Item)1:1 | Fully supported | |
| Account (Company) | Account board (Item)1:1 | Fully supported | |
| Lead | Lead board or Contact board (Item)1:1 | Fully supported | |
| Opportunity | Deal board (Item)1:1 | Fully supported | |
| Pipeline | Deal board Status column configurationlossy | Fully supported | |
| Task | Task board (Item) or Activity item1:1 | Fully supported | |
| Appointment | Calendar board (Item) or Calendar integration1:1 | Fully supported | |
| Ticket (Help Desk) | Support board (Item)1:1 | Fully supported | |
| Custom Object | Custom board (Item)1:1 | Fully supported | |
| Document / Attachment | File column or external link column1:1 | 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.
Wavity CRM gotchas
5-user minimum and annual billing lock-in on Professional tier
No publicly documented bulk export or bulk API
Custom objects from Zero Code Designer lack standard export format
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
Data export coordination with Wavity
We contact Wavity's sales and technical team to request structured CSV exports of all CRM objects: Contacts, Accounts, Leads, Opportunities, Pipelines, Tasks, Appointments, Tickets, and any custom objects. This step is the critical path because Wavity has no self-service export API. We provide Wavity with a data specification document listing every field required and the expected file format. Export delivery typically takes five to ten business days. Parallel to waiting for exports, we audit the Monday.com destination account for workspace structure, existing boards, and user provisioning.
Schema discovery for custom objects
For teams using Wavity's Zero Code Application Designer, we schedule a schema discovery call to document every custom object, its fields, data types, validation rules, and lookup relationships to standard CRM objects. We produce a written schema map that becomes the blueprint for creating the equivalent Monday.com boards. This step cannot be automated because Wavity does not expose custom object definitions through any export mechanism. No data is written to Monday.com during this phase.
Monday.com board structure design
We design the Monday.com board architecture before any data is imported. This includes creating a Contacts board, an Account board, a Deals board (with Status column options matching Wavity pipeline stages), a Tasks board, an Appointments/Calendar board, and a Support board for Tickets. For each custom object identified in step two, we create a dedicated board with columns typed to match the Wavity field schema. We configure Link to Item columns to maintain parent-child relationships between boards. The board structure is validated in a Monday.com test workspace before production data is imported.
Data cleansing and deduplication
We run a data quality pass on the Wavity CSV exports before import. This includes identifying duplicate Contacts and Accounts (deduped using email and domain as primary keys), flagging records with missing required fields (name and email), correcting inconsistent date formats, and removing records marked as inactive or test data in Wavity. We produce a deduplication report for the customer's review and apply their dedup rules (typically: keep oldest, keep newest, or manual review) before importing into Monday.com.
Monday.com import and relationship resolution
We import data into Monday.com in dependency order: Accounts first (because Contact-to-Account links must be satisfied at insert), then Contacts (with Account link resolved), then Leads, then Deals (with Owner and Account links resolved), then Tasks, then Appointments, then Tickets, then Custom Objects. Each object import emits a row-count reconciliation report. We use Monday.com's bulk CSV import for standard objects and the monday.com API for custom objects with complex field types. File attachments are re-uploaded and linked to their parent records.
Cutover, validation, and automation handoff
We freeze Wavity write access during the cutover window, run a final delta migration of any records modified since the initial export, and enable Monday.com as the system of record. We validate record counts in Monday.com against the original Wavity exports and spot-check 25-50 records per object for field-level accuracy. We deliver the written Wavity automation inventory to the customer's admin team for Monday.com automation rebuild. We provide a one-week hypercare window for reconciliation issues. Post-cutover, Wavity is set to read-only for a 90-day retention period at the customer's discretion.
Platform deep dives
Wavity CRM
Source
Strengths
Weaknesses
monday CRM
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. All 8 core objects map 1:1 between Wavity CRM and monday CRM.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Wavity CRM and monday CRM.
Object compatibility
All 8 core objects map 1:1 between Wavity CRM and monday CRM.
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
Wavity CRM: Not publicly documented.
Data volume sensitivity
Wavity 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
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