The CRM Migration Blueprint: How OrangeDot Moves Teams to monday.com Without Losing Data

Switching CRMs is scary.

You are worried about losing data.

Breaking workflows.

Or ending up with a shinier mess than the one you started with.

That is exactly why we built a repeatable CRM Migration Blueprint for monday.com.

This guide walks through how OrangeDot migrates teams to monday.com CRM safely, cleanly, and without business disruption. Below is what we will cover.

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What We Will Cover

1. The Real Problem With CRM Migrations
2. What to Know Before Migrating to monday.com CRM
3. Bonus Tips for a Smoother monday.com CRM Migration
4. FAQs
5. Final Thoughts

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The Real Problem With CRM Migrations

Most CRM migrations fail for one simple reason.

They focus on moving data.

Not building a system.

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Teams export CSVs, import them into a new tool, and call it done. Then reality hits.

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Broken relationships between records.

Fields that no longer match reporting needs.

Sales teams who cannot find anything.

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A successful monday.com CRM migration requires structure, logic, and testing. That is the blueprint.

What to Know Before Migrating to monday.com CRM

Step 1: Full CRM Audit and Discovery

Before we touch your data, we study it.

We review your current CRM and answer questions like:

• What objects actually matter
• Which fields are actively used versus legacy clutter
• Where relationships break down
• Which workflows are manual pain points

This is where most migrations win or lose. Bad inputs equal bad outputs.

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Step 2: Data Mapping With Intent

Mapping is not just field to field copying.

We map your data to how monday.com CRM actually works. Boards. Columns. Relationships. Automations.

Key mapping decisions include:

• Accounts, contacts, and deal relationships
• Owner assignment logic
• Status normalization
• Historical activity handling

This ensures your monday.com CRM feels intentional on day one.

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Step 3: Data Cleaning Before Import

We clean before we migrate.

That includes:

• Removing duplicate records
• Standardizing dropdown values
• Fixing broken email formats
• Validating required fields

Cleaning after import costs more and causes confusion. We do it upfront.

Our CRM Migration Blueprint in Action

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Step 4: Controlled Test Migration

We never migrate everything at once.

We run a test import using a controlled data set. This lets us validate:

• Field mapping accuracy
• Record relationships
• Automation triggers
• Reporting behavior

If something breaks here, we fix it before full migration.

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Step 5: Automation and Workflow Recreation

CRMs live and die by automation.

We rebuild workflows inside monday.com CRM including:

• Deal stage movement
• Task creation
• Notifications and handoffs
• Lead routing logic

Nothing launches without automation tested end to end.

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Step 6: Reporting and Dashboard Validation

Data without reporting is useless.

We recreate core dashboards and verify:

• Pipeline accuracy
• Conversion metrics
• Forecast logic
• Activity tracking

Your leadership team sees what they expect. No surprises.

How We Protect Data Integrity

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Step 7: Full QA and Reconciliation

Before go live, we run QA checks across your entire CRM.

That includes:

• Record count reconciliation
• Spot checking random records
• Ownership validation
• Permission testing

If numbers do not match, we stop.

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Step 8: Final Migration and Cutover

Once approved, we run the final migration.

We coordinate timing to avoid sales disruption and lock legacy systems during cutover. Your team starts fresh in monday.com CRM with confidence.

Bonus Tips for a Smoother monday.com CRM Migration

• Freeze CRM changes during migration week
• Assign a single internal point of contact
• Document edge cases early
• Train users on the new logic, not just buttons

The smoother the prep, the smoother the launch.

FAQs

How long does a CRM migration to monday.com take?

Most OrangeDot migrations take 3 to 4 weeks depending on data complexity and automation depth.

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Can you migrate from HubSpot or Salesforce to monday.com CRM?

Yes. We regularly migrate teams from HubSpot, Salesforce, and legacy CRMs into monday.com.‍

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Will historical data be preserved?

Yes. We migrate historical deals, activities, and timestamps when relevant to reporting needs.

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What happens if something is wrong after launch?

We include post launch QA and support to resolve any issues quickly.

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Final Thoughts

A CRM migration should feel boring.

Predictable.

Structured.

Low risk.

The CRM Migration Blueprint exists so teams can move to monday.com CRM without fear, downtime, or data loss.

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📢 Need help implementing this in monday.com?

Talk to a certified monday.com expert → Let's Talk

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