Switch
By its export file
Migration guide
Move your data from Monday CRM
Monday CRM does not accept requests from a browser on a key you can create, so its data comes across by its own export file. You drop the file, see how the columns map, and each record lands once.
What moves
What comes across
Tableaux
Lands in Calisto as Affaires · 4 fields
Tableaux CRM
Articles
Lands in Calisto as Contacts · 5 fields
Articles et contacts du bord
Activités
Lands in Calisto as Activités · 4 fields
Activités des articles
Mises à jour
Lands in Calisto as Enregistrements · 4 fields
Mises à jour des articles
Export file
Exporting from Monday CRM
- Open the board you want (Contacts, Leads, Deals) and click the three-dot menu at the top right.
- Choose More actions → Export board to Excel, keep "table only", and click Export.
- Drop the Excel file below (up to 10,000 items per export; filter first for larger boards).
Before your first import you accept the Data Import Terms: you bring your own data with credentials you hold, and Calisto acts as your processor. Calisto never contacts the vendor for you and never sees your key. Read the terms