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.

Bring my Monday CRM data

What moves

What comes across

보드
Lands in Calisto as 딜 · 4 fields
CRM 보드
항목
Lands in Calisto as 연락처 · 5 fields
이사회 안건 및 연락처
활동
Lands in Calisto as 활동 · 4 fields
항목 활동
업데이트
Lands in Calisto as 기록 · 4 fields
항목 업데이트

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).

monday.com’s own help page

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