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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

  • Boards

    Lands in Calisto as Deals · 4 fields

    CRM boards

  • Items

    Lands in Calisto as Contacts · 5 fields

    Board items and contacts

  • Activities

    Lands in Calisto as Activities · 4 fields

    Item activities

  • Updates

    Lands in Calisto as Records · 4 fields

    Item updates

Export file

Exporting from Monday CRM

  1. Open the board you want (Contacts, Leads, Deals) and click the three-dot menu at the top right.
  2. Choose More actions → Export board to Excel, keep "table only", and click Export.
  3. 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