Data and process migration to monday.com — without data loss or downtime

We transfer data, structures, and processes from your current system to monday.com in a secure, consistent, and ready-to-use way. From audits to training and support — everything in a single process.

Book a free implementation consultation

Deviniti – your certified monday.com partner

600+ monday.com clients served,
300+ cross-industry implementations,
2000+ consulting sessions delivered.

Audit of legacy data sources and processes
- We analyze all source systems, files, and databases to identify where information needs to be transferred from.
- We review current processes to determine what should be fully migrated and what can be optimized during the migration.
Migration plan and field & workflow mapping
- We create a detailed migration plan with a timeline and scope of actions.
- We map fields and processes from the old system onto monday.com structures to ensure consistency.
Data preparation: cleaning, normalization, advanced mapping
- We remove duplicates, incorrect entries, and outdated information.
- We standardize data formats and prepare them for proper import into monday.com.
Migration of structures & records (projects, tasks, contacts, operational data)
- We recreate the structure of boards, groups, and columns in monday.com.
- We transfer records while maintaining relationships between projects, tasks, and contacts.
Process replication: automations, dependencies, notifications
- We create monday.com equivalents of your existing automations and task dependencies.
- We set up reminders, dependencies, and triggers so that processes work the same — or even better — than in the old system.
- Audit, change plan, and implementation on a live process. Standardization of fields and views, documentation, and post-launch support.
Planned and configured integrations (email, forms, API)
- We configure monday.com connections with emails, forms, and other systems in your company.
- We implement API integrations to ensure continuous data exchange.
Building dashboards and operational reports
- We create dashboards in monday.com that visualize key data and KPIs.
- We configure operational reports tailored to your team’s and management’s needs.
Testing, validation, and migration adjustments
- We verify the accuracy of transferred data and the real-life functioning of processes.
- We implement fixes and adjustments to ensure the system works 100% as intended.
User training after migration
- We deliver role-based training for your team, showing how to work effectively in the new environment.
- We provide users with instructional materials and guides.
Post-migration support and platform optimization
- We provide technical and expert support after implementation.
- We advise on how to develop and optimize the use of monday.com.

Results you’ll see from day one with monday.com

Smooth monday.com onboarding — no lost data or work interruptions

All data is transferred in a way that ensures its integrity.
Business operations can continue without downtime during migration.

Consistent processes: from migration, through automation, to dashboards

Migration includes not just data, but also the reconstruction of processes and reporting.
This allows the team to immediately benefit from the full functionality of monday.com.

Faster adoption: user training and guides

Users are trained on how to use the new system.
Provided materials enable quick onboarding to monday.com.

No duplication or data silos

Data from various sources is merged into one place.
Every user works with the same, up-to-date version of information.

Scalable migration with planning for future integrations and growth

The system is ready for adding new features and integrations in the future.
The migration process is designed with flexibility and growth in mind to meet the company’s evolving needs.