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Salesforce to monday.com Migration

We move your accounts, contacts, leads, opportunities, activities and files from Salesforce into monday CRM, keep the links between them, and rebuild your flows and reports in monday.com. Before anything moves, you get a written list of what moves, what we rebuild and what cannot move.
Book a free assessment for a fixed quote
  • Free 30-minute call
  • No obligation
  • Reply within 48 hours

Why Teams Move from Salesforce to monday.com

The reasons are rarely one feature: licence costs at renewal, small changes that need an admin or a consultant, and sales reps working around the CRM instead of in it. Our articles on the hidden costs of Salesforce admin and consulting, signs your CRM needs an IT team and user adoption go into each one.

monday.com suits teams that want sales, onboarding and delivery on one platform their own people can change. Compare plans in our monday.com pricing guide, and see the wider field in Salesforce alternatives for growing SMBs.

What Moves, What We Rebuild, What Cannot Move

Salesforce separates data, which its Data Export Service writes out as CSV files, from customizations, which are metadata. Data moves; customizations are rebuilt in monday.com.
  • 8 move
  • 5 we rebuild
  • 2 cannot move
In SalesforceIn monday.comStatus
Accounts, contacts, leads, opportunitiesExported as one CSV file per object.Boards in monday CRMMoves
Custom objects and custom fieldsPicklists become Status or Dropdown columns.Boards and columnsMoves
Lookups between recordsLinked by record ID through the monday.com API; the Excel import cannot set them.Connect boards columnsMoves
Record ownersYour users are invited to monday.com first, so each owner matches a person.People columnsMoves
Tasks and eventsActivity items linked to the contact and dealMoves
NotesPosted through the API with their original date, because updates cannot be imported from a file.Item updatesMoves
Files and attachmentsIncluded when the export is run with its files options switched on.File columnsMoves
Chatter posts and commentsSalesforce exports only the first 1,000 characters of each post and comment.Item updatesMoves
Flows, Process Builder, workflow rulesMetadata, so not part of the data export.monday.com automationsWe rebuild
Formula and roll-up summary fieldsSalesforce always leaves them out of exports.Formula and mirror columnsWe rebuild
Page layouts, record types, validation rulesBoard views, groups and required columnsWe rebuild
Reports and dashboardsmonday.com dashboardsWe rebuild
Profiles and permission setsBoard permissions and user rolesWe rebuild
Apex code and Visualforce pagesCustom code has no monday.com equivalent. We scope a replacement with automations, apps or integrations.–Cannot move
Recycle Bin recordsNot in the weekly or monthly export; Data Loader’s Export All can still read soft-deleted records if you want them.–Cannot move

How the Migration Runs

Every step is agreed with you before the next one starts.
  1. 01

    Free assessment

    Free

    We look at your objects, record counts, files and automations, and send a fixed quote with the list of what moves, what we rebuild and what cannot move.

  2. 02

    Data map

    Before any data moves

    Each Salesforce object becomes a board and each field a column of the right type. You sign off the map, including which old fields to leave behind.

  3. 03

    Test migration

    On a sample first

    We move a sample of accounts with their contacts, opportunities, notes and files, and you check them in monday.com.

  4. 04

    Full migration and rebuild

    Dates fixed in your quote

    We run the full export with files included, load every record, link them, and rebuild your flows as automations and your reports as dashboards.

  5. 05

    Checks and handover

    Before you switch off Salesforce

    We compare record counts object by object, walk your team through the new boards, and hand the export files over to you.

When Salesforce Is Still the Right Call

Moving is not always the answer. Stay on Salesforce, or plan the move carefully, if:

  • Your process lives in Apex or Visualforce. Custom code does not move and has to be redesigned.
  • You depend on AppExchange products such as CPQ or industry clouds that have no counterpart in monday.com.
  • Other systems read Salesforce in real time and cannot be repointed yet. monday.com has a Salesforce two-way sync app for a staged move.

The assessment tells you which of these apply before you commit.

Leaving another CRM too? See our HubSpot to monday.com migration and Pipedrive to monday.com migration, or all our monday.com data migration services.

Frequently Asked Questions

Can we use monday.com’s Salesforce integration instead?

monday.com’s Salesforce two-way sync app keeps data in step between the two systems. Its own documentation says it has no import function, and lookup fields arrive as text. It works for a staged move; a full migration still needs the records, links, notes and files moved.

Why not just import the Salesforce CSV files into monday.com?

The Excel import takes up to 8,000 rows (first 50 columns) into a new board and 10,000 rows into an existing board, cannot fill the Updates section, and only fills some column types. Links between records, notes and files need the monday.com API, which is what we use.

Do our notes and activity history keep their dates?

Yes. Notes are posted as updates with their original creation date, and tasks and events keep their due and completed dates in date columns.

What happens to our Salesforce flows and reports?

They are metadata, not data, so no export carries them. We list each one in the assessment and rebuild the ones you still need as monday.com automations and dashboards.

How much does it cost?

It depends on your objects, record counts, files and automations. The assessment is free and ends with a fixed quote.

Sources

What moves and what does not is taken from these official documents, read in October 2026.
  1. 01
    Salesforce Help: Export Backup Data from Salesforce
    What the Data Export Service includes, files and attachments, the 1,000-character Chatter limit, formula fields left out, 48-hour download window.
    https://help.salesforce.com/s/articleView?id=xcloud.admin_exportdata.htm&type=5
  2. 02
    Salesforce Help: Data Export FAQ
    Recycle Bin data is not included in the export.
    https://help.salesforce.com/s/articleView?id=000383962&type=1
  3. 03
    Salesforce Developers: Export data with Data Loader
    Record IDs, relationship queries, and archived activities and soft-deleted records with Export All.
    https://developer.salesforce.com/docs/platform/data-loader-impl/guide/exporting-data.html
  4. 04
    Salesforce Developers: Metadata API introduction
    Customizations are metadata, handled apart from business data.
    https://developer.salesforce.com/docs/atlas.en-us.api_meta.meta/api_meta/meta_intro.htm
  5. 05
    monday.com: Salesforce two-way sync app
    An ongoing sync, not an importer; lookups become text.
    https://support.monday.com/hc/en-us/articles/31309659658642-Salesforce-Two-way-sync-app
  6. 06
    monday.com: Import files from Excel
    File types, the row and column limits (8,000 rows and the first 50 columns into a new board, 10,000 rows into an existing board), which column types can be mapped, and that the Updates section cannot be imported.
    https://support.monday.com/hc/en-us/articles/360000219209-Import-files-from-Excel
  7. 07
    monday.com API: connect boards column
    Linking items across boards by item ID.
    https://developer.monday.com/api-reference/reference/connect
  8. 08
    monday.com API: updates
    Creating updates on items, with their original creation date.
    https://developer.monday.com/api-reference/reference/updates
  9. 09
    monday.com API: files
    Adding files to a file column, up to 500 MB per file.
    https://developer.monday.com/api-reference/reference/files

Plan Your Salesforce to monday.com Move

Tell us what you use Salesforce for today. We will send the list of what moves, what we rebuild and what cannot move, with a fixed quote.

What happens after you send this

  1. We read your requirements and reply within 48 hours.
  2. We talk it through on a free 30-minute call. No obligation.
  3. You leave with clear next steps, and a personalized quote if you go ahead.
  • All our projects are secured by NDA
  • Zero spam.

*All your data will remain strictly confidential.

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Leaving Salesforce? We move accounts and contacts to monday CRM.

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