# Zoho CRM to monday.com Migration Canonical: https://www.taskrhino.ca/data-migration/zoho-to-monday/ > Move from Zoho CRM to monday.com: modules, links, notes and attachments move, workflow rules and blueprints are rebuilt, and you see what cannot move. We move your Zoho CRM leads, contacts, accounts, deals and custom modules into monday CRM with their notes, activities and attachments, keep the links between records, and rebuild your workflow rules and blueprints as monday.com automations. You see what moves, what we rebuild and what cannot move before you commit. ![A small wooden rhino carries items from four small coloured cups of beads in red, green, blue and yellow into a tidy board of coloured tiles, nothing dropped on the way.](https://www.taskrhino.ca/_astro/zoho-to-monday-e44b3550.BEACSkvI_HAJG9.jpg) [Book a free assessment for a fixed quote](https://www.taskrhino.ca/contact-us/) ## Why Teams Move from Zoho CRM to monday.com Teams usually look at monday.com when their CRM works but everything around it does not: projects, onboarding and support run in other tools, and nobody sees the whole customer. monday.com puts the CRM and the work that follows a deal on linked boards, with automations your own team can change. Our [Zoho vs monday.com comparison](https://www.taskrhino.ca/project-management-software/zoho-vs-monday/) covers how the two differ, and the [monday.com pricing guide](https://www.taskrhino.ca/monday-com/pricing-plans/) explains the plans. ## What Moves, What We Rebuild, What Cannot Move Zoho CRM’s data backup gives one CSV file per module plus a separate ZIP of attachments, and keeps links between records as IDs. Setup such as workflow rules and blueprints is rebuilt. ## How the Migration Runs Every step is agreed with you before the next one starts. ### Free assessment We look at your modules, custom fields, record counts, attachments and workflow rules, and send a fixed quote with the list of what moves, what we rebuild and what cannot move. ### Data map Each module becomes a board and each field a column of the right type. You approve the map and choose the fields to leave behind. ### Test migration We move a sample of accounts with their contacts, deals, notes and attachments, and you check them in monday.com. ### Full migration and rebuild Your administrator requests the data backup, we download it within its 7-day window, load and link every record, and rebuild your rules and reports. ### Checks and handover We compare record counts module by module, walk your team through the new boards, and hand over the backup files. ## When to Stay on Zoho CRM Zoho CRM is part of a wider suite, and that can be the deciding factor. Think twice if: - **You run several Zoho apps together,** such as Books, Desk and Campaigns, and depend on how they share data. - **Your sales process is enforced by blueprints** with many stages and checks. Automations can rebuild it, but plan the redesign. - **Email history inside the CRM is essential.** Zoho’s backup does not include email content, so it needs a separate plan. Other CRMs in the company? We also [move HubSpot data into monday.com](https://www.taskrhino.ca/data-migration/hubspot-to-monday/) and [move Pipedrive data into monday.com](https://www.taskrhino.ca/data-migration/pipedrive-to-monday/). See all our [monday.com data migration services](https://www.taskrhino.ca/data-migration/). ## Frequently Asked Questions ### Does monday.com have a Zoho CRM importer? We found none in monday.com’s help centre. The Excel import takes up to 8,000 rows (first 50 columns) into a new board, 10,000 rows into an existing board, and cannot set links between boards, so we load Zoho data through the monday.com API. ### Who needs to request the Zoho CRM backup? A user with an administrator profile. The download link stays active for 7 days, so we agree the date with you in advance. ### Do our emails come over? Not through the backup, which leaves out email content and attachments. If you need them, we check during the assessment what can be exported from your mail setup. ### How much does it cost? It depends on your modules, record counts, attachments and rules. 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. ### Zoho CRM Help: Requesting data backup CSV per module with attachments in a separate ZIP, admin only, 7-day download link, and what the backup leaves out. [Zoho CRM Help: Requesting data backup](https://help.zoho.com/portal/en/kb/crm/data-administration/data-backup/articles/requesting-data-backup) ### Zoho CRM Help: Troubleshooting data backup Record associations kept as IDs; IMAP emails not supported. [Zoho CRM Help: Troubleshooting data backup](https://help.zoho.com/portal/en/kb/crm/troubleshooting/articles/troubleshooting-data-backup) ### Zoho CRM Help: Export CRM data CSV and XLSX exports per module, Notes, Record ID column, export permission. [Zoho CRM Help: Export CRM data](https://help.zoho.com/portal/en/kb/crm/data-administration/export-data/articles/export-crm-data) ### Zoho CRM Developers: Bulk Read API Bulk export jobs that return CSV files. [Zoho CRM Developers: Bulk Read API](https://www.zoho.com/crm/developer/docs/api/v8/bulk-read/overview.html) ### 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. [monday.com: Import files from Excel](https://support.monday.com/hc/en-us/articles/360000219209-Import-files-from-Excel) ### monday.com API: connect boards column Linking items across boards by item ID. [monday.com API: connect boards column](https://developer.monday.com/api-reference/reference/connect) ### monday.com API: updates Creating updates on items, with their original creation date. [monday.com API: updates](https://developer.monday.com/api-reference/reference/updates) ### monday.com API: files Adding files to a file column, up to 500 MB per file. [monday.com API: files](https://developer.monday.com/api-reference/reference/files) ## Plan Your Zoho CRM to monday.com Move Tell us which Zoho CRM modules you use today. We will send the list of what moves, what we rebuild and what cannot move, with a fixed quote. **All our projects are secured by NDA** **Zero spam.**