Before you begin
Anyone who can view the board. Exporting the whole account needs a monday admin.
In Crittiks, open Settings › Migration and choose monday.com. Keep a copy of the original export. Invite the teammates who should own the imported records before matching owners.
Prepare your files
One Excel (or CSV) export per board.
Export each board
Open the board, click the three-dot menu at the top right, choose More actions > Export board to Excel.
Or export the account
Admins can export every board at once from Administration > General > Export account data, then upload the ZIP in Settings › Migration.
Drop the files in Crittiks
Each board becomes a project, items become tasks and subitems their subtasks. The Status column (or the groups) become task statuses.
What moves
- Each board as a project
- Items as tasks, subitems as subtasks
- Groups or the Status column as task statuses
- People columns, matched to your team
- Dates, numbers, text and dropdown columns
What stays in your old tool
- Email bodies and attachments
- Automations and workflows
- Reports and dashboards
- Updates (comments) and files
- Formula and mirror columns
- Docs and forms
Preview and test in Crittiks
- Upload your export files in Settings › Migration and choose Read my files.
- Review the proposed record types, field mappings, owners and stages. Resolve warnings and save any changes.
- Choose Test with 25 of each. Inspect the imported sample in the relevant customer, Sales or Projects screens.
- Choose Undo the test if the result needs correcting. When it looks right, choose Import everything and review the confirmation.
- Read the final report and check representative records, their relationships and record counts.
After the import
The run’s report shows any records that need attention. Undo is available for 30 days; records edited or linked since the import may be kept and listed instead of being overwritten.
People columns are matched to your team by name.