Migrate from monday.com
Migrate from monday.com to Verbial
Bring clients and projects from monday.com board exports into Verbial.
Export a board from monday.com and upload it; Verbial maps the columns to clients and projects.
What comes across
From monday.com
- Boards as projects
- Client columns as clients
How it works
Six steps, one afternoon
- 1Run the CRM import first if you have one, so clients already exist.
- 2Open Settings → Migrate, pick the tool, paste an API key or upload the export.
- 3Map clients, projects, tasks and entries; people match your team by email.
- 4Dry run: see exactly how many entries land, and which rows need attention.
- 5Import. Historical entries keep their dates, so utilisation and profitability history is intact.
- 6Point the team at Verbial's timer on Monday; the old tool stays read-only.
Leave monday.com without leaving your history.
Dry run first. Roll back with one click. Keep the old tool read-only for a cycle.