Migration guide
From Monday to Kovarro
Each Monday board exports to CSV cleanly. Where Monday splits into multiple products (Work Management + CRM + Dev), Kovarro brings them under one workspace.
Imports cleanly
- Items + sub-items with names, owners, dates, statuses
- Boards (each becomes a Kovarro project)
- Column data (text, status, person, date)
- Members + email addresses
Needs manual work
- Monday automations - rebuild with Kovarro webhooks + recurring tasks
- Updates on items - export separately and re-attach as task comments
- Files - re-upload via helper
- Monday CRM contacts - separate CSV export, import into Kovarro CRM
Doesn't migrate
- Monday Dashboards (rebuild with Kovarro KPI block)
- Workdocs (manual rehouse to Kovarro Docs)
- Connect boards / mirror columns (Kovarro's data model is flatter)
Step by step
The migration playbook
Roughly 10-person team on one Monday product: half a day. Orgs running multiple Monday products (Work + CRM + Dev): 2-3 days, mostly because you're now consolidating into one Kovarro workspace.
- 1
Export each Monday board to CSV
Board → 3-dot menu → More actions → Export to Excel / CSV. One CSV per board.
- 2
Plan the Kovarro structure
Map Monday boards to Kovarro projects 1:1 first - resist consolidation until the basic import is done. If you used Monday CRM, plan separately to import contacts via the Kovarro CRM importer.
- 3
Pre-create Kovarro projects + statuses
Match column statuses to Kovarro custom statuses by name.
- 4
Run the importer
Settings → Import → CSV. Map columns to Kovarro fields. Preview. Import.
- 5
Migrate CRM separately
Monday CRM exports to its own CSV. Use Kovarro's CRM importer (Leads → Import) to bring contacts and pipelines across.
- 6
Rebuild automations + dashboards
Monday automations → Kovarro webhooks or recurring tasks. Monday dashboards → Kovarro KPI block tiles.
Ready to leave Monday?
Start free in under a minute. Book a demo if you'd like us to walk through your specific setup before you switch.