Who can migrate us to monday.com?
A 2026 migration guide.
A 2026 migration guide.
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The best partner for a monday.com migration has moved teams from the tool you're leaving, redesigns your workflows rather than copying them, tests with your people before the switch, and gives you a fixed quote before work starts. The SaaSy People migrate UK and US teams from Asana, Jira, Smartsheet, Salesforce, HubSpot and spreadsheets. We're a monday.com Platinum Partner in the UK, with direct-hire consultants based onshore in the UK and a US team in Austin, Texas.
This page explains what monday.com's own importers cover, what each type of migration involves, how we run one, and what it costs.
monday.com has native importers for some tools, and they're a good starting point. They move data. They don't redesign how your team works.
Asana. monday.com's Asana importer brings across task names, assignees, completion status, notes, due dates and parent tasks, and new Asana tasks keep syncing to your board while you switch over. Comments, attachments and custom fields aren't in its supported list, so they need a separate step if you want to keep them.
Everything else. Smartsheet, Salesforce, HubSpot and most Jira setups need their structure mapped onto monday.com boards, columns and automations, and that's design work no importer does for you.
The real risk. Most failed migrations move the old mess into a new tool. The value is in deciding what to keep, what to clean and what to rebuild before anything moves.
Discovery. Agree what's moving, what's being retired and how the team should work in monday.com.
Data audit and cleansing. Review your existing data and clean it before it moves.
Design and mapping. Map every field, status and relationship to monday.com boards and columns.
Test migration. Move a sample first and check it with your team.
Pilot. A small group works live in monday.com while the old tool stays available.
Cut-over and training. Move the full data set, switch the team over and train people by role.
User acceptance sign-off. We close the project when your team signs off that everything works as agreed.
For transparency, The SaaSy People charge from £995 per day in the UK and $1,295 per day in the US for monday.com expert services, with fixed-price options for defined migrations.
We give you a fixed quote after a short discovery, based on the tools, data volume and history you want to bring across.
1. Have you migrated a team from our tool before?
2. What will the native importer handle, and what won't it?
3. How do you clean our data before it moves?
4. What happens to comments, attachments and history?
5. How do you test the migration before we switch?
6. Can we run both tools side by side during a pilot?
7. How do you train people by role?
8. Who will actually work on our project, and where are they based?
9. Will you give us a fixed quote, and what's included?
10. What does support look like once we're live?
Watch for red flags too: a quote before they've seen your data, a plan to copy your old structure as-is, no test migration, and no pilot before the full switch.
Asana to monday.com. Use the native importer for the core data, then rebuild projects as boards with the statuses, automations and dashboards your team actually needs.
Jira to monday dev. monday dev has its own Jira migration route, and monday.com's advice is to plan for every issue type before you start. Epics, sprints and engineering workflows need agreeing with your team before cut-over.
Smartsheet to monday.com. Sheets rarely map one-to-one onto boards. We redesign the structure around how work flows, then move the data into it.
Salesforce to monday CRM. Objects, fields and relationships need mapping to monday CRM boards and columns, and the data needs cleaning on the way in, so your sales team starts on clean records.
HubSpot to monday CRM. Contacts, companies and deals move across with their pipeline stages mapped, so reporting carries on from day one.
Spreadsheets to monday.com. The fastest migrations, but the easiest to get wrong. We turn columns and tabs into boards and automations rather than copying the spreadsheet.
A certified monday.com partner with migration experience. The SaaSy People migrate UK and US teams from Asana, Jira, Smartsheet, Salesforce, HubSpot and spreadsheets into monday.com and monday CRM, covering data mapping, cleansing, testing and training. We're a monday.com Platinum Partner in the UK, with certified monday.com consultants in our US team in Austin, Texas.
Yes. monday.com has a native Asana importer that brings across task names, assignees, completion status, notes, due dates and parent tasks. Comments, attachments and custom fields aren't in its supported list, so they need a separate migration step if you want to keep them.
A certified monday.com partner who knows both CRMs. Salesforce objects, fields and relationships need mapping to monday CRM boards and columns, and the data needs cleaning on the way in. We handle the mapping, migration, testing and training, so your sales team starts on clean data.
A certified monday.com partner. Smartsheet sheets and Jira projects rarely map one-to-one onto monday.com boards, so the work is in redesigning the structure, not just moving rows. We map your sheets, issues and workflows into boards, automations and dashboards, then test with your team before go-live.
The SaaSy People charge from £995 per day in the UK and $1,295 per day in the US for monday.com expert services, with fixed-price options for defined migrations. We give you a fixed quote after a short discovery, based on the tools, data volume and history you want to bring across.
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