HubSpot to monday.com Migration: Export, Field Mapping and What Breaks (2026)
By Mikhail Oskola, Founder & AI Automation Architect · · 10 min read
Checked: HubSpot's record export help page, monday.com's import, monday CRM import and cross-board automation help pages, monday CRM's pricing page, and the prices on our monday.com service page on 11 November 2026.
A HubSpot to monday.com migration moves each HubSpot object into its own monday CRM board. You export companies, contacts and deals from HubSpot as files, import them into the accounts, contacts and deals boards, relink them with connect boards columns, and rebuild your workflows as monday automations. Relinking is the step that's easy to miss. HubSpot's export carries the links between records as columns of record IDs, but monday's import can't fill a connect boards column, so the links have to be rebuilt after the import. Email history and other activities need their own export. Retailbox Automation wrote this guide. We build on both platforms, so it also covers when staying on HubSpot is the better call, and what we charge.
Should you move from HubSpot to monday CRM?
The move makes sense when delivery, projects or operations already run on monday.com. With sales on the same platform, a won deal can turn into a project without an integration in between, and everyone works from one set of boards. The other common reason is price: HubSpot's jump from Starter to Professional is steep, and teams that use HubSpot mostly as a pipeline find monday CRM covers what they need.
Staying makes more sense when marketing runs in HubSpot: email campaigns, landing pages, lead scoring and forms that feed the same contact records. monday CRM has mass email on its Pro plan and WorkForms for forms, but rebuilding a working marketing setup there is a bigger project than moving a pipeline.
Some teams keep both, HubSpot for marketing and monday.com for sales and delivery, connected so records stay in step. Our HubSpot vs Monday.com comparison puts the two side by side, and the CRM picker gives a quick first answer in six questions.
Decide these before you export anything
HubSpot has fixed objects with properties. monday CRM has boards with columns, and its plan limits decide how much of your HubSpot data fits. Settle these points first:
| monday CRM plan | Price per seat a month (billed yearly / monthly) | Columns per board | Active contacts and deals | Custom automations a month |
|---|---|---|---|---|
| Basic | $12 / $18 | 5 | 1,000 | Not listed |
| Standard | $17 / $25 | 15 | 10,000 | 250 |
| Pro | $28 / $41 | 75 | 100,000 | 25,000 |
| Ultimate (formerly Enterprise) | Custom price | Unlimited | Unlimited | Listed as enterprise-scale |
- monday CRM or a work-management board. monday CRM is a separate product with its own leads, contacts, accounts and deals boards, priced on its own. This guide assumes monday CRM.
- The plan, by column count. monday CRM's pricing page caps columns per board at 5 on Basic, 15 on Standard and 75 on Pro, with no cap on Ultimate. It also caps active contacts and deals at 1,000, 10,000 and 100,000. Count the HubSpot properties people actually fill in on each object before you pick a plan. Ultimate also lists a "white-glove migration"; the pricing page doesn't say what it covers (https://monday.com/crm/pricing, read 11 November 2026, prices in USD before tax).
- Which properties to keep. Every HubSpot property becomes a monday column, gets folded into one, or stays behind. Keep a column for the HubSpot record ID on every board; you need it for relinking and for checking.
- Owners. Every HubSpot owner who still works deals needs a monday user before the import, so the people column can match them.
- Stages. Decide whether deal stages become a status column, groups on the deals board, or both, and which one is the source of truth.
- Cutover. Pick a date after which new data goes only into monday, and how long HubSpot stays readable after that.
What HubSpot exports, and what it leaves out
You export from each object's view: contacts, companies and deals, one file each, as CSV, XLS or XLSX. Choose "All properties and associations on records". The record ID then sits in the first column and the associations come last, one column per associated object. By default each association column holds up to 1,000 associated record IDs and the associated record name. The other option, "All associated records", works for CSV files only. HubSpot emails you a download link that expires after 30 days, and XLS files stop at 256 columns (https://knowledge.hubspot.com/import-and-export/export-records, read 11 November 2026).
That export is records: their current property values and associations. For activities such as calls and notes, the same page points elsewhere: individual contact data exports, activity reports, or HubSpot's engagements API. Plan that as a separate job, and decide early how much history the team will open in monday.
Workflows, sequences, forms and reports aren't records, and HubSpot's export page doesn't cover them. Write each one down by hand: what triggers it, what it changes and who relies on it. That list becomes your rebuild plan.
How HubSpot maps to monday CRM
monday CRM's Excel import matches the columns in your file to these column types: name, status, link, email, long text, numbers, text, phone, date and people (https://support.monday.com/hc/en-us/articles/14244473062290-Import-from-Excel-to-monday-CRM, updated 9 September 2026). monday.com's general import page adds dropdown and timeline, and says any other column types on the board aren't updated during the import (https://support.monday.com/hc/en-us/articles/360000219209-Import-files-from-Excel, updated 19 October 2026).
Connect boards columns are among those other types. They are what tie a contact to its account and a deal to its contacts in monday, so the links HubSpot exported as record IDs don't arrive with the file. This is the map we work from:
| HubSpot | monday CRM | What you decide |
|---|---|---|
| Companies | Accounts board | Match key: company domain or the HubSpot record ID |
| Contacts | Contacts board | Duplicate rule (usually email) and the owner |
| Deals | Deals board | One board for all pipelines, or one board per pipeline |
| Deal stages | Status column, groups, or both | Which one sets the stage |
| Lifecycle stage and lead status | Status or dropdown column, or the leads board | Whether early-stage contacts go to the leads board |
| Contact and deal owner | People column | Every owner needs a monday user first |
| Properties | Columns | Keep, merge or drop each one, within your plan's column cap |
| Associations | Connect boards columns, with mirror columns to show linked values | Rebuilt after the import from the exported record IDs |
| Notes, calls and emails | Item updates, a long text column, or an archive | How many years of history the team opens |
| Workflows | monday automations | Rebuilt from a written list; they count against the monthly cap |
| Forms and reports | WorkForms and dashboards | Rebuilt; dashboards are capped per plan |
HubSpot to monday.com migration, step by step
We run these seven steps in this order, whatever the size of the account.
The seven steps
- Clean up in HubSpot: merge duplicate contacts and companies, archive dead deals, and drop properties nobody fills in.
- Export companies, contacts and deals with all properties and associations, as CSV with all associated records. Keep the files somewhere safe, because the download links expire.
- Build the monday boards first: a column for each property you kept, a text column for the HubSpot record ID, connect boards columns between accounts, contacts and deals, and a monday user for every owner.
- Import accounts first, then contacts, then deals. Switch off board automations while you import, and set the duplicate behaviour so a second run updates items instead of adding them twice.
- Relink the boards. Fill the connect boards columns from the exported association IDs, then add mirror columns where people need to see linked values.
- Check the result: item counts per board against HubSpot, owners, and a sample of deals opened one by one with their contacts and account.
- Rebuild workflows as monday automations and forms as WorkForms, train the team, and keep HubSpot readable for an agreed period while new data goes only into monday.
For step 5, monday.com's cross-board automations include match templates that link items when a value matches on two boards. monday's help page calls them a beta and says that above 500 items at once they may not behave predictably, so larger accounts need the links set through monday's API instead (https://support.monday.com/hc/en-us/articles/360011393900-Cross-board-automations, updated 14 September 2026).
What usually breaks
The general list is in what breaks in a CRM migration. Coming from HubSpot into monday CRM, these are the problems we check for first:
- Orphaned items. The import doesn't fill connect boards columns, so without the relinking step deals arrive with no contacts and contacts with no account.
- Owners that don't match. The people column matches by name. monday's import page says that when a team member and a team share a name, the values need a user: or team: prefix.
- Values in the wrong column type. A column you let the import create becomes a text column. Build status, dropdown, date and people columns before the import, or multi-select values and dates land as plain text.
- Files that are too big. monday CRM's import takes files under 50 columns and 8,000 rows, 10 MB at most, one file per board at a time. A large HubSpot export has to be split.
- Leads that change status. monday says that with board automations on, items imported into the leads board change to New Lead. Switch the automations off first.
- History left behind. Emails and other activities aren't in the record export. If the team kept client conversations in HubSpot, plan where that history goes.
- Automations that run out. monday CRM counts custom automations per month: 250 on Standard. A team that relied on dozens of HubSpot workflows can hit that within weeks.
Keep both instead? Sync rather than migrate
If HubSpot stays for marketing, you connect the two instead of moving everything. monday.com's own HubSpot integration syncs rather than migrates: a custom field copies once and then stops updating, and the deal owner arrives as a HubSpot owner ID. HubSpot's Data Sync app and Make or n8n are the other two routes. Our guide to connect HubSpot and monday.com compares all three, so we won't repeat the setup here.
How long it takes and what it costs
The prices below are from our monday.com service page, checked on 11 November 2026. Your fixed price is agreed after a free 30-minute call, and that call also settles which scope fits.
monday.com licences are billed separately, by monday.com.
| Scope | Typical time | Price (2026) |
|---|---|---|
| Focused first build: one workflow or workspace | 1–2 weeks | $2,000–$5,000 |
| Full implementation: monday CRM build with data migration, integrations, automations and training | 3–8 weeks | $5,000–$25,000 |
| Keeping it running after launch | Monthly | $299–2,000 a month, managed support |
| Doing it yourself with HubSpot exports and monday's import | Depends on how much data you have | Your staff's time |
Who does HubSpot to monday.com migrations
Retailbox Automation builds, fixes and migrates monday.com setups for B2B teams. monday.com is the most common platform in our client registry: 86 of the 258 clients with a recorded tech stack used it (May 2021 – October 2026), and HubSpot was in the stack of 17.
A similar example is a Jira to Monday.com migration with capacity tracking for an EdTech content-production team. We're a team of 2–9 people in Orlando, FL, working in this field since 2019.
Every project gets a fixed price after a free 30-minute call. The scope and the checks we run are on our Monday.com implementation page, and if you're comparing providers, here is how to choose a monday.com consultant.
Related services
HubSpot vs Monday.com
Still deciding whether to switch? How the two compare on price, automation limits and pipeline flexibility.
monday.com to HubSpot migration
Going the other way? How monday boards and columns turn into HubSpot records.
what breaks in a CRM migration
The full list of what goes wrong when CRM data moves, whichever system is the source.
how to choose a monday.com consultant
What to ask a monday.com consultant before you hire one for a migration.
HubSpot implementation
Decided to stay on HubSpot? This is our build service on that platform.
Frequently asked questions
Can you import HubSpot contacts into monday.com?+
Yes. Export contacts from HubSpot as a CSV and import it into monday CRM's contacts board, matching each column to a monday column. monday CRM's import takes files under 50 columns and 8,000 rows and up to 10 MB, so a large export has to be split. Keep the HubSpot record ID in its own column so you can link contacts to accounts and deals afterwards.
Does monday's HubSpot integration migrate history?+
It is a sync, not a migration tool. After the first copy, only HubSpot's default fields keep updating, and custom fields copy once. For a full move, notes, calls and emails come out of HubSpot through a separate export, and you decide whether they become item updates, a long text column or an archive.
Do HubSpot workflows move to monday?+
No. HubSpot's export covers records, not workflows, sequences, forms or reports. Write down what each workflow does and rebuild it as a monday automation. monday CRM counts custom automations per month, 250 on Standard and 25,000 on Pro, so check your plan before you rebuild them all.
How long does a HubSpot to monday migration take?+
With us, a focused first build ships in one to two weeks, and a full monday CRM implementation with data migration, integrations, automations and training takes three to eight weeks. The number of associations to relink and workflows to rebuild adds more time than the number of records.
Can I keep HubSpot and monday in sync instead?+
Yes. There are three routes: monday.com's own HubSpot integration, HubSpot's Data Sync app, and Make or n8n. They differ in what keeps syncing after the first copy and in which plan each side needs. If HubSpot runs your marketing, syncing is often the better choice.