monday.com to HubSpot Migration: Steps, Field Mapping and What Breaks (2026)
By Mikhail Oskola, Founder & AI Automation Architect · · 10 min read
Checked: monday.com's board export and account export help pages, HubSpot's Smart Transfer and supported-apps help pages, and the prices on our HubSpot service page on 6 November 2026.
To migrate from monday.com to HubSpot, you turn boards into records. Export every board that holds sales data, decide which columns become HubSpot properties and how groups or a status column become deal stages, build that structure in HubSpot, import contacts, companies and deals with each monday item ID kept, then rebuild the board automations as HubSpot workflows and check a sample of records against monday. The data move takes one to two weeks for a small team. Retailbox Automation wrote this guide. We build on both platforms, so it also covers when staying on monday is the better call, and what we charge.
Should you leave monday.com at all?
The usual reason to move sales to HubSpot is wanting marketing and sales in one system: forms, email, lead scoring and the pipeline sharing the same contact records. Another common reason is that the CRM boards have grown into something only one person knows how to maintain, and the team would rather work in a CRM with fixed objects.
Staying makes more sense when the same boards also run delivery, projects or operations. Pulling sales out splits one system into two, and the handoff from a won deal to a project then depends on an integration someone has to build and look after. If the real problem is a board that was set up badly, rebuilding it on monday.com usually costs less than a migration.
Some teams end up with both: HubSpot for sales and marketing, monday.com for the work after the deal closes, connected so a won deal creates the project. Our HubSpot vs monday.com comparison puts the two side by side, and the 6-question CRM picker gives a quick first answer.
Decide these before you export anything
monday.com has no fixed CRM objects. Everything is a board of items with columns, and monday CRM's leads, contacts, accounts and deals boards are boards like any other, often with extra columns added over the years. HubSpot works the other way round: contacts, companies and deals are built in, and you add properties to them. Settle these points first:
- Which boards hold sales data. List every board, including old ones and boards outside the CRM workspace that someone uses for leads. Each one either maps to a HubSpot object or stays behind.
- Stages. On monday.com, a deal's stage might be its group, a status column, or both. Pick one source of truth for each HubSpot deal stage, and decide what happens to groups that were really just folders.
- Columns. Every column becomes a HubSpot property, gets folded into one, or is dropped. Formula and mirror columns show values that live elsewhere, so decide whether HubSpot needs the value itself or should calculate it again.
- Links between boards. Connect boards columns are what tie a contact to its account and a deal to its contacts. Those links have to be rebuilt as HubSpot associations, so they need a plan of their own.
- Leads. Most teams bring the leads board into HubSpot as contacts with a lifecycle stage. If the same person sits on the leads board and the contacts board, you need a rule for which record wins.
- History and files. Decide how much of the item updates and attached files people actually need in HubSpot. They take separate work, covered below.
What monday.com exports, and what it leaves out
There are two ways to get data out. Board export to Excel downloads the board's table, and you can add the item updates (they land in a second tab, replies included) and subitems. The export follows whatever filter is active, takes up to 100,000 items at a time, and leaves out Auto Number columns. Updates on subitems are not exported, only updates on the items themselves (https://support.monday.com/hc/en-us/articles/26989749858578-Export-from-monday-to-Excel, read 6 November 2026).
An account admin can also export the whole account as a ZIP: every board, private and shareable ones included, and the files uploaded to them. It can take up to 24 hours, and the download link expires 24 hours after the email arrives. monday.com lists what this export skips: archived boards, workdocs (export them as PDF first), dashboards, and "The Emails & Activities timeline" (https://support.monday.com/hc/en-us/articles/360002543719-How-to-export-your-entire-account-s-data, read 6 November 2026).
Neither help page lists automations or integrations among the things that come out. Plan to write them down by hand. The same goes for formula, mirror and connect boards columns: do a test export of each board and look at what those columns actually contain before you build the import around them.
How monday.com maps to HubSpot
HubSpot's Smart Transfer lists monday.com as a source app. For monday.com it maps contact board columns to contact properties, company board columns to company properties, deal board columns to deal properties, plus teams and users. You pick the workspace and the board to transfer from, then map each HubSpot property to its monday column yourself (https://knowledge.hubspot.com/integrations/supported-apps-for-hubspot-smart-transfer, read 6 November 2026).
A few limits come from HubSpot's main Smart Transfer page. Only Super Admins can run it, the transfer only goes one way, into HubSpot, and "You must have a Data Hub subscription to transfer custom field mappings". Almost every useful monday column is one you created yourself, so check what your HubSpot plan covers before you count on it. After the first sync, Smart Transfer keeps syncing in the background, which helps while the team still works in monday (https://knowledge.hubspot.com/integrations/transfer-data-from-other-apps-using-hubspot-smart-transfer, read 6 November 2026).
HubSpot's monday.com section lists no follow-up transfer for attachments, notes or activities, which it does list for some other source apps. So with Smart Transfer or with CSV files, item updates and files need their own route. This is the map we work from:
| monday.com | HubSpot | What you decide |
|---|---|---|
| Accounts board | Companies | Merge duplicate accounts first; domain or monday item ID as the match key |
| Contacts board | Contacts | Duplicate rule (usually email) and owner |
| Leads board | Contacts with a lifecycle stage | What to do with a person who is on both the leads and contacts boards |
| Deals board, its groups and status column | Deals, a deal pipeline and deal stages | Whether the group or the status column sets the stage |
| Columns | Properties | Keep, merge or drop each one; recalculate or copy formula and mirror values |
| Connect boards columns | Associations between records | Rebuilt from the item IDs on both sides |
| People column (owner) | Record owner | Every owner needs a HubSpot user first |
| Item updates | Notes on the record | Imported from the export's updates tab, or left in an archive |
| Subitems | Line items, tasks, or left behind | Whether anyone reports on them |
| Files | Files on the record | From the account export ZIP, linked back by hand or by script |
| Board automations and integrations | HubSpot workflows and integrations | Rebuilt from a written list and tested |
monday.com to HubSpot migration, step by step
We run these seven steps in this order whether Smart Transfer or CSV files carry the records.
The seven steps
- Run a full account export and keep the ZIP as your reference copy. Then export each sales board with its updates, and clean it: merge duplicates, archive dead deals, and drop columns nobody fills in.
- Write down every automation and integration on those boards: what triggers it, what it changes, and who relies on it.
- Build HubSpot first: properties, the deal pipeline and stages, users, and a property on companies, contacts and deals that holds the monday item ID.
- Import a small test batch of your messiest items and open each record. Check it sits on the right company, has the right contacts and kept its stage.
- Import everything in order: accounts as companies, then contacts and leads, then deals, then updates as notes. Each file links to the records before it through the monday item IDs.
- Rebuild the automations as HubSpot workflows from the list in step 2, and run each one on a real record before switching it on.
- Compare a sample of records with monday.com field by field, train the team, and keep monday readable for an agreed period while new data goes only into HubSpot.
If the same boards also run projects or operations, plan the handoff between HubSpot and monday.com before the switch, not after.
What usually breaks
The general list is in what breaks in a CRM migration. Coming from monday.com, these are the problems we check for first:
- Orphaned records. Connect boards links don't turn into HubSpot associations on their own. Without the item IDs, deals arrive with no contacts and contacts with no company.
- Stages that don't mean what they used to. A deal sat in a group and had a status that disagreed with it. Pick the wrong one as the source and the pipeline report is wrong on day one.
- Formula values frozen in place. A formula or mirror column imported as plain text stops updating, and nobody notices until a number goes stale.
- Automations that quietly stop. monday automations that assigned owners, sent notifications or created items in another board do nothing once the team works in HubSpot, unless each one was rebuilt.
- Lost context. Subitem updates don't export, and the Emails & Activities timeline isn't in the account export. Teams that kept their client conversations there need a plan for that history.
How long it takes and what it costs
The prices below are from our HubSpot service page, checked on 6 November 2026. They are ranges; your fixed price is agreed after a free 30-minute call.
HubSpot licenses are billed separately, by HubSpot. The HubSpot vs monday.com comparison covers what each platform costs.
| Scope | Typical time | Price (2026) |
|---|---|---|
| Migration only: clean, map, import, check | 1–2 weeks | Fixed $2,000–$5,000 |
| Full implementation: migration, automations, 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's import tools | Depends on how much data you have | Your staff's time |
Can you migrate monday.com to HubSpot yourself?
Yes, if the setup is small. A single deals board and a contacts board, plain columns, a handful of automations and a few thousand items is a job a careful admin can do with Smart Transfer or CSV files. Follow the steps above and don't skip the field-by-field check.
Get help when many boards are linked through connect boards columns, when automations move work between sales and delivery boards, or when years of item updates have to arrive on the right records. Those are hard to repair after monday.com is switched off.
Who does monday.com to HubSpot migrations
Retailbox Automation migrates small and mid-size B2B teams to HubSpot from monday.com, Pipedrive, Zoho CRM, Salesforce and spreadsheets: data mapping, deduplication, workflow rebuilding, integrations and team training, with a field-by-field check before the old CRM is switched off.
We also build and fix monday.com setups, so if staying turns out to be the better answer, we can help with that too. We're a team of 2–9 people in Orlando, FL, working in this field since 2019.
A migration on its own is a fixed price, agreed after a free 30-minute call. The scope and the checks we run are on our HubSpot migration page.
Want this built for your team? HubSpot migration — in business since 2017, 470+ jobs on Upwork.
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what breaks in a CRM migration
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Coming from Zoho CRM instead? The same steps with Zoho's module map.
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Frequently asked questions
Who can migrate our CRM data from monday.com to HubSpot?+
Look for a team that cleans the boards first, keeps contacts, companies and deals linked through their monday item IDs, rebuilds board automations as HubSpot workflows, and checks records field by field before monday.com is switched off. Retailbox Automation migrates small and mid-size B2B teams to HubSpot from monday.com, Pipedrive, Zoho CRM, Salesforce and spreadsheets: data mapping, deduplication, workflow rebuilding, integrations and team training.
How long does a monday.com to HubSpot migration take?+
The data move on its own usually takes one to two weeks for a small team. Inside a full HubSpot implementation with automations and training, the project runs three to eight weeks. The number of linked boards and automations adds more time than the number of items does.
How much does a monday.com to HubSpot migration cost?+
With us, a migration on its own is a fixed $2,000–$5,000. A full implementation with migration, automations and training is $5,000–$25,000, and managed support after launch is $299–$2,000 a month. Doing it yourself costs staff time, and HubSpot says Smart Transfer needs a Data Hub subscription to carry custom field mappings. HubSpot licenses are separate.
Can HubSpot Smart Transfer move data from monday.com?+
Yes. HubSpot lists monday.com as a Smart Transfer source. It maps contact, company and deal boards to HubSpot contacts, companies and deals, plus teams and users, after you pick the boards and map the columns. Only Super Admins can run it, and its monday.com section lists no follow-up transfer for attachments, notes or activities.
Will we lose item updates and files?+
Not if you plan for them. Board export to Excel includes item updates in a separate tab, though not updates on subitems, and the account export includes uploaded files. Both then need importing and linking to the right HubSpot records. The Emails & Activities timeline is not in the account export, so decide early whether that history matters.
What happens to our monday.com automations?+
They stop working for anything that now lives in HubSpot. monday.com's export pages don't list automations or integrations among what comes out, so write down what each one does, rebuild it as a HubSpot workflow and test it on a real record. Automations that hand work from sales boards to delivery boards need the most care.