How do I connect a monday.com account for migration?

This is a detailed guide for installing MigrateMyCRM app in monday.com and connecting it to the migration wizard

April 8th, 2025

In order to connect your monday.com account as a source or target in MigratemyCRM wizard, you need to perform the following actions: 

1. Be signed into the monday.com account that you want to connect;

2. Go to monday.com marketplace: Screenshot 2025-04-08 at 2.35.26 PM

 

3. Search for MigrateMyCRM, install the app: Screenshot 2025-04-08 at 2.36.03 PM

Screenshot 2025-04-08 at 2.39.27 PM

4. Select the workspace you want to migrate from or to, Install.

5. Go back to https://migratemycrm.syncmatters.com/ , by default you will end up in the section Migrations. There you should click New Connection: Screenshot 2025-04-08 at 2.43.26 PM

 

6. Start setting up your migration - whether your monday.com is a source or target, when you will get to the point of connecting it: select your CRM type, click Connect: Screenshot 2025-04-08 at 2.45.48 PM

 

7. The wizard will direct you into a new window where you will be able to go through oAuth authorization with your monday.com account: Screenshot 2025-04-08 at 2.46.06 PM

 

8. And - voila! You will be redirected back to your main wizard browser window, where you will see the message Connection Successful! You are welcome to move forward to the next steps of your migration setup: Screenshot 2025-04-08 at 2.48.23 PM