- monday.com SERVICES · MIGRATIONS
Old tool out. monday.com in. Your data intact.
Whatever your size or complexity, Trundl moves support desks, portfolios, and pipelines onto monday.com with enterprise-grade quality – workflows rebuilt, history preserved, no big-bang cutovers.
Twelve years of enterprise delivery. Now on monday.com.
Doing nothing has a cost curve too.
The end-of-life notice has a date on it.
The end-of-life notice has a date on it.
When a vendor announces end-of-life, the clock starts ticking. We map your route out early, so time is on your side, not theirs.
The renewal math stopped working.
The renewal math stopped working.
Seats, add-ons, and usage charges moved the bill past forecasting. A scoped migration trades it for a predictable number.
The team built workarounds around the tool.
The team built workarounds around the tool.
Exports, side spreadsheets, duplicate trackers. The migration rebuilds the workflow, not the workaround.
- WHY TEAMS HESITATE
The reasons migrations stall are the reasons we built our process.
"We'll lose data in the move."
Every record, attachment, and history item is mapped before it moves, and validated side-by-side before cutover is called final.
"Our workflows are too complex to rebuild."
Complexity is exactly what discovery is for – routing, approvals, and automations get mapped and rebuilt deliberately, not copied blind.
"We can't af ford business disruption."
Your team keeps working in the old tool while the new one is built and loaded. Nothing goes live until it’s tested side by side.
"We depend on too many other tools."
Integration dependencies get mapped during discovery, not discovered mid-cutover – so nothing downstream breaks on switch day.
"Our team will resist a new tool."
Training and admin handoff are part of the plan, not an afterthought – your team is running the new environment on their own workflows from day one.
"We don't know what this will cost, or who owns it internally."
Scope and timeline are set during discovery, with a not-to-exceed estimate up front, and security answers ready before procurement has to ask.
- THE ROUTES
The route off your tool is already mapped.
Smartsheet to monday
Sheets, automations, and dashboards move to monday Work Management- with the visibility and collaboration Smartsheet couldn’t give your team.
Asana to monday
Sync moves data and workflows into monday Work Management with a ready-built connector, scoped inside the Work Management practice.
Microsoft Project & Planner to monday
Scattered plans across Project and Planner make portfolio visibility hard to hold onto. Schedules, dependencies, and boards move to monday Work Management, rebuilt for how your PMO actually runs.
HubSpot to monday
Seat pricing and consumption credits have changed the CRM math. Your pipeline moves to monday CRM with deal history and associations intact.
Zendesk to monday
Seat, add-on, and usage-based AI charges made the bill hard to forecast. Tickets, history, and knowledge move to monday Service.
Migrating from another platform?
Spreadsheets, legacy PPM, a homegrown tracker, a CRM we haven’t named.
The method is the same; the mapping is custom.
- MIGRATION FLOW
Migrate your workflows, not just your data.
A migration that only moves records, your configuration and your tickets – carries your old problems into your new tool. We start with how your team actually runs and build the configuration from that map. Migration follows fit, not enforcement.
6
mapped routes onto monday.com
5
steps in the method
Zero
big-bang cutovers
95%
retention, Trundl-wide
Not to exceed
scope, price, and date
Discovery
Every object, workflow, and automation gets mapped to its monday.com equivalent. You sign off on the map before anything moves.
Build
The target environment is built and loaded with real data while your team keeps working in the old tool. Nothing is disrupted.
Test
Both systems run side by side. Your team validates real work in the new environment before anything is final.
Cutover
The switch happens on a planned date, in hours, with a rollback path held open until you confirm.
Handoff
Your admins own the new environment. Documentation, training, and post-cutover support land with it.
Scope and timeline are defined during discovery.
Outcome-priced
You get a not-to-exceed number of hours at the scoping call. Price reflects your source complexity, record volume, integrations, and deadline.
Validated phases
Each phase closes with your sign-off. The cutover date is planned, not hoped for.
Real handoff
Your team runs the new environment from cutover day, trained on their own workflows, with hypercare support in the weeks right after go-live.
Built for scale, compliance, and security.
Built to scale
The mapping phase includes a retention plan, covering what migrates live, governance, what archives, and how both stay accessible.
Certified
Trundl is ISO 27001:2022 certified and SOC 2 Type II compliant. Engagements run DPR-aligned.
Answers ready
Your security team gets answers before procurement asks. Access is scoped to the build and removed at handoff.
Your deadline. Our practice.
Bring your source tool, your record counts, and your date. We’ll run a discovery session to map the migration outline, then tell you straight whether the date holds. If it doesn’t, you’ll hear that first.
Common questions.
Will we lose our history when we switch?
No. We map your existing data, records, comments, and file attachments to their new home in monday.com before anything gets touched in production. If something genuinely can’t carry over, some source tools store data in ways monday.com just doesn’t support, we’ll tell you exactly what that is and why, before the migration starts, not after.
What happens to our automations and business rules?
We rebuild them. Automations rarely transfer one to one between platforms, so our engineers document your existing rules first, then recreate the logic natively in monday.com. If a rule doesn’t have a clean equivalent, we’ll flag it and work with you on the closest alternative.
Is our data safe while it's being moved?
Yes. We’re ISO 27001 and SOC 2 Type II certified, and GDPR compliant, so data handling during migration follows the same standards as our day to day work. Data stays encrypted in transit, and access is limited to the engineers actually working on your project.
We don't see our current tool listed. Can you still move us?
Probably, yes. The tools on our site are the ones we migrate most often, not a full list of what we support. We’ve moved teams off spreadsheets, homegrown databases, and tools you wouldn’t expect. Send us what you’re using and we’ll tell you right away if it’s a fit.
Our current tool has a shutdown date. Can you work around that?
That’s actually one of the more common reasons people call us. Tell us the date early and we’ll scope the project around it, including whether a phased or parallel approach makes more sense given the timeline.
Can we keep using our old system while the new one gets set up?
Yes, and for most teams we recommend it. We call this a parallel run. Your team keeps working in the old tool while we build and test the new setup in monday.com. Once it’s validated, we switch over on a date you choose, so there’s no gap where you’re without a working system.
How much of this falls on our team versus yours?
Our migration engineers own the technical work: data mapping, conversion, rebuilding automations, testing. What we need from you is mostly decisions, like how you want certain fields grouped or which legacy data is actually worth keeping. We’ll ask specific questions along the way rather than handing you a blank checklist.
How is a migration priced?
It depends on a few things: how much data you have, how many automations and integrations need rebuilding, and whether your current setup uses anything unusual, like cross-sheet formulas or cell linking. We scope this after a short discovery call, so you get a number based on your actual setup, not a generic estimate.
Will our team need training on the new system?
Most teams benefit from at least a short session, even if they’ve used monday.com before. We offer training scoped to your team’s role. Admins get a different session than end users, and we can record it so new hires have something to reference later.
What kind of support do we get once we're live?
We stay engaged for a defined period after go live to catch anything that surfaces once your team is actually using the system day to day. That includes fixing issues, tuning automations that don’t behave as expected, and answering questions as they come up.
What happens if something goes wrong after the switch?
We build in a rollback plan before cutover, so if something’s not working, we have a clear path back to your previous system while we fix it. This gets discussed and agreed on before the migration even starts, not improvised afterward.
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