- 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 afford 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.
How long does a migration to monday.com take?
It depends on source complexity and record volume, and it’s fixed at the scoping call along with price. Most migrations complete in weeks, with hard-deadline moves sequenced so the date holds.
Will we lose our history?
No. The mapping phase decides what configuration elements migrates live and what archives, against your retention policy. Tickets, deals, projects, and their histories move or archive deliberately; nothing is dropped by default.
What happens to our automations and business rules?
Each rule is mapped, and the ones worth keeping are rebuilt and tested on monday.com before cutover. Years of accumulated rule debt gets retired on purpose.
What does parallel-run mean in practice?
Your team works in the old tool while the new environment runs alongside with real data. Validation happens on live work, so cutover day confirms what’s already proven instead of testing it.
Will our teams need retraining?
It is best to take advantage of training from Trundl. Workflows are rebuilt to match how your team already works, so training is recognition, not relearning. Training and documentation are included in every package.
How is a migration priced?
Fixed scope, fixed price, fixed date, agreed at the scoping call. You pay for anoutcome, not the hours it took.
Is our data safe in transit?
Trundl is ISO 27001:2022 certified and SOC 2 Type II compliant, and engagements run GDPR-aligned. Data handling, access scoping, and transfer methods are documented in the migration plan your security team reviews.
Our source tool isn't listed. Can you still migrate us?
Almost certainly. The four named routes have dedicated pages, but the five-step method applies to any source, including spreadsheets and homegrown tools. Bring it to a scoping call.
What happens after production cutover?
A defined support window covers the settling-in period, and your admins are trained before it starts. Ongoing training and administration support is available after go-live, scoped as part of your engagement.
Latest from Trundl.
The Accelerated Contextual Delivery whitepaper.
Eight pages. Built for CIOs, CTOs, and VPs of platform strategy.
DentalXChange
a decade of Data Center retired. Ten years of configuration, on Cloud in weeks, HIPAA-aligned.