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Monday.com Data Migration Guides

How to install the OAuth app to connect Monday.com?

To migrate data to or from Monday.com, you need to connect your account to Migration Wizard by installing the OAuth app.

To proceed with your Monday Data Migration, follow this guide:

1. Click on Install.

Monday.com Data Import

2. Sign in with your email and password.

Connect Monday Email

Connect Monday Password

3. Press on Install.

Connect Monday App

4. Return to the Migration Wizard and click Continue.

Monday.com Data Import

5. Then grant access to your Monday account by clicking Authorize.

Monday Authorize

You’ve successfully connected your Monday.com account to the Migration Wizard.

Monday.com Data Import


How to find migrated tasks in Monday.com?

When moving project data to Monday, ensuring that all items are migrated correctly is essential. One effective way to find imported items in Monday.com is using Item IDs. Item IDs are unique identifiers assigned to each item, making finding specific items within the platform effortless.

Here's a step-by-step guide on how to locate migrated items in Monday with their IDs:

1. After completing the Demo Migration, you'll see a table with all the imported records, including Items and Users. Click on the migrated records to access the Migrated Items Report, which displays the record IDs transferred during the migration.

Demo is complete - Monday.com data import

Note: If the Demo Migration was successful, you’ll only find reports for the migrated records. However, reports for failed or skipped records can also be obtained in case of any issues.

2. Locate the IDs for the target platform in the migrated records column and copy them.

Migrated Items Report - Migration Wizard

3. Sign in to your Monday account and navigate to the relevant project or board.

Monday Project

4. Select a table view to check the items.

Monday Table View

Note: The Migration Wizard provides item IDs in its reports from the table view. To verify migrated items accurately, ensure you review them in the table view. If you switch to the Kanban view, the item IDs might differ, so it's best to stick to the table view for consistent results.

5. Click on any item and go to the URL.

Monday Item List

6. Replace its ID in the URL with the migrated item ID.

Monday Item URL

7. Check if comments, attachments, and custom fields have been migrated correctly.

8. Repeat this process for every migrated item.

With reports that include Item IDs, the Migration Wizard helps you quickly locate and manage your migrated items.

Looking for more details on data migration?

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