Migrating from Monday.com to Pendo
Monday.com supports 200+ integrations — 130 more than Pendo. If integration breadth is a factor in your switch from Monday.com to Pendo, this guide covers how to reconnect your stack after migrating.
At a Glance
- Highly visual and intuitive interface with color-coded boards — one of the easiest PM tools for non-technical teams to adopt
- Exceptional flexibility with 200+ templates and 30+ column types, making it adaptable for product, marketing, HR, CRM, and operations use cases
- Powerful no-code automations and integrations allow teams to build sophisticated workflows without developer assistance
- Retroactive analytics — captures all user interaction data from install without requiring pre-defined event tagging, so PMs can answer questions about past behavior immediately
- No-code in-app guide builder allows PMs to create onboarding walkthroughs, tooltips, and announcements without engineering involvement
- Combined analytics + feedback + in-app guidance in a single platform reduces tool sprawl compared to using separate point solutions
You leave behind
- −sprint planning
- −backlog management
- −Kanban boards
Migration Steps
Audit and export your current workspace
Before touching Pendo, document what lives in Monday.com: projects and tasks, custom fields, automations, integrations, and team permissions. Export a full CSV backup — most tools support this from Settings → Export. Pay particular attention to any custom fields and workflow automations that your team relies on daily.
Set up your Pendo workspace
Create your Pendo workspace and replicate your project structure using tasks and projects. Start with the free tier — it covers the core workflow before you commit to a paid plan. Run with a single pilot team before migrating everyone.
Map your workflow equivalents
Find the closest Pendo equivalent for each Monday.com feature your team relies on. projects and tasks in Monday.com maps to tasks and projects in Pendo. Pendo supports custom fields — recreate your Monday.com field schema here first. Prioritise the critical path: task creation, status tracking, and assignment.
Import your data
Pendo supports CSV import for tasks and projects and has 27+ native integrations. After importing, rebuild your key automations — Pendo's automation engine can replicate most rules you had in Monday.com. Start with your most active project rather than importing everything at once.
Onboard your team
Run a 30-minute walkthrough covering the daily workflow: how to create tasks and projects, update status, and find your board. Expect a moderate ramp — most engineers and PMs hit their stride within a week. The biggest adjustment is usually the project hierarchy.
Run Monday.com in parallel for two weeks
Keep Monday.com read-only while your team works primarily in Pendo. This reduces risk and lets people reference historical context — old decisions, archived tickets, past sprint data — without slowing the migration. After two weeks with no new work going into Monday.com, archive the workspace and make Pendo the official home.
Ready to switch?
Read the full Pendo review for pricing, integrations, and team fit details.