Need to solve for reestablishing the relationships in the tables during import

I am trying to import data from one CRM (Copper) to CRM. The tables (companies, people, opportunities, activities) exported from Copper are not related to one another in the exported data.

They can all be imported into but there are no relationships present once imported. i.e. Companies table is populated and People table is populated but the relationship of what people are associated with what companies is not present.

I need to solve for reestablishing the relationships in the tables as we import them to Monday. Most Monday developers do not have the db backgrounds to do to this work. Many focus on configuration and automations only.

The right person needs to be a real database person and really understand how Monday works internally.

If we get this working, I’ll need to do the same from other CRM databases as well but for now I need to get this first use case working ASAP.


Sue Darby
Mike Ambercrombie

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Hi @sdarby - we would be happy to help resolve this for you and is something we have done numerous times for clients. Data imports in monday are limited, however we may be able to leverage matching automations to ensure the relationships via connect board columns are met.

If this doesn’t appear possible we would utilize to import the various data points and ensure they are properly connected.

We are more than happy to discuss this more with you to see how we can assist. Feel free to book a time at your convenience with the following link: Book A Discovery Session - Green Llamas Consulting. If you do not find a time that works for you please reach out directly.

Thanks @sdarby

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Hi @sdarby ,

Let’s get in touch to discuss more on this , I do have an experience about playing with database using their query language GraphQl. Would like to know more about your requirement specifications.

Feel free to reach out to me at

Aquib Zafar

Hey there @sdarby and thanks for sharing this info in the community forums!

I’d like to introduce the team at CarbonWeb as we are Channel Partners. We have worked on many complex systems and offer data migration such as this as a service offering.

I would be happy to schedule sometime for us so we further explore this use case and discuss the ways you might be able to leverage our team.

Feel free to grab a meeting with me if you’d like to connect and discuss this project: Consultation - Ricky

Ricky Tomer

VP of Sales
Carbon Web Print, LLC
Schedule Consultation | Website
Phone: 440-462-7743 | Email :

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Would I possibly be able to get the meeting information from you? I need to know what meeting platform we’re using Tuesday! For some reason the invite never came through on this end!

Hi @sdarby ,

If you’re still looking for an expert for your problem, feel free to reach out at

Hi, we have a 9 am today and I need the zoom link please!


Hello everyone,

Thanks for all the replies and check backs but we found someone to do the needed work.