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Migration guide

How to switch from Buildertrend to monday.com

A step-by-step playbook for migrating your project management data, team, and workflows from Buildertrend ($499/mo) to monday.com ($9/user/mo).

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Why teams switch from Buildertrend to monday.com

Buildertrend is strong on built for construction workflows and excellent client portal, but teams often hit limits on expensive entry point. monday.com addresses this — it's best for agencies and teams that need a flexible work hub.

From

Buildertrend

$499/mo

To

monday.com

$9/user/mo

7-step migration plan

  1. 1

    Export your data from Buildertrend (contacts, jobs, invoices, payments) as CSV files.

  2. 2

    Sign up for monday.com — most teams use the free trial to test the migration safely.

  3. 3

    Clean your CSVs: dedupe contacts, standardize phone numbers, fix date formats.

  4. 4

    Import customers and historical jobs into monday.com. Match custom fields carefully.

  5. 5

    Run Buildertrend and monday.com in parallel for 1–2 weeks so your team can validate data.

  6. 6

    Train your office staff and field crews on the new monday.com workflows.

  7. 7

    Cancel Buildertrend once you've confirmed all reporting and integrations work.

What you'll gain with monday.com

  • Highly customizable
  • Strong dashboards
  • Big template library

Ready to switch?

Start a free trial of monday.com — most teams run it alongside Buildertrend for 1–2 weeks before fully cutting over.

Try monday.com

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Frequently asked questions

How long does it take to switch from Buildertrend to monday.com?+

Most teams complete migration in 1–3 weeks: data export, import/cleanup, team training, and a parallel-run period. Larger teams (10+ users) typically need 4–6 weeks.

Can I import my Buildertrend data into monday.com?+

monday.com accepts CSV imports for contacts, jobs, and invoices. Export from Buildertrend, clean the file, then import. Custom field mappings may require their support team for accounts >5,000 records.

Why switch from Buildertrend to monday.com?+

Common reasons: agencies and teams that need a flexible work hub. Plus better pricing fit ($9/user/mo vs $499/mo) and feature differences in project management.

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