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Migration guide

How to switch from monday.com to Buildertrend

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

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Why teams switch from monday.com to Buildertrend

monday.com is strong on highly customizable and strong dashboards, but teams often hit limits on per-seat pricing tiers gate features. Buildertrend addresses this — it's best for custom home builders, remodelers, and commercial gcs with $1m+ revenue.

From

monday.com

$9/user/mo

To

Buildertrend

$499/mo

7-step migration plan

  1. 1

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

  2. 2

    Sign up for Buildertrend — 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 Buildertrend. Match custom fields carefully.

  5. 5

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

  6. 6

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

  7. 7

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

What you'll gain with Buildertrend

  • Built for construction workflows
  • Excellent client portal
  • Change-order and selection tools
  • Strong daily logs and photos

Ready to switch?

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

Try Buildertrend

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Frequently asked questions

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

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 monday.com data into Buildertrend?+

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

Why switch from monday.com to Buildertrend?+

Common reasons: custom home builders, remodelers, and commercial gcs with $1m+ revenue. Plus better pricing fit ($499/mo vs $9/user/mo) and feature differences in project management.

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