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Migration guide

How to switch from Teamwork to monday.com

A step-by-step playbook for migrating your project management data, team, and workflows from Teamwork ($10.99/user/mo) to monday.com ($9/user/mo).

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Why teams switch from Teamwork to monday.com

Teamwork is strong on client users are free and billable time + budgets native, but teams often hit limits on fewer views/customization than clickup. monday.com addresses this — it's best for agencies and teams that need a flexible work hub.

From

Teamwork

$10.99/user/mo

To

monday.com

$9/user/mo

7-step migration plan

  1. 1

    Export your data from Teamwork (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 Teamwork 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 Teamwork 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 Teamwork 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 Teamwork 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 Teamwork data into monday.com?+

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

Why switch from Teamwork to monday.com?+

Common reasons: agencies and teams that need a flexible work hub. Plus better pricing fit ($9/user/mo vs $10.99/user/mo) and feature differences in project management.

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Head-to-head comparisons

Read more reviews: Teamwork · monday.com