Migrate from Actimo to monday CRM

Audit Actimo data exports and define Monday CRM board architecture

FlitStack AI begins every migration with a structured data audit of your Actimo account. We extract contact lists, group rosters, learning-path enrolment records, task lists, pulse-survey results, and message analytics via Actimo's CSV/XLS export and any available API endpoints. Simultaneously, we assess your target Monday CRM account: plan tier (which determines API rate limits), existing boards, and custom column configurations. We then deliver a board architecture plan — specifying which Monday boards to create, which columns to add to the Contacts board, and how to structure the Learning Paths and Groups boards — before any data moves. This plan covers the two-layer group-membership model, the custom engagement metric columns, and the reference Announcements board for message history.

Resolve Actimo contacts to Monday CRM users by email match

Monday CRM's Person column on items requires a valid Monday user account. Before migration, we resolve each Actimo user email against your Monday CRM user list. Matched emails link directly; unmatched emails are flagged with a resolution report — your team either creates Monday user accounts for them before migration or assigns their contacts to a fallback owner. Group managers and team leads from Actimo are resolved separately and linked via the Manager_Link__c Connect Boards column on each contact item. This step prevents orphaned Person column references in Monday CRM after migration.

Run a sample migration with field-level diff across all board types

A representative slice — typically 200–500 Actimo contacts spanning different groups, engagement-score ranges, and learning-path statuses — migrates to Monday CRM first. We generate a field-level diff report comparing each Actimo source field against the corresponding Monday CRM column value, flagging any mapping discrepancies (e.g., message_read_rate truncation, Status column value mismatches, missing Connect Boards links on group assignments). You review the diff in a shared validation spreadsheet before the full run commits. This step catches Monday column-type mismatches and ensures engagement metric columns are correctly typed as Number rather than Text before the bulk migration.

Execute full migration with Monday API rate-limit batching and sequencing

The full migration runs against Monday CRM's GraphQL API v2, batched to respect your plan tier's daily call limit and complexity budget. We sequence entity creation in dependency order: Contacts board items first (since Learning Paths sub-items and group membership sub-items link back to contacts via Connect Boards), then Groups board items, then Learning Paths board items, then task items. Each batch waits for Monday API confirmation before proceeding to the next. Monday's IP limit (5,000 requests per 10 seconds per IP) and concurrency limit are observed; we use exponential backoff on 429 responses. The audit log records every API operation for post-migration reconciliation.

Cut over with delta-pickup window and post-migration reconciliation

After the full migration batch completes, a 24–48-hour delta-pickup window captures any Actimo contacts or task updates made during the cutover period — last-minute employee onboardings, task completions, or pulse-survey submissions. FlitStack runs a delta export against Actimo and inserts or updates the corresponding Monday CRM items. An automated reconciliation report compares total record counts, null-field rates, and engagement-metric coverage between Actimo source and Monday CRM destination. One-click rollback is available if reconciliation reveals critical discrepancies. We deliver the automation-export reference document (JSON + screenshots) at this point so your Monday admin can begin rebuilding Actimo automations as Monday Automations recipes.