CRM migration
Field-level mapping, validation, and rollback between Actito and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.
Actito
Source
monday CRM
Destination
Compatibility
4 of 9
objects map 1:1 between Actito and monday CRM.
Complexity
BStandard
Timeline
3-5 weeks
Overview
Moving from Actito to Monday.com CRM is a platform shift from marketing automation to a visual work OS configured as a CRM. Actito organizes around a Profile data model with linked Custom Tables and entity-scoped multi-channel campaigns; Monday.com CRM uses Workspaces containing Boards where Items represent Contacts, Accounts, and Deals, and Columns replace custom fields. We resolve the structural gap by mapping Actito Profiles to Monday.com People, Actito Custom Tables to Monday.com Custom Objects, and Actito Entities to Monday.com Workspaces or Board Groups. Scenario-based automation does not migrate because Actito's event-triggered branching model has no direct Monday.com equivalent; we deliver a written scenario inventory for admin rebuild. Campaign interaction events (opens, clicks, bounces, unsubscribes) are not available via Actito's API and are flagged as historical gaps. We work within Actito's 100 calls-per-minute API rate limit by chunking exports, scheduling off-peak bulk jobs, and using ETL export jobs rather than looping API calls.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Actito object lands in monday CRM, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Actito
Profile
monday CRM
People (Contact)
1:1Actito Profiles are the central record and map directly to Monday.com People, which is the native CRM contact entity. Standard profile attributes (email, first name, last name, phone, address) map to corresponding People fields. Custom profile attributes map to Monday.com column types (text, number, date, dropdown, checkbox) as configured during scoping.
Actito
Custom Table
monday CRM
Custom Object
1:1Actito Custom Tables linked to Profiles via relationships map to Monday.com Custom Objects, which are separate from boards and provide more schema flexibility for complex data structures. We inspect the table definitions during scoping, recreate relationships as Custom Object lookups, and map field types to Monday.com column equivalents (text, number, date, dropdown, link-to-item).
Actito
Entity
monday CRM
Workspace
lossyActito Entities partition all resources (profiles, tables, campaigns, scenarios) within a licence. Monday.com Workspaces provide a similar partitioning layer. We preserve entity names and assignments so each Actito entity lands in the correct Monday.com Workspace, with related boards grouped accordingly.
Actito
Company (Custom Table or linked Profile data)
monday CRM
Account (or linked People record)
1:1If Actito uses a Custom Table to represent companies separate from Profiles, that table maps to Monday.com Account entities (available on CRM plans) or to a separate Board representing organizations. We resolve the Company-to-People relationship at migration time based on the destination CRM tier selected.
Actito
Campaign (multi-channel)
monday CRM
Board Item with status and tags
lossyActito campaigns span email, SMS, push, call center, print, and web channels. We migrate campaign configuration metadata (name, schedule, targeting criteria, content references) as Board Items with status columns representing campaign state. Channel type is preserved as a tag or label. Full campaign rebuild in Monday.com's automation builder is documented separately.
Actito
Scenarios (automated workflows)
monday CRM
Automation documentation
lossyActito Scenarios are event-triggered automation workflows with branching rules, delays, and API-call or webhook actions. Monday.com automations use a trigger-action model that does not support the same branching complexity. We map scenario logic as a written inventory document with trigger conditions, branching rules, action steps, and recommended Monday.com automation equivalents for the customer's admin to rebuild.
Actito
Subscription and Preferences
monday CRM
People (subscription columns)
1:1Profile-level opt-in and preference data migrates as structured People columns. We preserve the full preference tree including double opt-in status, channel-level consent flags, and subscription dates. Email opt-in maps to HasOptedOutOfEmail (inverted); SMS and push preferences map to custom boolean columns.
Actito
Export Definitions
monday CRM
Data export configuration
lossyActito Export API definitions (file naming, scheduling, compression type) map to Monday.com data export configuration documentation. Since export targets are destination-specific, we preserve the export job structure and flag end-point credentials that must be reconfigured on Monday.com.
Actito
Targeting Criteria
monday CRM
Board Filters and Groups
lossyActito segment-building rules and profile selection criteria map to Monday.com Board filters and group-by configurations. Complex criteria using Actito-specific operators are translated to Monday.com filter expressions where possible; advanced segmentation requiring formula columns is documented for manual configuration.
| Actito | monday CRM | Compatibility | |
|---|---|---|---|
| Profile | People (Contact)1:1 | Fully supported | |
| Custom Table | Custom Object1:1 | Fully supported | |
| Entity | Workspacelossy | Fully supported | |
| Company (Custom Table or linked Profile data) | Account (or linked People record)1:1 | Fully supported | |
| Campaign (multi-channel) | Board Item with status and tagslossy | Fully supported | |
| Scenarios (automated workflows) | Automation documentationlossy | Mapping required | |
| Subscription and Preferences | People (subscription columns)1:1 | Fully supported | |
| Export Definitions | Data export configurationlossy | Mapping required | |
| Targeting Criteria | Board Filters and Groupslossy | Mapping required |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Actito gotchas
API rate limit of 100 req/min is restrictive for bulk migration
V4 deprecation overlap requires migration path sequencing
Push notification migration excludes campaign history
Maximum 5 API keys per licence constrains parallel migration workers
Excel export row limitation conflicts with large dataset expectations
monday CRM gotchas
Subitems are not included in bulk exports
Daily API call limits vary sharply by plan
Legacy automations (Sentence Builder) are being deprecated
Excel and account exports only include table views
Enterprise admins can disable non-admin exports
Pair-specific challenges
Migration approach
Discovery and scoping
We audit the source Actito licence across custom profile tables, entity count, profile volume, deal volume, engagement records, active scenarios, and campaign configurations. We assess the destination Monday.com workspace structure (workspaces, boards, CRM tier), confirm the CRM plan selection, and inspect the Custom Objects feature availability on the target plan. The discovery output is a written migration scope document with object mapping, estimated timeline, and a Monday.com CRM configuration checklist for the customer's admin.
Schema design in Monday.com
We design the destination schema in Monday.com before any data loads. This includes configuring Workspaces (mapped from Actito Entities), creating Boards for Deals, Accounts, and campaign tracking, setting up People as the CRM contact entity, defining Custom Objects for Actito Custom Tables, and mapping Actito profile attributes to Monday.com column types (text, number, date, dropdown, checkbox). Column types are locked before migration because Monday.com does not support in-place column type changes after data is loaded.
Sandbox migration and reconciliation
We run a full migration into a Monday.com test workspace using a subset of production-like data volume. The customer's team spot-checks 20-30 records across Profiles, Custom Tables, and Deals against the Actito source, validates that column types render correctly, and confirms that People relationships to Deals and Accounts are intact. Any schema corrections or mapping adjustments happen in the test workspace before production migration begins.
Data migration in dependency order
We run production migration in record-dependency order: People first (from Actito Profiles), then Accounts (from Actito Company tables if applicable), then Deals (with People and Account links resolved), then Custom Object records (for Actito Custom Tables with lookup relationships), then subscription preference data on People, then campaign configuration items. Each phase emits a row-count reconciliation report before the next phase begins. We work within Actito's API rate limits using ETL bulk exports and batch scheduling.
Scenario inventory and automation rebuild handoff
We deliver a written inventory of every active Actito Scenario with trigger conditions, branching rules, action steps, and recommended Monday.com automation equivalents. We do not rebuild automations inside the migration scope. The customer's admin or a Monday.com partner rebuilds them post-migration. We also deliver a campaign configuration summary with targeting criteria mappings and a channel-type reference table for manual rebuild.
Cutover, validation, and hypercare
We freeze Actito writes during cutover, run a final delta migration of any records modified during the migration window, then enable Monday.com CRM as the system of record. We deliver a migration completion report with record counts, a data gap summary (campaign interaction events, scenario automation gaps), and the scenario rebuild documentation. We support a 5-business-day hypercare window where we resolve any reconciliation issues raised during initial Monday.com CRM use.
Platform deep dives
Actito
Source
Strengths
Weaknesses
monday CRM
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. All 8 core objects map 1:1 between Actito and monday CRM.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Actito and monday CRM.
Object compatibility
All 8 core objects map 1:1 between Actito and monday CRM.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Actito: 100 requests per minute per licence; 5 concurrent requests maximum; 5 API keys per licence.
Data volume sensitivity
Actito exposes a bulk API — large-volume migrations stream efficiently.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during Actito to monday CRM migration scoping. Not seeing yours? Book a call.
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