Migrate from ActiveDEMAND to monday CRM

Discovery and Monday.com board design

We audit the ActiveDEMAND portal across objects, Brand Custom Field schemas, deal pipelines, active workflows, call tracking record volume, and community count. We pair this with a Monday.com board-design session: mapping each ActiveDEMAND object to a Monday.com entity (People, Organization, Board, or Item), designing the column types for every field, setting up Status column values that mirror ActiveDEMAND deal stages, and deciding on the community-segmentation strategy (Tag vs dropdown column). The discovery output is a written migration scope with a board map, column schema, and data prioritization order.

Schema reproduction in Monday.com

We create the Monday.com Boards, Groups, and Column structure before any data loads. This includes creating custom columns for Brand Custom Field equivalents, configuring Status column values for each pipeline, adding Relationship columns for contact-to-company and call-to-contact linkages, and setting up Tags for community and campaign membership. Monday.com column types must be set correctly before data loads because changing a column type after records are imported can corrupt data. We validate the schema in a Monday.com test workspace before the production migration begins.

API access and data extraction from ActiveDEMAND

We initiate the ActiveDEMAND Developer Partner Program enrollment if API access is not yet approved, since the REST API is required for extracting engagement history and Brand Custom Field schemas programmatically. While enrollment is pending, we extract what is available via CSV export for Contacts and Companies. We export the Brand Custom Field schema definition first (field names, types, options), then export Contact and Company records, followed by Deals, Call Tracking records, Appointments, and Chat conversations. Lists and Segments export as Contact ID arrays per list. We flag any records that fail export for manual extraction.

Data transformation and deduplication

We run the exported data through a transformation pipeline: email addresses lowercased and deduped, phone numbers normalized, company names matched against the Organization table for linkage, deal stages mapped to Monday.com Status values per the customer-approved matrix, community assignments converted to Tags, and Brand Custom Field values validated against the schema exported in step two. Any ActiveDEMAND contacts with no email address are flagged as partial records; these load into Monday.com with available fields and a missing-data Tag for manual completion.

Monday.com import in dependency order

We import in dependency order: Organizations first (so Contact-to-Organization linkage resolves), then People Items (with Organization linkage and Tags applied), then Deal Items on the Pipeline Board (with Status values and linked People Items), then Call records (as Items on a Calls Board linked to People via Relationship column), then Appointments (as Items on a Calendar Board or as custom columns on People Items), then Chat conversation metadata. Each phase emits a row-count reconciliation report. We verify the relationship linkages in Monday.com after import using the explicit name column we added alongside Relationship columns.

Cutover, validation, and handoff

We freeze writes in ActiveDEMAND during cutover, run a final delta migration of any records modified during the migration window, then mark ActiveDEMAND as read-only. We verify record counts across all boards, spot-checks 20-30 records against the ActiveDEMAND source for field accuracy, and confirms Tags and relationship linkages are intact. We deliver the Automation and Workflow inventory document to your admin team for rebuild in Monday.com's automation builder. We offer a one-week hypercare window for reconciliation issues. We do not rebuild ActiveDEMAND Workflows as Monday.com automations inside the migration scope; that is a separate engagement.