Migrate from Adaptix to monday CRM

Adaptix Contacts map directly to Monday.com People records. Email, name, phone, and standard firmographic fields transfer 1:1. The Adaptix contact record is the primary unit of migration; we preserve all populated standard fields and flag custom properties for field-level mapping before import.

Adaptix Company records map to Monday.com Company entities. We create Companies before importing People so that the Contact-to-Company link is satisfied at insert time. Domain from Adaptix becomes the Company website field and serves as the dedupe key.

Adaptix has no native Deal object; any deal data stored as contact properties or in exported Deal lists is reconstructed as Monday.com Board items on a Deal pipeline board. Each Deal item links to the corresponding Person and Company. We require the customer to identify which contact properties contain deal name, amount, stage, and close date during discovery.

Adaptix custom fields on Contacts map to Monday.com custom fields on People records. We pre-create the custom field schema in Monday.com before data import, matching Adaptix field types (text, number, date, checkbox, dropdown) to Monday.com field types. Fields without a direct Monday.com equivalent are flagged for customer review.

Adaptix custom fields on Companies map to Monday.com custom fields on Company records, following the same pre-creation and type-mapping process as Contact custom fields.

Adaptix tags (used for audience segmentation) export as a per-contact tag list. We map tag assignments to Monday.com Labels or Tags on the Person record depending on the customer's chosen structure. If the customer uses tags for marketing segmentation only, we recommend rebuilding segments in Monday.com as filtered Group views rather than carrying tag logic directly.

Adaptix segments are filter-rule definitions that produce membership lists. We export segment definitions and membership counts, but the filter logic must be rebuilt as Monday.com Group filters or saved Filter views. We deliver a segment mapping document listing each Adaptix segment, its rule definition, and the equivalent Monday.com filter configuration.

Adaptix automation journeys are not exportable in machine-readable format. We document each automation as a step-by-step reference: trigger type, conditions, actions, and delays. Monday.com Workflows are rebuilt manually by the customer's team using the documented logic as a guide. We do not import or reproduce automation logic as executable code.