Migrate from Adobe Campaign to monday CRM

Discovery and edition scoping

We audit the source Adobe Campaign instance across all editions in scope (Classic v7, Standard, and/or v8), cataloguing Recipients, Campaigns, Services, custom schemas (nms:ext:), FDA-linked tables, workflow count, and delivery log volume. For v8 instances, we query both the local PostgreSQL and cloud databases and cross-reference records by primary key. We identify which Recipients should be classified as suppressed or inactive before export to prevent per-active-profile billing overages. The discovery output is a written migration scope, record-count baseline, and a schema compatibility matrix for Monday.com CRM field mapping.

Monday.com CRM schema design

We design the destination structure in Monday.com CRM: a Contacts board mirroring the Recipient schema, a Campaigns board for campaign metadata, a Services board or group structure for subscriptions, and any custom Boards needed for nms:ext: schema entities. We configure custom fields with types matched to the Adobe Campaign schema column types, set up board Groups and Status columns aligned to Adobe Campaign statuses, and configure board permissions to match the customer's team access requirements. Schema is validated in a Monday.com test account before production migration begins.

Data extraction with chunking and FFDA reconciliation

We extract Recipients, Campaigns, Services, and custom schema records from Adobe Campaign using workflow-based data extraction for large sets (exceeding the 100,000-row list export ceiling on Standard), with chunking by primary key ranges. For v8 instances, we run cross-database reconciliation between the local and cloud databases before combining into a single export set. Tracking logs extract from NmsTrackingLog with URL and timestamp preserved. Delivery log summaries extract from BroadLog at the campaign level. Each extraction produces a row-count report used as a reconciliation baseline at the destination.

Contact deduplication and data cleansing

We run deduplication on the extracted Recipient set using email address as the primary key. Duplicate records (same email across multiple Recipients) are flagged for the customer's review with a recommended primary-record strategy. Incomplete records missing required fields (email or last name) are held in a correction queue. Subscription status flags are validated against the Adobe Campaign suppression list to ensure opt-out records do not land as active contacts in Monday.com CRM.

Production migration in dependency order

We run production migration into Monday.com CRM in dependency order: Contacts first (with dedupe applied and suppression list filtered), then Companies (if Adobe Campaign stores organizational data), then Campaigns board Items (with date and status columns populated), then Services or subscription custom fields on Contacts, then custom entity Boards (from nms:ext: schemas), and finally tracking summary columns on Campaign Items. Each phase emits a row-count reconciliation report before the next phase begins. Monday.com API v2 rate limits (1,000 requests/min per account) are respected with batch chunking and exponential backoff.

Cutover, validation, and rebuild handoff

We freeze Adobe Campaign writes during the cutover window, run a final delta migration of any records modified during the migration, then enable Monday.com CRM as the system of record. We deliver the written inventory of all workflows, delivery definitions, and dynamic content blocks requiring rebuild, with recommended Monday.com automation equivalents. We support a one-week post-cutover window to resolve any data reconciliation issues. We do not rebuild Adobe Campaign workflows or email delivery content as Monday.com automations inside the migration scope; that is a separate engagement.