Migrate from Alpine IQ to monday CRM

Alpine IQ Personas with name, phone, email, birthdate, gender, address, and med ID map to Monday.com Contact records. We export all standard PII via the /api/v2/loyalty POST endpoint and push into Monday.com's People app or a dedicated Contacts board. Birthdate maps to a Date column; med ID maps to a custom Text column labeled Regulatory_ID. Phone number formats are normalized before import.

Order records including order ID, status, substatus, timestamps, item data (product name, category, SKU, brand, price, discount), payment details, and attribution parameters (attr) map to Monday.com board items on a dedicated Orders board. We create a board structure with columns for Order_ID, Status, Customer (linked to Contact), Total_Amount, Product_Details (long text or subitems), and Attribution_Source. Attribution param values from Alpine IQ become a Text column for campaign tracking.

Alpine IQ Audiences are segmented contact groups used for campaign targeting. We export audience membership by contact ID and points multiplier. Audiences can be mapped to Monday.com board Groups (filterable views) or Tags column values. The customer chooses the target model during scoping based on how many active audiences they maintain.

Loyalty point balances and tier status are stored on the Alpine IQ Persona record. We export point balances as a numeric custom column (Points_Balance) and tier names as a Text column (Loyalty_Tier). The rules governing point expiration, tier progression thresholds, and reward eligibility are configuration-level settings in Alpine IQ and do not export. We deliver a written loyalty program specification document for the customer's admin to rebuild in Monday.com or via a loyalty integration partner.

Alpine IQ discount groups map to specific POS discount rules and customer eligibility flags. We export discount group names and eligibility status and map them to Monday.com Tags or a Dropdown column on the Contact record. POS-level discount rules do not migrate; the admin recreates these in Dutchie or the connected POS post-migration.

Email and SMS opt-in status tracked via Alpine IQ /api/v2/optin endpoints migrates to Boolean or Status columns on the Monday.com Contact record. We create separate columns for Email_Opt_In and SMS_Opt_In with values Active, Unsubscribed, or Pending. Compliance documentation (consent timestamp, source) is preserved in a Notes column if available.

Multi-location Alpine IQ accounts map each integration or data source to a specific store. We extract the full store mapping configuration and replicate it as a Locations board in Monday.com with columns for Location_Name, POS_System, and Contact_Count. The customer's admin reconciles location names between the Alpine IQ export and the destination POS setup post-migration.

Alpine IQ supports custom fields on Persona records. We export all custom properties alongside standard fields and create matching custom columns in Monday.com, preserving the original property names and data types (Text, Number, Date, Dropdown, etc.). Custom property logic (calculated values, conditional display) does not migrate; these must be rebuilt as Monday.com formula or dependency columns.

Every Alpine IQ contact has a source ID from the integration that created it (POS, ecommerce, etc.). We preserve all source IDs in a Source_System column on the Contact record for audit and deduplication purposes. Monday.com does not use source IDs for matching but retaining them provides a migration audit trail.

The attr parameter on Alpine IQ order objects tracks campaign attribution. Attribution values migrate to Text columns on the Monday.com Order item, enabling the customer to rebuild campaign ROI reporting manually in Monday.com dashboards. UTM-like source attribution from Alpine IQ becomes a dedicated Attribution column.