Migrate from Altcraft to monday CRM

Altcraft Profiles map to Monday.com Contact Items. The Profile's full name fields become the Contact Item name; contact email becomes a text or email column; phone becomes a phone column. We extract Profile records via CSV export (the only available export path due to the broken API guide) and batch-import into Monday.com Contacts board using the Monday.com CSV import or API. Custom Profile Fields map to Monday.com column types chosen during scoping.

Altcraft Company data (if present) maps to Monday.com Company Items within a dedicated Companies board. Domain, industry, employee count, and annual revenue become corresponding Monday.com columns. The Account-Contact relationship is modeled through Monday.com's optional Contacts integration or via a Board Item link column pointing from the Contact Item to the Company Item.

Altcraft Deals map to Monday.com CRM Opportunity Board Items. Deal name becomes the Item name; amount becomes a number column; stage becomes a Status column mapping Altcraft pipeline stages to Monday.com CRM deal stage values. Close date maps to a date column. We pre-build the Monday.com CRM pipeline board structure during scoping so that the stage column values align with the customer's existing deal lifecycle.

Altcraft Scenarios are visual workflow configurations that include conditional branching, loop constructs, and API webhook calls with no exportable format. We do not migrate them as logic. We deliver a structured inventory of every active Scenario listing its trigger, conditions, actions, and recommended Monday.com Automation equivalent. The customer's admin rebuilds them manually in Monday.com's Automation builder post-migration.

Each Altcraft custom Profile Field maps to a Monday.com Column of the closest equivalent type: string fields to text columns, dates to date columns, numbers to numbers columns, dropdowns to dropdown columns, multi-select to tags or multi-select columns. Boolean fields map to checkbox columns. We validate column type compatibility before import because Monday.com has a fixed set of column types that may not cover all Altcraft field types verbatim.

Altcraft Campaign records (send history, open and click analytics) transfer as structured data attached to the originating Profile. In Monday.com CRM, campaign attribution is modeled by linking Contact Items to a Campaign board via a link or relation column, or by adding campaign tags to the Contact Item. Performance metrics (open rate, click rate) are stored as number columns on the Campaign Item.

Altcraft loyalty tiers and promo code pools attach to Profile records. We export the loyalty structure (tier name, points balance, enrollment date) as structured fields and map them to a custom Monday.com column on the Contact Item. If the customer requires a full loyalty management system, we recommend a dedicated Monday.com board or a third-party loyalty integration post-migration.

Altcraft message templates export in standard formats (HTML, plain text). Monday.com CRM does not have a native template management system for outbound messaging. We deliver templates as a structured inventory document with HTML content and variable placeholders mapped to Monday.com column names, so the customer's admin can re-create them in their chosen email/SMS integration tool.

Altcraft Control Groups assign holdout status to specific Profile IDs for comparative campaign analytics. We preserve Control Group membership as a tag or label column on the Contact Item in Monday.com CRM, enabling the customer to replicate holdout segmentation in future campaigns through the email integration tool. Monday.com CRM has no native Control Group concept; this is modeled through segmentation logic in the connected marketing channel.