Migrate from APSIS One to monday CRM

APSIS One Profiles with a company name or domain map to Monday.com CRM Organizations; Profiles without an organizational affiliation map to Contacts. We deduplicate by email address and use the APSIS Profile key as a custom Monday.com column for reconciliation. Standard attributes (first name, last name, email, phone) map to Monday CRM native fields. Custom Attributes map to Monday board columns as text, number, date, or dropdown depending on their inferred type. The APSIS profile creation date migrates as a custom date column.

Custom Attributes in APSIS One have no enforced type schema. We infer type from the first 50 non-null values (string, numeric, boolean, date) and create Monday.com board columns of the corresponding type. Multi-value attributes (arrays) map to Monday tags or multi-select dropdown columns. Standard APSIS Attributes (email, first_name, last_name, phone, address) map to Monday CRM native fields. Any Attribute without a clear Monday.com equivalent becomes a custom text column and is flagged for the customer's admin to review post-migration.

APSIS One Tags are flat string labels applied to Profiles. We export the full tag list per Profile and recreate it as Monday.com Tags on the corresponding Contact or Organization Item. Monday Tags are not typed and accept any string, so the tag set migrates without transformation. Tags used for segmentation logic are documented separately so the customer's admin can recreate the Segment logic as Monday filter conditions.

APSIS One Events (email_open, email_click, page_view, form_submit, custom event types) have no native Monday.com CRM equivalent. We create a dedicated Activity board where each APSIS Event becomes an Item linked to the originating Contact via a person column. The Item name uses the event type and timestamp, and event properties migrate as columns. The customer decides which event types to include; low-value or high-frequency events (page_view) are documented in the migration inventory and optionally excluded to prevent board bloat.

APSIS One Segments are dynamic or static audience groupings built with rule-based conditions. We export the Segment definitions (segment name, type, rule set, member count) and document the filter logic for each Segment. During migration, we create a corresponding Monday.com board view with the same filter conditions and save it with the original Segment name. The customer's admin rebuilds dynamic membership manually in Monday because Monday's saved views are static snapshots unless connected to a live integration. Static Segments migrate as a list of Profile IDs to be matched against the imported Contacts.

APSIS One Automation Flows have no public API export. We extract flow screenshots, trigger conditions, action steps, and branch logic during the discovery call and deliver a written Flow inventory with each Flow's name, trigger type, conditions, and recommended Monday.com Automation equivalent. Multi-branch flows with time delays and conditional splits require the longest rebuild time and are prioritized in the handoff document. Monday Automations use a trigger-conditions-action model that partially overlaps with APSIS Flow logic but requires manual reconstruction.

APSIS One Consent 2.0 stores channel-level opt-in flags and timestamps per Profile (email_consent, sms_consent, etc.) as Attributes. We map these to Monday CRM Contact email preference fields and create a custom date column for consent_timestamp. Email opt-in migrates to the Contact's email_status column. Consent records for channels not supported in Monday.com CRM (e.g., SMS consent) are documented as a custom text field and flagged for the customer to configure in their SMS integration tool.

APSIS One Sections organize Segments and Flows within an account. We map Sections to Monday.com Workspaces or Folders depending on the account structure. Workspace naming follows the Section name; Folders within a Workspace hold related boards (one per Segment or Contact type). Sections without a natural Monday equivalent (e.g., account-level settings) are documented as a configuration note for the customer to set manually in Monday account settings.