Migrate from Ascent360 to monday CRM

Ascent360 Profiles—the unified guest records aggregating PMS, POS, and eCommerce identity—map to Monday.com board items in a Contacts board. Each Profile field (first name, last name, email, phone, address, enrichment attributes) maps to a typed Monday column: text, email, phone, address, or formula. We run a pre-migration field audit against a sample export to surface all active custom properties; each becomes a custom column in Monday. The board's Person column type serves as the primary contact identifier. Records are deduplicated by email address before import to prevent duplicate items.

If Ascent360 captures company-level data (hotel name, resort name, retailer) as a related entity, we create a separate Companies board in Monday and link it to the Contacts board using the Connect Boards column. If company data lives as flat properties on the Profile, it migrates as text columns on the Contacts board. The mapping decision is made during schema design based on whether the customer manages multi-property or multi-entity relationships that benefit from a normalized board structure.

Ascent360 Segments define audiences using criteria like lifetime value, purchase history, demographics, and preferences. Segment logic does not export as executable rules. We extract the list of members per segment (Profile IDs) from the Ascent360 export, then recreate audience membership in Monday by applying the equivalent filter conditions using column values on the Contacts board items. The result is a set of dynamic filtered groups that match segment membership at migration time, with a documented filter-definition for ongoing maintenance by the customer's team.

Ascent360 Campaign records carry email/SMS content, timing, channel assignments, and performance metrics (open rates, click rates, delivery rates, conversion data). Campaign content does not export as a portable object. We migrate campaign performance data—open rate, click rate, delivery rate, send date, send volume—as column values on a Campaigns board, with each campaign as an item. The customer's team recreates campaign assets and scheduling in Monday using the automations and email integration. The performance data serves as the baseline for rebuilding reporting dashboards.

Ascent360 automations—birthday email sequences, anniversary reminders, pre-arrival campaigns, win-back flows, abandoned cart recovery—are stored as platform-native workflow objects with no documented export mechanism. We do not migrate automation logic. During discovery we document every active automation: trigger type, audience conditions, delay steps, channel action, and template reference. We deliver a written automation-rebuild guide mapping each Ascent360 automation to a Monday automations and integrations equivalent. The customer's team or a Monday partner rebuilds the sequences post-migration.

Profiles and segments in Ascent360 carry tags for classification and segmentation. We migrate tag assignments alongside Profile records as Monday item tags. Tags appear on the item level and can be used to create filtered views and groups. We preserve the full tag vocabulary from Ascent360 so that existing audience logic referencing specific tags can be rebuilt as column filters in Monday. Tag naming is preserved verbatim to avoid mismatches in any downstream audience-building work.

Ascent360 allows customers to define custom fields on Profiles. These fields are sometimes excluded from standard bulk exports unless specifically requested. We run a pre-migration field audit against a sample export to identify every active custom property before mapping. Each custom property becomes a custom column in Monday with an appropriate type: number, date, currency, dropdown, or text. Properties with boolean semantics map to Monday's checkbox column type. The customer validates column mappings against a sample import before the full load runs.

Ascent360's 150+ integrations with PMS, POS, eCommerce, Spa, and Golf systems are connection credentials to external platforms (Shopify, WooCommerce, property management systems). These are not data objects to migrate. We document the active integration list during discovery and create a reference column on the relevant Monday boards identifying the source system for each Profile record. This preserves the data lineage context without migrating integration credentials, which cannot be exported and must be reconnected separately in Monday.

Open rates, click rates, delivery rates, and conversion data are stored per Ascent360 campaign. We extract this historical performance as a structured export and load it into a Campaigns board in Monday, with each metric as a number or formula column per campaign item. The data serves as a pre-migration baseline for reporting dashboards the customer's team rebuilds in Monday. Monday's native dashboard widgets can chart these columns over time. This migration preserves the performance history that informs future campaign strategy.