Migrate from Blackbaud to monday CRM

Blackbaud constituents (individuals, organizations, households) map to Items in the Monday CRM Contacts board. Each constituent record becomes a single Item with name, email, and address columns populated from Blackbaud's constituent fields. Household constituents require additional handling to surface individual member names as subitems.

Blackbaud organization constituents map to Monday CRM Items with the Organization column set to the organization's name. Contact persons linked to that organization are created as separate Items with a Link to Item column pointing back to the organization record, mimicking Blackbaud's constituent-relationship structure.

Blackbaud household constituents have no direct Monday CRM equivalent. We create one Group per household within the Contacts board, then create Items for each household member linked to that group. Household address and giving capacity migrate as columns on the group header record accessible to all member Items.

Blackbaud relationship types (Spouse, Employer, Board Member, etc.) map to a custom Relationship_Type dropdown column on constituent Items. Where a bidirectional link exists (e.g., Constituent A is employer of Constituent B), we create a Link to Item column on both records pointing to the related constituent.

Blackbaud gifts map to Deal Items on Monday CRM pipeline boards. The gift amount populates the monetary Deal column, gift date becomes the Close Date, and the designation (campaign/fund/appeal) migrates as a multi-select Campaign column. Multiple gifts from one constituent roll up into a single deal representing the constituent's lifetime giving.

Blackbaud campaigns (Appeal or Fund level) are preserved as values in a Campaign dropdown column on the Deals board. We extract the full campaign name, start/end dates, and goal amount into a parallel Campaign Reference board containing campaign metadata that the dropdown links to via a Connect board column.

Blackbaud opportunities for major gift prospects map directly to Monday CRM Deal Items. Opportunity amount becomes the deal value, expected close date maps to the Close Date column, and the probability or rating migrates as a custom Priority or Rating column. Stalled or lost opportunities map to closed pipeline stages as defined in the migration plan.

Blackbaud constituent activities (calls, emails, meetings, notes) migrate as Updates on the corresponding contact Item in Monday CRM, preserving the original activity date, type, and owner. For gift-related activities, we attach a subitem to the associated deal Item with the activity details to maintain the gift-activity linkage.

Blackbaud event registrations migrate as Items on an Event Board, each linked via a Connect board column to the constituent's contact Item. Registration status, attendance, and fee payment map to Status, Check-in, and Amount columns on the participant Item. Event-level details (date, location, capacity) live on the parent Event Item.

Blackbaud membership records require a custom Member Status board in Monday CRM because no native membership object exists. Each membership becomes an Item linked to the contact, with membership level, join date, and renewal date as columns. If membership drives gift benefits, we create a link from the membership Item to the associated gift/deal Item.

Blackbaud custom field categories (dietary preferences, giving circles, volunteer interests) map to custom columns on the appropriate Monday CRM board. Where a category applies to multiple record types, we create a parallel Attributes board and link Items via a Connect board column. Blackbaud's Code Table Entry type fields map to Monday CRM Dropdown or multi-select columns with value-by-value mapping.

Blackbaud file attachments on constituent records migrate to the Files column on the corresponding Monday CRM contact Item. Files are re-uploaded to Monday's storage (subject to plan storage limits). Where file URLs in Blackbaud point to external systems, we preserve them as a Link column with the original URL label for reference.

Blackbaud appeals (fundraising asks tied to campaigns) are complex because Monday CRM has no native appeal object. We create a Campaign Appeals board where each appeal is an Item linked to its parent campaign. Appeal dates, goal, and response rate populate separate columns; actual gifts are linked deal Items referencing the appeal via the campaign dropdown.

Blackbaud batch import groups (record sets created during data entry or import) have no Monday CRM equivalent. We capture batch IDs in a Source_Batch_ID custom column on relevant Items for audit reference, but the batch grouping concept does not translate to Monday's board structure.