Migrate from Camp Automation to monday CRM

Camp Automation Contacts map to Monday.com People items. Standard properties (name, email, phone, company association) map to the corresponding People column types. Where Camp stores a company association, we resolve the Company-to-Organization lookup at migration time so that the People item is linked to the correct Organization item in Monday.com. Custom fields on Contacts require schema discovery via UI export before migration; we map text, date, dropdown, and number types to their Monday.com column equivalents and flag any that cannot be represented as a standard column type.

Camp Automation Company records map to Monday.com Organization items on the same People board. Company name, domain, industry, and size fields map to the equivalent Organization column types. Since Monday.com People board uses a unified structure for both People and Organization items within the same entity set, we create Organization items first during migration to satisfy the People-Organization link that Camp represents as a foreign key on Contact.

Camp Automation Deals map to items on a dedicated Deals board in Monday.com CRM. Pipeline stage, deal value, close date, and custom Deal fields map to board columns (Status for stage, Numbers for value, Date for close date). We create the Deals board with the appropriate column types before migration and map stage values to Status column options that match the customer's Camp pipeline naming. Custom Deal fields discovered via schema inspection map to Monday.com column types with the same field-type constraints.

Camp Automation Campaigns group email, SMS, social post, and push notification assets under a single parent record. Monday.com has no native multi-channel Campaign object. We create a Campaign board with a campaign reference item and import each channel-specific asset as a separate item tagged with the campaign name. The unified multi-channel view that Camp provides does not exist in Monday.com; the association is preserved through tagging rather than a parent-child object relationship. This is a structural limitation that the customer's team should review in a sandbox migration before production cutover.

Tags applied to Contacts, Companies, and Deals in Camp Automation migrate to Monday.com Tags labels on the respective boards. Tags that do not exist in the destination are created automatically during import. The flat tag taxonomy is preserved exactly; no tag hierarchy exists in either platform, so no transformation is required. Tag-based segmentation used for marketing lists in Camp will need to be reconstructed in Monday.com through the Tags label or a separate segment board.

Camp Automation Users and Owners map by email address to Monday.com workspace members. We match on email during migration scoping and flag any Camp Owner without a matching Monday.com User for the customer's admin to provision before record import. Users that exist in Camp but not in the destination Monday.com workspace are created as inactive members during migration and flagged for activation by the admin post-migration.

Custom fields on Contacts, Companies, and Deals require schema discovery before migration. Camp Automation does not expose a public metadata API for field definitions, so we request a full field export from the Camp UI or a screen recording of the settings pages. Field types (text, date, dropdown, number, checkbox) are mapped to Monday.com column types. Fields that cannot be represented as standard Monday.com column types (for example, multi-select picklists that exceed Monday.com's label limit) are flagged during scoping for the customer to decide whether to split into multiple columns or accept a text fallback.

Camp Automation workflows define triggers (form submit, email open, deal stage change) and multi-branch action sequences across CRM and marketing channels. Monday.com automations are scoped to individual boards with a different trigger-action model. We do not migrate workflows as code. During discovery, we document every active Camp Automation workflow with its trigger type, conditions, and action sequence, and we deliver a written inventory recommending a Monday.com Automation equivalent for each. The customer's admin rebuilds automations in Monday.com post-migration.