Migrate from Delivra to monday CRM

Delivra Contact records map to Monday.com CRM People Items. Standard contact properties (email, first name, last name, phone, address) map to corresponding People columns. Custom contact properties migrate to custom columns on the People board. Subscription status and GDPR flags map to the Email Status column in Monday.com CRM if available, or to a custom single-select column. We use People Items as the primary CRM entity because Monday.com CRM's native Person type includes built-in contact fields that align with Delivra's contact schema.

Delivra Custom Tables with 1:1 relational fields to Contacts map to Monday.com Custom Objects using the Dynamic Mapping type documented in Monday.com's developer API. We pre-create the Custom Object schema in Monday.com including all column types (text, number, date, connector, file, etc.), then import the denormalized contact-related table records as Items linked via a connector column to the corresponding People Item. For tables without a connector capability in the current plan, we flatten the relationship into multiple columns on the primary Item.

Delivra 1:many Custom Tables require restructuring. The parent record (e.g., an Account or Household) becomes a Monday.com Item, and each child record becomes a subitem or linked Item with a connector column pointing back to the parent. We extract the relationship key fields during discovery, identify the parent-child hierarchy, and configure Monday.com's Subitems or linked Items accordingly. Many:many tables require an intermediate linking table approach using two connector columns, one pointing to each side of the relationship.

Delivra Campaigns with status, targeting criteria, and associated content map to Monday.com Boards or Board Groups. Campaign name becomes the Board name; campaign targeting criteria are documented as filter presets. Email content within campaigns is extracted as HTML and delivered as a written asset for re-creation in the destination email platform (Mailchimp, Klaviyo, etc.) since Monday.com does not include native email campaign building. We flag this as an out-of-scope deliverable and recommend a parallel email platform migration.

Delivra segment definitions using filter conditions based on contact properties and behaviors are extracted as filter criteria and translated to Monday.com saved filter views on the People board. If the customer uses segments for targeting, we deliver a written segment inventory with the equivalent Monday.com filter configuration as a step-by-step guide. Tags stored on contacts migrate to Monday.com Tags on the People Item.

Delivra lead scoring models with point values assigned to contact attributes and behaviors are exported as values and migrated to a custom number column on the People Item. If Monday.com Formula columns are available on the CRM plan, we map the scoring model rules to a Formula column that recalculates the score based on current property values. Full scoring model re-implementation in Monday.com requires custom formula configuration and is documented for the customer's admin team post-migration.

Delivra click tracking, open tracking, and engagement history associated with contact records migrate as custom properties on the Monday.com CRM People Item. We extract engagement metrics from Delivra and map them to custom number or date columns (e.g., Last Email Open Date, Total Email Opens, Last SMS Response Date). Monday.com CRM does not use a native engagement timeline object like Delivra, so engagement history is represented as property snapshots rather than a chronological activity feed. We flag this limitation and recommend the customer evaluate a separate marketing automation tool for ongoing engagement tracking.

Delivra email templates built with the drag-and-drop editor are extracted as HTML content and delivered as a file asset. Complex layouts with conditional content, dynamic snippets, or personalization tokens are documented with their field references. Templates are not re-created inside Monday.com since Monday.com does not include a native email template builder. We deliver the HTML assets for the customer to import into their chosen email platform post-migration.