Migrate from Dialytica - Marketing Automation Platform to monday CRM

Dialytica Contacts map to Items on Monday.com's People CRM board or a custom Contacts board. Phone number, name, email, and custom fields migrate as typed columns (phone, text, email). Campaign assignment history from Dialytica migrates as a multi-select or linked-item column linking each contact to the relevant campaign board Items. We preserve the full campaign attribution by creating cross-board links between the contact Item and campaign Items after both boards are populated.

Dialytica Call Campaigns migrate as Items on a dedicated Call Campaigns board with columns for campaign name, status (Active/Paused/Completed), schedule, targeting criteria (as text), and script reference. The active/paused status maps to a Status column. We extract targeting and scheduling configuration as structured text but note that AI-driven routing rules do not export as logic and must be rebuilt manually in Monday Automate or noted for the customer.

Dialytica SMS Campaigns migrate to a separate SMS Campaigns board mirroring the Call Campaigns structure. Because Dialytica maintains Call and SMS as distinct objects, we keep them separate in Monday.com as well. Campaign status, schedule, and template reference migrate as columns. The SMS template body and merge field structure migrate as Items on a separate SMS Templates board and are referenced by the campaign Item via a link column.

Dialytica call logs map to Items on a Call Logs board with columns for call date, duration (minutes), disposition (mapped to a Status or Select column), agent assignment (linked to User Items), contact reference (linked to the contact Item), and campaign reference (linked to the Call Campaign Item). AI-evaluated sentiment or score data is flagged as text notes since Monday.com has no native AI call evaluation field. We use Monday's API bulk import or CSV to load call records in batches, preserving the contact and campaign cross-links.

Dialytica QA Reviews migrate to a dedicated QA Reviews board with columns for reviewer name, agent evaluated, call reference (linked to the Call Log Item), review date, score (numeric), and criteria fields (text or checkbox per criterion). Structured scorecard criteria map to individual columns; free-text notes map to a long-text column. Monday.com has no native QA module, so the board structure is a best-effort reconstruction. We link each QA Review Item to its corresponding Call Log Item using Monday's Connect Boards column.

Dialytica SMS Activities migrate as Items on an SMS Activities board with columns for message date, delivery status (sent/delivered/failed mapped to Status column), phone number, contact reference, and campaign reference. Delivery status maps to Monday's Status column values. We group log Items by campaign using Board Groups so contacts' full SMS history across campaigns remains visible in a single board view.

Dialytica Payment records migrate to Items on a Payments board with columns for amount, status, date, contact reference, and campaign reference. Amount maps to a Numbers column with currency formatting. Status (completed/pending/failed) maps to a Status column. We link each Payment Item to the associated contact and campaign via Connect Boards columns to preserve the relationship context.

Dialytica User and Agent records map to Monday.com team member accounts. We extract agent names, emails, roles, and active status. During migration, we match agents by email to existing Monday.com workspace members and create a reconciliation list for any agent accounts that do not yet have a Monday.com seat. Call log Items reference agents via a People column that resolves to the Monday.com team member.