Migrate from Digital Signup to monday CRM

Digital Signup registrants map directly to Monday CRM contacts. Core fields (name, email, phone, address) transfer 1:1. Multiple registrants sharing a family account require household grouping in Monday via custom group columns or a separate Family board linked by relationship.

Digital Signup family accounts containing multiple registrants map to Monday CRM organizations. Family name, primary contact email, billing address, and account balance transfer as organization fields. Multi-child families create multiple child contacts linked to the parent organization. Each family member's registrant record becomes an individual contact with a shared Family Group ID attribute for cross-enrollment queries and household analysis.

Digital Signup programs and class sessions become a dedicated Monday CRM board with enrollment items. Board columns capture session dates, instructor, capacity, enrollment status, and wait-list position. Each enrolled registrant links to the program board item via a connect board column.

Enrollment records connecting registrants to programs become Monday CRM board items linked to contact records via connect columns. Enrollment status (registered, wait-listed, cancelled, completed) maps to item status groups or dedicated status columns. The original registration timestamp from Digital Signup preserves as a custom date column, maintaining historical continuity for enrollment reporting and analytics across your program portfolio.

Digital Signup payment transactions require interpretation for Monday CRM. Single-visit payments map to a payment-status custom field on the enrollment item. Recurring enrollment fees or annual program fees can become Deals with amount equal to the fee and the program board as the related entity. Refunds and discounts stored as adjustment fields.

Digital Signup instructors and staff members transfer as Monday CRM contacts with an instructor flag custom field. Email and phone contact details map directly. Instructor-program assignments (which instructors teach which sessions) become connect board columns on the program enrollment board linking instructor contacts to program items.

Digital Signup facility and room assignments transfer as location text fields on the program enrollment board. Monday CRM's location column type can store facility name, address, and room number as a structured field. Multiple facility bookings per session stored as multiple location entries or a subitem board for complex room scheduling.

Digital Signup user-definable discount levels (veteran, senior, resident, custom) map to a Monday CRM dropdown custom field on the enrollment item. Each discount type requires explicit value mapping if the source discount names differ from destination dropdown options. Discount amounts stored as a separate number field.

Digital Signup's built-in email and SMS reminder history lacks a direct Monday CRM equivalent for bulk activity import. Reminder logs are preserved as a reference text field or archived file during migration. Your team must rebuild reminder and notification automations using Monday's automation recipes post-migration. The original reminder schedule logic exports as a text reference document to guide your Monday automation setup.

Waiver and policy acceptance records transfer as a checkbox or date field on the enrollment item, storing the acceptance timestamp. Monday CRM does not have native document attachment for waiver PDFs, so signed waivers should be exported as files and reattached manually or stored in a connected document management system.

Digital Signup invoices map to Monday CRM quotes (Pro and Enterprise tiers) or remain as invoice-number and amount custom fields for lower tiers. Invoice line items can become subitems on the enrollment board. Payment status (paid, pending, overdue) maps to a status field with value mapping from Digital Signup's payment states.

Digital Signup wait-list records become enrollment board items with a 'Wait Listed' status group, positioned below active enrollments. Wait-list priority can store the original wait-list position as a number field. When a spot opens, the item moves groups via manual Monday automation or admin action.