Migrate from ELAINE to monday CRM

Discovery and scoping

We audit the source ELAINE portal for Contact volume, Target Group count and hierarchy depth, active Mail Sequence count and step complexity, custom field definitions and types, campaign archive volume, and any active API integrations. We also identify the destination Monday.com CRM plan (Basic, Standard, Pro, or Enterprise) and confirm which CRM features are included at that tier. The discovery output is a written migration scope document covering record counts, group structure, sequence inventory, and custom field schema.

Custom field type mapping

We map every ELAINE custom field to an equivalent Monday column type during this phase. Text fields map to Monday Text columns, choice fields to Dropdown or Tags columns, date fields to Date columns, and calculated fields to Formula columns where supported. Any custom field types that do not have a direct Monday equivalent are flagged with a recommended conversion. The field mapping document is reviewed by the customer before any data is extracted.

Group and segment structure design

We design the Monday Group and board structure to receive the ELAINE Target Group data. Flat groups are created for each top-level ELAINE Target Group, and sub-group membership is translated to People tags or a custom Tags column. The group tree map is documented for any hierarchical relationships that cannot be represented in Monday's flat Group model. This design is validated in a Monday.com test board before production migration begins.

Mail Sequence extraction and documentation

We extract every active and archived Mail Sequence from ELAINE with full step-level detail: trigger conditions, delay durations, conditional branches, content assignments, and A/B test configurations. Each sequence is documented as a numbered step list with the equivalent Monday Automations trigger and action block identified. The sequence inventory document is delivered to the customer's admin before cutover as the rebuild reference. We do not build the Monday Automations inside migration scope.

Data extraction and transformation

We extract Contacts from ELAINE with all standard properties, custom fields, enrichment data, and group memberships. Target Group memberships are translated to Monday People tags or Group assignments. Attachments are downloaded and staged for re-upload. Campaign and A/B test records are extracted with full metadata and content. All data is transformed to the mapped Monday column types before import. A pre-import reconciliation report is shared with the customer showing expected record counts per object.

Production import and validation

We import People records with resolved Group memberships and custom column values into Monday.com CRM, followed by campaign archive documents, A/B test documentation, and attachments. Group structure is created and linked to People records. A post-import reconciliation report compares migrated record counts against the pre-import baseline. We spot-check 20-30 records manually against the source to verify field-level accuracy. Any mapping corrections are applied before final sign-off.

Cutover and automation rebuild handoff

We freeze writes to ELAINE during cutover, run a final delta migration of any records modified during the migration window, and mark Monday.com CRM as the system of record. We deliver the Mail Sequence rebuild guide, the integration reconfiguration checklist, and the group tree map. We support a one-week hypercare window for reconciliation issues. Monday Automations rebuild is outside standard migration scope; the sequence guide is designed for the customer's admin or a Monday.com partner to execute independently.