Migrate from eMarketeer to monday CRM

eMarketeer Contacts migrate to Monday.com People entities with all standard fields (email, first name, last name) and custom properties mapped to People column types. Multi-value custom properties (checkboxes, multi-select) map to Monday.com Tags. We resolve the correct People entity during import using email as the dedupe key and flag any duplicate candidates for the customer to resolve before final insert.

eMarketeer Companies map to Monday.com in one of two patterns depending on the customer's use case: as a standalone Board with a Company Board schema (Name, Website, Industry, Size) or as a linked relationship field on the People Board. The mapping strategy is decided during scoping. Company domain from eMarketeer populates the Website column on the destination board.

eMarketeer Segments use real-time criteria rules that continuously re-evaluate membership, not static lists. Monday.com CRM Contact Groups are static. We snapshot the current membership of each eMarketeer segment at migration time as a one-time import into Monday.com Contact Groups, preserving the segment name and membership list. We flag any segment that relies on time-sensitive or behavioral triggers that cannot be represented as a static group so the customer can rebuild those filters in Monday.com boards post-migration.

eMarketeer Campaigns (email sends with send history, open/click metrics, and recipient segments) do not have a direct Monday.com CRM equivalent. We decompose each Campaign into a Campaign Board: the board represents the campaign itself, and each recipient contact becomes an item tracking send status, open events, and click events as custom columns. This preserves the aggregate campaign metrics in the board group summary while giving the customer a drill-down into individual engagement per recipient.

Open rate, click rate, unsubscribe rate, and bounce rate per eMarketeer Campaign migrate as custom columns on the Campaign Activity board Group Summary rows. These are stored as read-only reference values for the customer's post-migration reporting. Monday.com's native dashboards can then visualize campaign performance over time by pulling from these columns.

eMarketeer Flows (automation sequences with triggers, conditions, delays, and actions) do not migrate as code into Monday.com Automations because the trigger event models differ. eMarketeer flows trigger on lifecycle changes, form submissions, and CRM events; Monday.com Automations trigger on column changes, item status changes, and date conditions. We audit every active eMarketeer Flow during discovery, document each trigger type, conditions, and action sequence, and deliver a written Flow-to-Automation mapping with recommended Monday.com Automation equivalents. The customer's admin rebuilds the automations post-migration.

eMarketeer Event records with registration data, attendee lists, and attendance status migrate to an Event Board in Monday.com CRM. Each event becomes a board, and each registration becomes an item with status columns for Registered, Attended, and No-Show. Custom event types map to board groups. Registration date and attendance timestamp migrate as date columns.

eMarketeer custom contact and campaign properties (text, number, date, dropdown, checkbox) map to Monday.com People columns or Board columns of the equivalent type. Dropdown properties map to Monday.com Dropdown or Tags columns. Date properties map to Date columns. Text properties map to Text columns. We surface any property that uses an eMarketeer-specific enumeration value not representable in Monday.com as a separate reconciliation item during scoping.

eMarketeer open, click, and unsubscribe events aggregate into a contact activity log. We migrate the last 12-24 months of engagement activity as entries in the Monday.com Person's activity section or as timestamped columns on the Campaign Activity board depending on whether the activity is contact-level or campaign-level. Real-time engagement tracking is not preserved; Monday.com does not maintain a live engagement stream, so the activity log is a historical record for reference.

eMarketeer email templates export as HTML blobs. Monday.com CRM does not have a native email template library or email send capability. We export the HTML content of each template and deliver it as a reference file so the customer's admin can import the HTML into their chosen email marketing tool (e.g., Mailchimp, ActiveCampaign) post-migration. Visual template editors with locked components may not reconstruct identically from HTML alone.