Migrate from Evam to monday CRM

Discovery and scoping

We audit the source Evam account across Customers, Companies, Deals, Segments, Journeys, and engagement history volume. We document channel configurations (SMS, push, in-app), AI model usage, and any custom customer properties or journey-stage metadata. We pair this with a Monday.com workspace assessment: existing boards, People entity usage, CRM plan tier, and integration requirements. The discovery output is a written migration scope with record counts, a board topology recommendation for Monday.com, and an explicit flag of AI score records requiring re-scoring. Discovery typically takes one to two weeks.

Board schema design and column type mapping

We design the destination board structure in Monday.com before any data moves. This includes creating the People board (or mapping to the existing Companies entity), a Deals board with Status column values mapped from Evam deal stages, an Activity board with subitem structure for calls, emails, meetings, and tasks, and any custom column types required for migrated custom properties. Column types must be locked before import because Monday.com does not support in-place column type conversion for large datasets. We deploy the empty board structure into the customer's Monday.com workspace for validation before production migration begins.

Segment and journey documentation

We extract segment membership criteria (rule sets, filter logic, behavioral conditions) from Evam and compile them into a written segmentation specification document. We also document journey definitions — step sequences, branch conditions, wait timers, and entry/exit rules — from API snapshots and manual review. These documents are not migrated as code into Monday.com because the platform does not support journey import. They are delivered to the customer's admin team as a rebuild reference for Monday.com Saved Views, automation triggers, and board rule configurations. Segment and journey documentation happens in parallel with board schema design.

Data extraction with selective event scoping

We extract Customers, Companies, and Deals from Evam using the documented API endpoints with batch pagination and rate-limit handling. Engagement history (calls, emails, meetings, tasks) is extracted in separate batches per engagement type. Event data is scoped to a defined time window (typically 90-180 days) with aggregation or sampling applied to records outside the window. We run a pre-migration data quality check: duplicate email addresses, missing required fields, and orphaned company records are flagged and resolved before import begins. Data extraction with scoping typically takes one week depending on record volume.

Production migration in dependency order

We run production migration in record-dependency order: People records (from Evam Customers) first, then Company links, then Deals, then Activity subitems (calls, emails, meetings, tasks), and finally scoped event history. Each phase emits a row-count reconciliation report comparing the source record count to the destination record count. Parent-record lookups (e.g., Activity subitems linked to People Items) are resolved at migration time using the People Item ID as the foreign key. Any records that fail validation rules are held in a deferred queue and retried after the customer resolves the blocking condition in Monday.com.

Cutover, validation, and rebuild handoff

We freeze writes to Evam during cutover and run a final delta migration of any records created or modified during the migration window. We deliver the segmentation specification and journey documentation to the customer's admin team along with a re-setup checklist for channel credentials. We support a one-week hypercare window where we resolve reconciliation issues raised by the customer's team. We do not rebuild Evam journeys as Monday.com automations inside the migration scope; that work is handled by the customer's admin using the delivered documentation or a Monday.com implementation partner.