Migrate from Factoreal to monday CRM

Factoreal Contact records map to Person Items in Monday.com CRM's Contacts Board. Standard fields (name, email, phone, address) map directly to corresponding column types in Monday.com (Text, Email, Phone, Location). We extract all contact profile fields and custom fields from Factoreal's CSV export and map each to an equivalent Monday.com column type, creating new columns in the Contacts Board during schema setup. Source attribution from Factoreal (how the contact entered the system) migrates as a Text column for reference.

Factoreal Companies map to Monday.com CRM by establishing a Company column type on the Contacts Board and linking each Person Item to its parent organization. If the customer uses a separate company record structure in Factoreal, we create a Company Board with Items representing each company and link Contacts via the Company column relationship. Company-level fields (domain, industry, size, address) map to equivalent Text, Email, or Number columns.

Factoreal Deals map to Monday.com CRM Opportunities Items. The deal name, value, stage, expected close date, and owner migrate to corresponding Opportunities board columns. Deal stage labels in Factoreal map to Monday.com's Status column with custom labels matching the original stage names. We preserve the deal's associated contact and company links through Monday.com's People and Company column types, maintaining the relationship graph across the migration.

Factoreal Segments are defined by filter rules on contact attributes and behavioral events. Monday.com CRM has no native Segment object, so we reconstruct segment membership as Saved Filter Views on the Contacts Board. During migration, we capture the complete segment definition (filter conditions, operators, and values) and document it as a named Saved View with instructions for recreation in Monday.com. The contacts that belong to each segment at migration time are tagged in a Multi-Select column so the membership history is preserved even if the filter logic changes.

Factoreal Campaigns hold subject lines, content, send history, and engagement metrics. Monday.com CRM does not have a native Campaign object equivalent, so we map campaigns to a dedicated Board with Items representing each campaign. Campaign metadata (subject, send date, channel, status) migrates to board columns, and engagement metrics (open rate, click rate, delivery status) migrate as Number or Percentage columns. The customer chooses whether to create one board per channel (Email Campaigns, SMS Campaigns) or a unified board with a Channel column filter.

Factoreal automation workflows define trigger conditions and multi-step action sequences across email, SMS, and WhatsApp channels. Monday.com's Automation Center uses a different trigger-action model with different channel integration points. We document the complete automation graph from Factoreal — triggers, conditions, delays, and action sequences — and deliver a written inventory with recommended Automation Center equivalents. The customer's admin rebuilds the automations in Monday.com post-migration based on the documentation we provide.

Factoreal Email Templates include HTML content and dynamic merge field placeholders. Monday.com CRM does not have a native email template library with merge field support. We extract template HTML from Factoreal exports and document the complete template set — subject lines, body content, and merge field mappings — in a template inventory document. The customer's admin evaluates whether to recreate templates in Monday.com's connected email tool (Gmail, Outlook) or a dedicated email template platform.

Channel-level message logs (SMS and WhatsApp) export from Factoreal as part of campaign and contact data, including send timestamps, direction (inbound/outbound), and content. We map these to a Message History board in Monday.com CRM with columns for Direction, Channel, Timestamp, Content, and linked Contact. For ongoing SMS and WhatsApp messaging, the customer needs a third-party integration (such as a Twilio or WhatsApp Business connector) because Monday.com CRM does not have native SMS or WhatsApp capabilities; we document the recommended integration approach during scoping.

Factoreal's built-in e-commerce integration captures order and product data including order records, line items, and product SKUs. We map order data to a dedicated Orders Board in Monday.com CRM with Items representing each order and sub-items representing line items. Product SKUs and pricing migrate to a Products Board linked via the Connect Boards column. The customer chooses the column schema (Status, Total Amount, Order Date, Product, Quantity, Unit Price) based on their reporting requirements.

Factoreal custom fields on contact and company records migrate to Monday.com CRM as custom columns. During the discovery phase, we identify all custom field definitions, export their values per record, and map each to an equivalent Monday.com column type (Text, Number, Date, Status, Dropdown, Multi-Select, Checkbox, URL, Email, Phone). Multi-select fields in Factoreal map to Monday.com Multi-Select columns, preserving the many-to-many relationship across records.

Contacts in Factoreal carry multiple tags stored as a many-to-many relationship. We export the full tag list per contact and create equivalent tags in Monday.com CRM's Multi-Select column type on the Contacts Board. The original tag values are preserved verbatim, and the customer's admin has the option to consolidate or rename tags during migration as part of data cleanup.

Factoreal tracks social campaign engagement metrics including post-level performance data (impressions, engagement, clicks). We extract this data and map it to a Social Analytics Board in Monday.com CRM with Items representing each post and columns for Impressions, Engagement Count, Click Count, Platform, and Publish Date. The customer determines whether to maintain a separate Social board or integrate social metrics into the Campaign board.