Migrate from Fans-CRM to monday CRM

Fans-CRM fan records contain subscriber status, engagement score, chatter metrics, lapse tracking data, and lifetime value estimates. We map these to Monday.com CRM People board Items, using custom numeric columns for engagement scores and chatter values, a status column for subscription state (active, paused, lapsed), and a text column for fan display name and platform handle. The fan record is the primary record in this migration; all other objects link back to it as Items on related boards with cross-board relations configured via Monday.com's connect column.

Fans-CRM content posts store media references, PPV pricing, post timestamp, and performance metadata. We create a dedicated Content board in Monday.com and map each post to an Item with columns for media type, PPV price, engagement count, and a relation column linking back to the fan who posted or received the content. A single fan may have multiple content Items, so this is a one-to-many split where one fan record in the People board drives multiple content Items on the Content board via Monday.com relations.

Fans-CRM tracks tier names, tier pricing, and fan count per tier. We preserve tier assignments as a status or dropdown column on the fan Item in the People board, with the tier name as the value. If the destination requires multi-tier tracking per fan (for fans subscribed to multiple tiers), we use a multi-select column. Tier pricing migrates as a separate currency column used for reporting but not as a primary CRM field.

Fans-CRM pay-per-view transaction records include amount, fan identifier, timestamp, and content reference. We aggregate these as a number column (total PPV revenue) and a text column (last PPV transaction details) on the Content board Item. Transaction-level granularity is preserved in a JSON-formatted text column for audit purposes if the client requires it, or we split into separate PPV Transaction Items on a dedicated board if Monday.com usage patterns favor separate records over embedded column data.

Fans-CRM agency users with role-based permissions map to Monday.com User accounts. We extract team member email addresses and role names from Fans-CRM, then map them to Monday.com workspace members. Role assignments (admin, manager, creator access) are preserved in a text column on a Team board or as a custom field on relevant Items. Owner assignment on Items in Monday.com maps to the equivalent HubSpot Owner or Fans-CRM team member role.

Fans-CRM stores fan-level engagement scores and chatter metrics as numerical values tied to each fan record. We map these as custom numeric columns on the fan Item in the People board, using the original Fans-CRM field name as the column label. These columns enable the client to run Monday.com dashboard charts on engagement trends without rebuilding the scoring logic in the destination.

Fans-CRM uses tag-based fan segmentation (e.g., VIP, churned, high-spender) stored in Smart Folders. We export the underlying tag data per fan and map these as Monday.com multi-select columns on the fan Item. The client recreates the Smart Folder equivalents as Board Views filtered by the tag column values after migration.

Fans-CRM message history and internal notes attached to fan records migrate as Item Updates in Monday.com, preserving the timestamp and the note text. We map message content as Updates on the relevant fan Item rather than as separate board Items, which keeps the timeline visible in the standard Monday.com Item view. If Fans-CRM stores standalone notes not tied to a fan record, we create a Notes board and link Items via relation columns.