Migrate from Fortifi to monday CRM

Fortifi Customers map to Monday.com Contacts (stored in the Contacts board) with each customer also represented as an Item on the Deals or pipeline board so that deal stages and activity columns attach to the right record. Standard fields (name, email, phone, company) migrate to corresponding Contact fields. Fortifi custom properties on Customers are discovered during scoping and mapped to Monday.com custom columns on the relevant board, with dependency configurations noted for manual re-implementation where Monday.com column dependencies apply.

Fortifi Actions track behavioral events against customers (page views, form submissions, feature usage). Monday.com does not have a native Actions object; we map action type and timestamp to a Date column with a Status or Label column capturing action classification on the relevant Item. High-volume action histories are aggregated into summary entries if the count exceeds practical column density, preserving the most recent action date and total action count per customer.

Fortifi Interactions track customer touchpoints across support and engagement channels with channel type and timestamp. We map these to Monday.com Activity Log columns on the Item representing the customer, preserving the original interaction date, channel type, and summary text. If the customer uses Monday.com's native Emails & Activities feature, interaction records are linked to the Contact as activity entries.

Fortifi Conversions represent goal completions tied to marketing or sales workflows (trial sign-ups, demo requests, pricing page visits). These map to Status or Tag columns on the corresponding customer Item in Monday.com, preserving conversion type and date for funnel reporting. Attribution data (source, campaign, UTM) migrates as text columns on the Item if available.

Fortifi Email records (sent, delivered, opened, bounced states) map to the email field on Monday.com Contacts. Email campaign attribution and template associations migrate as text or multi-select columns on the Contact or related Item if the customer uses Monday.com's built-in email tracking. Without Monday.com's email integration enabled, email metadata is preserved as structured notes rather than native activity records.

Fortifi Invoices carry full financial data including line items, payment status, due dates, and tax codes. Monday.com has no native billing or invoice object. We map invoice data to custom columns on the customer Item: Invoice Amount (currency), Invoice Status (text), Due Date (date), and Last Payment Date (date). Invoice PDFs and attachments are linked via Monday.com file attachments on the Item. Advanced billing rules, tax codes, and subscription-linked invoice logic require manual review post-migration because Monday.com lacks a native billing engine.

Fortifi Subscription records define recurring billing models, cycles, and plan assignments linked to invoices. Monday.com does not have a native subscription object. We map subscription plan name, billing frequency, and status to custom columns on the customer Item. If the customer requires ongoing subscription tracking, we recommend a separate Subscriptions board in Monday.com linked by Contact email for a clean data model. Subscription renewal dates migrate as date columns with automated reminders built in Monday.com automations post-migration.

Fortifi Users (team members with roles and permissions) map to Monday.com Workspace members. We extract user email, name, and role from Fortifi during discovery. Monday.com Workspace access is assigned by email invitation. Role and permission set details are documented in the migration inventory for the customer's admin to reconfigure in Monday.com's permission groups and workspace settings post-migration.