Migrate from Genoo to monday CRM

Genoo Leads map to Monday.com CRM People items. We extract the lead's full name, email address, phone, company, lead source, and any custom property columns from Genoo's export. Email address serves as the dedupe key during import. Monday.com CRM's People section uses column types rather than a fixed schema, so we configure text, email, phone, and dropdown columns during board setup to match the incoming field set. The first import creates the People record; subsequent imports update existing records by email match.

Genoo Contacts, populated through landing page captures and imported lists, map to Monday.com CRM People items using the same 1:1 mapping as Leads. Name, email, phone, and custom properties transfer directly. Where the destination uses a unified People model rather than separate Lead and Contact objects, we consolidate both record types into a single People import with a Type or Status column distinguishing the origin record (Lead vs Contact) from Genoo.

Genoo Account records (company name, website, industry) map to Monday.com CRM Companies. The account name becomes the Company name, website maps to the URL field, and industry maps to a dropdown or tag column. Monday.com Companies can be linked to People records, so we create Companies before the People import to satisfy the relationship at the moment of insert. Accounts with no website are retained with the company name only; no synthetic domain lookup is applied.

Genoo Opportunities are not first-class objects in the platform; they originate from CRM sync where the destination CRM owns the Opportunity record. When migrating from Genoo without an active Salesforce sync, we import Opportunity data as custom fields on the linked Company or Deal item in Monday.com CRM, including deal name, amount, stage, and close date as custom columns on a Deals board. If the customer was syncing Opportunities from a CRM, we map them directly to Monday.com Deals with the linked Company resolved from the Genoo Account name.

Genoo Campaigns (drip nurture programs, email sequences) map to Monday.com Boards where each campaign becomes a board and campaign steps or program stages become Groups within the board. We preserve campaign name, status, start and end dates as board metadata. Campaign membership (which Leads entered which program) is stored as a Group membership relationship in Monday.com; we map this by creating Items in the corresponding Group for each member record, using email as the join key to the People record. Monday.com's automation recipes replace Genoo's drip logic conceptually but require manual rebuild.

Genoo landing pages and microsites are stored as HTML and template blobs with no structured field mapping to Monday.com's board schema. We extract page content and form field configurations as structured data where available and present them as a written asset inventory rather than an automated migration. Form field names and types are documented so they can be recreated as Monday.com Forms or third-party forms post-migration. Full page rendering assets are noted as requiring manual rebuild.

Genoo email templates contain HTML body, subject line, and inline styling. We extract these as structured text files during migration. Monday.com's email steps in automations use a simple text-and-URL composer rather than raw HTML templates, so email templates do not migrate as reusable assets. We deliver the extracted template body and subject lines as a reference document for the admin to recreate as Monday.com email steps or to paste into a third-party email tool that integrates with Monday.com.

Genoo lead scores are calculated values generated by the platform's scoring engine based on behavioral and demographic rules defined within the UI. These scores are not exported in any Genoo format because they are computed at display time, not stored as discrete data fields. We do not migrate lead scores. We document the scoring configuration (rule weights, thresholds, behavioral triggers) during discovery so the customer can replicate the model in Monday.com using custom number columns, automation recipes, or a third-party scoring integration. This documentation is delivered as part of the automation inventory handoff.

Event registrations in Genoo are stored as activity-type records linked to Leads. We import registration data including event name, registration date, and status as custom column values on People items or as standalone Items on an Events board linked back to the relevant People record by email. Post-event attendance data, session-level detail, and webinar link history do not transfer as structured records because Genoo does not expose these as exportable fields. We flag the limitation in the data audit and advise the customer to pull attendance reports from their webinar platform directly.

Genoo's content library holds images, PDFs, and campaign files referenced in email templates and landing pages. Genoo does not expose a bulk file download API, and Monday.com's file storage is tied to Items and Boards rather than a standalone library. We generate a manifest of all referenced content library URLs during discovery. The customer downloads files manually from the Genoo UI before account closure. We do not automate binary asset migration. Assets referenced in email templates that are not pre-downloaded result in broken image links in any recreated template.

Genoo Owner records (the user assigned to a Lead, Contact, or Campaign) map to Monday.com Team Members by email address match. We extract distinct Owner values from every object export, match against the Monday.com workspace members, and assign imported records to the corresponding member. Owners without a Monday.com user account go to a reconciliation queue for the customer to provision before record import resumes.

Genoo stores activity history including email opens, link clicks, form submissions, and status changes linked to Lead records. These are imported as Update notes or custom column entries on the corresponding People item in Monday.com CRM. Monday.com does not have a first-class Activity timeline equivalent to HubSpot or Salesforce; activity history is presented as board Updates or log entries. We preserve the event type, timestamp, and relevant detail as structured text in the People item's activity log so that the contact record retains its engagement history.