Migrate from Higher Logic Thrive to monday CRM

Higher Logic member records with Integration Key map to Monday.com CRM Contact items. We preserve the Higher Logic Integration Key in a custom column (Integration_Key) so that organizations with an active AMS integration can re-establish the sync connection after migration. Demographic fields (name, email, phone, address, title) map to standard Contact columns. Custom demographic fields map to Monday.com custom columns by type: text to Text, date fields to Date, dropdowns to Dropdown, multi-select to Tags. The AMS Member Refresh synchronization model is replaced by Monday.com's manual update or integration sync configuration.

Higher Logic Community Groups (driving membership and feature access) map to Monday.com Groups within the CRM Board. Each community group's membership list is resolved and the group name becomes a Group label. If the organization runs multiple communities, we create separate Monday.com Boards per community and link Contact Items across boards via the Integration_Key. Group-to-member lookup relationships are preserved as Tags on the Contact Item.

Higher Logic Security Groups control access permissions and visibility within the community. Monday.com CRM does not have a direct Security Group equivalent. We document each Security Group's membership and access scope in the written inventory, and the organization's admin recreates access levels in Monday.com's Team permissions (Team Management under Workspace Settings). We flag any Security Group rules that cannot be represented in Monday.com's permission model.

Higher Logic forum discussions (post body, author, timestamps, @mentions, #hashtags) have no native Monday.com CRM equivalent. We extract discussion content into a structured dataset and create Board Items on a dedicated Discussions Board. Each Item carries the original author, timestamp, and post body as text columns. @mentions and #hashtags are stored as plain text without parsing; the customer rebuilds mention notification logic in Monday.com Automations if needed. Large threads are split across Items with a thread_id column linking related posts.

Higher Logic Events with registrations and attendance tracking map to Monday.com Items on an Events Board. We create a custom Date column for event start and end, a Status column for registration state, and preserve attendee registrations as linked Contact Items via the Integration_Key. Event attendance exports migrate as a secondary dataset that the organization's admin imports as a separate Board or links to the parent Event Item. Event reporting exports (CSV) are delivered as-is for the admin to re-create in Monday.com Dashboards.

Higher Logic Resource Libraries (documents and media attached to communities) require a file directory with full paths. We deliver the file directory and map each file to a URL column or Document integration on the relevant Board Item. Folder hierarchy does not map natively to Monday.com; we flatten the structure and include the original path as a text column. The organization's admin re-links files during the post-migration review period.

Higher Logic marketing campaign structure and message content export from the Campaign module. Campaign names, subject lines, send dates, and open/click data migrate to Monday.com Items on a Campaigns Board as historical records. Trigger conditions and automation workflow logic do not migrate; these require rebuild in Monday.com's Automation rules, which we document separately in the written inventory. Email template content migrates as text content stored in Document Items or long-text columns.

Higher Logic Custom Fields (up to 30 per account, used as personalization tokens in messages) map to Monday.com custom columns per Board. We create columns with matching types: text fields to Text, dates to Date, numbers to Numbers, dropdowns to Dropdown. Note that Higher Logic's token-resolution-at-send-time model has no Monday.com equivalent; personalization tokens must be hard-coded values or rebuilt as Monday.com Integrations with the contact data source. We flag any Custom Fields exceeding the 30-account limit that were orphaned or deprecated in the source.