Migrate from Insider to monday CRM

Insider User profiles map to Monday.com CRM Contact Items. Email, phone, name, and device identifiers transfer as text columns. Custom user attributes require column-type mapping: string properties become Text columns, boolean properties become Checkbox columns, numeric properties become Number columns, and date properties become Date columns. Multi-value arrays (tag arrays) map to Monday.com Tags. The primary Contact email serves as the dedupe key during import to prevent duplicate Contact Items.

Insider event streams (page views, purchases, custom events with parameters and timestamps) map to Monday.com Items or Subitems on the Contact board. Each event becomes an Item with event_name as Title, event timestamp as Date column, and event_parameters stored as JSON text or multiple text columns. High-volume event histories require chunking at 250 Items per API call against Monday.com's rate limits. We preserve event ordering by timestamp sorting after load.

Insider Segments defined by attribute rules and event conditions are exported as member lists. The segment rule logic (which event or property conditions define membership) is documented as a written audit deliverable; the segment members themselves are applied as Tags or Status labels to the corresponding Contact Items in Monday.com CRM. Dynamic segment behavior does not replicate in Monday.com; segment membership is static at migration time.

Insider Product catalog entries (sku, name, price, category, images, custom attributes) map to Items on a dedicated Monday.com Product Board. SKU maps to a Text column, price to a Number column, category to a Status or Tag column, and images stored as text URLs in a Text column. Monday.com has no native product catalog object, so we create a structured Board that serves as the product reference source for deal line items.

Insider Transaction records (order_id, total, currency, items, timestamps) map to Items on an Orders Board in Monday.com. Order total becomes a Number column, currency becomes a Text or Status column, order_id becomes the Item Name, and timestamps become Date columns. Individual line items migrate as Subitems attached to the Order Item. Monday.com's lack of a native transaction object means we create a board structure that mimics order context using available column types.

Insider arbitrary user properties beyond the standard schema require column-type classification before mapping. We inspect every distinct custom attribute during discovery, classify by data type (string, number, boolean, date, array), and create equivalent Monday.com columns on the target board before data load. Attributes with high cardinality string values may require mapping to Tags or Status labels rather than Text columns to avoid free-text pollution.

Insider User Tags export as string arrays per profile. Tags migrate as Monday.com native Tags applied to the Contact Items. Tags are preserved exactly as written, with no normalization, so that the customer's tagging taxonomy carries over without alteration. Monday.com Tags are flat (no hierarchy) and apply at the Item level, which differs from Insider's per-user tagging model.

Insider Lists are static user collections. List membership (user ID + list ID) is exported and applied as Monday.com Groups on the CRM Board, with Contact Items assigned to the appropriate Group. Group names are derived from the List name. Lists used for segmentation are differentiated from Lists used for internal organization and mapped accordingly.

Insider channel opt-in and opt-out states (SMS, WhatsApp, email, push) are preserved as Checkbox or Status columns on Contact Items. Channel configuration such as sender IDs, WhatsApp business account IDs, and email template IDs cannot migrate because they are platform-specific credentials; we deliver a channel configuration audit so the customer can re-register them in Monday.com's integrations layer. Email unsubscribe status maps to a Checkbox column.