Migrate from Levitate to monday CRM

Levitate Contacts migrate as Monday.com CRM People records or as Items on a dedicated Contacts board, depending on whether the customer activates Monday Sales CRM or uses Monday Work Management with a CRM-shaped board. The Levitate contact CSV export (name, email, phone, company, custom properties) maps to Monday CRM's standard People fields (Name, Email, Phone, Organization) with custom Levitate properties mapped to Monday column types. Levitate's Key Dates (birthday, renewal date, policy expiration) become Monday Date columns. We request contact profile notes from Levitate Support directly since the self-serve export does not include them; notes land in a Long Text column in Monday CRM.

Levitate companies attached to contacts migrate as Monday.com CRM Organizations, which function as structured business entity records linked to People. The Levitate company name maps to Organization Name, the website domain becomes the Website field, and any custom company-level properties (industry, employee count, policy type) map to Monday Organization columns. We run deduplication on Organization names during import to prevent duplicate business records in Monday CRM.

Levitate Tags drive segmentation, automation triggers, and contact filtering. Monday CRM does not have a native multi-value tag field per contact; instead we map Levitate tag taxonomies to Monday Labels (which allow multiple labels per Item in the CRM) or to a Status Column with tag values as status options. The customer selects the preferred representation during scoping. If Tags drive automation triggers in Levitate, we document each tag-based trigger and recommend a corresponding Monday automation action (such as updating a Status Column when a tag equivalent condition is met).

Levitate Key Dates (birthday, renewal date, policy expiration, age milestones like turning 65) are a Levitate-specific custom field type that triggers date-based automations. These migrate as Monday CRM Date columns on the relevant board or People item. We pre-create Date columns in Monday CRM during schema setup for each unique Key Date field identified in the discovery scan. The customer must confirm that date-triggered automations will be rebuilt in Monday's automation builder since Monday does not support contact-level date-triggered automations in the same way Levitate does.

Levitate Campaigns (groups of emails sent to segments) migrate to Monday CRM as Group structures within a dedicated CRM board, with campaign metadata (name, start date, segment name, total recipients) stored in board columns. Aggregate engagement stats (open count, click count, reply count, bounce count) migrate as Number columns on the Group or as a separate Dashboard board. Individual email performance (per-email open and click rates) is not available in bulk export from Levitate; we import what is available as a campaign summary record and flag the limitation.

Levitate automations are server-side workflow sequences (email steps, delays, conditional branches, tag actions) that cannot be exported as portable logic. We extract the list of active automations from Levitate's UI (automation name, trigger type, step count, and enrollment count) and deliver this as a written inventory document. The inventory includes the automation's trigger event, each step's action type and parameters, any conditional branching logic, and a recommended equivalent in Monday's board-level automation builder. The customer's admin rebuilds automations in Monday using this document as the specification.

Levitate engagement events (opens, clicks, replies) are tracked per contact per campaign. The raw event log is not bulk-exportable via API. We capture the last engagement date per contact as a Date column in Monday CRM and aggregate open and click counts as Number columns on the People record. We also capture campaign-level aggregate stats (total opens, total clicks per campaign) as Dashboard metrics. The per-email, per-contact engagement timeline cannot be fully reconstructed in Monday CRM due to the lack of a granular event log export.

SMS logs in Levitate are stored per contact in the message thread view, but bulk export capability for SMS history is limited. We migrate available SMS thread content as Activity entries in Monday CRM linked to the corresponding People record, with the message direction (sent/received), timestamp, and message body preserved. Long conversation threads may be condensed to the most recent messages since Levitate's export does not include full conversation history in a structured format.

Levitate user accounts (owner, admin, member roles) are mapped by email match to Monday.com Team Members. Levitate's owner/admin/member role hierarchy maps to Monday's Admin/Member/Guest roles. We extract the active user list during discovery and match each Levitate user to a corresponding Monday team member account. Any Levitate user without a Monday account is flagged for the customer to provision before record import completes.