Migrate from Listrak to monday CRM

Listrak contacts export with email address, opt-in status, opt-in date, behavioral data, and lifecycle stage. We map these to Monday.com People entities, creating a custom column for each Listrak contact property that does not map to a native People field (email becomes Email column type, phone becomes Phone, address becomes Location). Opt-in status and opt-in date migrate to custom columns rather than a native subscription field because Monday.com People does not have a built-in TCPA/CAN-SPAM compliance field. Suppression status must be resolved before this mapping runs.

Listrak mobile subscribers require mobile_number in text data type. Monday.com People Phone column stores numbers as text. We validate field type during import and flag any numeric-only exports that lack country code formatting. Original opt-in date migrates to a custom column mobile_opt_in_date__c. Opt-out scrubbing is mandatory before this import per Listrak's compliance documentation; any opted-out contact included in the file will import as active in Monday.com.

Listrak suppression and unsubscribe lists export separately from active contacts. We load suppressions into Monday.com as Person tags (e.g., opt_out_email, opt_out_sms) before any active contact insert. This sequencing prevents the platform from sending to opted-out contacts. We recommend tagging over a custom column for suppression because tags are filterable across boards and accessible to automations without requiring custom column overhead on every People entity.

Listrak company records map to Monday.com Organizations. HubSpot-style company properties (domain, industry, employee count) map to Monday.com custom columns. We create the Organization record before any linked Person insert so that the relationship is satisfied at the moment of Person import. Monday.com Organizations do not have a native company-type field for retail-specific classifications; these migrate to custom columns.

Listrak deals map to Monday.com Opportunities, which appear as items on the Deals Board. The Listrak deal stage maps to the Monday.com Deals Board stage column. Deal value, close date, and owner migrate to Amount, Expected Close Date, and Person Owner columns. We create the Deals Board before migration with the same stage values as Listrak. Listrak deal properties that have no Monday.com equivalent become custom columns on the Opportunity item.

Listrak segments filter by email behavior, SMS engagement, and channel subscription status. Monday.com does not have a native segment builder that filters People by behavioral criteria. We recreate segments as Groups on the People Board (each segment becomes a Group) and assign members manually post-migration, or as Person tags for broader cross-board visibility. Filter logic documented during scoping is delivered as a written rebuild guide for the customer's admin.

Listrak supports custom contact and company properties, but not all are accessible via standard export. We flag which custom fields appear in the Listrak API versus only in the UI, and create equivalent Monday.com custom columns on the People or Organization entity. Monday.com column types include text, numbers, date, dropdown, checkbox, email, phone, URL, and formula. Any Listrak custom property that does not have a direct Monday.com column equivalent is reviewed with the customer during scoping for the most appropriate approximation.

Listrak email templates export as raw HTML or require manual rebuild. Monday.com does not have a native email template builder for campaign emails. We recommend exporting raw HTML for review and archiving, and rebuilding in a dedicated email marketing platform (such as Mailchimp, Klaviyo, or a comparable tool) post-migration. We do not import raw HTML into Monday.com because rendering consistency across email clients cannot be guaranteed without a dedicated send-layer platform.

Listrak Journey Hub automations (cart abandonment, browse recovery, replenishment sequences) represent multi-step, multi-channel logic that does not export as a transferable object. We document the full automation tree—triggers, conditions, time delays, and channel sequences—in a written inventory delivered to the customer. Monday.com Automation Center can replicate some trigger-and-action logic (e.g., status-change triggers and notification actions), but multi-channel campaign sequencing requires a dedicated marketing automation platform. The rebuild guide maps each Journey Hub step to the customer's chosen replacement marketing platform.

Historical Listrak campaign performance data exports as flat CSV/flat file reports on a nightly SFTP schedule. We capture the scheduled export configuration and extract historical reports that exist before the migration cutover. Monday.com Analytics has native dashboard capabilities but the campaign attribution data from Listrak does not map directly. We deliver the extracted CSV files as an archive and provide a written plan for rebuilding key reports in Monday.com's dashboard builder or connecting to an external BI tool.