Migrate from Loyalistic to monday CRM

Loyalistic Contacts map to Monday.com CRM People items. We migrate standard fields (name, email, phone, company) 1:1 to the Person item. Custom property values map to custom columns on the People board, with type translation from Loyalistic's field types to Monday column types (text to Text, date to Date, dropdown to Dropdown, checkbox to Checkbox, multi-select to Multi-select). We perform field-level sampling during discovery to identify all active custom properties and map them explicitly before load.

Loyalistic Customer Profiles aggregate contact details with enrichment data. We migrate the underlying contact fields and attach profile metadata (enrichment source, confidence scores, social handles) as custom columns on the Person item. Note that enrichment provenance and confidence scores are preserved as values but the enrichment provider's link is not migrated as a live reference.

Loyalistic Tags are flat labels applied to contacts. We migrate tag names and apply them as Tags on the People board in Monday.com CRM with a 1:1 mapping. Tags are preserved as a flat list rather than a hierarchical structure since Loyalistic tags are flat by design.

Loyalistic Segments define group membership based on behavioural or demographic criteria. We export segment names and member lists. The rule logic itself cannot migrate and must be recreated in Monday as Group names on the People board (for manual grouping) or as a combination of custom column filters (for filter-based segmentation). We deliver a written segment inventory with each segment's membership count and recommended Monday equivalent.

Loyalistic Campaign records (title, status, timing) map to a Campaign board in Monday.com CRM. Engagement events (opens, clicks, sends) attach as Activity items linked to the relevant Person item in the People board. We preserve the campaign title, status, start date, and end date on the board level; individual engagement events are denormalized as activity records against the contact.

Loyalistic Survey definitions and response data exist as distinct objects. We preserve response records as Items on a Survey Responses board, with each response linked to the originating contact via a People relation column. Survey question branching logic does not migrate; question order and branching conditions require manual reconstruction in Monday's form or board structure. We export survey metadata and response data as structured Items.

Loyalistic custom fields on the Contact object map to Monday.com CRM custom columns. We perform field-level sampling during scoping to identify all active custom properties, their data types, and their picklist values for dropdown fields. Monday's column type system requires explicit type mapping; multi-checkbox properties map to Monday Multi-select columns, date fields to Date columns, URL fields to Link columns.

Loyalistic engagement data tracks how contacts interact with content and campaigns. We extract event-level data (opens, clicks, conversions) and attach them as Activity records linked to the contact Person item in Monday.com CRM. Each event type becomes an Activity item with the event name, timestamp, and related campaign reference preserved.