Migrate from Mautic to monday CRM

Discovery and Mautic instance assessment

We audit the source Mautic instance across version (v4, v5, or v6), hosting model (self-hosted or Mautic Cloud via Acquia), and object inventory: contact count, company count, deal count, active tags, stage names, custom field definitions, custom object schemas, campaign definitions, and segment filters. We specifically test the CSV export endpoint on v6 instances to confirm the silent failure before committing to direct database extraction. The discovery output is a written migration scope with record counts, object mapping decisions, and an export method recommendation (API vs database direct).

Monday.com CRM board structure design

We design the Monday.com CRM workspace structure: a People board for contacts, a Companies board, and a Deals board. We map Mautic Stages to Status column values on the People board, Mautic deal stages to Status column values on the Deals board, and Mautic custom contact fields to Monday.com custom field types (text, number, date, dropdown). If the customer uses multiple Mautic pipelines, we design separate Deals boards or use Groups within one board. We configure the Person-Company link settings and any required Monday.com integrations (email, calendar) during this phase.

Data extraction with Mautic v6 export workaround

For self-hosted Mautic instances, we connect to the MySQL/MariaDB database using authenticated read access and export contact, company, deal, tag, and custom object records directly via SQL queries. For Mautic Cloud, we use the REST API with batched requests (typically 200-500 records per page) and exponential backoff on rate-limit responses. We bypass the broken v6 CSV export entirely. We extract junction table records for custom object relationships from the database schema directly. The extraction outputs a set of cleaned CSV or JSON files per object, deduplicated against email as the primary key.

Deduplication and data cleaning

We run a deduplication pass on Mautic Contacts using email address as the primary key. For duplicate records, we retain the most recently updated record or the record with the richest field completion depending on the customer's preference set during scoping. We standardize phone number formats, validate email deliverability (removing hard bounces flagged in Mautic), and normalize tag strings. Any Mautic contact with no email address is held in a separate queue for the customer's review before import.

Monday.com import and entity linking

We import Companies first into Monday.com using company name as the unique identifier. We import People second with the Monday.com Person-Company link resolved by matching company name or domain to the imported Company records. We import Deals third with the linked Person resolved by email match. Tags are applied via the Monday.com Tags API after entity import. Custom object relationships are mapped to Monday.com custom fields on the Person or Company entity or to a separate board with a manual link column. Each import phase emits a reconciliation count report before the next phase begins.

Cutover, validation, and workflow rebuild handoff

We freeze Mautic writes during cutover and run a final delta migration of any records modified during the migration window. We enable Monday.com CRM as the system of record and deliver the campaign and segment inventory document to the customer's admin for Monday.com automation rebuild. We support a one-week hypercare window to resolve any import issues raised by the sales team. We do not rebuild Mautic automations, sequences, forms, landing pages, or reports in Monday.com; those are documented for separate rebuild.