Migrate from Naviga to monday CRM

Naviga Publications represent news titles or media brands and map directly to Monday.com CRM Companies. We extract the publication name, edition types, and any contact details, then create Company records in Monday.com CRM. If the customer maintains multiple media brands under one corporate entity, we create separate Companies and use a parent-company custom column to preserve the hierarchy. Publication-level custom metadata from Naviga maps to custom columns on the Company record.

Naviga Subscribers with account status, subscription type, and billing history map to Monday.com CRM Contacts. Subscriber contact details (name, email, phone, address) map to the standard Contact fields. Subscription tier and status require custom columns since Monday.com CRM does not have a native subscription status field. Billing history is preserved as notes or as linked Items on a separate Subscriptions board if the history is complex.

Naviga Solicitors are field sales representatives managing subscriber acquisition. They map to Monday.com CRM Team Members. We resolve solicitor records by email and create matching User accounts in Monday.com CRM where they do not already exist. Any solicitor without an email in Naviga receives a placeholder User record flagged for the customer to provision before cutover.

Naviga Offer Groups bundle pricing structures and special offers linked to subscriber acquisition campaigns. Offer Groups are complex to represent in Monday.com CRM because there is no native pricing or quoting module. We create a dedicated Offers Board where each Item represents an Offer Group, with columns for pricing terms, campaign dates, and solicitor assignments. The solicitor-to-subscriber linkage requires exporting the full Offer Group hierarchy including solicitor IDs and their linked subscriber records, then reconstructing the relationship in Monday.com CRM using a combination of Board Groups and linked Items.

Naviga Audience Members represent the broader reader population including non-subscribers tracked for engagement. They map to Monday.com CRM Contacts with a custom Audience Segment column capturing behavioral data and segmentation tags. We preserve engagement scores, segmentation tags, and last-seen dates as custom columns on the Contact record. Non-subscriber audience members who should not receive outreach are flagged with a Do Not Contact custom column set during migration.

Naviga Articles contain authored content, metadata, and linked photos. They are not standard CRM records and do not map cleanly to Monday.com CRM's entity model. We extract article metadata (author, publish date, category, and custom flags) and store it as Notes attached to the relevant Audience Member or Subscriber Contact record, or as Items on a dedicated Content Performance board if the customer wants to track content engagement against subscriber relationships. The article body itself is not migrated.

Naviga Ad manages ad campaigns across print, digital, and broadcast channels. We create a Campaigns Board in Monday.com CRM and map ad campaign records as Items with columns for channel type (print/digital/broadcast), campaign dates, client name (linked Company), and budget. Monday.com CRM does not have native ad production workflow management, so creative assets and production status are tracked via custom columns rather than a dedicated asset management module.

Naviga Photos store media assets with XMP, IPTC, and EXIF metadata. We export photos linked to Articles or Advertisements as files attached to the relevant Item in Monday.com CRM. Custom metadata fields from Naviga Photos (which vary by installation) are mapped to custom columns on the file's parent Item. We perform schema discovery during the discovery phase to identify which custom photo metadata fields exist before designing the custom column schema.

Naviga Photos supports extensive custom metadata configuration including select and checkbox field types per installation. We detect the full custom field schema during discovery and map each field type to the closest Monday.com CRM column type: select fields become Dropdown columns, checkbox fields become Checkbox columns, and text fields become Text columns. Any field types with no Monday.com CRM equivalent are flagged and stored as Notes during migration.