Migrate from Promio to monday CRM

Promio Leads with call-tracking metadata (call duration, disposition, recording links) map to Monday.com CRM People items. Source attribution (campaign name, UTM parameters) migrates as custom text Columns on the Contact board. The call recording URL stored in Promio is flagged as a link reference only — the actual audio file is hosted on Promio and must be downloaded manually before cutover. We map the Promio lead status property to a Monday.com Status Column on the People board.

Promio Campaigns bundling Google Ads, Bing Ads, and automated drip sequences map to Monday.com Boards as informational Items. Campaign names, associated ad budget allocations, and performance metrics (impressions, clicks, conversions) migrate as Columns. The automated drip sequences and follow-up logic do not migrate — we deliver a board-by-board automation inventory listing each sequence trigger and recommended Monday.com equivalent for the customer's admin to rebuild.

Promio Customers with a business name field map to a Monday.com Company record with the Contact record linked via a relationship Column. Customers with no business association map to a standalone People item. Promio's lifecycle segment labels (New, Active, At-Risk, Lapsed, Lost) migrate as a custom Select Column on the People board. The segment label encoding (exact string values from Promio's export) is preserved verbatim in Monday.com to avoid data transformation loss.

Review monitoring data (aggregated ratings, review site URLs, reputation scores) extracted from Promio's third-party aggregator pull maps to custom Number and Link Columns on the People board. We map the review site source and the date of the last review as separate Columns. Reputation trend data (up/down/stable) migrates as a Status Column if the export contains it. Customers using dedicated reputation management tools post-migration should wire these Columns to their new platform via Monday.com integrations.

Promio custom fields discovered during the CSV export inspection phase map to Monday.com custom Columns of equivalent type. Text fields map to Text Columns, numeric fields to Number Columns, date fields to Date Columns, and multi-value fields to Tags or Link Rows depending on structure. Promio's internal field naming conventions (undocumented) are preserved as Column names in Monday.com with a promio_original_name__c annotation in the column description for audit traceability.

Google Ads and Bing Ads account credentials linked through Promio's managed-service layer do not migrate — they are stored at the ad network level and are not included in Promio CSV exports. We inventory the current campaign structure, budget allocations, and performance history in a written document that the customer uses to re-onboard ad accounts directly in Google Ads and Bing. This document is delivered as a migration artifact and is not a platform-to-platform data transfer.

Promio call recordings are hosted on Promio's own infrastructure and are not accessible via export. We flag this as a hard pre-flight requirement: the customer must download all required call recordings from Promio's interface before the migration cutover date. We include the complete list of Lead and Customer records with call recording links in the pre-flight checklist. Post-cutover, the customer may upload downloaded recordings to a third-party storage service and link to them from the migrated Contact record.

Promio landing pages served from promio.com subdomains are not exportable as HTML or redirect-configurable assets. We inventory every active landing page URL and form field structure during scoping and deliver a page-by-page rebuild requirements list as a migration artifact. The customer's web team or a Monday.com partner rebuilds these post-migration using Monday.com WorkDocs, a third-party page builder, or the customer's CMS.