Migrate from RedEye to monday CRM

RedEye Contact records map directly to Monday.com CRM People. The unique customer identifier from RedEye becomes the Person's email or a custom external ID column. Standard contact properties (name, phone, address, custom fields) migrate as typed columns in the People board. RedEye deduplication rules are applied before import so that the People board receives one record per unique contact identifier. Any contacts exceeding Monday.com CRM plan storage limits are flagged during pre-flight scoping.

RedEye's account associations, where present in contact records, map to Monday.com CRM Organisations. Since RedEye's B2C model treats the Contact as the primary record, company linkage is often lighter weight. We export any RedEye account data as a structured dataset and create Monday.com CRM Organisations before People import so that the Organisation-Person relationship is established at insert time rather than patched afterwards.

RedEye Campaigns map to Monday.com CRM Boards. Each campaign becomes a board with groups representing campaign segments or target audiences, and items representing individual contact records or segment entries. Campaign-level channel assignments (email, SMS, push) are stored as a text column since Monday.com CRM does not have native multi-channel send infrastructure. Campaign timing and goal metrics migrate as date and number columns on the board.

RedEye journey definitions use a visual workflow builder with branching logic and behavioural triggers that cannot be exported as a portable schema. We extract the journey tree as a structured rule document listing trigger conditions, branch conditions, and action nodes. We then configure Monday.com CRM equivalent Automations using the Automation Centre's trigger-action recipes. The rebuild requires a mapping session with the customer to confirm that RedEye lifecycle stages and behavioural events map to Monday.com CRM board status values and automation triggers. This is documented, not migrated as executable code.

RedEye behavioural events (website actions, email opens, purchase triggers, form submissions) migrate as a flat historical event log. We preserve event type, timestamp, and contact association. In Monday.com CRM, these map either to a custom Events column on the People board (for simple event type tracking) or to a separate Events board linked to People via a connection column. The customer's admin chooses the representation during scoping based on how they plan to use the data in Monday.com.

RedEye Product catalogue records (SKU, name, pricing, category) migrate as items in a dedicated Monday.com CRM Products board. The board structure uses standard text, number, and date columns to represent product attributes. Price and category fields map directly; unlimited product records on both RedEye tiers mean no product ceiling constraint applies at migration time.

RedEye dynamic segments are contact groups defined by behavioural rules and demographic criteria. We export segment definitions as named rule sets and rebuild them in Monday.com CRM as Board Groups within the People board (for static groupings) or as Tags on People records (for attribute-based groupings). The customer confirms the preferred representation during scoping.

RedEye custom contact and event fields require explicit field-to-field mapping during scoping. We extract the full field schema from RedEye including data types and required/optional flags, then match each to the equivalent Monday.com CRM column type (text, number, date, dropdown, checkbox, email, phone). Custom field mapping is the most time-intensive phase of the scoping stage for accounts with heavy custom field use.

Contact and campaign tags from RedEye migrate as Monday.com CRM Tags on the corresponding board records. Tag names are mapped exactly; any tag characters unsupported by Monday.com CRM's tag schema (such as special characters or spaces at tag boundaries) are normalised during import. Tag frequency and usage counts are preserved as metadata.

Campaign assets and contact attachments stored in RedEye are exported as files and re-uploaded to the corresponding Monday.com CRM Items via the platform's file upload API. We preserve file names and directory hierarchy so that the customer can re-link assets to campaigns or contacts without manual searching. Attachments exceeding Monday.com CRM's file size limits are flagged during pre-flight for customer decision.