Migrate from Referrizer to monday CRM

Referrizer Contacts map to Monday.com People items. Standard fields (name, phone, email, address) migrate directly to equivalent People columns. Custom fields are enumerated via GET /contacts before migration, then recreated as typed custom columns (text, number, date, dropdown) in Monday.com. Multi-location contacts are tagged with location labels during transformation to preserve location scoping. Labels from Referrizer migrate as tag column values on the People item.

Referrizer Company records map to Monday.com Organizations. The company name, domain, phone, and address fields translate to the corresponding Organization fields. Organizations are created before People items so that the organization-person link is established at load time. If Referrizer contacts reference companies without explicit Company records, we create Organization records on-the-fly from the contact's company name field.

Referrizer Pipeline stages map to Monday.com Deal items on a Deals board, with the stage name becoming a Status column value. The Deal item receives the contact's People item as the primary person link and the organization's Organization item as the linked organization. Deal value, expected close date, and stage probability migrate as custom columns. Stage ordering is preserved per the Referrizer pipeline configuration.

Referrizer stores loyalty point balances as numeric custom properties on Contact records rather than a distinct object. We identify loyalty-related fields during schema enumeration, separate them from standard contact properties, and recreate them as custom number columns on the People item in Monday.com. The customer decides the column name during scoping. Monday.com has no native loyalty object; the points value is maintained as a plain number field accessible on the contact record.

Referrizer Campaigns (Regular and Automated) are exported with their type, status, start date, and associated contacts. Each campaign maps to a tagged group of People items or a dedicated Board in Monday.com, depending on the customer's intended use case. Campaign engagement metrics (sent, delivered, opened counts from Referrizer's Reports API) are stored as number columns on the campaign group. The customer chooses whether to use a single board with groups or separate boards per campaign type during scoping.

Referrizer Offers track promotional codes and referral relationships between contacts. Offer codes and reward structures are stored as text columns on the associated People or Deal item, depending on whether the referral is contact-centric or deal-centric in the customer's workflow. We export offer name, code, reward type, and reward value as separate columns and remap them to Monday.com text or number fields accordingly.

Referrizer review request history (which contacts received requests, when, and to which platform: Google, Yelp, or Facebook) is stored as activity on the Contact object. We export review request events as date columns and platform labels on the People item in Monday.com, with the status of the request (pending, requested, reviewed) captured as a dropdown column. Review links and ratings are stored as text fields if present in the source data.

Referrizer contact labels and segments export as tag arrays on each Contact record. These map directly to Monday.com's Tag column on the People item. Multi-label contacts receive all applicable tags. Tags are preserved as-is with no rename or merge unless the customer requests consolidation during scoping. If the customer used label hierarchies, we flatten them to a single tag string per level.

Referrizer activity feed events (UTM tracking data, campaign opens, link clicks) are accessible via contact activity endpoints. We export activity events as timeline entries in a text column or connected subitem on the People item, with event type, timestamp, and source preserved. Note that Smart Inbox message content is not accessible via API and is excluded from this mapping; only campaign-level engagement metrics from the Reports API can be migrated.

Referrizer team members and role assignments export with name and email. These map to Monday.com Workspace members by email match. Role-based permission structures (admin, manager, member) are documented but do not have a direct Monday.com equivalent in the CRM tier; permissions in Monday.com are board-level and workspace-level assignments rather than platform-wide role definitions. We preserve the role designation in a custom dropdown column on the People item for reference.

Referrizer's multi-location model associates contacts with specific business locations. We query and scope exports by location account ID to prevent cross-contamination, then apply a location tag to each migrated People item in Monday.com. The tag value uses the location name from Referrizer. If the customer needs location-level reporting in Monday.com, we recommend creating a separate Board per location with an inherited location tag column rather than a single board with location filters.