Migrate from Right On Interactive to monday CRM

Scoping and data export coordination with Right On Interactive

We audit the Right On Interactive account to inventory all Contacts, Accounts/Companies, Deals, engagement history records, lifecycle stage labels, and any custom fields in use. Because Right On Interactive lacks a public API, we coordinate directly with the platform's data export process to obtain structured files for import into Monday.com CRM. We capture the complete lifecycle stage label set and the 3D scoring sub-dimension names during this phase. The scoping output is a written migration scope document and a data export checklist shared with the Right On Interactive team for extraction support.

Monday.com CRM workspace schema design

We design the destination schema in Monday.com CRM before any data is imported. This includes provisioning the CRM-native Contact and Organization entities, creating custom fields for lifecycle stage labels (status or text), custom number fields for the three 3D scoring sub-dimensions, and a custom field for the aggregate score. We configure Deal boards with the appropriate Status columns and any custom fields required to match the Right On Interactive deal structure. If multiple deal pipelines exist in Right On Interactive, we create separate Deal boards in Monday.com CRM to preserve the multi-track structure.

Data cleaning and transformation

We deduplicate contacts by email address before import, normalize phone number and address formats, and resolve any incomplete records flagged during the scoping audit. The lifecycle stage label transformation applies the mapping table created in Step 1, converting Right On Interactive's account-specific stage names to Monday.com CRM custom field values. The three 3D scoring sub-dimensions split into three separate numeric custom fields per contact. Any orphaned accounts (accounts without contacts) are flagged for customer review before import proceeds.

Staged import into Monday.com CRM

We import data into Monday.com CRM in dependency order: Organizations first (from Right On Interactive Accounts/Companies), then Contacts with OrganizationId resolved, then Deals with linked Contact or Organization references. Engagement history (activity records) imports last, attached to the migrated Contact and Organization records using Monday.com's Activities API. Each import phase emits a row-count reconciliation report. Large engagement histories exceeding 50,000 records are chunked into batches of 5,000 with retry logic on API limit responses.

Validation and parallel-run window

We run a validation pass comparing record counts, field-level spot checks on 20-30 random records, and a check of the activity timeline ordering by timestamp. If the customer's team requires a parallel-run window where both systems remain active simultaneously, we configure Monday.com CRM as the write target and flag any discrepancies for resolution before cutover. Automations in Right On Interactive remain live during this window; the migration playbook documenting each automation's logic is delivered at this stage for the customer's team to begin rebuilding in Monday.com's automation engine.

Cutover and automation handoff

We freeze writes to Right On Interactive during cutover, run a final delta migration of any records modified during the validation window, and set Monday.com CRM as the system of record. We deliver the automation playbook documenting every Right On Interactive workflow trigger, condition, and action sequence for the customer's team to rebuild in Monday.com's automation engine. We do not rebuild automations as code within the standard migration scope; that work is handled by the customer's team or a Monday.com implementation partner. We provide a one-week hypercare window for reconciliation issues raised during the first days of live use.