Migrate from Rule to monday CRM

Rule contact profiles map directly to Monday.com CRM Contact items. Standard fields (name, email, phone) map to Monday text and phone columns. Behavioral attributes and channel preferences from Rule migrate as custom columns on the Contact board. We preserve all Rule tag assignments as Monday tags on each Contact item. Multi-select fields from Rule (such as channel preference or lifecycle stage) map to Monday dropdown or multi-select columns. Suppression flags (bounced, blocked, unsubscribed) from Rule's suppression list are applied as an Archived or Excluded status on the Monday item and documented separately for the admin to configure a suppression equivalent in Monday.

Rule account records map to Monday.com CRM Company items. The account name maps to the Company Name column, and the domain field maps to a Website column. Rule's account-level custom fields migrate to Monday custom columns on the Companies board. Where Rule associates multiple contacts with a single account, we use Monday's item linking or a company ID column to maintain the relationship. If the destination uses a single combined board for contacts and companies, we apply a type column (Contact vs Company) to distinguish record types and preserve the account-contact hierarchy via linked items or a parent reference column.

Rule tags are preserved as Monday Tags on each item. If the customer's Monday board uses a multi-select column instead of native tags, we map Rule tags to that column and preserve the full option list. Tags used for segmentation in Rule (such as lifecycle stage tags or behavioral segment tags) are preserved as tags on the corresponding contact items so that the same filtered views can be reconstructed in Monday using tag-based grouping.

Rule deals map to Monday.com CRM Deal items. The deal name, amount, and close date map to Monday columns (text, numbers, date). Rule's deal stage names map to the Monday pipeline stage column, and we configure the pipeline stages to match Rule's stage names and order. Rule's pipeline association (if multiple pipelines exist) maps to a separate Deals board or a pipeline group column in Monday. Owner assignments on deals migrate to Monday board subscribers. If Rule stores a company association on the deal, we use Monday's item linking to connect the Deal item to the corresponding Company item.

Rule deal pipeline stages are exported as stage names and order. We configure Monday.com CRM's Deals board pipeline stages to match the Rule pipeline exactly, including custom stage names and any non-standard stage progressions. Probability percentages from Rule map to the stage configuration if Monday supports custom stage probabilities, or are stored as a numeric column on each deal item for reporting purposes.

Rule suppression lists (contacts marked as unsubscribed, bounced, or blocked) are exported as a separate dataset and applied to Monday Contact items as Archived or an explicit suppression status column. Monday.com CRM does not have a native suppression list equivalent, so the post-migration admin must configure a suppression workflow or status column that prevents suppressed contacts from being included in outbound automation sequences. We flag all suppressed records during migration and provide a list of bounced and blocked contacts that the admin can use to configure a suppression view or exclude group.

Rule email engagement events (opens, clicks, bounces, unsubscribes) per contact are exported as a historical activity log. We create an Activity board in Monday and link activity items to the corresponding Contact item via a linked-item or contact ID column. Each activity item is annotated with the event type (Open, Click, Bounce, Unsubscribe), timestamp, and email subject. Monday.com CRM does not have a native multi-channel activity timeline, so the engagement history is represented as individual items on a linked Activity board rather than a native timeline view.

Rule SMS, RCS, and social engagement events are exported separately from email events and consolidated into the same Monday Activity board. Each event is annotated with its source channel (SMS, RCS, Social) so that the activity log preserves channel attribution. Events that cannot be mapped to a standard Monday column type are stored as text columns with structured content. Where Rule tracks engagement at the message level, we create one activity item per engagement event and link it to the corresponding Contact item.

Rule user accounts (name, email, role) are mapped to Monday.com team members by email match. Owner assignments on contacts and deals migrate to Monday item subscribers. Any Rule owner without a matching Monday user is flagged in a reconciliation report for the admin to provision before or immediately after migration. Inactive Rule users are mapped to inactive Monday users with a note to reactivate if needed.

Rule custom fields on contacts and companies are mapped to Monday custom columns with the closest matching type (text, number, date, dropdown, checkbox, multi-select). Multi-select fields from Rule require explicit mapping to Monday multi-select columns with the same option list. Date fields migrate to Monday date columns. Numeric fields migrate to Monday number columns. If a Rule custom field uses a type not natively supported by Monday columns, we flag it for the admin to decide between a text approximation or a custom column app from the Monday marketplace.