Migrate from Selligent by Marigold to monday CRM

Selligent Individual records map to Monday People items on the CRM board. Standard fields (email, first_name, last_name, mobile, address) map directly to Monday person properties. Custom profile properties from Selligent's FieldsDefinition array become Monday columns of the matching type (text, number, date, dropdown, checkbox, etc.). We extract the full custom field schema during scoping, pre-create all columns on the Monday CRM board before record import, and write contacts in batches of 200 via the Monday GraphQL API.

Selligent organizations are stored as custom properties or relation tags on Individual records rather than as a native parent object in all configurations. We extract organization data and write it to Monday Organizations. Website, industry, employee_count, and address fields map to Monday Organization properties. Custom company fields from Selligent's schema become Organization columns pre-created before import.

Selligent Action Lists contain LISTID-keyed contact records with ACTIONCODE and custom fields. We export Action List membership per contact and map each Selligent Action List to a Monday board Group or a dedicated board. The action_code property and any list-specific custom fields become columns on the board. If a contact belongs to multiple Action Lists, we create multiple Board Item entries or use Tags to represent list membership within a single board.

Selligent Dynamic Segments are defined by behavioral and demographic rule sets that are not exportable via API. We export the member contact IDs and write them to Monday as Tag assignments on the relevant People items, preserving the contact-level membership data. The segment definition and rule logic are documented in the handoff package for the customer's admin to rebuild as Monday Tags or saved filtered Views.

Selligent tag assignments per contact migrate directly to Monday Tags on People items. Tags drive personalization and segmentation in Selligent; in Monday they serve as flexible labeling for filtering and grouping. We extract the full tag vocabulary during scoping and create matching Monday tags before contact import.

Selligent accepts arbitrary custom fields as key-value props at write time without requiring upfront schema registration, while Monday requires columns to exist before data can be written. We extract the complete FieldsDefinition array from Selligent during scoping, map each field to the nearest Monday column type (text, number, date, dropdown, checkbox, link, phone, email), pre-create the columns via the Monday API, and sequence record imports after column registration completes.

Selligent email campaign history (subject, send date, audience size, open/click engagement) is available via the Individual API engagement endpoints. We write a summary Activity Log entry to each Person item documenting the last send date, campaign name, and engagement rate. Full campaign content and templates do not migrate; the campaign subject line and send metadata are preserved as a record of send history.

Similar to email campaigns, SMS send history and delivery status per contact are migratable from Selligent. We write an Activity Log entry to each Person documenting the SMS send date, message summary, and delivery status. Message content and short code configuration require rebuild at the destination.

Selligent tracks online behavior for known visitors. Event summary data is available via integration endpoints but not as a standalone exportable object. We migrate the most recent behavioral summary fields per contact (last viewed product, last session date, page view count) as custom columns on the Person item. Full event history does not migrate due to volume and API constraints.