Migrate from Signpost to monday CRM

Signpost Contacts migrate 1:1 to Monday.com People. Name, email, phone, address, and business association map directly. Contact owner maps to Monday.com User assignment. Any missing required fields in Monday.com People (such as email when the source record lacks one) are flagged for customer review before import. We use the email address as the dedupe key to prevent duplicate People records during import.

Signpost Business records map to Monday.com Company records. Business name becomes Company name; business address maps to the Company address fields. If the Signpost Business has a parent franchise or multi-location hierarchy, we preserve that structure as Monday.com's Company hierarchy (parent-Company lookup). The Company record is created before Contact import so that People can be linked at insert time.

Signpost tracks review request timing, status, and customer response (positive, negative, flagged for internal resolution). Monday.com CRM has no native review management module. We migrate the most recent review status as a custom property on the People record (such as Last Review Status). Full solicitation history is flattened into a text field or long-text column since the destination does not support a multi-event review history object.

Signpost Appointments (scheduling data, customer association, status, and timing) migrate to Monday.com Items on a dedicated Appointments or Scheduling board. Appointment type, date, customer link, and status map to Item columns. If Signpost has custom appointment types (such as site visit, consultation, or estimate), we create matching Status or Label columns in Monday.com to preserve categorization.

Signpost Campaigns (email and SMS with Mia-driven triggers) do not have a direct Monday.com CRM equivalent because Monday.com has no native email or SMS campaign module. Campaign names and contact targeting lists migrate as a Monday.com Board with one Item per target contact. The automated trigger logic (Mia rules) does not migrate; we document the campaign trigger conditions in the automation audit form for manual rebuild in Monday.com Automations or via a third-party email tool like Mailchimp or HubSpot.

Signpost Payments tracks payment status against invoices or estimates. Monday.com CRM does not have a native payment or invoicing module. We migrate payment records as Items on a dedicated Payments board with columns for amount, status, date, and related People or Company link. Signpost Payments is a separate product tier; if the customer does not use Signpost Payments, this object is skipped.

Signpost contact segments and tags used for campaign targeting migrate as Tags on Monday.com People records. Tags used for data classification in reporting migrate as a Label or Tag column on the People board. Any segment logic that relied on Mia's behavioral scoring (such as auto-updated segment membership based on engagement) is flagged for manual reconstruction as Monday.com Automation rules.

Signpost User accounts and owner assignments on records map to Monday.com User accounts. We resolve by email match. Any Signpost Owner without a matching Monday.com User goes to a reconciliation queue for the customer's admin to provision before record import begins. Inactive Signpost users migrate as inactive Monday.com users.

Mia-driven workflow automations are behavioral rules that execute based on contact activity scoring and proprietary decisioning logic. These automations are not accessible via any documented export endpoint. We do not migrate them. During scoping, we document every active Mia rule as reported by the customer and provide a structured automation audit form so the customer's team can manually rebuild those rules in Monday.com Automations.