Migrate from Snovio to monday CRM

Snovio Prospects map to Monday.com People items. The email address serves as the dedupe key during import to prevent duplicate records. Standard fields (name, email, company, role) map 1:1 to Monday.com's name, email, and phone columns. We extract all Snovio custom field values and create matching custom columns in the Monday.com People board before migration. Snovio's recipient IDs are preserved in a custom column for audit reference but must be remapped to Monday.com's item IDs post-migration.

Snovio Recipients are unique contacts who have received at least one email from a campaign. We export the full recipient list including campaign attribution and engagement status. Recipients are mapped to People items using email as the dedupe key, and a custom column tracks the source campaign for segmentation. Because Snovio charges per unique Recipient on first contact, the recipient list represents the customer-facing outreach history that should survive the migration intact.

Snovio custom fields on Prospects export as a field schema alongside the data. We create matching custom columns in Monday.com's People board using Monday.com's supported column types: text, number, date, dropdown (list), checkbox, and email. Dependency configurations between Snovio custom fields require manual recreation in Monday.com because Monday.com's conditional column logic uses a different dependency model based on board and group relationships.

Snovio Pipeline Deals map to Monday.com Deal items. We export deal names, stage assignments, owner assignments, associated contact references, and monetary values. Pipeline stage names from Snovio become Monday.com Deal Status column values or custom column dropdown options. Owner assignments map by email resolution against Monday.com workspace members. Deals without an associated contact are flagged for manual linking after migration.

Snovio campaign-level KPIs (delivered, bounced, opened, clicked, replied counts) are exported as structured data. These metrics cannot be stored as native Monday.com CRM analytics because Monday.com does not have a campaign statistics object; we create custom number columns on the relevant People items or a separate Campaign Reference board to preserve the historical performance data for reporting. The customer should note that Monday.com's own activity tracking starts fresh post-migration.

We export the list of connected mailboxes and warm-up configurations as a structured reference document rather than migrating credentials. Snovio's SMTP credentials and OAuth tokens cannot be extracted or transferred. The customer reconfigures email connections in Monday.com's inbox integration or their preferred email service provider after migration. Warm-up settings documented for DNS and rotation reference only.

Snovio Unibox aggregates email replies into a shared inbox view. We export reply metadata (sender, timestamp, thread reference) but not full email body content due to threading limitations and API constraints. Thread references map to a custom column on the associated People item for conversation context. The customer sets up Monday.com's native email integration or continues using their existing inbox tool post-migration.

If the LinkedIn add-on is active, we export LinkedIn campaign configuration and recipient lists as a structured document. LinkedIn connection requests, message templates, and sequence steps do not migrate because Monday.com has no native LinkedIn automation. The customer receives a written campaign structure reference for rebuild in a third-party LinkedIn sales engagement tool. This data is only migrated if explicitly scoped and if the customer has the LinkedIn add-on active at export time.