Migrate from Solitics to monday CRM

Solitics user profiles aggregate attributes, transaction summaries, and behavioral history from all integrated sources into a unified record. We extract the profile snapshot including custom attributes and map each to a Monday.com Item on a People Board, with attributes stored as custom column values (text, number, date, dropdown). Behavioral summary fields (total deposits, session count, last active date) become number or date columns in Monday.com. The user's unique Solitics ID is preserved as a text column for reference and any future re-integration.

Standard Solitics events (registration, deposit, withdrawal, trade, bet, login, logout) have no direct Monday.com equivalent because Monday.com has no native event object. We store behavioral event sequences as structured entries in a dedicated Events Board where each Item represents a user and column values capture event counts, totals, and last-occurrence timestamps. Events that require point-in-time history (deposit timeline, trade history) are stored as linked Items or JSON-serialized values in a long-text column, with a summary view built as a filtered group per user.

Solitics custom event types require a schema discovery pass before any event data can be safely mapped. We query the Solitics API for all named custom event types and their property fields, then design Monday.com custom columns to match each property's data type. Custom events are stored on the same Events Board as standard events, with the custom event type name preserved as a label or status column so that filtering by event type remains possible in Monday.com's board view.

Solitics segments are live, rule-based definitions built from profile attributes and behavioral conditions. We export segment rule logic as structured documentation and implement each segment as a Group or saved filtered view in Monday.com. Groups are pre-filtered on the relevant column conditions (attribute ranges, behavioral thresholds, event counts) so that the segment membership is visible at a glance in board view. Segment rule logic is preserved in a long-text column on the board for audit and rebuild reference.

Solitics user journeys define automated workflows triggered by events or segment membership, with branching logic, delay rules, and channel steps. Monday.com Automations use a trigger-action model (When Item changes, then do this) that is structurally different. We do not migrate journeys as code. We deliver a written inventory of every active Solitics journey with its trigger conditions, branching logic, action steps, and a recommended Monday.com Automation equivalent. The customer's admin rebuilds automations post-migration using our inventory as the specification.

Solitics campaigns are containers for content assets, scheduling, audience targets, and performance history. We export campaign metadata (name, status, targeting rules, content blocks, performance metrics) and create a Campaign Board in Monday.com where each Item represents a campaign with columns for budget, start date, channel, and performance indicators pulled from exported data. Channel-specific content (WhatsApp templates, SMS bodies, email copy) migrates as structured text assets for the admin to reassign to Monday.com-connected channels post-migration.

Solitics Smart Gamification stores mission definitions, loyalty point balances, badge rules, widget configurations, and achievement thresholds as platform-native objects. Monday.com has no native gamification module. We do not migrate gamification configurations as functional records. We deliver a full structured inventory of every gamification asset (mission rules, point structures, badge definitions, achievement thresholds) so that the customer's technical team can evaluate third-party gamification tools (like GameSol, Loyalty Lion, or a custom build) and implement equivalent mechanics in or alongside Monday.com.

Content assets in Solitics (email templates, SMS message bodies, push notification copy, WhatsApp templates, in-app widgets) are exported as structured content with localization metadata and A/B test variants. Monday.com stores content in connected tools (email via integrations, documents in file columns or third-party storage). We deliver a channel asset audit documenting every active asset by type, language, and compliance status so that the customer's team can recreate them in their preferred content management workflow post-migration.

Solitics integrations with external systems (trading platforms, sports feeds, bonus engines, BI tools) are configured connections that do not transfer across platforms. We document every active integration, its data flow direction, and the credentials or endpoint it uses, then deliver a re-integration checklist for the customer's technical team to work through after migration. New integrations connect to Monday.com through Monday.com's native integrations, Zapier, Make, or direct API depending on the system.

Solitics built-in analytics, custom KPI dashboards, and campaign performance reports are exported as report definitions and historical data accessible via API. Monday.com's reporting is board-based (group summaries, chart widgets, item counts). We deliver a written inventory of every Solitics report with its metrics, filters, and data sources, plus a recommendation for how to reproduce each as a Monday.com Dashboard or as a connected BI tool (Metabase, Looker, Google Data Studio) pulling from Monday.com's API.