Migrate from Symplify Communication to monday CRM

Symplify Contacts migrate to Monday.com CRM People. We use the Symplify originalId as a custom field (symplify_original_id__c) for deduplication and audit. Standard fields (email, phone, name, address) map to Monday.com CRM's native People columns. Any Symplify contact property that has no direct Monday.com column becomes a custom column of the appropriate type (text, number, date, dropdown). Opt-out and bounce status migrate to the suppress_email column to protect deliverability in any email integration connected to Monday.com.

Symplify DataDocs store relational data (purchase history, event attendance, booking records) linked to Contacts by originalId. Monday.com CRM has no native relational document store, so we map DataDocs to either (a) Linked Items on the Contact board if the DocType has multiple fields that warrant a related record, or (b) a flattened set of custom columns on the Contact Item if the DocType is simple key-value data. Each Document Type is audited during discovery because DataDocs require a pre-existing DocType definition in Symplify; orphaned DataDocs without a DocType are flagged and held from migration until the customer resolves them.

Symplify Lists are static contact groupings. We map each List to a Group within the Monday.com CRM People board, preserving list membership as Item-group assignment. If the customer uses Lists for segmentation logic (behavioral or demographic filters), those rules do not migrate as active segments; we document the segment criteria as a written reference for the admin to recreate using Monday.com's native filtering and grouping features.

Symplify Campaigns represent email sendouts with associated metadata (name, send date, channel). Monday.com CRM does not have a native campaign management object, so we create a Campaign board with one Group per Symplify Campaign. Campaign metadata (send date, channel, subject line) becomes Group-level columns. Engagement metrics (opens, clicks, bounces) do not appear in Monday.com as live stats; we write them as read-only number columns on the associated Contacts so sales reps can see marketing touchpoints in context. The customer's chosen email marketing tool replaces live campaign send capability.

Symplify per-message open events migrate as a numeric custom column (campaign_open_count__c or per-campaign columns) on the Contact Item in Monday.com CRM. Open timestamps are preserved in a date column (last_email_open__c) for activity context. Monday.com has no native open-tracking engine, so this data is informational rather than actionable.

Symplify per-message click events (URL-level engagement) migrate as a numeric custom column (campaign_click_count__c) and a text column (clicked_urls__c) on the Contact Item. The URL list is stored as a comma-separated text value for reference. This gives the sales team visibility into which contacts engaged with specific campaign content without requiring Monday.com's native click tracking.

Symplify Hard Bounce records mark permanently undeliverable email addresses. We set the suppress_email column to TRUE on the corresponding Monday.com CRM People record and store the bounce date in a custom date column (hard_bounce_date__c). This prevents the contact from being included in any email sequences or outreach built within Monday.com or a connected email tool.

Symplify Soft Bounce records indicate temporary delivery failures. We map these to a custom status column (email_deliverability_status__c) on the People record with values including soft_bounce, intermittent_failure, or deliverable. Soft bounce codes vary between Symplify and Monday.com; we normalize the code to a Monday.com-compatible status during transformation. The customer's admin reviews soft-bounce contacts before including them in email sequences.

Symplify Optout records track unsubscribe preferences with timestamps. We set suppress_email to TRUE in Monday.com CRM and add a custom date column (unsubscribed_date__c). This satisfies compliance requirements by ensuring no email goes to a contact that has exercised unsubscribe rights, regardless of which email tool connects to Monday.com.

Symplify Projects are organizational containers for campaigns and workflows. Monday.com's native structure is Boards and Workspaces, which serve a similar grouping function. We map Symplify Project structure to Monday.com Workspaces or top-level Boards during migration. The customer decides whether to use the Monday.com Work Management workspace or restrict it to CRM boards only. Workflow automations that live under Symplify Projects do not migrate as code.