Migrate from Taguchi to monday CRM

Taguchi Subscribers migrate as Monday.com CRM People items on the CRM board. The subscriber email becomes the Person email field, status (active/bounced/unsubscribed) maps to a contact status column. We preserve the original Taguchi subscriber ID in a custom field for reconciliation. Active and unsubscribed subscribers import normally; bounced subscribers are flagged but quarantined for admin review before activation to prevent domain blocklisting on the new sending infrastructure.

Taguchi Organizations map to Monday.com CRM Companies. Each Organization's name and metadata migrate as Company fields. We link each Person item to its corresponding Company via the People-Company relationship column during migration. If a Subscriber has no Organization link in Taguchi, we create a placeholder Company or leave the relationship empty per the customer's scoping decision.

Taguchi key-value custom fields per Subscriber map to typed Monday.com People columns. We analyze each Taguchi field's value distribution during discovery to assign the correct Monday.com column type (text, number, date, multi-select, link). Soft-deleted Taguchi fields (removed from UI but persisting on subscriber profiles) are reconstructed as archived columns in Monday.com with null values on migrated records to preserve data completeness.

Taguchi List Memberships are append-only associations between Subscribers and Lists. We export the full list of memberships during discovery and present the customer with two migration options: a single multi-select Tag column listing all list names per Person, or multiple boolean (checkbox) columns per list name. List names migrate as-is; the customer chooses the strategy during scoping. Tag cleanup in Monday.com after migration is fully editable, unlike Taguchi's immutable membership model.

Taguchi Clusters identify the subscriber segment a contact is most strongly associated with. We map this as a Tag on the Monday.com People item or a dedicated segment column, depending on whether the customer uses clusters for primary classification (tag) or secondary classification (custom column). The customer confirms during scoping.

Taguchi logs per-subscriber behavioral Activities used to drive automation triggers. We extract the full activity history (event type, timestamp, campaign association) and write each event as an Activity Log entry on the corresponding Monday.com People item. The Activity Log preserves the timeline sequence and event description. Custom event types from Taguchi become Activity Log entries with the event name preserved as the activity label.

Taguchi one-time email broadcasts are migrated as aggregate Activity Log entries on People items rather than as standalone records, since Monday.com CRM does not have a native broadcast campaign object. We preserve broadcast name, send date, and recipient count metadata as a note or custom column on the relevant People items for audit purposes.

Taguchi Campaigns link subscribers and activities. We migrate campaign associations as Activity Log entries on each People item with the campaign name and a link back to any campaign documentation the customer provides. Monday.com CRM does not have a native Campaign object; if the customer requires campaign-level reporting, we document the campaign association for rebuild in Monday.com's dashboard tools.