Migrate from Textedly to monday CRM

Data extraction and scoping call

We export the full subscriber list from Textedly via CSV including all standard fields (Phone, First Name, Last Name, Email, Address, City, State, ZIP, Company Name, Tags, Birth Date), group assignments, subscription status, and campaign history. We also export the keyword-to-autoresponder mapping table and drip sequence configurations. During the scoping call, we identify the total subscriber volume, suppression rate (subscribers with zero delivery history across all campaigns), duplicate phone numbers, and any incomplete records (missing phone or email). We confirm the target Monday.com CRM workspace, existing board structure, and user list for owner reconciliation.

Suppression audit and data quality pass

Before any data loads into Monday.com CRM, we run a suppression audit on the exported Textedly subscriber list. Subscribers with zero delivery history, suspiciously low engagement (single-digit message counts across all campaigns), or carrier-silenced numbers are flagged as potentially suppressed. These records are written to a separate Suppression List rather than the active migration set. The customer reviews the suppression list and decides whether to import suppressed numbers as Inactive contacts or exclude them entirely. We also run a phone-number format validation pass (E.164 format) and flag any numbers that will fail Monday.com CRM's phone field validation.

Monday.com CRM schema setup

We work with the customer's Monday.com admin to configure the CRM board before data import. This includes setting up or verifying the People board with the correct column types (Phone, Name, Email, Address, Status, Tags, Birthday, Acquisition Source), adding any custom columns needed to preserve Textedly personalization fields that do not map to standard Monday.com CRM Person fields, and configuring the Status column to support both Active and Inactive (or Unsubscribed) states. We also confirm the owner User mapping between Textedly user accounts and Monday.com CRM workspace members.

Subscriber migration and deduplication

We import Subscribers into Monday.com CRM People items in dependency order: first records with complete phone numbers and no suppression flags, then flagged records for customer review. We run a deduplication pass using phone number as the primary key before import — duplicate phone numbers within the Textedly list are consolidated to a single Person item with tags merged. Any records with blank phone numbers are held in a separate reconciliation queue. Group membership and free-form tags are appended to the Tags column during import. The keyword opt-in provenance is written to the Acquisition Source custom column.

Campaign and engagement history migration

We migrate Textedly campaign history as Activity entries on each Person item. Each campaign the subscriber participated in is written as an Activity with the type label SMS Campaign, the send date, and aggregate stats (delivered, responded). Auto-responder enrollment is documented as a Note attached to the Person item rather than as an active automation. Drip sequence participation is documented as a series of timestamped activities with step labels and message content. The customer receives a complete record of what each contact received from Textedly even though the automation logic does not carry forward.

Cutover, validation, and automation handoff

We perform a final reconciliation pass comparing the Monday.com CRM Person count and active/inactive split against the Textedly subscriber export. The customer spot-checks 20-30 randomly selected Person items against the Textedly source for field accuracy. We deliver the automation inventory document covering all auto-responders, keyword flows, and drip sequences requiring rebuild in Monday.com Automations or a third-party SMS tool. We do not configure the SMS integration (Twilio or equivalent) as part of the migration scope. We support a 48-hour post-cutover validation window for record-count discrepancies or missing fields.