Migrate from Touchpoint MX to monday CRM

Touchpoint MX Contacts map directly to Monday.com CRM People items. We extract standard fields (name, email, phone) and all active custom field values from the Contact record and map them to the corresponding People column type in Monday.com. Phone numbers use the phone column type; email addresses use the email column type. Owner assignment in Touchpoint MX maps to the assigned team member on the People item.

Journey Maps in Touchpoint MX define custom stage labels (e.g., Awareness, Consideration, Decision, Retention) per organization. Monday.com CRM has no native journey concept, so we flatten Journey Maps into a dedicated board with a Status column representing each journey stage. Each Contact's current stage maps to a Status value on their corresponding People item. Stage history (transitions between stages with timestamps) maps to a secondary board linked by a connect board column or stored as a date-stamped Activity item for audit purposes.

Touchpoint MX Channel records (Email, SMS, Voice) indicate which communication channels are active for each Contact. We extract the active channels and map them to a multi-select column on the People item in Monday.com CRM. If a Contact has multiple active channels, all are preserved as selected values in the column. Channel assignment history does not transfer as a separate object; the current active-state is preserved as the column value.

Touchpoint MX stores date-stamped Satisfaction Score records tied to Contacts. We aggregate all scores for each Contact and map the most recent score to a primary rating column on the People item. Historical scores are preserved as entries on a linked Scores History board with columns for Score Value, Date Collected, and Related Person (via connect board column). If Touchpoint MX records scores per interaction, we create an Activity item per score event.

Touchpoint MX Feedback Records capture structured customer responses with text, date collected, and related Contact. We create Monday.com Activity items or a dedicated Feedback board with columns for Feedback Text, Date Collected, and Contact lookup (via connect board column). Feedback text migrates as long-text column values. Multiple Feedback records per Contact create multiple linked items.

Touchpoint MX custom fields on Contacts may use text, number, date, or checkbox types. We detect all active custom fields during scoping, export their values per Contact, and map each to the nearest Monday.com CRM column type. Permission-gated visibility settings in Touchpoint MX (Manager-only, Attendee-only, Everyone) are noted; we map to the most permissive visibility that satisfies all audiences in Monday.com, which defaults to Everyone unless access control is explicitly configured.

Message Templates in Touchpoint MX define reusable outbound content with personalization tokens. We do not migrate Templates as content assets because Monday.com CRM uses a different templating model. We export Template content, subject lines, and token field names as a reference CSV for the customer's admin to manually recreate in Monday.com's email or SMS template builder.

Touchpoint MX User accounts are mapped by email and name to Monday.com workspace members. Owner assignments on Contacts and Journey Records map to the corresponding Monday.com team member. If a Touchpoint MX user has no Monday.com account, they are added to a reconciliation list for the customer's admin to provision before record migration completes.

Attachments associated with Contacts or Feedback Records in Touchpoint MX are exported as files and re-associated in Monday.com CRM using the file column type on the People item. Large attachment volumes may require chunked migration to avoid timeout. We flag volumes over 1 GB during scoping and propose a phased file migration approach.