Migrate from XMPie to monday CRM

Audit XMPie data inventory and export scope

FlitStack AI connects to your XMPie instance via API and generates a full data inventory: contact count, company count, campaign definitions, audience segment list, product catalog entries, and asset file list. We produce a record-count baseline and flag any XMPie objects that have no Monday CRM equivalent (uStore storefront, InDesign template configurations, personalization rules). This inventory drives the board-design phase and confirms the target Monday plan's item limits will accommodate the export.

Design Monday CRM board structure and column schema

Based on the XMPie data inventory, FlitStack AI designs the Monday CRM board architecture: People board, Companies board, Campaigns board, Segments board, and Products board. For each board, we define column types that match XMPie field data (text, number, date, dropdown, relation). Monday custom columns are created during this phase. If the dataset exceeds the target plan's item limit, we plan board segmentation by region, campaign type, or product category.

Resolve users and map ownership

XMPie Circle users are matched to Monday CRM workspace members by email address. FlitStack AI produces an owner-resolution report: matched users map directly to Monday members and inherit their workspace permissions; unmatched XMPie owners are flagged and assigned to a designated Monday workspace member as a fallback. This ensures every migrated contact, company, campaign, and product item has a Monday owner before the import runs. Owner mapping is recorded in the migration audit log for traceability.

Run sample migration with field-level diff

A representative slice of 100–500 records (covering contacts, companies, a campaign, an audience segment, and a product entry) migrates first. FlitStack AI generates a field-level diff report comparing source values against Monday column values for each record. You verify column mapping correctness, audience segment linkage, and file attachment re-uploads before the full run commits. This dry-run validates the schema translation and catches any missing dropdown values or malformed data before committing the full dataset.

Execute full migration with delta-pickup window

The full XMPie export migrates into the Monday CRM boards. A 24–48 hour delta-pickup window captures any records modified in XMPie during the cutover. FlitStack AI's audit log records every operation including record ID, timestamp, and action type. After the delta window closes, a reconciliation report compares Monday item counts against the XMPie baseline and highlights any missing or duplicate entries. One-click rollback is available if counts or field values show material discrepancy, allowing you to re-import with corrected mappings.

Deliver rebuild reference and post-migration handoff

FlitStack AI delivers a written automation-rebuild reference document listing every XMPie campaign automation, personalization rule, and scheduling trigger with a plain-language description for your Monday admin. We also document the Monday board structure, column mappings, and any custom board design decisions. Post-migration, your team configures Monday automations in the Automation Center using the reference guide, and sets up Gmail/Outlook email sync on Standard CRM or higher if activity logging is required.