Migrate from aACE to monday CRM

aACE Accounts (customer and vendor records with billing/payment terms) map 1:1 to Monday.com CRM Organizations. We use the Account Name as the Organization Name, preserve billing address in the Organization's address columns, and carry payment terms into a custom Text column. All linked Orders, Invoices, and Purchase Orders attach to the Organization via Monday.com's relationship columns after Organization creation.

Each aACE Account can have multiple Locations with separate addresses and contact records. We create one Monday.com CRM Organization per Location rather than per Account, naming each with the pattern Account Name — Location Name to preserve location identity. Location-specific addresses and contacts map to Organization address fields and contact sub-records.

aACE Items (SKU, description, unit cost, pricing tiers, and inventory status) map to Monday.com Items on a dedicated Inventory Board. We use the Item Name as Item Title, map unit cost to a Number column, and carry pricing tiers as JSON text in a Notes column or as separate Number columns per tier. Inventory quantities migrate as Number columns with status indicators.

aACE Sales Orders (linking a Customer Account to Line Items and spawning Invoices and Purchase Orders) map to Monday.com Items on a Sales Orders Board. We create one Item per Sales Order, map order total to an Amount column, order date to a Date column, and order status to a Status column. The originating Account attaches via a Connect Boards or Link to Another Item column.

aACE Sales Order Line Items (quantity, unit price, linked Item) map to Items on a Line Items sub-board linked to the parent Sales Order Item via Monday.com's Connect Boards column. This preserves the one-to-many relationship without denormalizing line item fields into columns on the Sales Order Item.

aACE Invoices (open A/R and historical closed Invoices with balance and payment history) map to Monday.com Items on an Invoices Board. We map invoice number, invoice date, due date, total amount, balance due, and payment status to dedicated columns. Open invoices with outstanding balances are flagged as priority records and migrate before closed historical records.

aACE Purchase Orders (linking to Items, Vendors, and originating Sales Orders) map to Monday.com Items on a Purchase Orders Board. We map PO number, PO date, vendor name, and received quantities. Partial receipts are preserved as-is at migration time. Vendor references attach via a Connect Boards column to a Vendors board.

aACE Projects (job header linking to Tasks, Time entries, and billing records) map to Monday.com Items on a Projects Board. We map Project status, assigned user, start date, and end date. Tasks migrate as separate Items on a linked Tasks sub-board. We flag archived or completed Projects for separate migration after active Projects.

aACE Tasks (unit-of-work records linked to Projects and optionally to Accounts and Orders) map to Monday.com Items. When linked to a Project, Tasks live on a Tasks sub-board connected via Connect Boards. When standalone, Tasks migrate to a dedicated Tasks Board. Task status, assignee, and due date map to Status, Person, and Date columns respectively.

aACE Employee records (name, email, role, department) map to Monday.com Users by email lookup. We use the Employee email as the match key against Monday.com workspace members. If a Monday.com User does not exist for a given Employee, the record is held in a reconciliation queue for the admin to provision the account before the migration completes.

aACE custom fields on Accounts, Orders, Items, and other objects are discovered during scoping via FileMaker layout definitions. Each custom field maps to a typed Monday.com column: Text fields to Text columns, numeric fields to Number columns, date fields to Date columns, and picklist fields to Dropdown columns. Fields with no Monday.com equivalent (rare multi-value or relational FileMaker fields) serialize as JSON in a Notes column.