Migrate from Aidoo Mobile to monday CRM

Aidoo contacts map directly to Monday CRM People Board items. Each contact becomes a row with column fields for name, email, phone, company link, and CRM-specific metadata. Original contact IDs are stored as a reference field for traceability. During migration, duplicate detection checks prevent the creation of redundant contact entries if the same email appears in multiple Aidoo records.

Aidoo company records map to Monday Companies Board items. Company name, address, industry, and revenue fields translate to text, location, or number columns. Aidoo parent-child company hierarchies map to Monday Groups within the Companies Board. If a company has multiple locations, each location can be represented as a separate subitem or linked through a location column to maintain granular site details.

Aidoo work orders are the most structurally complex object to map. We create a dedicated Work Board in Monday and translate each work order into an Item. The work order status (Open, In Progress, Resolved, Closed) maps to Monday Status column values via value mapping. Priority and SLA fields become Priority and Date columns respectively.

Aidoo work order line items with multiple tasks, parts, or service entries split into Monday Subitems under the parent Work Board item. Each subitem carries its own status, assignee, and completion date, preserving the granular task-level detail from Aidoo. Line-item ordering is preserved by using a number column for sequence, ensuring the original service flow is reproduced in Monday.

Aidoo asset records map to a dedicated Monday Assets Board. Asset name, serial number, location, and linked customer fields become columns. Asset status (Active, In Service, Retired) maps to a Status column with value mapping. For assets linked to multiple customers, a multi-contact link column or tagging approach ensures each relationship is captured without duplicating the asset record.

Aidoo service location records map to Monday's Location column type on the Work Board, or to named Groups within a Board if the location also functions as a grouping key. Coordinates and address fields translate to location-type columns. If the same site appears across multiple work orders, the location can be linked via the location column, preserving a single source of truth for site data.

Aidoo technician records map to Monday People Board items marked as team members. The technician's name, email, and territory assignments become columns. On the Work Board, the technician is assigned as the Item's Owner, linking field agents to work items in Monday's native assignment model.

Photos, signatures, and documents attached to Aidoo work orders are downloaded during extraction and re-uploaded to Monday's Files column on the corresponding Work Board item. File size limits apply per Monday plan — Enterprise accounts handle large files without restriction.

Aidoo custom fields that have no direct Monday equivalent (such as custom meter readings, equipment condition ratings, or compliance codes) become Monday custom columns using the closest matching type — text, number, date, or dropdown — and are flagged in the migration plan for admin review.

Aidoo field service workflows (ticket routing rules, SLA escalation triggers, technician dispatch logic) do not migrate. We export the workflow definitions as a reference document so your Monday admin can rebuild equivalent automations using Monday's Automation Center and integration recipes.

Aidoo analytics reports and dashboards do not migrate. The underlying data (work orders, resolution times, technician performance) moves to Monday as Items, enabling you to rebuild equivalent visualizations using Monday's Chart View and Dashboard Builder. During migration, we capture the original report layouts as PDF snapshots, providing a reference for reconstructing key metrics in Monday's visualization tools.