Migrate from Ascora to monday CRM

Ascora Customer records (contact name, email, phone, site association) map directly to Monday People board items. Monday's People board is purpose-built for contact storage with built-in email and phone column types. Each customer lands as one item; multiple site associations from Ascora are preserved as a Location column or linked via Monday's Connect Boards column.

Ascora Job records (status, worker assignment, site, line items, custom details) map to Items on a custom Work Orders board. Job status (Quoted, Scheduled, In Progress, Completed, Invoiced) becomes a Monday Status column. Worker assignment maps to Assignee column. Original job create date and last-modified date are stored in custom Date columns since Monday's native Created Date reflects import time.

Ascora Quote records map to Items on a dedicated Quotes board. Quote total, status (Draft, Sent, Accepted, Rejected), and validity date map to Number, Status, and Date columns respectively. Line items are stored as subitems or as a long-text summary column depending on Monday plan.

Ascora Invoice records migrate as Items on an Invoices board for historical reference. Invoice number, total, status (Paid, Partial, Overdue), and payment date map to corresponding columns. Payment status in Monday is tracked with a Status column derived from Ascora's payment state.

Ascora Site records (address, site contact, site-specific notes) become Items on a Locations board or are embedded as Connect Boards columns on the Work Orders board. Each Job in Ascora links to one primary Site; multi-site associations per Customer are preserved as multiple Location items linked to the Customer item.

Ascora Asset records (equipment name, serial number, site assignment, service history) map to Items on an Assets board. Asset status (Active, In Service, Retired) becomes a Status column. Site linkage uses Connect Boards column pointing to the Locations board. Each asset carries its full service history as timeline entries or as a linked subitem set for maintenance records.

Ascora Worker records (name, trade, phone, availability) map to Items in a Workers group within the People board or a separate Workers board. Trade type becomes a Dropdown or Tags column. Monday's Assignee column references these items for Work Orders board assignments.

Ascora custom properties on Jobs require pre-creation as Monday columns before migration. FlitStack AI exports the property name, data type, and pick-list values. Monday admins create matching columns (Text, Number, Date, Dropdown) — once created, the column type is locked and data loads in the migration run.

Ascora custom properties on Customers map to custom columns on the People board. Pick-list values from Ascora become Monday Dropdown or Status column options with matching labels. Multi-select properties from Ascora convert to Tags columns in Monday. FlitStack AI provides pick-list option mappings in the pre-migration documentation for admin review before column creation.

Ascora job notes and activity log entries (created by worker, timestamped) migrate as Monday Updates on the corresponding Work Orders item. Original timestamps are preserved in the update metadata. Rich-text formatting in Ascora notes is converted to plain text for Monday compatibility.

Ascora quote line items (product/service description, quantity, unit price, total) are too granular for Monday's flat item structure. We split each quote line item into a Subitem on the parent Quote item. Subitems inherit the Quote's Status and carry item description, quantity, and price in dedicated columns.

Ascora job materials and labour line items split into Subitems on the Work Orders item. Each Subitem carries description, quantity, unit price, and total. Monday's subitem row limit (10,000 per parent item) is flagged for review before migration if a single job has thousands of line items.

Ascora's native accounting integrations with Xero, MYOB, and QuickBooks have no Monday CRM equivalent. Accounting linkage must be rebuilt post-migration using Zapier, Make, or Monday's API. FlitStack AI documents the existing integration triggers and field mappings as a rebuild reference.