Migrate from Bella FSM to monday CRM

Bella Customer records map as items on a Monday CRM Contact Board. The item Name uses the Bella customer full name; email, phone, and address columns are matched to Monday's Email, Phone, and Location column types. Bella's customer notes migrate to the item Description column or a custom long-text column.

Bella Job records become Monday Deal Board items. The job name maps to the item Name; scheduled date maps to a Date column; assigned technician email resolves to a Person column if a matching Monday user exists; job status (scheduled, in-progress, completed) maps to Monday Status label columns by value. Bella job line items (labor + parts) are modeled as subitems or text-block columns in Monday Deals.

Bella Work Orders attach to Jobs and carry work order number, priority, description, assigned technician, scheduled date, and checklist/inspection fields. We merge Work Order fields into the parent Deal Board item as custom columns (work order number, priority label, technician) or as subitems when granular line-level detail must be preserved. Your admin chooses the granularity during the field-level diff review.

Bella Equipment records map as items on a Monday CRM Equipment Board. The item Name uses the equipment name or serial number. Columns for Status, Location, Make/Model, and Last Service Date are created as matching Monday column types. Service history from Bella becomes subitems on the equipment item with Date, Description, Technician, and Cost columns.

Bella Invoice records migrate as items on a Monday CRM Invoice Board. Invoice number, invoice date, customer name (linked or text), invoice status (paid/unpaid/overdue), total amount, and line-item summary map to Monday columns. Monday has no native accounting module — invoice items are for record-keeping and workflow status, not payment processing.

Bella inventory records (parts, stock items, warehouse quantities) map as items on a Monday Inventory Board. Columns for Part Name, SKU, Quantity On Hand, Reorder Level, Unit Cost, and Warehouse Location are created as matching Monday column types. Stock level tracking and reorder alerts can be rebuilt as Monday automations once the board is live.

Bella Vendor records map as items on a Monday Vendor Board. Item Name uses the vendor company name; columns for Contact Name, Email, Phone, Address, and Notes are matched to Monday column types. Vendor records are informational in Monday and do not drive purchasing workflows natively.

Bella text custom data fields on the Customer or Job page become Monday custom columns of type Text. If the field stores multi-line content or exceeds the standard text column length, we create a Long Text column in Monday to accommodate the full value.

Bella checkbox custom data fields map directly to Monday's Checkbox column type. Each checkbox on Bella's customer page or job page becomes a separate Checkbox column on the corresponding Monday Contact Board or Deal Board item. The column label matches the Bella field name exactly, and the checked state transfers to the Monday Checkbox column value.

Bella dropdown custom data fields with custom option lists migrate to Monday Dropdown columns with the same option values preserved. We map the values one-by-one; if the dropdown has more than 15 options we recommend a Monday Status column instead for better Kanban-grouping flexibility.

Bella user records (technicians, dispatchers, admins) do not have a direct CRM counterpart in Monday. We resolve each Bella user by email against Monday workspace members and assign Person column values on Deal and Work Order items. Unresolved users are flagged before migration and assigned to a fallback Person value.

Bella's drag-and-drop dispatch calendar does not map to a single Monday entity. The scheduled date and assigned technician migrate to Date and Person columns on the Deal Board item. The dispatch priority and technician route information are stored as custom columns; a timeline view on the Monday Deal Board recreates the scheduling overview.

Bella file attachments on work orders, jobs, or customer records are downloaded and re-uploaded to Monday's File column on the corresponding item. Monday's 250MB file storage limit per file applies. We preserve the original filename and attachment date for traceability.