Migrate from BigChange to monday CRM

BigChange Persons map to Monday CRM Contacts. Name, email, phone, and address fields translate directly. BigChange distinguishes between customer contacts and engineer/staff contacts — all land as Monday Contacts with a custom 'Contact_Type__c' column for that distinction. This custom column allows filtering and reporting by contact role within Monday's boards.

BigChange Companies map 1:1 to Monday CRM Companies. Company name, address, domain, industry, and employee count fields translate directly. Parent-company hierarchies in BigChange map to the Monday Company hierarchy field. If a parent company does not exist in Monday, the hierarchy is created automatically before child companies are migrated.

BigChange Jobs are the most complex object to translate. A Job contains sub-records for schedule, engineer assignment, site visit, parts used, and signature capture. FlitStack flattens these into Monday Item columns — Job name becomes Item name, scheduled date becomes a Date column, engineer becomes a People column, and parts/signatures become subitem lists or multi-select columns.

BigChange job statuses (Booked, In Progress, Completed, Cancelled) map to Monday Status column values. Each status maps value-by-value. Custom statuses require a mapping table before migration so Monday columns reflect your operational stages accurately. This ensures data consistency and prevents mismatched status labels in your Monday board.

BigChange Quotes map to Monday Items on a dedicated Quotes board. Quote line items are flattened into a Text column or linked subitems. Total value, currency, and validity date become Monday columns. Document attachments migrate as Monday file attachments.

BigChange invoices and job cards are PDF documents. Monday CRM has no native invoice object — these migrate as file attachments linked to the corresponding Monday Item. We preserve the original document name and attach it to the Item representing that job.

Any custom properties on BigChange Persons require a corresponding custom column on the Monday People board. Monday column types must match the data type (text, number, date, dropdown). If no matching type exists, a Text column holds the value. We verify each column type during the pre‑migration audit to avoid import errors.

BigChange Company custom properties map to custom columns on the Monday Companies board. Column creation must happen before data migration so the mapping plan references the correct Monday column IDs. We generate a column‑creation script that your admin can run in the Monday workspace before migration begins.

Job-level custom properties become custom columns on the Deals board. Monday enforces a limited set of column types — structured job data like 'Site_Special_Requirements__c' must fit into text, number, date, or dropdown types; multi-value fields collapse into a comma-separated text column.

Files attached to BigChange Jobs, Quotes, or Persons re-upload to Monday's file storage and attach to the corresponding Item or Contact. File size limits apply. We rehost inline images from job-card notes. All attachments retain their original filenames and are linked automatically during the import process.

BigChange engineer and staff user accounts resolve by email match to Monday workspace members. Unmatched users are flagged before migration — teams either create Monday accounts first or assign records to a fallback owner. This ensures every migrated record has an assigned owner in Monday.

BigChange route-planning and GPS dispatch data has no native Monday CRM equivalent. Scheduled date and assigned engineer migrate as Item columns. The route-optimization logic must be rebuilt in Monday's Timeline or Map view or external routing software. Your team can configure Timeline views to display engineer schedules and route assignments visually.