Migrate from Bluetrait to monday CRM

Bluetrait Company records map to Monday.com CRM Companies. The company name, address, phone, website, and custom fields migrate directly. We use company name as the dedupe key during import. If the destination Monday.com CRM workspace does not yet have a Companies board, we provision one with the standard Company columns (Name, Email, Phone, Website, Industry, Owner) before import. Company-to-Client relationships are preserved as a linking property on the Contact record in Monday.com CRM.

Bluetrait's Client module (including CRM Customers and Leads) maps to Monday.com CRM Contacts. We map the full contact name, email, phone, role, and any custom CRM fields. The Bluetrait lead status (active, inactive, prospect) maps to a Monday.com CRM Tags or custom status column. Original lead score values migrate as a numeric custom field. Each Contact is linked to its parent Company during import to preserve the relationship.

Bluetrait Tickets map to Monday.com CRM Items on a dedicated board structured as a CRM pipeline. The ticket title becomes the Item name, status maps to the board's Status column, priority maps to a Priority or Priority column, and the due date maps to a Date column. Full ticket history (status transitions, internal notes, comments) migrates as Item updates and comments in chronological order. Custom fields on Bluetrait tickets map to Monday.com custom columns of equivalent type. Assignee resolution is by email match against Monday.com CRM Users.

Bluetrait Timesheet entries (date, hours, user, task/project link, timesheet type) migrate as Work items or subitems linked to the relevant Contact or Company board in Monday.com CRM. We preserve the date, hours, user, and description fields. Timesheet type is mapped to a Category or Label column. The association between timesheet entries and Bluetrait tickets is preserved by linking the Work item to the corresponding CRM Item migrated from the ticket. Note that auto-billing of timesheet items to invoices does not migrate; this is a post-migration configuration decision.

Bluetrait Projects (with their linked tasks, budgets, and task counts) map to Monday.com Boards. Each Bluetrait project becomes a dedicated board with the project name as the board name. Bluetrait project tasks become Items within the board. Budget and custom project status values migrate as custom columns on the board. Multi-project structures are represented as board folders or a parent board with linked sub-boards per project.

Bluetrait Products (with quantities, recurring billing frequencies, and pricing) map to Monday.com CRM Products in the Product Centre. Product name, SKU, price, and recurring billing frequency migrate. Subscription cadence is stored as a custom column because Monday.com CRM does not have native subscription management. Product-to-billing associations are preserved as custom line-item properties noted for the customer's billing integration setup.

Bluetrait billing records (open invoices, quotes, purchase orders) migrate as Items on a dedicated billing board with custom columns for invoice number, amount, status, and line items. Closed or historical invoices migrate as read-only items. Active recurring billing rules cannot be exported via API or CSV and are documented in the automation inventory for manual rebuild in the destination system. Monday.com CRM does not have native invoicing; the customer must configure a third-party billing integration post-migration.

Bluetrait Users and MSP Agents map to Monday.com CRM Users by email match. Local user roles and permissions groups are preserved as a custom field for reference. Agent-specific fields (watchdog status, installed software, endpoint health) do not have a Monday.com CRM equivalent and are documented as a reference inventory only. Two-Factor Authentication status is not migratable and users must re-enrol post-migration.