Migrate from BookingKoala to monday CRM

BookingKoala customers map to Monday CRM Contacts with name, email, phone, and address fields preserved. Customer status (active/deactivated) maps to a custom Active__c checkbox column. Customers without a company association become standalone Contacts; those with a company name map to the Monday CRM Account entity.

BookingKoala customer records that include a company name map to Monday CRM Accounts. The Account board holds business-level data including industry, website, and employee count. Multi-location BookingKoala setups with location-specific customer records collapse to one Account with location as a custom column.

BookingKoala providers map to Monday CRM Users when they are internal team members who need CRM access. External or contractor providers map to a custom Providers board (separate from the standard Contact entity) with provider name, email, phone, tags, and availability columns. Provider-to-booking assignments become item-link columns on the Deals board.

BookingKoala bookings are the primary record for migration and map directly to Monday CRM Deals as Items on a Bookings board. Each deal Item captures customer name, service type, booking date, provider, status, and price. Booking status values (Confirmed, In Progress, Completed, Cancelled) map to Monday CRM Status column values with color coding preserved.

BookingKoala service categories (Home Cleaning, Pet Grooming, Moving Service, etc.) migrate as a custom Dropdown column on the Deals board. Each service category value maps one-to-one. If BookingKoala has custom service categories, those become additional dropdown options. The mapping plan is delivered before migration so you can rename or consolidate categories in Monday CRM before data lands.

BookingKoala pricing parameters (area size, frequency, minutes, pricing tiers) map to custom Number or Text columns on the Deals board. Each BookingKoala pricing parameter becomes a separate column. Parameter dependencies — where a price field's options depend on another field — cannot be preserved in Monday CRM's flat column model and are documented as manual-rebuild items.

BookingKoala invoices migrate to a separate Monday CRM Invoices board with invoice number, date, customer link, total amount, status (Paid, Partial, Unpaid), and line items as custom text or subitem columns. Payment method (credit card, cash, check) migrates as a text field. Invoice attachments (PDFs) are downloaded and re-uploaded to Monday CRM Files.

BookingKoala charges (deposits, full payments, partial payments) migrate as Currency columns on the Deals or Invoices board. Charge type (Deposit, Full, Partial) maps to a Dropdown column. The credit card hold/preauthorization status migrates as a text note column. Stripe payment transaction IDs preserve as reference text fields for audit trail.

BookingKoala referral credits associated with a customer migrate as a Number column on the Contact record showing credit balance. Referral source information (the referring customer) migrates as a Link column back to the referring Contact. Credit redemption history becomes a subitem on the Contact or a separate board.

BookingKoala tags on customers, providers, and bookings migrate to Monday CRM's native Tags column type. Tags are preserved as-is and are searchable in Monday CRM. If BookingKoala uses tag categories (e.g., Allergy Tags, Service Tags), these become separate tag sets or text columns in Monday CRM.

BookingKoala's GPS tracking and provider clock-in/clock-out data has no direct Monday CRM equivalent. We preserve this data as a reference file attachment or custom notes column on the booking record for audit purposes, but the live clocking functionality cannot transfer and must be handled by your operational process in Monday CRM.

BookingKoala industries (the business type: Cleaning, Pet Grooming, etc.) with associated booking forms can migrate as a separate Industry board in Monday CRM, each with its own form configuration documented for rebuild. Alternatively, industry maps as a Dropdown column on the Deals board. We document the full industry-form mapping during discovery.

BookingKoala's 100+ automated notifications (email, SMS, reminders) do not migrate. Monday CRM's automations run on board triggers and are rebuilt from scratch. We export your BookingKoala notification configuration as a reference document so your Monday CRM admin can rebuild matching automations in Monday's automation builder.

BookingKoala job checklists attached to bookings migrate as Subitems on the corresponding Monday CRM Deal. Each checklist item becomes a Subitem with a checkbox column for completion status. Subtask dependencies (BookingKoala's checklist dependencies) cannot be enforced in Monday CRM's subitem model and are documented for manual rebuild if critical.