Migrate from Cetec ERP to monday CRM

Cetec Customer records map to Monday.com as a combined CRM board: company-level information (company name, address, industry) becomes the Item name, and contact-level fields (name, email, phone, role) become text and email columns on the Item. Internal customers flagged as self-referencing (the company itself as a customer) are identified during pre-migration audit because Cetec locks these records once an order is linked; the customer resolves this lock before migration scope closes.

Cetec PQuotes migrate to Monday.com as Items on a Deals board. Quote header fields (quote number, date, expiration, approval status, total value) map to Monday.com columns. Quote line items (part number, quantity, unit price, extended price) migrate as subitems on the Quote Item, preserving the parent-child relationship. Dollar-value approval thresholds from Cetec are noted in the Quote record but do not replicate as automations; the customer rebuilds approval routing in Monday.com Automations post-migration.

Cetec Sales Orders migrate to Monday.com as Items on an Orders board. Order header fields (order number, customer reference, order date, status) map to Monday.com columns. Line items migrate as subitems. Build-and-ship dual fulfillment lines (where the same part number appears twice on one order as both build-to-stock and build-and-ship) are parsed into two separate subitems with a fulfillment-type column to preserve the original pattern. Open orders and completed historical orders both migrate; the order status column reflects the original Cetec status.

Cetec Purchase Orders migrate to Monday.com as Items on a Purchase Orders board. PO number, vendor, date, status, and total value map to columns. PO line items migrate as subitems. Drop-ship POs with automatic PO generation are flagged separately during scoping because they may create linked records in the destination that require a separate vendor lookup board configuration.

Cetec Part records migrate to Monday.com as Items on a Parts board. Part number, description, unit of measure, and vendor pricing rules map to Monday.com text, number, and currency columns. Attached prints or documents migrate as file column attachments per Item; revision control metadata from Cetec (part revision letter, effective date) maps to a text column. Monday.com does not natively link parts to BOMs or work orders; those relationships require a separate BOM board with linked Items using the Dependencies column.

Multi-level Cetec BOMs require structural transformation for Monday.com because Monday.com does not have a native nested BOM model. We flatten the BOM into a parent Item (the assembly part) with subitems representing each component, or we create a separate BOM board with Items for each assembly and a Dependencies column linking to the Parts board Items. Phantom BOMs (non-stock sub-assemblies) are flagged as phantom Items with a type column. The customer tests the BOM board structure in the sandbox before production migration.

Cetec Work Orders migrate to Monday.com as Items on a Work Orders board. Work order number, part number reference, operation sequences, labor hours, and status map to Monday.com columns. Open work orders and historical completion records both migrate. Operation-level labor tracking migrates as subitems on the Work Order Item. Work Order linkage to Cetec Parts (via the part number reference) maps to a Dependencies column linking to the Parts board Item.

Cetec inventory quantities and warehouse locations migrate to Monday.com as Items on an Inventory board, grouped by warehouse using Monday.com's Group feature. On-hand quantity, average cost, and FIFO cost method from Cetec map to number and currency columns. Warehouse name maps to a Location column. Costing method is preserved as a text column note rather than a native configuration. Inventory transactions (adjustments, receipts, shipments) are not migrated as historical records; the current snapshot is the migration deliverable.

Cetec user records and role definitions migrate to Monday.com as User accounts in the destination workspace. Role-based permissions (shop floor at $25/user, full user at $50/user) map to the Monday.com plan tier the customer selects. Any Cetec user with a reduced-rate shop floor role who transitions to a full Monday.com CRM seat may represent a budget increase; this is flagged during scope definition so the customer accounts for per-seat cost changes.