Migrate from Connect Field Service to monday CRM

Connect Field Service Accounts (customer companies) map directly to Monday CRM Organizations. Account Name becomes Organization Name. Shipping and billing addresses are mapped to text columns on the Organization record. Parent Account hierarchies are preserved as a custom Parent Organization column.

Connect Field Service Contacts map 1:1 to Monday CRM Contacts. Name, email, phone, title, and mailing address fields translate directly. Contacts without a primary Account link to a default 'Unassigned' Organization. Multiple Contact roles per Account collapse to a primary designation in Monday.

Each Connect Field Service Work Order becomes a separate Item on a dedicated Service Work Orders board in Monday CRM. Work Order Number becomes the Item Name. Status maps via value-mapping to a Status column. Priority, Work Order Type, and Description populate their respective columns. Original create date is preserved as a custom Created_Date__c column.

Service Appointments attached to a Work Order migrate as Subitems under the corresponding Work Order Item in Monday CRM. Appointment start and end times map to Date columns. FSL__Scheduled_Start__c and FSL__Scheduled_End__c preserve original scheduling windows. If no Parent Work Order exists, appointments become standalone Items on a Service Appointments board.

Connect Field Service Field Service Resources resolve by email match against Monday CRM users. Matched resources populate the Assignee column on Work Order Items. Unmatched technicians are flagged before migration; your team either creates Monday user accounts or assigns those Items to a fallback assignee. Resource skills are preserved as a multi-select Tags column.

Connect Field Service Assets migrate to Items on a dedicated Asset Board in Monday CRM. Asset Name becomes Item Name. Serial Number, Install Date, Status, and Account (linked Organization) map to columns. Parent Asset hierarchies are preserved via a Link/Connect column pointing to the parent Asset Item.

Products used in work orders migrate to Items on a Product/Parts Board. Product Name, Product Code, and standard cost map to columns. Family (category) maps to a Tags or Status column. Inventory quantity is tracked as a Number column; teams needing real-time inventory sync configure that separately post-migration.

Line items on Work Orders migrate as Subitems under the parent Work Order Item. Product reference resolves to the mapped Product Item. Quantity, unit price, and line description map to subitem columns. Total line amount is computed from Quantity × UnitPrice and stored as a subitem column.

Connect Field Service Entitlements (service contracts, SLAs) have no direct Monday CRM equivalent. We create an Entitlements Board with columns for Contract Name, Account, Start Date, End Date, and Service Level. Active entitlement status maps to a Status column. Contract documents are uploaded as file attachments to the Item.

Cases linked to Work Orders migrate as Items on a separate Customer Issues board. Case Number becomes Item Name. Origin, status, priority, and description map to columns. The related Work Order Item is linked via a Link/Connect column for traceability. Case comments are preserved as Updates on the Monday Item.

Connect Field Service custom objects map to new Monday CRM boards. Custom fields become columns with appropriate types (Text, Number, Date, Status, etc.). Custom object relationships to standard objects are simulated via Link/Connect columns pointing to the parent standard object Item. We flag N:N relationships for manual junction-board configuration.