Migrate from D-Tools to monday CRM

D-Tools Client records map directly to Monday CRM People items. Client name becomes the Person name, primary contact email and phone map to corresponding columns, and the primary address maps to the location column. Secondary addresses from D-Tools multi-location setup migrate as a custom text column for reference.

D-Tools Contact records map to Monday CRM People items within the same board. Contact name, email, phone, and title transfer directly. The contact's linked Client (Account) becomes the Organization column on the Monday People item. Role and location assignments map to custom columns since Monday has no native contact-role or site-location object.

D-Tools Opportunity records map to Monday CRM Deals items. Opportunity name becomes the deal name, amount maps to a number column, stage maps to a status column, and close date maps to a date column. Owner resolution happens via email match against Monday user accounts — unmatched owners flag for manual assignment before the full migration runs.

D-Tools Projects require a dedicated Monday CRM board with groups representing project phases or work-breakdown structures. Project metadata (name, description, start/end dates, status) map to board columns. Phase-level tasks migrate as items within the board, preserving parent-child relationships via the subitems model or dependency columns.

D-Tools Locations serve two roles: site-level grouping of project items, and billing-service association for multi-site clients. In Monday CRM, locations map to board groups (for site-level organization) and to a multi-select location column on each item. For recurring service plans tied to specific locations, we create separate board rows or custom columns per location.

D-Tools Service Plans have pricing models (fixed monthly, dynamic percentage of project value), billing frequencies, and feature tracking. Monday CRM has no native service-plan object. We create custom columns on the People board capturing plan type, billing frequency, and base price. Recurring billing automation must be rebuilt in Monday's automation engine.

D-Tools generates invoices tied to project milestones, service plans, and payments. Monday CRM's invoicing module is separate and limited. We export all D-Tools invoice and payment records as a structured CSV (invoice number, amount, date, status, linked client, payment method) for re-entry into your accounting tool or Monday's paid invoice add-on.

D-Tools' integrated product library links items to manufacturer SKUs, dealer-specific pricing, and specification sheets. Monday CRM has no product catalog object. We create a custom text column on Deals items storing the product identifier and a link to the original D-Tools product library export. Product pricing history migrates as a notes attachment.

D-Tools change orders attach to projects with approval status, revised amounts, and line items. In Monday CRM, change orders map as subitems on the parent project board with status columns tracking approval workflow. Large change-order volumes may warrant a separate Change Orders board linked via Connect boards columns.

D-Tools tasks and work orders map to items within the associated Project board in Monday CRM. Task name, description, assigned technician, due date, status, and location all map to corresponding Monday columns. Original D-Tools task IDs stored as a custom column for traceability during delta-pickup runs.

D-Tools file attachments on projects, contacts, or opportunities re-upload to Monday CRM as item files. Images, drawings, and markup documents preserve original filenames. D-Tools' image-markup layers are not preserved — the base file migrates without markup annotations. Monday CRM storage limits vary by plan (1GB Basic, 5GB Standard, 20GB Pro, 100GB Enterprise), so large file volumes may require archival or third-party cloud storage. File version history from D-Tools does not transfer.

D-Tools activity records (calls logged, notes added, emails tracked) map to Monday's Updates section on the corresponding People or Deals item. Original timestamp and activity owner preserved. High-volume activity logs may require a separate Activity board if updates exceed the display threshold per item.