Migrate from Digital BSS to monday CRM

Digital BSS Subscriber records carry nested service type, plan assignment, status, and balance properties. We map these to CRM Items on a Contacts board, with the subscriber MSISDN as a unique identifier column and plan assignment as a Status or Dropdown column. Balance data migrates as a Number column for display only; Monday.com has no real-time charging engine so the OCS bucket must remain live in the operator's charging platform. We preserve the subscriber status and any custom fields in additional columns.

Digital BSS Service Plans include rating rules, chargeable events, and bundle allowances. We extract the plan hierarchy and map it to Product board Items in Monday.com CRM with pricing columns, allowance descriptions, and bundle components stored as text or multi-select columns. Bundle codes and cross-service discount formulas do not auto-map; we generate a Plan Translation Specification that the customer's product manager reviews before activating the product catalog. Allowance-based plans (data caps, voice minutes, SMS limits) require manual configuration in Monday.com since there is no native rating engine.

Billing accounts in Digital BSS link subscribers to payment methods, invoicing preferences, and AR (Accounts Receivable) records. We map account balances and credit limits to number columns on a dedicated Billing Accounts board. Tax configuration, invoicing templates, and AR workflow rules do not migrate; these must be rebuilt in the customer's accounting or billing system (often a separate ERP or billing platform for MVNOs). We flag any open AR balance requiring settlement before cutover.

Prepaid balance buckets are live monetary value records and cannot be treated as standard CRM data. We export current bucket balances with timestamps from Digital BSS and present them as a reconciliation manifest for the operator's charging team to load into the destination OCS platform. Monday.com CRM has no OCS equivalent and is not the system of record for prepaid balances. The migration deliverable is the balance manifest and a verification step that confirms all bucket records are confirmed loaded before the source OCS is deactivated.

Digital BSS product catalogs define which services are offerable with relationships to plans, pricing, and bundle constraints. We extract the full catalog tree and map offerable services to Monday.com CRM Product board Items with pricing, status, and linked subscriber boards. Bundle constraints and cross-service discount rules require manual reconstruction as Monday.com formulas or integrations with a pricing engine. We deliver a Catalog Translation Map that the product manager reviews before go-live.

PCRF (Policy and Charging Rules Function) rules govern QoS, data caps, and policy enforcement per subscriber. These use vendor-specific syntax that does not port to Monday.com CRM, which has no network policy management capability. We export the raw rule definitions as a structured manifest for the operator's network team to rebuild in the destination network element or policy controller. This is a documentation deliverable, not a data migration into Monday.com.

Authentication, Authorization, and Accounting records plus Home Subscriber Server data manage device-level and subscriber-level network access (IMSI, credentials, location). These are network-layer records with no equivalent in Monday.com CRM. We extract a subscriber IMSI and access credential manifest as an export for the network team. CRM migration does not include HSS or AAA data.

Call Detail Records and usage events are typically archived rather than migrated live because Monday.com CRM has no rating or usage tracking engine. We capture the last-billed usage date and export a CDR archive manifest. The new OCS or billing platform handles usage rating going forward. We flag the billing cutoff date to ensure no rating gap at cutover.

Order records for plan changes, activations, and cancellations map from Digital BSS to Monday.com CRM Items on an Orders board, preserving order history and status timestamps. We map order type (activation, upgrade, cancellation, port-in) to a Status column and preserve the original timestamp as a Date column. Order-to-subscriber linking uses the MSISDN as a lookup key.

Historical invoices from Digital BSS are exported as structured records and PDF files. Invoice line items map to a reconciliation manifest rather than live CRM records, because Monday.com CRM does not have a native invoicing engine. We map open AR (Accounts Receivable) balances to the Billing Accounts board and flag any outstanding invoices requiring collection before cutover. Tax configuration must be rebuilt in the customer's accounting system.