Migrate from Dispatch Pro to monday CRM

Dispatch Pro customer records map directly to Monday CRM People items. The customer name maps to the Person Name field, primary phone to the default phone column, and email to the email column. Customers without email are imported with an empty email column and flagged for enrichment. Multi-location customers generate multiple items linked via an Organization connection column.

Dispatch Pro location records (addresses tied to customers) map to Monday CRM Organizations. The location name becomes the Organization name, and the full address maps to the address column type. Each Organization links to its parent Customer/People record via a connect column. If a customer has multiple locations, each generates a separate Organization item under one People record.

Dispatch Pro job records map to Monday CRM Deals items on a dedicated Jobs board. The job name becomes the Deal name, job amount maps to the monetary value column, and job status (Scheduled, In Progress, Completed) maps to Deal stage groups. Job priority tiers (Standard, High, Emergency) become a custom priority column with numbered values that drive Monday CRM automation triggers.

Dispatch Pro technician records map to Monday CRM Person column values on Job items. Each technician is added as a team member in Monday CRM, then linked to jobs via the person column. Dispatch Pro's technician skill tags and zone assignments migrate as text columns on the technician's profile item, which can be referenced in automation conditions.

Dispatch Pro job statuses (Unscheduled, Scheduled, En Route, On Site, Completed, Cancelled) map to Monday CRM group names within the Jobs board. Each group represents a pipeline stage. FlitStack AI creates a value-mapping table from Dispatch Pro status codes to Monday CRM group names during migration planning — non-standard status values are preserved as tags on the item.

Dispatch Pro custom properties on jobs (e.g., job type, permit required, equipment model) map to Monday CRM custom columns. FlitStack AI determines the closest Monday CRM column type for each property — text properties become text columns, date properties become date columns, and pick-list properties become status or dropdown columns. Column names preserve the Dispatch Pro property label for admin reference.

Dispatch Pro job notes and technician completion comments migrate as Monday CRM Updates on the Job item. Original timestamps and author names are preserved in the update metadata. If a job has multiple note entries, they are posted in chronological order. Signature capture images are re-uploaded as file attachments on the item.

Dispatch Pro customer and technician signature images attached to completed jobs are exported as files and re-uploaded to Monday CRM as item attachments. Monday CRM stores files at the item level, accessible via the Attachments section. File size limits of 500MB per file are respected — larger signature scans are compressed before upload.

Dispatch Pro invoices linked to jobs migrate as monetary value updates on the corresponding Monday CRM Deal item. Invoice number, invoice date, and payment status become custom columns on the item. Full invoice PDF files are attached to the item. If an invoice references multiple jobs, each job item receives a link to the consolidated invoice file.

Dispatch Pro job tags and customer labels migrate as Monday CRM tag column values. Tags are applied per item and can be used to filter the board. If a tag has no matching Monday CRM tag column, FlitStack AI creates one during migration. Duplicate tag names across objects are disambiguated with an object prefix.

Dispatch Pro users and dispatchers are matched to Monday CRM team members by email address. Unmatched users are flagged before migration — your team either creates the Monday CRM account first or assigns records to a fallback owner. Dispatch Pro's role-based permissions do not transfer; Monday CRM permission levels (viewer, editor, admin) must be assigned post-migration.

Dispatch Pro custom objects (Enterprise tier) map to dedicated Monday CRM boards with the same item structure. Custom object relationships that use N:N associations become Monday CRM connect columns between boards. If a custom object has a parent-child hierarchy, the parent relationship maps to a sub-item structure or group-based organization within the board.