Migrate from Dispatch to monday CRM

Dispatch jobs migrate as Monday CRM items on a configured Sales Pipeline board. Each job record's fields map to corresponding Monday columns. Job status values translate to Monday Status column options. The migration preserves the job ID as a reference field for traceability.

Dispatch customer records map to Monday CRM's People entity with direct field-to-field correspondence. Name, email, phone, street address, city, state, zip, and company fields translate into Monday's standardized contact profile format. The unified contact profile created in Monday CRM can then be linked to job items across multiple boards, enabling a holistic view of customer interactions and service history within the Monday workspace.

Dispatch technician assignments migrate as Monday CRM Team Member column values assigned to job items. Each technician's email address in Dispatch is resolved against the Monday workspace user directory to establish the correct mapping. Technicians without existing Monday accounts are flagged in a pre-migration report, giving you the opportunity to invite them to the workspace before the migration window begins.

Dispatch job status values including Scheduled, In Progress, On Hold, Completed, and Cancelled map to Monday Status column labels on the target board. Each status value is mapped individually on a one-to-one basis, preserving both the label text and the associated color coding from Dispatch so visual consistency is maintained in Monday's board view.

Dispatch scheduling data (job start time, end time, technician assignment) translates to Monday's Timeline column on the job board. The timeline maps start_date to Timeline start and end_date to Timeline end. Calendar view is configured separately in Monday — the migration populates the underlying column data.

Dispatch service location addresses containing street, city, state, and zip code map to Monday CRM's Location column. Monday's Location column integrates with map providers for geographic visualization of job sites. The structured address components map as sub-fields within the Location column, enabling both address display and map pin functionality in Monday boards and Calendar views.

Dispatch job notes, internal comments, and complete activity history migrate as Monday CRM Updates on each item. Timestamps for each activity entry are preserved along with author attribution information. The chronological ordering of updates is maintained throughout migration so the full service narrative remains intact in Monday's activity feed on each job item.

Dispatch custom fields on job records require Monday custom columns to be created before migration. Field data types are mapped: text fields to Text columns, numeric fields to Numbers, dates to Date columns. Monday's 30+ column types offer richer options that may replace multiple Dispatch fields with a single column.

Dispatch file attachments and photographs associated with jobs migrate to Monday's Files column on the corresponding items. Files are downloaded from Dispatch storage and re-uploaded to Monday's integrated file storage system. Monday enforces file size limits per upload — files exceeding the limit may require compression or alternative storage with URL references stored in Monday instead.

Dispatch job type classifications and service category designations map to Monday Label columns as colored tag identifiers. Label columns support multiple values per item if Dispatch uses hierarchical categorization. Multiple label sets can be configured in Monday to replicate complex categorization structures from Dispatch job type hierarchies.

Dispatch priority levels including Low, Medium, High, and Urgent map to Monday Priority column values when available on your plan tier. If the Priority column type is not included in your Monday subscription, priority levels are mapped instead to a custom Label column or Status column configured specifically to represent urgency tiers with appropriate color coding.

Dispatch billing amounts including labor costs, parts charges, and total invoice values migrate to Monday Numbers or Currency columns based on your board configuration. Monday's Currency column type supports multiple currency denominations with proper symbol formatting, making it suitable for field-service operations that bill in different currencies across service regions.