Migrate from Field Force Tracker to monday CRM

Field Force Tracker stores customer name, phone, email, and address on a single Customer record. Monday CRM splits these into Contact (person fields: name, email, phone) and Company (account fields: company name, industry, website). We separate the source fields and create both entities, linking them via Monday's built-in Contact-Company association.

Field Force Tracker site addresses (multiple service locations per customer) map to Monday's Location column on the Company entity, or as subitems on a primary contact if multiple sites are tracked as separate rows. We preserve the street, city, state, and zip as a formatted Location value.

Field Force Tracker jobs (with status, priority, scheduled dates, assigned technician, parts used) map to Monday Deals if you use Monday's native CRM pipeline, or to Items on a Work Orders board if you prefer Work Management boards with CRM features layered on top. The choice determines column setup; we validate your board choice before mapping.

Field Force Tracker job statuses (Pending, Scheduled, In Progress, On Hold, Completed, Cancelled) map to Monday's Status column values. We define a pick-list of statuses in Monday that mirrors your FSM stages. Each status maps value-by-value so reporting reflects your original pipeline stages.

Field Force Tracker technicians are internal user records with names, phone, and specialization. In Monday CRM, they become assigned team members — matched to existing Monday users by email, or invited as new users before migration. Their assignments land in the Assignee column on Items or Deals.

Field Force Tracker's parts and inventory module has no direct Monday CRM equivalent. We create an Inventory Items board with columns for part name, SKU, stock quantity, and reorder level. Job-line items that reference parts become subitems or linked Items on the Work Orders board with a parts reference back to the Inventory board.

Field Force Tracker job notes and technician comments migrate as Monday Updates on Items or Deals, preserving the original timestamp and author (matched by email to Monday user). Rich-text formatting in notes is preserved where Monday's Update format allows. This migration ensures that service history context remains searchable in Monday, supporting audit trails and follow-up communication.

Field Force Tracker invoices (line items, amounts, payment status) map to a custom Invoices board linked to Deals or Work Order Items via an Item ID column. Invoice amounts land as Numbers columns; payment status becomes a Labels column matching your billing stages.

Field Force Tracker attachments on jobs (photos, signed forms, PDFs) are downloaded and re-uploaded to Monday Items via Monday's file upload mechanism. File size limits (25MB per file on Monday) apply; files larger than this are flagged before migration. We also verify that each uploaded file’s name remains readable and that any attachments linked to multiple jobs are duplicated appropriately across Items to preserve cross-referencing.

Field Force Tracker's internal customer_id and job_id are preserved in custom Text columns on Monday Contacts and Items. These IDs enable delta-run de-duplication, audit trails, and cross-referencing back to your source system after cutover. They also support reconciliation reports that compare Monday counts against Field Force Tracker totals for validation.

Any custom fields in Field Force Tracker (survey types, permit numbers, warranty codes) are created as custom columns in Monday — Text, Numbers, Date, Labels, or Location depending on data type. We define the column schema during discovery and create it in Monday before migration data loads.

Field Force Tracker's native QuickBooks, Xero, Sage, and Wave connectors do not migrate. We export connection configuration notes and webhook URLs as a rebuild reference document. Your Monday admin or integration consultant uses this to reconfigure connectors in monday.com or via Zapier/Make.