Migrate from Field Harmony to monday CRM

Field Harmony customer records map directly to Monday contact items in a dedicated Contacts board. The customer's name, email, phone, and address fields translate to corresponding text/email/phone/address column types in Monday. Owner assignment in Monday resolves by email match against monday.com workspace members.

Field Harmony company records map to Monday organization items. Monday CRM's native Organizations board accepts company name, domain, industry, employee count, and annual revenue as standard columns. If Field Harmony stores a company hierarchy (parent/child), the parent reference maps as a Connect Boards column pointing to the parent organization item.

Field Harmony location records — address, GPS coordinates, site contact — have no native Monday CRM equivalent. We create a separate Locations board with custom columns for address, latitude/longitude, site contact name, and site contact phone. Locations are linked to their parent customer or organization via Connect Boards columns.

Field Harmony asset records — equipment type, model, serial number, installation date, service history — have no Monday CRM native object. We create an Assets board with custom columns matching each asset field and link assets back to their owning Location via Connect Boards. Service history from Field Harmony becomes subitems or linked items within the asset record.

Field Harmony work orders are the core migration object. Each work order maps to a deal item in Monday's Deals board. Work order fields are decomposed: service type, job description, and status map to custom columns; total job value maps to the native monetary column; scheduled date maps to a date column; technician assignment maps to the person column. The original Field Harmony work order number is stored as Source_Work_Order_ID__c for traceability.

Field Harmony work order line items — parts used, labor hours, and materials — do not map to any native Monday CRM object. Each line item becomes a subitem attached to the parent deal item in Monday. Subitem columns include item description, quantity, unit price, and total cost. Labor line items use a separate subitem type with hours and hourly rate columns.

Field Harmony natively links work orders to locations in a normalized relational model. In Monday CRM this becomes a Connect Boards column on the Deal item pointing to the corresponding Location item. The migration plan defines these links before data load so referential integrity is maintained. Circular or missing links are flagged for manual resolution before the migration run.

Field Harmony links work orders to the specific asset serviced. This translates to a Connect Boards column on the Deal item referencing the relevant Asset item. Where multiple assets appear on one work order, multiple link columns or sub-item references are created. Your team decides whether to display all asset links on the deal or collapse to a primary asset.

Field Harmony associates each work order with a customer account. In Monday CRM the Deal item links via Connect Boards to the Contact item representing that customer. If the contact belongs to an Organization board item, the deal also links to the organization for reporting rollup — this requires both links configured in the migration schema plan.

Field Harmony technician and staff records map to Monday workspace members assigned via the person column on Deal and Work Order items. Resolution is by email match — if a Field Harmony technician email matches a monday.com workspace user, the person column is populated directly. Unmatched technicians are flagged and assigned to a fallback owner before migration commits.

Field Harmony file attachments on work orders — photos, signed forms, equipment diagrams — are downloaded and re-uploaded as Monday Files linked to the corresponding deal or subitem. Monday's 250MB per file limit accommodates most field service documents. Files exceeding this limit are stored in a linked Google Drive or SharePoint location referenced by a URL column.

Field Harmony dispatch logs and scheduling data — appointment windows, dispatch times, travel time — have no native Monday CRM equivalent. We create custom date columns (Scheduled Start, Scheduled End, Dispatched At, Completed At) on deal items and a timeline column for visual scheduling. Real-time routing logic from Field Harmony cannot be replicated in Monday; teams must adopt manual or Zapier-based scheduling workflows post-migration.