Migrate from Field Nexus to monday CRM

Field Nexus Contact maps directly to Monday CRM Contact. Name, email, phone, address, and custom service-address fields map to corresponding Monday contact columns. Monday stores contacts as standalone CRM entities, so every Field Nexus contact creates one Monday contact regardless of how many work orders reference it.

Field Nexus Company maps to Monday Organization. Company name, domain, billing address, and service-region custom fields map to Monday organization columns. Monday Organizations can link to multiple contacts, which mirrors Field Nexus's N:1 contact-to-company relationship. This structure preserves the hierarchical relationship between companies and their associated contacts within the Monday CRM platform.

Field Nexus work orders become Monday Deal Items on a dedicated Work Orders board. The Status column in Monday maps from Field Nexus work_order_status (New, Scheduled, In Progress, Completed, Invoiced). Each work order item links to the primary Contact and Organization via Monday's person and organization column types.

Field Nexus work order line items (service tasks, parts, labor) split into Monday subitems on the parent work order item. Each subitem carries the service description, quantity, unit price, and line total. Monday subitems support the same column types as items, enabling consistent line-item tracking.

Field Nexus estimates become Monday Deal Items with an Estimate Status column (Draft, Sent, Accepted, Rejected). The estimated amount maps to the monetary value column. When an estimate converts to a work order in Field Nexus, that relationship is preserved as a linked Monday item via the duplicate-link pattern.

Field Nexus invoices map to items on a dedicated Invoices board. Invoice number, total amount, balance due, and payment status map to custom columns. Monday has no native invoice object — payment terms, due dates, and collection status are stored as columns. If Field Nexus stores line-item invoices, those map as subitems.

Field Nexus team members map to Monday users by email match. On work order items, the assigned team member maps to Monday's Person column type, which creates a direct assignee link. Multiple assignees per work order require multiple person-column entries or subitem assignment patterns.

Field Nexus custom fields on any object become Monday custom columns. Text custom fields map to Monday Text columns, numeric fields to Number columns, dates to Date columns, and pick-list values to Monday Status columns. The column is created on the destination board before migration; we surface the full list of required columns in the pre-migration schema plan.

Field Nexus file attachments such as photos, signed documents, service reports, and inspection images re-upload to Monday's file column type on the corresponding item. Each uploaded file attaches directly to the relevant record in Monday, maintaining the original file context alongside the migrated data. Monday's 250MB file size limit per upload applies; files exceeding this are flagged for manual download reference.

Field Nexus activity history — call logs, notes, email references — migrates as updates and replies on the relevant Monday item. Original timestamps and author names are preserved in the update metadata. Monday's activity feed on each item serves as the chronological record of customer interactions.

Field Nexus scheduling windows (appointment start/end), dispatch notes, and routing priority do not have Monday CRM equivalents. We map scheduling data to a combination of Date columns and Text columns on the work order item. Real-time dispatch visibility requires a Monday integration with a scheduling tool post-migration.