Migrate from Field Pros to monday CRM

Field Pros contacts migrate as items in the Monday CRM People board. The person's name maps to Monday's person column type, which enables @-mentioning and activity logging directly on the contact record. Email and phone fields use Monday's email and phone column types. Multiple contact records import via CSV or API batch operations, with duplicate detection based on email address.

Field Pros companies map to Monday CRM's Organizations board as items. Company name, domain, industry, employee count, and revenue map to corresponding column types in the Organizations board. Parent-company hierarchies translate to Monday's board relation or connect column pointing to the parent organization item.

Field Pros contact-to-company associations (one primary company plus any secondary affiliations) translate to a Monday connect column on the People board linking each contact item to its primary organization. Secondary company links surface as additional connected items via the same column type.

Field Pros deals migrate as items in a dedicated Deals board using Monday CRM's Pipeline column to represent pipeline stages. Each pipeline stage in Field Pros maps to a group in the Pipeline column. Deal amount, close date, owner, and priority map to number, date, person, and status columns respectively. Monday CRM has no native deal object — the Deals board replaces that structure.

Each named stage in a Field Pros pipeline translates to a named group in Monday's Pipeline column. Stage probability values and forecast-category metadata migrate as numeric and text columns on the Deals board for reporting continuity. Stage-transition timestamps from Field Pros are stored as custom datetime columns.

Field Pros deals that link to contacts (for example, a primary contact and secondary contacts) translate to a connect column on the Deals board linking the deal item to corresponding contact items in the People board. This preserves the relationship without requiring a separate junction board.

Field Pros logged calls, emails, and meetings migrate as Updates on the relevant contact or deal item in Monday CRM, preserving the original timestamp, owner, and activity type. For clients who need full activity history visible as a standalone board, FlitStack creates an Activity board with a Timeline column mapping start and end times for meetings.

Files attached to Field Pros contacts, companies, or deals re-upload to the corresponding Monday CRM items as file attachments. Monday enforces per-file size limits based on plan tier. Inline images embedded in Field Pros notes are extracted and rehosted as file attachments on the target item.

Field Pros typed custom fields (number, date, text, picklist, currency) map to Monday CRM column types with equivalent behavior. Picklist values in Field Pros become Monday status column options. Currency fields map to Monday's number column with a currency symbol suffix or dedicated currency column type. All custom field definitions are inventoried before migration so column types are pre-created on each target board.

Field Pros users and deal owners are resolved by email match against Monday CRM workspace members. Unmatched owners are flagged before migration for team invitation or fallback assignment. Monday's person column on items links to the workspace member profile, enabling @-mentions and activity attribution natively.

Field Pros tags attached to contacts, companies, or deals migrate as Monday tag column values on the respective items. Tags are flat strings — nested or hierarchical tags in Field Pros are flattened into a single tag list with the full path preserved as the tag label.

Field Pros workflows, sequences, assignment rules, and trigger-based automations do not have a direct equivalent in Monday CRM's recipe-based automation system. FlitStack exports the full automation definitions — trigger conditions, conditions, and actions — as a structured JSON and Markdown reference document for rebuilding in Monday's automation builder.