Migrate from Field Services Workflow and Logistics to monday CRM

Monday CRM does not have a native work order object — FlitStack AI creates Deal Items on a dedicated Field Service board and maps work order fields to custom columns. Original work order number is preserved as a text column for traceability. Status and priority become dropdown columns matching Monday's pick-list behavior.

FSM customer records typically hold billing address, site locations, and primary contact info. FlitStack splits these into Monday CRM's Contact and Company entities — billing details attach to the Company, site-specific locations become linked address columns on the Contact record.

FSM assets carry serial numbers, maintenance history, and installation dates. These map to Items on a separate Asset Board in Monday CRM, with Item-to-Item links back to the Deal Items representing service work orders so relationships remain visible in the Timeline view.

Technician records map directly to Monday CRM Users by email match. Monday's user profiles carry skill certifications and service territories as custom columns. Unmatched technicians are flagged before migration and assigned to a fallback user for owner assignment on Deal Items.

Customer-facing service requests map to Deal Items representing service contracts or ongoing engagements. Each service request becomes one Deal Item, with linked assets and customers preserved through Monday's association fields and Item links. This ensures the full service context carries over into the Monday CRM workspace for reference and follow-up actions.

FSM work order status values (e.g., Scheduled, In Progress, On Hold, Completed, Cancelled) map one-to-one to a Monday custom dropdown column. If the destination account has existing pick-list values, FlitStack aligns them; otherwise new values are created in the Monday workspace during schema setup.

Priority tiers from the source FSM become a custom dropdown column on the Deal Item. Common FSM priority values (Low, Medium, High, Critical) map to Monday pick-list options. If the source uses numeric urgency scores, these migrate as a separate Number column alongside the dropdown.

SLA response and resolution deadlines migrate as Date/Time columns on the Deal Item in Monday CRM. Monday's native Date column stores the deadline; the original SLA type designation (whether the SLA is measured in business hours or calendar hours) is preserved as a separate text column for reference and accurate reporting against contractual service commitments.

FSM work orders often contain parts lists. FlitStack maps parts to a Subitem structure under the Deal Item — each part becomes a Subitem with columns for part number, quantity, and cost. Monday's Subitem feature is available on Standard+ plans.

Field service activity logs — including parts replaced, technician notes, and customer sign-offs — migrate as Updates on the Deal Item in Monday CRM. Monday preserves the original timestamp and author attribution from each source FSM log entry. This ensures the complete historical service narrative remains intact and auditable within the migrated Monday workspace for future reference and compliance.

Any custom fields defined on work orders in the source FSM (e.g., site ID, work type code, insurance claim reference) become Monday custom columns. FlitStack creates these during the schema setup phase before data migration begins. Field type matching ensures dates stay dates, numbers stay numbers.

Work order attachments — photos, signed forms, PDFs — re-upload to Monday's Files section linked to the Deal Item. File size limits follow Monday's 250MB per file on Standard+ plans. Inline images in notes are downloaded and rehosted in Monday.

Technician assignment on a work order maps to a User Lookup column on the Deal Item in Monday CRM. Monday allows multiple user assignments per Item, mirroring FSM workflows where multiple technicians can be assigned to a single work order.