Migrate from Field Squared to monday CRM

Field Squared Documents map to Monday CRM Items on a Deals or Service board. The Document name becomes the Item name. Document status maps to a Group column or a separate Status dropdown column. Because Monday Items lack the nested structure of Field Squared Documents, sub-tasks from within a Document become subitems or linked Items.

Field Squared Tasks map to Monday CRM subitems when they belong to a Document, or to standalone Items on an Activities board when they are standalone. Task status (Not Started, In Progress, Completed) maps to a Status dropdown column. Scheduled start and end dates map to Date columns.

Field Squared contacts map directly to Monday CRM People. Name, email, phone, and address fields map to their Monday equivalents. The Contact's primary organization link becomes the Organization field in Monday CRM. Multi-contact associations from a single Document are preserved as multiple Person links.

Field Squared custom fields of type text, number, date, and dropdown map to Monday text, number, date, and dropdown columns respectively. Field Squared's file-attachment custom fields map to Monday file columns. Field Squared's location/GPS fields map to a text column storing coordinates. Signature fields have no direct Monday equivalent — they are preserved as file attachments.

Field Squared Document status values (e.g., Open, In Progress, Closed) map to Monday Group labels on the board or to a Status dropdown column on each Item. The mapping plan specifies which approach is used based on the team's preferred visualization. Stage transition timestamps from Field Squared are stored as separate date columns in Monday.

Field Squared task owners are resolved by email match to Monday workspace members. If a Field Squared owner has no matching Monday user, the Item is assigned to a fallback owner specified by the client, and the original owner email is preserved in a text column for manual reassignment.

Files attached to Field Squared Documents are downloaded and re-uploaded to the corresponding Monday Item's file column. Monday's file column supports images, PDFs, and documents. File size limits from Monday apply (25MB per file). Inline images embedded in Field Squared notes are extracted and attached as files.

Field Squared asset linkages (equipment IDs, serial numbers, asset names) are mapped to a text column on the Monday Item or to a connected board column linking to an Assets board. If the client has an existing Assets board in Monday, we create connect-board links; otherwise, asset data is stored as structured text fields on the Item.

Field Squared's created date and last-modified date for each Document are preserved as Created At and Last Updated columns in Monday. Monday's native Created At is set at import time, so we add custom datetime columns Original_Create_Date__c and Original_Modified_Date__c to maintain the historical timestamp for reporting continuity.

If Field Squared uses multiple Document types (e.g., Work Order, Service Request, Quote), these can map to separate Monday Boards or to Group labels within a single board. We recommend separate boards per document type for clarity, but a single board with Groups per type is a lower-schema-change alternative. The mapping plan specifies the chosen approach before migration runs.

Field Squared automations (task triggers, status-change notifications, assignment rules) have no direct Monday CRM equivalent. We export the automation definitions as a reference document for your Monday admin to rebuild using Monday's Recipes builder. The rebuild reference includes trigger conditions, action steps, and field logic from Field Squared.