Migrate from FieldAware by GPS Insight to monday CRM

FieldAware Customers map 1:1 to Monday CRM Organizations. The Organization Name and billing address carry over directly. FieldAware parent/child customer hierarchies with multiple locations must be decomposed — the primary customer becomes the Organization, and child customers become separate Organizations linked via a Group column or a custom Location board.

FieldAware Contacts map to Monday CRM People. Email, phone, and role fields carry over directly. Contacts without an email address are flagged for manual review since Monday requires an email for the Person record. A FieldAware Contact can be linked to multiple FieldAware Customers (N:N) — Monday CRM People support one primary Organization, with secondary links handled via the Contact Info board or a custom Group.

FieldAware Locations are sub-entities of Customer with address, geocoordinates, and site-name fields. Monday CRM has no native location hierarchy — we create a Locations board where each item represents a site and link it to the parent Organization via a connect boards column or Organization ID column. Address fields are stored as structured text (Address, City, State, ZIP, Country) across multiple columns.

FieldAware Jobs are the core FSM entity with customer, location, technician, status, job type, schedule, and parts fields. Monday CRM has no native work order object — we create a Work Orders board with status columns (Scheduled, In Progress, Completed, Cancelled), type columns (Maintenance, Repair, Installation), technician columns (People), and parts columns (Numbers or Items). Jobs that represent a billable service opportunity can alternatively become Deals with the work order board linked via a connect boards column.

FieldAware Assets track equipment at a location with make, model, serial number, install date, and maintenance history. Monday CRM has no native asset register — we create an Assets board with columns for asset name, location (connect boards to Location board), make/model, serial number, install date, and last service date. Asset maintenance history is stored as subitems or timeline entries within the Asset item.

FieldAware Invoices contain invoice number, customer reference, billing amount, status (Draft, Sent, Paid, Void), and line items. Monday CRM has no native invoice object — we create an Invoices board with columns for invoice number, organization link, amount, status, due date, and paid date. Paid invoices are linked to the corresponding Work Order item via a connect boards column so teams can see which service generated the revenue.

FieldAware Quotes map to Monday CRM Deals. The quote name becomes the Deal name, estimated amount maps to the Deal Amount, and status (Open, Accepted, Declined) maps to the Monday Deal stage. Monday's native Deals pipeline view replaces FieldAware's quote board, giving teams a visual Kanban of their open quotes.

FieldAware Tasks map directly to Monday CRM Tasks. The task name, due date, assigned user, and description carry over. Tasks linked to a specific Job are stored as subitems of the Work Order item in the custom Work Orders board to maintain the relationship to the service event.

FieldAware custom field declarations (Text, Number, CheckBox, Dropdown, Date, Time) on Jobs, Customers, Contacts, Assets, and Invoices map to Monday custom columns in the corresponding board. Dropdown custom fields in FieldAware become Dropdown columns in Monday, with the same option values carried over. Date and Time fields become Date columns. Number fields become Numbers columns. CheckBox fields become Checkbox columns.

FieldAware Items (parts and services used on jobs) with name, part number, description, and unit price map to Monday CRM's Product Table entries linked to Deals. For inventory tracking purposes, a custom Items board is created with columns for name, part number, description, unit price, and quantity on hand.

FieldAware Users are matched to Monday CRM users by email address. Unmatched users are flagged before migration — your team invites them to Monday CRM or assigns their records to a fallback owner. This applies to all FieldAware roles (Technician, Dispatcher, Admin) that need to appear as Monday assignees on Work Order items.

FieldAware file attachments on jobs, customers, and invoices are downloaded and re-uploaded to Monday CRM as file attachments on the corresponding board item. Monday's file storage limits per plan apply — Enterprise plans offer larger per-file limits. Images embedded in FieldAware notes are downloaded and re-hosted as Monday file attachments.