Migrate from FieldEdge to monday CRM

FieldEdge customers map 1:1 to Monday People items. The customer name becomes the person's display name. All customer-level custom fields (billing terms, account type, credit limit) become Monday columns on the People board. Primary email address maps to the Email column in Monday People.

FieldEdge locations hold service-site addresses, cross-street notes, and site-specific instructions. These merge into the Monday People item as a group of address columns (Street, City, State, ZIP) rather than a separate object, since Monday CRM has no native location entity. Site-specific notes map to a long-text column on the person record.

FieldEdge contact records (site contacts, billing contacts, technician contacts) map to Monday People items. When a FieldEdge contact belongs to a customer, the Monday People item is linked to the parent customer People item using Monday's person link column. Multiple contacts per customer collapse to multiple People items under one customer.

Each FieldEdge work order becomes a Monday board item in a dedicated Work Orders board. Status (scheduled, in progress, completed, on hold) maps to a Status column with Monday's standard state machine. Work order number becomes a text column. Original work order create date is preserved as a custom datetime column since Monday's native Created Date reflects the import timestamp.

FieldEdge custom fields on work orders — such as equipment model, refrigerant type, system age, and meter readings — become Monday columns. Number fields map to Monday Number columns; text fields map to Text columns; date fields map to Date columns. Formula columns can reconstruct calculated fields (e.g., total labor hours) in Monday post-migration.

FieldEdge work order line items (parts, labor rates, trip charges) map to Monday subitems on the Work Orders item. Each subitem holds item description, quantity, unit price, and total. Monday subitems do not have native currency formatting — a Number column with a manual units label serves as the equivalent.

FieldEdge invoices map to Monday Deals items in a dedicated Deals board. Invoice amount maps to the Monetary column (deal value). Invoice status (paid, outstanding, overdue) maps to a Status column with corresponding state values. The Monday Deal is linked to the originating People item for the customer.

FieldEdge payment transactions (partial payments, credit memos) map as update notes on the Monday Deal item or as a custom Payments column storing the payment history as a text log. Monday Deals do not have a native payments sub-object, so structured payment data is flattened into a log column.

FieldEdge service agreements (recurring maintenance plans, warranty records) map to Deals items with a custom Agreement Type column (Recurring, Warranty, One-Time) and an Expiry Date column. The agreement's monetary value becomes the deal value. Status (active, expired, pending renewal) maps to a Status column.

FieldEdge technicians and employees map to Monday team members by email match. Work orders assigned to a technician link via a People column (Assignee) on the Work Orders item. If a FieldEdge technician email has no corresponding Monday account, the record is flagged before migration and assigned to a fallback owner.

FieldEdge's native QuickBooks integration and payment terminal configuration have no Monday CRM equivalent. These must be rebuilt: QuickBooks connects to Monday via a third-party integration (QB Sync, Onslaught, or Zapier), and payment processing requires a new setup through Stripe, Square, or your payment processor's Monday integration.

FieldEdge's dispatch board with GPS routing, zone assignments, and technician scheduling rules cannot be migrated directly. Monday CRM has no native dispatch board. FlitStack migrates the work order data so you can build a Monday-based board structure manually or use a third-party routing integration (Route4Me, OptimoRoute) post-migration.

FieldEdge attachments on work orders and locations — site photos, equipment images, signed forms — migrate to Monday's Files column on the corresponding item. File size limits (up to 250MB per file on Standard+) accommodate most FieldEdge attachments. Inline images in work order notes are downloaded and re-hosted as Monday file attachments.

If FieldEdge has custom object extensions (user-defined field groups beyond standard customer/work order fields), these map to a column group within the relevant Monday board. The custom object's relationships (if any) are mapped as People link columns or separate boards with item links.

Every migrated record receives a Source_System_ID custom text column storing FieldEdge's original internal record ID. This enables delta-run de-duplication, rollback identification, and traceability back to FieldEdge if a record needs to be audited post-migration. The ID column also supports reconciliation reports comparing Monday item counts against the original FieldEdge export totals to confirm no records were missed or duplicated during batched loads.