Migrate from Fieldmagic to monday CRM

Fieldmagic Customer maps 1:1 to Monday CRM Organization. Customer name, phone, primary email, website, and address fields (street, city, state, postcode, country) translate directly to their Organization equivalents. Multi-site customers require site data decomposition — site name, multiple addresses, and access instructions split into Monday CRM location custom columns or a linked Locations board to preserve the N:1 site-to-customer relationship.

Fieldmagic Contact maps to Monday CRM Contact Person. Email, phone, mobile, job title, and name fields translate directly. Each Contact is linked to its parent Organization via Monday CRM's person-column association. Unassigned contacts (no Customer link) land in a default organization.

Fieldmagic Site has its own entity with address, site name, access instructions, and site contact. Monday CRM has no native site entity. We decompose site data into address columns on the Organization, plus custom text columns for site name and access notes. Multi-site customers may warrant a separate Locations board linked by organization.

Fieldmagic Job maps to a Monday CRM Deal. Job name becomes Deal name, job amount maps to Deal value (from time-and-materials or fixed-price), job status maps to Pipeline Status column, and assigned technician maps to Monday CRM's Person column. Custom job-type fields (service category, priority) become custom columns on the Deal.

Fieldmagic Quote maps to Monday CRM's native Quote object or as line-item columns on the corresponding Deal. Quote total, status, and validity date translate to Quote amount, status, and expiration date. Quote line items become Monday CRM Product entries linked to the Quote.

Fieldmagic Asset Type defines the category of equipment (e.g., HVAC, Plumbing). Maps to Monday CRM's Product category or a separate Asset Types board used to classify assets. Category values require value-mapping if source uses free-text rather than a controlled list.

Fieldmagic Asset stores equipment with serial number, make/model, installation date, warranty expiry, and site assignment. Monday CRM has no native asset object — assets map to a Products board with custom columns for serial number, location (linked to Organization), warranty expiry, and status. Asset maintenance history maps as Subitems on the Product.

Fieldmagic Checklist attached to Jobs (e.g., safety inspection, commissioning) maps as Subitems on the Monday CRM Deal representing the job. Each checklist item becomes a Subitem with a Status column to track completion. Rich-text checklist steps are preserved in Subitem name and description.

Fieldmagic Tasks map to Monday CRM's Activity tracking or as Subitems on the relevant Deal. Task name, due date, assigned user, priority, description, and status translate directly. Completed status maps to Monday's done-state in the activity Status column. Recurring tasks are preserved as separate Subitem entries with their own due dates. Attachments on tasks are migrated as Monday CRM file attachments on the Subitem.

Fieldmagic users are matched to Monday CRM team members by email address. Unmatched users are flagged before migration — your Monday admin either invites them or assigns records to a fallback assignee. Technician role distinction is preserved as a custom text column on the Deal.

Fieldmagic Invoice maps to Monday CRM Invoice or as invoice-status columns on the Deal. Invoice number, total amount, status (paid/unpaid/overdue/partial), issue date, and due date translate directly. Line-item invoices decompose into Monday CRM Product entries linked to the Invoice. Tax amount and discount fields map to custom numeric columns on the Invoice. Payment terms from Fieldmagic become due-date offsets in Monday CRM.

Fieldmagic file attachments on Jobs, Quotes, Assets, and Contacts are re-uploaded to Monday CRM and attached to the corresponding Item. File size limits of 250MB per upload in Monday CRM are enforced. Inline images in notes are downloaded and rehosted as Monday CRM file attachments.