Migrate from FieldPro to monday CRM

FieldPro outlets map to Monday CRM contact items if used primarily for person-level records, or to a custom Accounts board item if the outlet represents a business location. The mapping decision is driven by how FieldPro outlets are used — accounts vs. companies — and is validated during the sample migration pass before the full run commits.

Monday CRM has a built-in Contacts board. FieldPro contacts migrate as items in that board with name, email, phone, address, and outlet assignment preserved. If FieldPro contacts are linked to multiple outlets (N:N), the secondary outlet assignments map via a connected column or linked item rather than a foreign-key lookup.

FieldPro field agents are internal users. Their names and email addresses resolve to Monday user accounts by email match. If a FieldPro agent has no corresponding Monday user, their visit records land unassigned and are flagged in the migration report for manual owner assignment in the Monday UI before go-live.

Visits are the core transactional record in FieldPro. Each visit becomes an item in a custom Visits board or a sub-item under the parent Route item in Monday. The visit date range maps to a Monday Timeline column; outcome status maps to a Status column; notes and GPS timestamp map to text and date columns respectively.

FieldPro routes containing ordered visit sequences map to Monday board items or groups. The route date range maps to a Monday Timeline column. The visit-order sequence within a route maps to Monday's Dependencies column or a numeric Sequence column so the operational order is preserved in Monday's board view.

FieldPro orders do not have a direct Monday CRM equivalent — Monday has no native order-management object. We create a custom Orders board in Monday and map order number, amount, status, and create date as columns on each item. Line items (order products, quantities, SKUs) become sub-items on the order item or entries in a linked Products board.

FieldPro product catalog entries migrate as items in a Monday Products board. SKU, product name, unit price, and category map to Monday text and numeric columns. This board can then be linked to the Orders board via Monday's connected columns for product-to-order line-item display.

FieldPro custom properties on outlets that have no Monday CRM equivalent (e.g., a typed checkbox for regulatory compliance) map to Monday custom columns. Monday limits boards to 25 columns; setups exceeding this threshold require a pre-migration consolidation plan agreed with the client before data lands.

FieldPro custom properties on visits (e.g., incentive tier, survey scores, product photos) become Monday custom columns on the visit item or sub-item. Photo attachments are uploaded to Monday Files and linked back to the item via the Files column or as a sub-item with a file attachment.

FieldPro parent-child outlet hierarchies require a Monday consolidation decision: either use Monday Groups within a single board to represent hierarchy levels, or create a separate sub-board for child locations linked to the parent via a connected column. The chosen structure is validated during the sample migration pass.

FieldPro visit notes and outcome comments migrate as Monday item Updates on the visit item. The original timestamp and agent name are preserved in the update attribution so the full visit narrative is visible in Monday's activity feed for each item.

FieldPro photos attached to visits and outlet records download from FieldPro storage and re-upload to Monday Files, linked to the corresponding item. Monday file storage limits are plan-dependent; Enterprise provides the most headroom. We surface any files exceeding Monday's per-file size limit before the migration runs.