Migrate from Fieldproxy to monday CRM

Fieldproxy customers map directly to Monday CRM People records. Each customer record's name, email, phone, and address fields become corresponding People columns. The original Fieldproxy customer ID is stored as a custom column for traceability and cross-referencing during future delta migrations. Email addresses serve as the primary matching key for owner resolution.

Fieldproxy company records map to Monday CRM Organizations. Company name, domain, industry, employee count, and revenue fields become Organization columns. Multi-location companies get the primary address stored as the Organization address; additional service locations become separate linked Location items for granular tracking.

Fieldproxy jobs are the most complex migration object. Each job maps to an Item on a Deal board in Monday CRM, with the customer linked via the People column and the related organization linked via the Organization column. Job status becomes a Status column with value-mapping to Monday's board statuses. Technicians become Assignees.

Fieldproxy job line items — including parts used, labor hours, and service charges — map to Monday CRM Deal Products. Part numbers, descriptions, quantities, unit prices, and totals transfer directly. Products must first exist in Monday's product catalog or are created during migration to maintain catalog consistency.

Fieldproxy locations (service addresses, job sites) become Items on a dedicated Locations board in Monday CRM. Location coordinates, full address, and site type are stored as custom columns. Each Location item can be linked to multiple Customer and Organization items via the Link to Items column for relationship preservation.

Fieldproxy assets (equipment, installed base) map to Items on an Assets board. Serial number, model, install date, and warranty status become custom columns. Assets are linked to Location items via the Link to Items column to preserve the location-asset relationship for service tracking purposes.

Fieldproxy technicians map to Monday CRM Users for staff members who will log in to Monday, or People records for technicians who are also customers in the system. Technician skills, certifications, and availability zones become custom columns on the User or People record for assignment matching.

Fieldproxy invoices map to Monday CRM Invoices with complete fidelity. Invoice number, date, amount, status, and line items transfer directly. Each invoice is linked to its related Deal via Deal ID and to the Customer and Organization via link columns in Monday for complete audit trail and reporting.

Fieldproxy payment records map to Monday CRM Invoice Payment entries. Payment date, amount, payment method, and reference number transfer directly. Each payment record is linked to its parent Invoice in Monday to maintain the billing history and reconciliation trail for accounting purposes.

Fieldproxy service activities — including check-ins, technician notes, status changes, and GPS timestamps — become Updates on the related Job Item in Monday CRM. Each update includes the activity type, original timestamp, technician name, and note content for complete service history preservation.

Fieldproxy custom objects for service request types (e.g., HVAC Repair, Preventive Maintenance, Emergency Service) become custom columns on the Job board. Multi-select types are mapped to Monday's Dropdown column with value-by-value mapping to preserve all categorization options.

Fieldproxy job priority values (Critical, High, Medium, Low) map to Monday CRM Dropdown column options. The priority values are mapped one-by-one to preserve the meaning and business impact of each priority level in the destination system for proper triage workflow.

Fieldproxy skill tags on technicians map to Monday CRM Tags on the User or People record. Tags are preserved as-is, allowing filtering and assignment matching by skill in Monday boards. This enables automatic technician-to-job matching based on required service skills.

Fieldproxy attachments and job photos download and re-upload to Monday CRM as Files attached to the relevant Item. Monday's file size limit of 25MB per file applies; larger files are flagged before migration for manual handling or alternative transfer methods.