Migrate from Fieldy to monday CRM

Fieldy contacts migrate as Monday CRM contact items. Email, phone, name, and address map to equivalent column types. Ownership resolves by email match to Monday workspace members. Multiple Fieldy contacts without email land as unlinked items for manual review. Any contacts missing email addresses are flagged during the pre-migration audit so your team can decide whether to merge duplicates or create new Monday contact records manually.

Fieldy company records map to Monday contact items on a Companies board. Company name, domain, industry, and employee count migrate as text and number columns. Parent-child company hierarchies in Fieldy map to Monday item linking or a separate hierarchy column. The hierarchy mapping preserves the corporate structure so teams can view subsidiary relationships within the Monday Companies board using item linking.

Fieldy jobs map to board items on a dedicated Jobs board. Job name becomes the item name; status, priority, and pipeline stage map to Monday group-based status columns. Pipeline stages from Fieldy require explicit value mapping to Monday group names per board. Each pipeline stage value from Fieldy gets assigned to a corresponding Monday group, ensuring the job history reflects the original workflow progression.

Each Fieldy custom property maps to a Monday column type: text properties to Text columns, numbers to Number columns, dates to Date columns. Unsupported types like complex location fields get split into multiple text columns. Monday's 200-option limit per column applies to pick-list fields, so FlitStack flags any custom properties exceeding 150 unique values for pre-migration value grouping.

Fieldy invoices migrate as items on a separate Invoices board with columns for invoice number, amount, status, due date, and linked job. Invoice line items map to a Subitems structure on each invoice item. The linked job column connects each invoice to its corresponding Monday Jobs board item using Monday's item linking feature, preserving the relationship between service records and billing documents.

Fieldy staff records map to Monday workspace members by email. Staff contact details like phone and role become a Staff Details column on the Jobs board. Monday's per-seat licensing means staff who will use the system need active seats. Staff records that cannot resolve to a Monday workspace member get flagged for owner assignment before the full migration runs.

Fieldy's job scheduling maps to Monday Date columns for start and end times. Multi-step scheduling sequences use Monday's Dependency column to create item chains representing sequential job stages. Full route-optimization logic does not migrate — FlitStack documents the original scheduling rules in the automation-rebuild guide so they can be reconstructed using Monday Automations or a third-party route tool.

Fieldy GPS coordinates and address data map to separate text columns for Latitude, Longitude, and Full Address. Monday's native Location column accepts full addresses and renders on a map view but does not store raw latitude/longitude pairs for route playback. Teams needing historical GPS tracking should retain Fieldy exports for audit purposes since Monday lacks native track-and-route history capabilities.

Fieldy tags on jobs and contacts migrate as Monday item tags. Tags with more than 50 unique values are flagged for value-mapping review since tag proliferation can affect Monday board filtering. FlitStack's pre-migration audit counts unique tag values across all objects and groups similar tags where appropriate to keep Monday boards organized.

Fieldy workflow rules and scheduling automations have no Monday equivalent at the object level. FlitStack exports a field-by-field audit of every active Fieldy automation so the Monday admin can rebuild them using Monday Automations or monday workflows after migration. The rebuild is a separate configuration step not included in the standard migration scope.