Migrate from Flexie to monday CRM

Flexie Worker records map to Monday.com People as the primary person entity. Name, email, phone, employment status, and availability windows migrate as standard Person fields. Custom properties per worker require explicit mapping to Monday.com Person fields; any custom picklist values with character limits that exceed Monday.com's column constraints are flagged during scoping and resolved in the transformation layer before import.

Flexie Venues map to Monday.com Companies. Address, location details, venue-level custom fields, and operational settings migrate to the Company record. Venue name becomes the Company name. We preserve the venue identifier as a custom field (flexie_venue_id__c) to maintain the relationship back to the source system for audit and reconciliation purposes.

Each Flexie Shift Assignment represents a worker assigned to a shift at a venue. We map these to Monday.com Deals, where the Deal is linked to the assigned Worker (as Person) and the Venue (as Company). Shift start and end timestamps become Deal date range columns. Shift status (open, filled, cancelled) maps to either Deal stage or a custom Status column value set, and we document the mapping matrix during scoping so the customer's admin confirms the target status values before migration.

Flexie Shifts (the shift template or instance) carry start time, end time, role type, and coverage requirements. We map these as date-range columns and custom text or number columns on the Deal. Open shifts (unfilled at migration time) are flagged as a separate batch for the customer to review before import; unfilled shift records may be imported as Deals with no assigned Person link, which requires confirmation of the customer's preferred handling.

Flexie Entity Forms serve as both data entry points and workflow triggers. Monday.com does not have a direct equivalent to entity forms as workflow triggers. We document the structure of each active Flexie Entity Form (field list, submission targets, and any associated workflow) and recommend either Monday.com Forms (for data capture) or rebuilding the logic as Monday.com Automations. Form submission records that represent historical data may need to be imported as Items on a dedicated board.

Flexie supports custom fields on Workers, Venues, Shifts, and Shift Assignments with schemas that vary per account. We extract the live schema during discovery via Flexie's API, generate an explicit field map, and flag any picklist values that exceed Monday.com's character or format limits. Custom properties with relational dependencies (e.g., a property referencing another Worker's ID) are resolved at migration time through the lookup table built during discovery.

Documents attached to Flexie Workers, Venues, or Shifts are extracted as file metadata (filename, file type, attached record reference). Actual file content (PDFs, images, compliance documents) requires a separate file transfer step; we provide a manifest of all document URLs and attach them as links in the destination record rather than hosting them inside Monday.com's file storage.

Flexie Workflows built from Entity Form triggers and conditional actions are platform-native automation sequences that do not have a direct equivalent in Monday.com. We do not migrate Workflows as code. During discovery, we document every active Flexie Workflow (trigger type, conditions, actions, and sequence logic) in a written inventory that the customer's team uses to rebuild equivalent Automations in Monday.com using the Automations center or Integrations with tools like Zapier or Make.