Migrate from Formitize to monday CRM

Formitize Clients map directly to monday.com People items with the Type column set to 'Company'. The company name maps to the Item Name, website to the Website column, and address to a Text column. Clients with no website are created with the name as the sole identifier. Multiple Clients do not collapse — each Formitize Client becomes one monday Company item.

Formitize stores a primary contact ID on each Client record. In monday, the primary contact is created as a separate Person item on the People board and linked to the Company via monday's CRM People-Company connection. The primary contact designation is stored in a custom 'Primary Contact' checkbox column on the Person item.

Formitize Contacts map to monday People items with first name, last name, email, phone, and mobile phone preserved in matching columns. Each Contact is linked to its parent Client's Company item via the CRM module's link feature. Contacts without a parent Client are created as unlinked Person items for manual classification.

Formitize Jobs become Items on a monday Jobs board. The Item Name is the Job title. Job status from the linked form template maps to a Status column with group names matching Formitize's workflow stages. The Job ID is stored in a Text column for traceability. Custom fields from the job form map to monday Columns on the Jobs board.

Each Formitize Job references a Client ID. In monday, the Jobs board has a 'Client' column of type Link to Item pointing to the corresponding Company item on the People board. This preserves the job-to-company relationship and enables filtering jobs by client on the board.

Formitize Jobs can reference multiple Contacts (assigned workers, service technicians). These contacts become Subitems on the Job Item in monday, with each Subitem linked to its corresponding Person item on the People board. The Subitem structure preserves the N:1 job-to-contact association without requiring a separate junction board.

Formitize Deals map to Items on a monday Pipeline board. The deal name becomes the Item Name, the amount maps to a Numbers column, and the deal stage maps to a Status column with groups matching Formitize pipeline stages. Close date becomes a Date column. Deals are linked to the associated Client Company item.

Formitize custom fields on any object map to monday columns using type-aware matching: text → Text column, number → Numbers column, date → Date column, pick-list → Status or Dropdown column, checkbox → Checkbox column, GPS/location → Location column, linked record → Link to Item column. Each monday column must be created in the board before migration runs — we deliver a column-setup plan before data lands.

Formitize Assets migrate as Items on a dedicated monday Assets board. Asset name becomes Item Name, asset type maps to a Status or Text column, and the GPS coordinates from Formitize's Location Zone field become a Location column in monday (lat/long pair). Client linkage is preserved via a Link to Item column pointing to the Company item.

Formitize workflows are automation logic tied to form submissions and job status changes. monday automations use a trigger-action builder (When → Then) with cross-board capability. These models are architecturally incompatible, so workflows do not migrate. We export the Formitize workflow definitions (trigger types, conditions, actions) as a rebuild reference document for your monday admin.

Formitize's QuoteAccept module generates online quotes with QR codes, SMS links, and instant-accept flows. monday CRM includes a Quotes module (available on Standard and above) that handles quote creation and product linking. We migrate QuoteAccept line items as Items or custom fields in the Pipeline board, but the acceptance workflow and SMS/QR integration require monday's native Quotes setup post-migration.

Formitize document attachments on Jobs and Clients are exported as files and re-uploaded to monday via the File column on each Item. For long-form content, monday Workdocs serve as a repository. Documents without a natural monday Item home are attached to the closest parent (Job or Client Item). File size limits from monday apply — files over 500MB are flagged for manual handling.

Formitize PayNow records (payment transactions, receipts, Apple Pay / Google Pay confirmations) are not CRM data and have no direct monday equivalent. Payment history should be exported as a CSV for record-keeping. monday's invoices (Standard+) handle invoice generation but not payment processing — integrate with Stripe or your payment processor separately post-migration.

Formitize user accounts map to monday team members by email match. Formitize owner assignments on Jobs and Deals become the Owner column in monday (assigned to the matching team member). Unmatched owners are flagged before migration — the account either invites them to monday or assigns records to a fallback owner. User roles and permissions are destination-side configuration.