Migrate from FRONTU to monday CRM

Monday CRM has no native work order object. We create a Work Orders board where each work order becomes an item. Columns represent work order fields. This preserves the operational record but loses Frontu's dispatch context unless recreated as custom columns.

Customer data maps directly to Monday CRM Contacts. Customer name, phone, email, and address fields transfer cleanly. Frontu's primary customer contact becomes the Monday CRM contact record. All contact details including name, phone, email, and address are preserved as Monday CRM contact fields, and any linked notes or tags are transferred as custom text columns.

Service locations with addresses map to contact address fields in Monday CRM. For multi-location customers, each location becomes a separate contact record linked to the parent customer. Each location record includes address fields, cross-references to the parent customer, and any site-specific attributes such as access codes or service requirements.

Technician records map to Monday CRM contacts. Name, phone, email, and role transfer as standard contact fields. Skill certifications and availability windows require Monday CRM custom columns. Technician contact records also capture certifications, availability windows, and service territories, which are stored in custom columns for reporting and assignment logic.

Frontu status values (e.g., Pending, In Progress, Completed, Cancelled) map one-to-one to Monday CRM status column options. Each Frontu status value requires explicit mapping to a Monday CRM status option. If any status values do not have a direct Monday CRM match, we create custom status options and map them accordingly.

Priority levels (Low, Medium, High, Urgent) map directly to Monday CRM priority column options. Order is preserved as configured in Frontu. The priority column is configured to display color-coded labels, and sorting by priority reflects the original Frontu ordering accurately.

Scheduled date and time from Frontu work orders transfer to Monday CRM date columns. Time-of-day details are preserved where the column type supports it. If the date column does not support time, we store the time portion in a separate text column for reference.

Frontu's technician assignment links to Monday CRM's Person column on the Work Orders board. The technician must exist as a contact first. Multi-technician assignments require a workaround since Person columns are single-select. For teams that need multi-select assignments, we recommend using a separate Technicians board and linking items via connected board columns.

Technician time entries from Frontu become number or text columns on the Work Order item. Duration in hours and billable vs. non-billable flags map as separate columns. Billable flags are stored as a boolean column, while non-billable entries are flagged separately for reporting and invoicing purposes.

File attachments on Frontu work orders upload to Monday CRM file columns. Files over 25MB require chunking. We re-upload inline images in work order notes. Large files are split into chunks before upload, and each chunk is attached individually to maintain the original document's integrity within Monday CRM's file limits.

Frontu custom fields on work orders require Monday CRM custom column creation. Field type matching is done per property — text, number, date, or dropdown based on Frontu's data type. Custom columns are named to mirror Frontu field labels, and data validation rules are applied where applicable to preserve data quality after migration.

Frontu service type and job category labels map to Monday CRM status or label columns on the Work Orders board. Each category value requires explicit mapping. When service types include hierarchical categories, we map them to a multi-select label column, enabling filtering and grouping by category in Monday CRM.

Work orders that span multiple service locations need Monday CRM connected boards — one board for locations, linked items from the Work Orders board. This requires Monday CRM Pro or Enterprise. Connected boards also allow bi-directional updates, so changes in the locations board can propagate to related work order items automatically.

Technician skill certifications from Frontu become Monday CRM label or multi-select columns on the Technician contact record. No native equivalent — requires custom column setup. These custom label columns can be used in automation triggers, reporting dashboards, and for filtering technicians by skill during work order assignment.