Migrate from GoCanvas to monday CRM

Each GoCanvas Form becomes one Monday CRM Board. The Form name maps to the Board name. Column types are inferred from GoCanvas field definitions (text fields become Text columns, date fields become Date columns, pick-list fields become Status or Dropdown columns). Multi-screen forms map as groups within the board.

Each GoCanvas Submission becomes a Monday CRM Item in the corresponding Board. The submission submission_date maps to the Item's Created_at timestamp, and the submitter email resolves to a Monday CRM user or is stored as a custom column if no match exists.

GoCanvas Short Text and Long Text fields migrate as Monday CRM Text columns with the same label. The field key is preserved as a reference note. Character limits from GoCanvas are not enforced on Monday — a validation review is recommended post-migration.

GoCanvas Number fields migrate as Monday CRM Numbers columns. Decimal precision is preserved during the transfer. Any unit labels stored in the GoCanvas field configuration are not transferred to Monday and must be documented separately as a convention for your team.

GoCanvas Date fields migrate as Monday CRM Date columns with the original date value preserved. If GoCanvas captured time-of-day information, this stores as a separate Text column since Monday Date columns are date-only by default without time components.

GoCanvas pick-list values map to Monday CRM Status or Dropdown options value-by-value. If the Monday board already has a Status column with different options, we create a new Status column for the migrated values rather than merging options that might conflict.

GoCanvas photo capture and signature fields generate files that are downloaded from GoCanvas and re-uploaded to Monday Files, then attached to the corresponding Item via the Files column type. Large photo batches are uploaded in sequence to avoid Monday API concurrency limits.

GoCanvas address fields are stored as structured or free-text depending on form setup. We parse the address into separate Text columns for street, city, state, and zip if GoCanvas stores them as separate fields, or preserve as a single concatenated Text column if the source field was free-text.

GoCanvas form tables create repeating sub-row structures in the submission JSON. We map each sub-row to a Monday CRM Subitem under the parent Item. One-level nesting (table within a form) maps cleanly; two-level nested tables require a separate linked board and junction Item approach.

GoCanvas stores the submitter as a user reference with email address. We resolve the submitter email against Monday CRM users by exact email match. Matched users become the Item Assignee on the Monday board. Unmatched submitter emails are stored as a Text column on the Item for manual assignment during post-migration review.

GoCanvas captures GPS coordinates on mobile submissions. We store latitude and longitude as separate Numbers columns or a concatenated Text column labeled Location. Monday CRM has a native Location column type on some plans — we map to that when available in the target workspace.

GoCanvas Dispatch schedules submissions to users at specified times. The dispatch date, assigned user email, and due date migrate as separate columns on the Item in Monday CRM. The dispatch status (pending, completed) maps to a Status column on the Item to preserve workflow state.