Migrate from GorillaDesk to monday CRM

GorillaDesk Customer maps directly to Monday Contact. The customer's name, phone, email, address, and notes attach to the Contact record. Any GorillaDesk customer with multiple locations can have address stored as a custom Location column on the Contact. We preserve the GorillaDesk customer ID in a custom Source_ID column for delta-run deduplication.

GorillaDesk stores property service addresses separately from the customer record. We create a Location Text column on the Monday Contact and populate it with the most recent service address, since Monday Contacts do not have a native multi-location sub-record. Teams needing per-visit address history can use a secondary Monday board for location tracking.

GorillaDesk Job is the central operational record — it links a Customer to a scheduled date, service type, technician, status, and line items. We map Job to a Monday Deals board item, creating a Status column with values matching GorillaDesk's job lifecycle (New, Scheduled, In Progress, Completed, Cancelled). The technician assignment becomes the Monday item assignee; service type becomes a Dropdown column.

GorillaDesk's fixed job statuses (New, Scheduled, In Progress, Completed, Cancelled) map to Monday Status column values we create on the Deals board. The value-by-value mapping preserves the operational language your team uses in GorillaDesk so technicians and dispatchers can adopt Monday without relearning status semantics.

GorillaDesk priority values (Low, Medium, High, Emergency) migrate as Dropdown options in a Priority column on the Deals board. For each value we create a Dropdown choice, preserving the original label. Any unmapped or custom priority in GorillaDesk is retained as-is, and the system adds a note to the Monday item flagging it for Monday admin review, after which the admin can update the Dropdown list in the board settings.

The scheduled start date and time from GorillaDesk migrate to a Date column on the Deals board item. If GorillaDesk records both a scheduled and an actual start time, we create two separate Date columns (Scheduled Date and Actual Start) to keep the timestamps. When only one date exists, only the relevant column is populated. The date values are stored in UTC and displayed in Monday's board timezone for reporting.

Monday sets Created Date at import time, which does not reflect when the job was originally created in GorillaDesk. We preserve the original GorillaDesk created_at and updated_at timestamps in custom datetime columns on the Deals item so reporting continuity is maintained.

GorillaDesk Service Templates define service type, pre-set line items, pricing, and documentation requirements. We map them to a Monday board template that can be duplicated for each recurring service type. The template's line items and pricing rules become pre-built column defaults on the board — your team customizes the column arrangement after migration.

GorillaDesk Invoice migrates as a Deals board item with the invoice number in a custom column and the total amount in Monday's native Amount column. Invoice line items migrate as text entries in a Line Items column. Payment status maps to a custom Status value (Paid, Partial, Unpaid). Note: GorillaDesk's Stripe and Square payment links do not migrate.

GorillaDesk invoice statuses (Draft, Sent, Paid, Void) map to custom Dropdown values on the Deals board. For each status we create a matching Dropdown choice, preserving the original label. Any non‑standard status found in GorillaDesk is retained as a custom option, and the system adds a note to the Deals item flagging it for Monday admin review, after which the admin can adjust the Dropdown list in the board settings.

GorillaDesk invoice line items (item name, quantity, unit price, tax) migrate as text entries in a Line Items column on the Deals item. Monday's native product catalog can be populated separately to create proper product records for quote generation after migration.

GorillaDesk payment records (amount, date, method) associated with an invoice are split into a Payment subitem on the Deals board in Monday. Payment method is preserved as a text field; native Stripe or Square processing links are not carried over.

GorillaDesk Notes attached to a Customer or Job migrate as Monday Activity log entries on the Contact record. Note body, created_at timestamp, and the creating user are all preserved. Rich-text formatting in GorillaDesk notes is simplified to plain text for Monday compatibility.

GorillaDesk technicians and office users migrate as Monday Workspace members so they can be assigned to Deals board items. GPS tracking, route configuration, and VoIP settings from GorillaDesk do not have Monday equivalents — those must be handled as separate integration decisions post-migration.

GorillaDesk job photos and file attachments migrate as Monday File column uploads on the Deals board item. Files are downloaded from GorillaDesk storage and re-uploaded to Monday's file system. File size limits and format compatibility are checked before migration runs.

GorillaDesk custom fields on jobs (e.g., Pest Type, Treatment Area, Chemical Used, Regulatory Code) map to Monday custom columns on the Deals board. We create the column, map the field type (text, number, dropdown, date), and populate values. Any GorillaDesk field type without a direct Monday equivalent gets a Text column fallback.