Migrate from Handyman to monday CRM

Handyman contacts become individual items in a dedicated Monday contacts board. The full name maps to the item Name field, or splits into separate First Name and Last Name columns depending on the Handyman schema. Standard properties — phone, email, address, and job title — map to matching Monday column types. The Handyman contact ID is preserved as a custom Source System ID column for traceability and delta-run de-duplication.

Handyman companies are migrated as items in a separate Monday companies board. Standard fields — address, domain, industry, and employee count — map to matching Monday column types. The Handyman company ID is preserved as a custom Source System ID text column for cross-reference during the delta window and de-duplication support.

Handyman stores the company reference as a relational ID on the contact record. In Monday, a linked-record column on the contacts board points back to the company item in the companies board — the target company item must be migrated first.

Handyman jobs become items in a dedicated Monday jobs board. Core attributes — title, description, scheduled date, status, assigned technician, and service category — map to dedicated Monday columns. Assigned technicians resolve via email match to Monday workspace members. Status values (New, Scheduled, In Progress, On Hold, Completed, Cancelled) translate to Monday Status column options, pre-created by the Monday admin before migration.

Handyman job stages (New, Scheduled, In Progress, On Hold, Completed, Cancelled) map value-by-value to Monday Status column options. The mapping plan is delivered before migration, giving the Monday admin time to pre-create the exact Status options in the jobs board so values resolve correctly on each migrated item. Any Handyman status without a Monday equivalent is flagged for admin review.

Handyman quotes migrate as items in a dedicated quotes board. Quote number, client name, total amount, validity date, and approval status map to columns. The linked-record column on each quote item points back to the related Contact and Job items.

Handyman stores quote line items as a child table. In Monday, each line item becomes a subitem on the quote board item, with subitem columns for description, quantity, unit price, and line total. Parent quote items must land before subitems.

Handyman activity entries (call logs, emails, notes) are stored as timestamped entries per record. These migrate as updates on the corresponding Monday item — preserving the original timestamp, owner, and body text — or as subitems if structured as discrete records.

File attachments on Handyman contacts, companies, jobs, and quotes are downloaded and re-uploaded as native file attachments on the corresponding Monday board items. Files are matched to items by the Handyman record ID during the migration run, ensuring correct placement. Monday's storage limits (5 GB Basic, 20 GB Standard, 100 GB Pro) apply to total uploaded volume.

Handyman custom fields of type text, number, date, and dropdown map to Monday columns of equivalent type. Complex types (multi-select arrays, boolean toggles, formula fields) require a custom column approach — FlitStack documents each mapping and flags fields needing post-migration column setup.

Handyman owner and assigned-user fields are resolved by matching the email address against Monday workspace members. FlitStack generates a pre-migration match report identifying any Handyman owners with no corresponding Monday account. Your team can then invite those users to Monday before the migration run, or designate a fallback owner (such as the admin account) to receive records with unresolved assignments during the migration.

Handyman user accounts do not map directly to a Monday entity — user records in Handyman are credentials and permission scopes, not CRM contact records. Team members are re-created in Monday manually or via CSV import with a written member-setup guide delivered as part of the migration package.