Migrate from Jarvis CRM to monday CRM

Jarvis Contact records map to Monday.com CRM People entities. We extract via FileMaker export using the contact's primary key and preserve all standard fields (name, email, phone, address). Custom contact fields require per-instance mapping during the schema audit. The contact-to-company relationship resolves via the Jarvis contact's company_id foreign key, which we link to the Monday.com CRM Company record using explicit ID association rather than name-matching to prevent duplicates.

Jarvis Company records map to Monday.com CRM Company entities. We extract the full company table from FileMaker including any custom company fields. The company record is created before any related Contact import so that the People-to-Company relationship is satisfied at the moment of People insert. Company-level fields like industry, website, and address map directly to Monday.com CRM Company properties.

Jarvis Opportunity records map to Monday.com CRM Deals. We extract deal values, stage names, owner assignment, expected close date, and associated contacts. Pipeline stage names vary per Jarvis deployment, so we map each stage to a Monday.com CRM Deal Status value during the schema audit phase. The contact-opportunity linking is preserved via the deal's associated contact IDs resolved against the imported People records.

Jarvis Project records with task structures, assignees, and Gantt layout metadata map to Monday.com Work Management boards. We create one board per Jarvis project, with tasks as board items, groups as task groupings, and assignees mapped to Monday.com users by email. Gantt layout data migrates as metadata notes; raw task dependency chains are documented as a Monday.com dependencies column configuration since the dependency model differs between platforms.

Jarvis task flows and activity records map to Monday.com board items on the corresponding project board. We extract activity timestamps, owners, linked contacts or deals, and status. Activity history from Jarvis is preserved as board item updates with original timestamps. Because Monday.com's activity model differs from a traditional CRM activity log, we document the timeline mapping for the customer to configure a dedicated Activity board if full engagement history visibility is required.

Jarvis vendor records from the ERP module have no direct Monday.com CRM equivalent. We map vendors to a dedicated Board in Work Management with a Vendor label and custom columns for vendor contact details, payment terms, and associated purchase orders. The customer decides whether vendor management continues in Monday.com or in a separate accounting tool.

Jarvis time entries linked to projects or contacts are mapped to a Time Tracking board in Monday.com Work Management. Billable hours, time entry dates, and linked project or contact references migrate as custom columns. Note that Monday.com does not have native payroll or ERP-level time tracking, so this board serves as a record of historical time data rather than an active time-tracking tool.

Jarvis purchase orders and bill records are mapped to a dedicated Purchase Orders board in Monday.com Work Management. PO numbers, vendor references (linked to the Vendor board items), amounts, and status migrate as columns. This is a historical record migration; active PO workflows require rebuild in Monday.com Automations or an accounting integration.

Jarvis FileMaker Pro deployments carry custom fields unique to each customer's deployment. We identify every custom property during the schema audit, map text and numeric custom fields to Monday.com custom columns, map date fields to Date columns, and map checkbox or multi-select fields to Status or Dropdown columns. Custom fields with no Monday.com equivalent are flagged in the scope document for the customer to decide whether to create a new column or drop the field.