CRM migration
Field-level mapping, validation, and rollback between Jobsite Mobile and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.
Jobsite Mobile
Source
monday CRM
Destination
Compatibility
15 of 15
objects map 1:1 between Jobsite Mobile and monday CRM.
Complexity
BStandard
Timeline
3–5 days
Overview
Jobsite Mobile stores CRM data across Contacts, Companies, Deals, and Activity objects with custom field extensibility. Monday CRM uses a board-and-column architecture where People, Companies, and Deals are native CRM entities but everything outside the standard schema lives as customizable columns on boards. The migration maps Jobsite Mobile's object model to Monday CRM's entity types, converting custom properties into Monday column types — text, numbers, dates, dropdowns, and links. Activity history (calls, emails, notes) migrates as Updates attached to the relevant CRM record. We preserve original timestamps and owner assignments throughout. Workflows, automations, and integrations cannot migrate between platforms and must be rebuilt using Monday's automation builder and integration connections. The migration runs via Monday's REST API with scoped read access to Jobsite Mobile so your team continues working uninterrupted during the cutover window.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Jobsite Mobile object lands in monday CRM, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Jobsite Mobile
Contact
monday CRM
People (CRM)
1:1Jobsite Mobile contacts map directly to Monday CRM People. We preserve the contact's name, email, phone, and address fields as standard People columns. Owner assignment resolves by email match against Monday workspace members.
Jobsite Mobile
Company
monday CRM
Company (CRM)
1:1Jobsite Mobile company records map to Monday CRM Organizations. Company name, domain, industry, employee count, and annual revenue migrate to corresponding Organization columns. Multi-contact companies link via the CRM relationship.
Jobsite Mobile
Deal
monday CRM
Deal (CRM)
1:1Jobsite Mobile deals become Monday CRM Deals on the Deals board. Pipeline stage values map to Monday Status column groups. Deal amount, close date, and owner assignment migrate with probability percentages recalculated per Monday's stage settings.
Jobsite Mobile
Deal Pipeline
monday CRM
Status Groups on Deals Board
1:1Each Jobsite Mobile pipeline becomes a set of Status groups on the Monday CRM Deals board. Stage names map value-by-value, preserving the order and color coding. If multiple pipelines exist, we create separate deal boards or use group labels.
Jobsite Mobile
Activity: Call
monday CRM
Update on CRM Item
1:1Jobsite Mobile call logs migrate as Updates on the related Contact or Deal item in Monday CRM. Call duration, outcome, and timestamp are recorded in the Update text with a standardized format so the history remains readable.
Jobsite Mobile
Activity: Email
monday CRM
Update on CRM Item
1:1Email activity migrates as Updates attached to the relevant Contact or Deal. Subject, direction (sent/received), and timestamp are preserved. Body content transfers as text; HTML formatting is stripped to plain text for readability in Monday.
Jobsite Mobile
Activity: Meeting
monday CRM
Update on CRM Item
1:1Meeting records from Jobsite Mobile become Updates on the associated Contact or Deal. Meeting title, date/time, location, and attendee list are captured in the Update text for reference after migration.
Jobsite Mobile
Activity: Note
monday CRM
Update on CRM Item
1:1Notes attached to Jobsite Mobile records migrate as Updates in Monday CRM. Original create date and author are preserved in the Update metadata. Rich-text formatting converts to plain text with paragraph breaks maintained.
Jobsite Mobile
Attachment / File
monday CRM
File on CRM Item
1:1Files attached to Jobsite Mobile contacts, companies, or deals are downloaded and re-uploaded to the corresponding Monday CRM item. File name and upload date are preserved. Monday's 250MB per-file limit accommodates most attachments.
Jobsite Mobile
Custom Field: Text
monday CRM
Text Column
1:1Jobsite Mobile text-type custom fields map directly to Monday CRM Text columns. Field label becomes column name. Data transfers as-is without transformation.
Jobsite Mobile
Custom Field: Number
monday CRM
Numbers Column
1:1Numeric custom fields migrate to Monday Numbers columns. Currency-formatted numbers use the Number column with precision preserved. We flag any fields with formatting rules that require a Formula column.
Jobsite Mobile
Custom Field: Date
monday CRM
Date Column
1:1Date-type custom fields map to Monday Date columns. Original dates transfer with timezone preserved. Date-only fields (no time component) are set without time in Monday.
Jobsite Mobile
Custom Field: Dropdown / Pick-list
monday CRM
Dropdown Column
1:1Jobsite Mobile pick-list values map to Monday Dropdown options value-by-value. If a Monday column of the same name exists, we add missing options. Custom pick-list values not in the source are flagged for admin review.
Jobsite Mobile
Custom Field: Checkbox / Boolean
monday CRM
Checkbox Column
1:1Boolean fields migrate to Monday Checkbox columns. True/Yes values become checked boxes; False/No remain unchecked. Binary data transfers without transformation.
Jobsite Mobile
User / Owner
monday CRM
Workspace Member
1:1Jobsite Mobile users resolve by email match against Monday workspace members. Unmatched owners are flagged before migration. Records without a resolved owner are assigned to a designated fallback member or remain unassigned pending admin setup.
| Jobsite Mobile | monday CRM | Compatibility | |
|---|---|---|---|
| Contact | People (CRM)1:1 | Fully supported | |
| Company | Company (CRM)1:1 | Fully supported | |
| Deal | Deal (CRM)1:1 | Fully supported | |
| Deal Pipeline | Status Groups on Deals Board1:1 | Fully supported | |
| Activity: Call | Update on CRM Item1:1 | Fully supported | |
| Activity: Email | Update on CRM Item1:1 | Fully supported | |
| Activity: Meeting | Update on CRM Item1:1 | Fully supported | |
| Activity: Note | Update on CRM Item1:1 | Fully supported | |
| Attachment / File | File on CRM Item1:1 | Fully supported | |
| Custom Field: Text | Text Column1:1 | Fully supported | |
| Custom Field: Number | Numbers Column1:1 | Fully supported | |
| Custom Field: Date | Date Column1:1 | Fully supported | |
| Custom Field: Dropdown / Pick-list | Dropdown Column1:1 | Fully supported | |
| Custom Field: Checkbox / Boolean | Checkbox Column1:1 | Fully supported | |
| User / Owner | Workspace Member1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Jobsite Mobile gotchas
No documented public API for bulk data export
Per-user licensing inflates cost for large or seasonal crews
Custom fields limited to 100 per Work Order object
Historical Work Orders become read-only after 90 days
monday CRM gotchas
Subitems are not included in bulk exports
Daily API call limits vary sharply by plan
Legacy automations (Sentence Builder) are being deprecated
Excel and account exports only include table views
Enterprise admins can disable non-admin exports
Pair-specific challenges
Migration approach
Pre-migration audit: inventory Jobsite Mobile objects and custom fields
FlitStack connects to Jobsite Mobile via API to catalog every Contact, Company, Deal, Activity, and custom field in your account. We generate a pre-migration report listing record counts per object, custom field types and pick-list values, active owner assignments, and any data quality issues (duplicate emails, missing required fields). This audit drives the Monday CRM setup plan and identifies columns that need creation before import.
Create Monday CRM columns and boards matching the source schema
Based on the audit, FlitStack creates the necessary columns in Monday CRM — standard CRM columns plus custom columns for every Jobsite Mobile custom field. We map field types to Monday column types (text, number, date, dropdown, checkbox). Pipeline structures are created as separate Deals boards or as Status groups within a single board depending on your Jobsite pipeline configuration. Owner resolution maps Jobsite users to Monday workspace members by email.
Migrate contacts and companies first, then deals and activities
Monday CRM requires Organizations to exist before People can link to them, and People before Deals can connect to contacts. FlitStack sequences the migration in dependency order: Companies → Contacts → Deals → Activities. This ensures foreign keys resolve correctly and linked records show properly in Monday's CRM views. The sequencing is automated but visible in the migration dashboard so you can track progress at each phase.
Run sample migration with field-level diff on 100–500 records
Before committing the full dataset, FlitStack runs a sample migration on a representative slice of your Jobsite Mobile data. We generate a field-level diff comparing source values against Monday CRM values for each mapped field. You review the diff to verify contact names, company associations, deal amounts, stage mappings, and owner assignments. Any mapping corrections are applied before the full run proceeds.
Execute full migration with delta-pickup window
The full dataset migrates to Monday CRM in API-rate-compliant batches. A delta-pickup window (typically 24–48 hours after the main run) captures any records created or modified in Jobsite Mobile during the cutover period so Monday reflects your final source state at go-live. FlitStack generates an audit log of every record migrated, any records that failed, and the resolution steps. One-click rollback reverts Monday to pre-migration state if reconciliation uncovers issues.
Platform deep dives
Jobsite Mobile
Source
Strengths
Weaknesses
monday CRM
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Jobsite Mobile and monday CRM.
Object compatibility
1 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Jobsite Mobile: Not applicable..
Data volume sensitivity
Jobsite Mobile doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during Jobsite Mobile to monday CRM migration scoping. Not seeing yours? Book a call.
Walk through your Jobsite Mobile to monday CRM migration with a real engineer — 30 minutes, free, written quote within 24 hours.
Book a free 30 minute consultationAdjacent paths
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