Migrate from Jonas Enterprise Service & Construction Software to monday CRM

Jonas AR Customers with billing addresses, credit limits, and payment terms merge into Monday CRM Contacts (person records) linked to Companies (business records). Jonas customer type flags (Contractor, Sub, Owner) become custom pick-list columns on the Company record. Additional fields such as AR aging buckets and sales rep assignments map to custom number and text columns for credit monitoring and territory management.

Jonas Jobs with Job Number, description, contract amount, and cost code structure map to Monday Items on a Projects board. Jonas phase-level costrollup becomes Monday formula columns that sum child work order costs. Job status from Jonas (Active, Completed, Closed) maps to Monday Status column values.

Jonas Work Orders linked to a parent Job split into Monday Subitems attached to the corresponding Job Item. Jonas work order priority (Emergency, Urgent, Routine) becomes a Monday Priority column; labor hours and parts costs become separate Number columns. Open versus completed status maps to the Subitem's Status column.

Jonas Preventive Maintenance Agreements with contract value, billing frequency, and coverage scope map to Monday CRM Deals labeled 'Service Contract.' Custom columns capture Jonas contract fields: billing frequency (Monthly, Quarterly, Annual), contract value, and last PM date. Deal stage reflects Jonas contract status (Active, Expired, Pending Renewal).

Jonas Employees with name, trade/craft classification, hourly rate, and union affiliation become Monday Contacts tagged with an 'Employee' label. Trade classification maps to a custom text column; hourly rate and union status become reference fields for labor cost estimation on work order Items.

Jonas Equipment records with asset ID, description, maintenance schedule, and current location map to Monday Items on a dedicated Equipment board. Jonas PM due dates become Date columns; equipment status (Operational, Under Repair, Retired) becomes a Status column. Equipment is linked to Work Order Subitems that reference it.

Jonas Inventory with part number, description, bin location, min/max quantities, and unit cost map to Monday Items on an Inventory board. Jonas reorder point becomes a Number column; current quantity on hand maps to a separate Number column. Unit cost from Jonas becomes a Currency column for job cost estimation.

Jonas AP Vendors with name, 1099 flag, payment terms, and W-9 status map to Monday Companies tagged with 'Vendor.' Payment terms (Net 30, Net 60) become a custom text column. Jonas vendor type (Material Supplier, Subcontractor, Equipment Rental) becomes a pick-list column for filtering.

Jonas Documents attached to Jobs, Work Orders, or Customers are downloaded and re-uploaded as Monday file attachments on the corresponding Items or Contacts. We preserve original document names, upload dates, and Jonas document type labels as a text column for traceability. Maximum file size follows Monday's 250MB per file limit.

Jonas Field Time entries with employee, date, hours worked, job code, and work order reference map to Monday Items on a Time Tracking board. Jonas cost code per time entry becomes a linked column to the relevant Job Item. Daily hour totals per employee become Number columns for labor reporting against Jonas Job Cost.

Jonas GL account numbers (e.g., 4-120, 5-400) have no direct Monday CRM equivalent. We preserve GL account references as a text column on Items linked to Jonas financial records. GL data does not migrate — Monday CRM does not post to accounting ledgers; finance teams continue using Jonas or export to QuickBooks for GL reconciliation.

Jonas payroll entries with earnings, deductions, tax withholdings, and direct deposit details are construction-specific financial transactions with no Monday CRM equivalent. Payroll data remains in Jonas or migrates separately to a payroll platform. We preserve the employee time-to-payroll link as a reference field for audit continuity.