Migrate from Kickserv to monday CRM

Kickserv Customer maps directly to Monday CRM Contact (person record) with company data populating a linked Account item. FlitStack preserves the Customer's address, email, phone, and source tags. If the Kickserv Customer has no associated company, only a Contact is created. Custom fields on the Customer object become columns on the Contact item.

Kickserv Job is the primary operational record and maps to a Monday CRM Item on a configured board. The Item inherits the Customer (Contact) as a Person column, the assigned Employee as a Team Member column, the job status as a Status column, scheduled date and time as Date columns, and the associated Estimate and Invoice as linked Items or custom columns. Job notes, photos, and attachments are preserved as Monday Files or Updates.

Kickserv job statuses (Scheduled, En Route, In Progress, On Hold, Completed, Cancelled) map to Monday CRM Status column values. Each Kickserv status maps to a corresponding Monday status label. Teams can customize the Status column labels in Monday after migration to match their workflow terminology.

Kickserv Estimate links to a Job and contains line items with quantities, prices, and descriptions. FlitStack creates a Monday CRM Deal linked to the Job Item, or creates a separate Item with a Deal Amount column capturing the estimate total. Individual estimate line items are preserved as a subitem list or as text in a custom column. Estimate approval status migrates as a Status or Dropdown column on the Deal.

Kickserv Invoice tracks payment status, amount, and QuickBooks sync state. Monday CRM has a native Invoice module on Standard and above, but invoice records from Kickserv with payment history are preserved as custom columns on the Job Item — Invoice Number, Amount, Balance Due, Payment Date, Payment Method, and QuickBooks sync flag — rather than as native Monday invoices. This preserves the full billing history without creating duplicate records.

Kickserv Employee records map to Monday CRM Team Members assigned in the Team Member column on Job Items. The Employee's name, email, phone, and role migrate as properties. If Monday CRM does not have an existing Team Member matching the Employee email, FlitStack creates a Person item as a placeholder and flags it for team invitation before go-live.

Kickserv Time Entries log clock-in, clock-out, and duration per Employee per Job. Multiple time entries for a single Job merge into a single Time Worked column (total minutes/hours) and a Time Entries sub-list on the Job Item. Individual time entry timestamps and employee attribution are preserved as sub-item rows so the billing audit trail remains visible in Monday.

Kickserv captures GPS coordinates at Job arrival and departure. Monday CRM does not have a native GPS capture column, so FlitStack stores GPS latitude and longitude as a custom Location column or as separate Number columns. The check-in timestamp is preserved as a Date column for scheduling audit purposes.

Kickserv supports custom fields on Jobs using predefined types (text, number, date, dropdown). FlitStack maps each custom field to a corresponding Monday CRM column type — Kickserv text becomes a Monday Text column, numbers become Number columns, dates become Date columns, and dropdowns become Dropdown or Status columns. The column is created on the Jobs board during the schema setup phase.

Kickserv Tags applied to Jobs, Customers, and Estimates map directly to the Monday CRM Tags column. Tags are preserved with their original labels during migration. When multiple tags exist on a single Kickserv record, each tag value appears as an individual selectable option in Monday's tag picker, allowing teams to filter and group Items by the same tag categories they used in Kickserv.

Kickserv Notes attached to Jobs, Customers, or Estimates migrate as Monday CRM Updates on the corresponding Item. The original note body, author (Employee name and ID), and timestamp are preserved in the Update record. FlitStack converts Kickserv note formatting such as bold, italics, and bullet points to plain text where the native Monday Update format does not support those styles, ensuring readability while maintaining the full content.

Kickserv tracks QuickBooks invoice sync state (Synced, Pending, Error). Monday CRM has no native accounting integration status field. FlitStack preserves this as a custom Dropdown column (QBO_Sync_Status__c) on the Invoice Item for reference. Teams must rebuild accounting workflows in Monday or re-establish QuickBooks sync through a third-party integration.