Migrate from MeasureSquare to monday CRM

Direct map. Monday CRM contacts hold name, email, phone, title, and address fields natively, matching MeasureSquare's standard contact properties one-to-one. FlitStack resolves the MeasureSquare is_company flag to determine contact type and automatically creates or links to a corresponding Monday company record by domain match, ensuring that company associations are preserved during migration. Unmatched companies are flagged for admin review before the contact is finalized.

Direct map. MeasureSquare companies (vendors, general contractors, property managers) map to Monday CRM companies with name, domain, industry, employee count, and address fields. Note: MeasureSquare companies include vendor records that may not have a Monday CRM sales counterpart — these land in the Companies board with a Vendor tag column.

MeasureSquare projects are the primary entity containing the site address, project stage, type, bid amount, bid date, installer assignment, and all related documents. FlitStack creates one Monday CRM deal item per MeasureSquare project and maps project fields to deal-level columns: project name becomes deal name, estimated_amount becomes Amount column, stage becomes Status column value, and flooring-specific fields (measurement notes, diagram reference, installation schedule) become custom columns.

MeasureSquare pipeline stages (Pricing Request, Bid Proposal, Contract, Job Costing, Installation, Job Close) map to Monday Status column values you define on the CRM pipeline board. Each stage name and its ordinal position map one-to-one; probability weighting is not carried forward since Monday does not support stage-level probability natively.

Monday CRM has no native quote entity separate from deals. FlitStack creates a dedicated Quotes board and maps Quote Number, status, amount, and line items as board columns. For accounts on Monday CRM Pro and above with native quote features enabled, quote data can map to that module instead — your admin chooses the configuration before migration runs.

Purchase orders in MeasureSquare track vendor, line items, amounts, and PO number against a project. FlitStack creates a PO board in Monday and maps PO Number, vendor link, total amount, status, and project link as columns. The vendor link resolves to a Monday Company record; the project link resolves to the corresponding deal item.

Work orders carry WO number, related quote, assigned installer or subcontractor, scheduled date, and site address. FlitStack creates a Work Orders board in Monday and maps these fields as columns. Installer and subcontractor assignments resolve by email match to Monday users or land as text columns requiring manual assignment.

MeasureSquare invoices carry invoice number, amount, status, payment terms, and balance due. Monday CRM Pro offers a native Invoices module; FlitStack maps invoice fields to that module where available. On lower tiers, invoice data migrates to a custom Invoice board with status and payment columns. QuickBooks/Xero integration flags cannot transfer — those connections must be rebuilt in Monday using a third-party connector or Make/Zapier.

MeasureSquare stores diagrams, cut sheets, product layout drawings, and site photos as project attachments. FlitStack downloads these files and re-uploads them to the corresponding Monday deal item as attachments. File size limits in Monday are 250 MB per file; MeasureSquare diagrams typically fall well within this. Inline images in notes are extracted and re-hosted as Monday attachments.

MeasureSquare owner IDs resolve by email match against Monday users. FlitStack flags any MeasureSquare owner without a corresponding Monday user before migration commits — your admin either invites them to Monday first or assigns their records to a fallback user. No deal item lands without an assigned Monday owner.

MeasureSquare vendor records—including flooring suppliers, installers, and subcontractors—map to Monday CRM company records tagged with a Vendor custom column. This tagging distinguishes vendor entities from client or prospect companies in the Monday Companies board. Vendor-specific MeasureSquare fields such as pricing request tracking, vendor notes, and supplier SKUs migrate as custom text or number columns on the vendor company record, preserving all vendor-related data in the new system.

MeasureSquare product catalogs with flooring materials, pricing tiers, and supplier SKUs do not have a direct Monday CRM equivalent. FlitStack exports the product catalog as a structured CSV file for reference. Your Monday admin can rebuild the catalog in Monday's Inventory or Product module if that feature is available on your plan, or maintain it externally.