Migrate from MotionOps to monday CRM

MotionOps contacts map 1:1 to Monday CRM Contact Items. First name, last name, email, phone, and address fields map to Monday's standard Name and Email columns. Primary company link migrates as a Look-up column pointing to the Company Item. Owner resolves by email match against Monday workspace members.

MotionOps companies map to Monday CRM Organization Items. Company name, domain/website, industry, employee count, and annual revenue migrate as Monday text, URL, dropdown, number, and currency columns respectively. Parent-company hierarchies in MotionOps convert to a Look-up column on the Organization Item pointing to the parent Organization.

MotionOps jobs are the core operational record. They map to Monday CRM Deal Items with job status stored as a Status column, assigned technician as a Person column, scheduled date and time as Date columns, and job description as a Long-text column. Job line items (materials, labor, equipment) become subitem rows on the Deal Item — Monday's subitem model supports quantity, unit price, and total per line.

MotionOps job statuses (e.g., Scheduled, In Progress, Completed, Cancelled, On Hold) map value-by-value to Monday Status column options. We create Monday Status options that match MotionOps labels exactly so reporting continuity is preserved. Status-change timestamps from MotionOps job history migrate as a Date column for audit continuity.

MotionOps proposals map to Monday CRM Deal Items on a dedicated Proposals board. Proposal amount becomes the Deal Value column, linked contact/company uses Look-up columns, and proposal status (Draft, Sent, Accepted, Declined) maps to Monday Status column values. Notes and line items from the proposal migrate as Long-text and subitems respectively.

MotionOps invoices map to Monday CRM Items with invoice number, total amount, balance due, and payment status stored as custom columns. Amount paid migrates as a currency column; payment date migrates as a Date column. Monday does not record partial payments natively — we store payment history as a Long-text custom column with structured text entries for each payment event.

MotionOps time entries linked to jobs migrate as subitems on the corresponding Deal Item. Each subitem row stores employee name (Look-up to Contact), hours worked (Number column), date, and time entry notes. Monday's native Time Tracking column on Items is not used because it does not support multi-entry per Item — subitems preserve the granular per-entry structure MotionOps provides.

MotionOps employee records (technicians, office staff) with names, email addresses, phone numbers, and skill certifications map to Monday Contact Items on a Team board. Skills and certifications from MotionOps become multi-select or dropdown columns on the Contact Item. Employees who are also customers are represented once and board membership controls visibility.

MotionOps custom fields on any object (contacts, companies, jobs) map to Monday CRM custom columns. The column type is chosen based on the source field type: text fields become Text columns, numeric fields become Number columns, date fields become Date columns, and pick-list fields become Dropdown columns. Multi-select fields in MotionOps map to Monday multi-select columns.

MotionOps QuickBooks Online synchronization settings — chart of accounts mapping, invoice sync rules, payment recording preferences — have no equivalent in Monday CRM. We document the QuickBooks configuration as a custom Long-text column on the relevant Items for reference, but the integration must be rebuilt using Monday's native integrations or a third-party connector like Zapier or Make.

MotionOps file attachments on contacts, companies, and jobs re-upload to Monday CRM using the Files column type on the corresponding Item. Each file preserves its original filename and upload timestamp. Monday file size limits (250 MB per file on Pro and above) apply; files exceeding this are skipped and flagged in the migration report.