Migrate from Notifi to monday CRM

Notifi contacts map directly to Monday CRM person items. Each person gets a name, email, phone, and address pulled from Notifi's contact fields. Monday stores one address per contact; Notifi stores both billing and service addresses — FlitStack concatenates both into a single text column to preserve the full address record.

Notifi company records migrate as Monday CRM company items. Company name, domain, phone, industry, and employee count map to Monday's equivalent company columns. FlitStack flags any Notifi company record with no contacts as a standalone company item, preserving the record even if it has no active jobs.

Notifi jobs are the core migratable record for a home-services migration. The job number, description, scheduled date, status, amount fields, and assigned technician all map to Monday Deals board columns. Notifi's multiple status values (Estimate Sent, Scheduled, In Progress, Completed, Invoiced, Paid) translate to Monday's Status column via value-by-value mapping.

Notifi stores separate billing and service addresses per job. FlitStack maps the job's service address to the Monday contact's primary address column and preserves the billing address as a separate text column on the contact item. If both addresses differ, the billing address is appended as a custom text column.

Notifi links one primary contact to each job. Monday CRM Deals can associate person items via a People connect column. FlitStack creates the deal-person link during migration so the primary customer is immediately visible on the deal board without requiring a manual association step.

Notifi job statuses map to Monday's Status column options. The migration plan presents each Notifi status label (e.g., 'Estimate Sent', 'Scheduled', 'Job Complete', 'Invoiced', 'Paid') and the admin chooses which Monday status values represent each — FlitStack applies the mapping on the full migration run.

Notifi job photos, before/after images, and customer signatures attach as Monday Files on the deal item. Each file is re-uploaded and linked to the corresponding deal. Monday's file storage handles image and PDF formats; files are re-uploaded rather than deep-linked since Notifi's attachment URLs are not accessible post-migration.

Notifi tracks GPS coordinates for job locations as part of its field-service routing feature. Monday CRM has no native GPS or map field type — coordinates and routing data cannot render as a map pin. FlitStack preserves the raw location data as a text column (e.g., '34.0522, -118.2437') for reference. Teams that rely on routing should rebuild this via a monday.com integration partner.

Notifi's custom properties (Priority Level, Service Type, Custom 1–5) are created as custom columns in Monday CRM before the migration runs. Priority Level maps to a Monday number or dropdown column; Service Type maps to a text or dropdown column. FlitStack generates a column-creation plan as part of the pre-migration setup package.

Notifi users and assigned technicians are resolved by email match against Monday CRM user accounts. If a Notifi user has no Monday account, FlitStack flags the unmatched owner before migration — the admin either creates the Monday user first or assigns the deal to a fallback owner before the full run.

Notifi estimates contain line items (service description, quantity, unit price, total). FlitStack converts each line item into a Monday subitem attached to the deal. Subitem fields include service description, quantity, and price. Monday's subitem limit is 2,500 per parent item — FlitStack flags any deal exceeding this threshold before migration.

Notifi workflow rules and routing triggers do not transfer. These are process-layer constructs with conditional logic that has no Monday CRM equivalent at the record level. FlitStack exports Notifi workflow definitions as a text reference document for the admin to use when rebuilding automations in Monday's recipe builder.