Migrate from Novo Work Order to monday CRM

Novo Work Orders map 1:1 to Monday CRM Items on a dedicated Work Orders board. The Item Name becomes the work order title. Status, priority, assigned user, and due date map to Monday columns of matching type. Original work order ID preserved as a custom column for traceability.

Novo status pick-list values (Open, In Progress, On Hold, Closed, Cancelled) map to Monday Status column options. Each value mapped by name; order in Monday Status reflects the pipeline sequence from Novo. Custom status values created in Novo require a custom Monday Status column with those labels added.

Novo priority levels (Low, Medium, High, Emergency) map to Monday Label column values or a numeric priority column. Numeric priority columns in Monday allow sorting by urgency, while the Label column retains the textual priority term. FlitStack preserves the original priority label text alongside the numeric sort value for reference.

Monday CRM has no native cost field. Estimated and actual cost values migrate to a custom Number column with two decimal precision. Cost data from multiple cost categories (labor, parts, travel) can be stored as separate custom columns or combined into a single Total Cost column.

Novo's Customer object is a flat record with name, company name, phone, and email. FlitStack splits this: the person name and email go to Monday People, the company name creates or links to a Monday Organization. Address data from the customer record attaches to the Organization. Customers without a company name land as People only.

Contact fields map directly to Monday People columns: email to the Email type, phone to the Phone type, and address to the Address column. Multi-line addresses in Novo are parsed and mapped to the structured address fields in Monday, ensuring that each part (street, city, state, zip) populates the corresponding subfield. This preserves the full contact details for each Person record.

Novo Assets map to Items on an Asset board in Monday CRM. Work orders reference their asset via a Monday Link to Item column or a custom Text column holding the asset ID. Parent-child asset hierarchies in Novo become sub-items on the asset Item in Monday — preserving the hierarchy relationship.

Novo asset category and department tags map to Monday Label columns on the Asset board. Multiple department assignments per asset use Monday's multi-select Label column, allowing a single asset to belong to several departments. Labels enable board-level filtering and grouping equivalent to Novo's department filter, and teams can also add a secondary Text column for freeform tags if needed.

Novo user and technician assignments map to Monday's Person column (Assignee). FlitStack resolves the technician by matching the Novo user email to a Monday user account. Unmatched users are flagged before migration; fallback assignee can be set or the column left empty until the Monday user account is created.

Novo work order notes and description text migrate to a Monday long-text column. Rich-text formatting from Novo notes is preserved as plain text with paragraph breaks. Multiple notes on a single work order are concatenated with timestamps and author attribution.

File attachments on Novo work orders are downloaded and re-uploaded to the corresponding Monday Item. Monday's file-size limit (250 MB per file) applies; files exceeding this are noted for manual upload. Inline images in notes are extracted and attached separately.

Monday Items carry a system Created Date (set at migration time). The original Novo create date is preserved in a custom Date column. Last-modified timestamps from Novo migrate to a second custom Date column — both critical for report continuity and delta-pickup verification.

Novo department assignments map to Monday Label columns on the Work Order board, making each work order’s department visible as a colored tag. Teams using multi-department boards in Novo can replicate the same filter structure in Monday by adding the Department label to the board view, and multi-department work orders can be represented with a multi-select Label column if required.

Novo location and facility fields map to Monday's Location column type where the address is structured, or a Text column for freeform location descriptions. Monday's Location column integrates with maps for field-service routing, allowing technicians to view the asset or work order site directly from the board and to calculate travel routes.

Any custom properties defined in Novo for Work Orders (e.g., permit number, inspection type, work category) become Monday custom columns. Column type is inferred from the Novo field data type: text, number, date, or label. Pick-list values in Novo map to Label column options in Monday.