Migrate from OptimoRoute to monday CRM

Audit OptimoRoute data via API and document the full object inventory

FlitStack AI connects to your OptimoRoute account via the WS API using your account key. We pull a complete inventory of all objects: customers with their locations and contacts, all orders with custom field definitions and values, driver records with skills and working hours, vehicle records with capacity and feature data, and route history for the past 90 days. We also capture OptimoRoute's API rate-limit status (5 concurrent requests) and any custom field type definitions. The output is a data-dictionary document listing every field, its OptimoRoute type, and our proposed Monday CRM column mapping—including custom columns that need to be created before the migration run.

Set up Monday CRM boards, columns, and custom fields

Before any data moves, we create the Monday CRM structure to receive it. This means creating a Customers board or using the native CRM Contacts module, a Deliveries board (or Deals with a custom delivery pipeline) with all required custom columns (Order_Type__c, Priority__c, Duration_Minutes__c, Time_Window_Start__c, Time_Window_End__c, POD_Notes__c, Geocoding_Status__c), and a Vehicles board with capacity and feature columns. We also set up Groups on the Deliveries board corresponding to your route structure (by day, by driver, or by region). Monday CRM custom columns are created via the GraphQL API; the number of custom columns directly affects the migration scope and price.

Build driver and vehicle records as Monday CRM contacts and board items

We migrate OptimoRoute drivers as Monday CRM contacts with a Driver flag custom column and driver-specific fields (skills, working hours). Driver records are created before order records so that the assigned driver column on each order can reference an existing contact. Vehicle records are created as items in the Vehicles board, with columns for name, type, capacity, and features. We preserve OptimoRoute driver and vehicle IDs as Source_System_ID__c fields for traceability and for post-migration reconciliation against your OptimoRoute export.

Run a sample migration with field-level diff on 100–500 orders

A representative slice of orders—covering at least 5 different order types, 3 priority levels, and a mix of completed and pending statuses—migrates first into your Monday CRM sandbox or a test workspace. We generate a field-level diff report showing every source field, its migrated value, and any transformation applied. You can verify that time windows map correctly, POD files attach to the right deals, priority labels render as expected, and assigned drivers link to the correct contact records. No data is deleted or overwritten during the sample; it serves as a validation checkpoint before the full run commits.

Execute the full migration with delta-pickup and audit log

The full migration runs in dependency order: customers and contacts first, then drivers and vehicles, then orders linked to their contacts and assigned drivers, then route groupings. We pace API calls to respect Monday CRM's daily rate limits and OptimoRoute's 5-concurrent-request cap. A delta-pickup window opens at migration start: any orders created or modified in OptimoRoute during the cutover are captured in a second pass and applied to Monday CRM before the final switch. Every operation is logged to an audit board in Monday CRM with the source record ID, destination record ID, operation type, and timestamp. One-click rollback reverts all Monday CRM records to their pre-migration state if reconciliation fails.

Post-migration review: geocoding flags, POD files, and routing rebuild planning

After the migration completes, we deliver a reconciliation report highlighting records with OptimoRoute geocoding warnings (Geocoding_Status__c not 'Matched'), orders missing POD evidence, and any orders where the assigned driver or vehicle link failed to resolve. Your team reviews these flagged records in Monday CRM and corrects them before go-live. We also provide a routing-rebuild reference document: for each OptimoRoute route, we list all its orders, locations, time windows, driver, and vehicle so your ops team or a routing consultant can reconstruct the scheduling logic in monday.com automations or a companion routing tool.