Migrate from Orderry to monday CRM

Orderry Client profiles (name, email, phone, address, notes) map 1:1 to Monday CRM contacts. Client create dates migrate as a custom Created_At__c date column to preserve the original timestamp. Orderry's client rating field (1–5 stars) becomes a Rating__c number column in Monday. Address details (street, city, state, zip) are stored in the Address text column, with optional splitting available for accounts using Monday's location integration.

Orderry stores a primary company name on the client profile. This migrates to a Company_Name__c text column on the Monday CRM Contacts board. If the client is a business entity, FlitStack creates a separate Companies board and links contacts via the Connect Boards integration.

Orderry work orders are the core entity. Each work order maps to a Monday CRM item on a dedicated Work Orders board. The work order number becomes the item name. Status (New, In Progress, Done) maps to Monday status column values. The assigned technician maps to an Owner__c person column.

Orderry work order status values (New, Scheduled, In Progress, On Hold, Completed, Invoiced, Cancelled) map one-to-one to Monday CRM status column options on the Work Orders board. The mapping is defined during migration planning and verified against the Monday account's existing status labels.

Orderry line items on a work order (parts, labor hours, fees) become Monday subitems on the parent work order item. Each subitem captures the product name, quantity used, unit price, and total — preserving the cost breakdown that feeds into Orderry's invoicing module. Subitems map to a Products/Services board for catalog alignment.

Orderry products with SKU, name, description, unit price, and stock quantity map to Monday CRM items on a Products board. The stock quantity becomes a Numbers column. Orderly's warehouse assignment (if multiple warehouses exist) becomes a Warehouse__c text or location column on the product item.

Orderry stock_on_hand per product maps to a Stock_On_Hand__c Numbers column in Monday CRM. Monday does not natively track low-stock thresholds or reorder points — these must be configured as automations in Monday (e.g., When Stock_On_Hand__c < Reorder_Point__c, notify the team) after migration.

Orderry invoices (number, date, client, total amount, status: Paid/Unpaid/Overdue) map to items on an Invoices board in Monday CRM. The invoice is linked to the client contact via a Connect Boards column. Invoice line items become subitems matching the work order subitem structure. Paid status maps to a paid value in the invoice Status column.

Orderry employee records (name, email, role, phone) map to Monday CRM team member accounts by email match. The role (Technician, Manager, Admin) migrates as a Role__c text column on the Work Orders board for filtering purposes. Monday CRM does not have a native employee object — FlitStack creates a Team Directory board for reference.

Orderry scheduling data (job date, start time, end time) migrates as a Timeline column on the Work Orders board. The appointment window becomes a start–end date range. FlitStack maps the scheduled technician assignment alongside the timeline so the Monday calendar view reflects the original dispatch schedule.

Orderry notes attached to a client profile (internal comments, call summaries) migrate as updates on the linked contact item in Monday CRM. Each note becomes a separate update entry with the original note text and timestamp. FlitStack preserves the creating employee name in the update attribution.

Any custom fields configured in Orderry — for example, a 'Vehicle Make/Model' text field on Work Orders or a 'Customer Source' dropdown on Clients — are migrated as custom columns on the corresponding Monday CRM board. FlitStack creates the column in Monday before writing records, matching the Orderry field type (text, number, date, status) to the closest Monday column type.

Orderry workflows (auto-assignment rules, status-change triggers, notification rules) do not have a migration path. Monday CRM automations are defined by recipe sentences (When–Then triggers) and have a fundamentally different trigger architecture. FlitStack exports the Orderry automation definitions as a structured JSON reference document so your Monday admin can rebuild equivalent rules after migration.

Orderry payment records (transaction ID, amount, payment method, date) attached to an invoice are condensed into the Invoices board: payment method becomes a Payment_Method__c text column and the payment date becomes a Paid_Date__c date column. Full transaction history is preserved as a subitem on the invoice item if more detail is needed.