Migrate from PBS Systems to monday CRM

PBS stores customer contacts as People records. Monday CRM has a dedicated People entity for contacts. We map PBS Person fields (name, phone, email, address) directly to Monday People fields. Original PBS system IDs are preserved in a custom reference field for traceability.

PBS Organizations map to Monday CRM Companies. Company name, address, phone, and industry classification transfer directly. PBS parent-company hierarchies are preserved by linking Monday companies to their parent company records via a dedicated parent-company column. Each mapped field is validated against Monday's column type constraints to prevent import errors.

PBS deals migrate as items on your Monday CRM pipeline board. Each item inherits the board's group columns (deal stages) as status. Deal name, amount, close date, and owner transfer to their respective columns. Monday's pipeline view then renders the deals as cards moving through your visual sales process.

PBS deal stages (Prospect, F&I, Delivered, etc.) map to Monday board group columns. We preserve the stage order and label text. Probability and forecast-category information from PBS becomes custom columns on the board since Monday groups don't carry probability data natively.

PBS automotive fields—VIN, stock number, year/make/model, trim—have no Monday CRM native equivalent. We create custom text columns on the deal item to store these values. Your Monday admin can then display or hide these columns on any board view without affecting the data.

PBS tracks F&I products (extended warranty, GAP, paint protection) on each deal. Monday CRM has no F&I module. We consolidate F&I product data into a single text column listing products attached per deal. Your team can expand this into sub-items or separate boards if deeper tracking is needed post-migration.

PBS records calls, emails, and meetings against People and Deals. Monday CRM logs these as Updates on the relevant contact or deal item. Original timestamps and activity owners are preserved in the update metadata. Note: Monday's activity log is chronological, not relational—cross-referencing an email to multiple deals requires Monday's activity linking feature.

PBS stores owner references by user ID. Monday CRM uses a Person column type to assign owners to items. We resolve PBS owner IDs to Monday users by email address match. Unmatched owners are flagged before migration; you either invite them to Monday first or assign to a fallback owner.

PBS records trade-in vehicle details (VIN, value, payoff amount) on deals involving a vehicle exchange. Monday has no trade-in object. We create custom columns on the deal item to hold trade-in VIN, value, and payoff as text/number fields. This preserves the data for reference even though Monday doesn't model vehicle trade-ins natively.

PBS integrates with RouteOne for credit application submission—a core part of the PBS fixed-ops workflow. Monday CRM has no credit application module and no RouteOne integration. We preserve the credit application status (submitted, approved, denied) as a custom column on the deal item. Your team rebuilds the submission workflow using Monday's automation builder and a third-party credit integration.

PBS service write-ups link RO numbers, technician assignments, parts usage, and labor to deals or vehicles. Monday CRM has no native service write-up model. Service data does not transfer to a Monday CRM deal unless you build a separate service board post-migration. We can export PBS service write-up history as a reference file for manual re-entry if needed.

PBS stores deal documents (contracts, credit applications, service records) as file attachments. Monday CRM supports file uploads on items. We re-upload PBS attachments to the corresponding Monday items. File size limits follow Monday's upload constraints (25MB per file). We also log the original file name for audit traceability.