Migrate from Planado to monday CRM

Planado jobs map directly to Monday CRM items. Each job becomes one item on your primary CRM board. Job status (pending, in-progress, completed) maps to the Status column values you define in Monday. Original create date and last-modified date are preserved in custom datetime columns.

Planado clients with a single contact point become a merged Contact record. Clients with multiple contacts and billing details split into a Company record plus individual Contact records linked to the company. Your admin decides whether clients without a company affiliation become standalone contacts.

Planado job locations include street address, coordinates, and notes. These translate to Monday's Location column type (which displays a map pin) plus separate text columns for detailed address components. GPS coordinates become lat/long custom number fields for route planning integrations.

Field workers assigned to jobs map to Monday's Person column, which assigns a workspace user to the item. Workers who are not Monday users become contacts stored in a separate workers board or linked via email for later invitation today.

Planado checklists attached to jobs become either Monday subitems (one subitem per checklist item) or a set of checkbox columns depending on checklist length. We preserve checklist completion status and timestamps. Complex nested checklists expand into subitem hierarchies for tracking.

Field worker comments and status updates on Planado jobs migrate as Monday item updates with original timestamps and author attribution. This preserves the operational communication history attached to each job. These updates include notes on job status, field observations, and any customer interactions recorded during the visit.

Photos, signatures, and documents attached to Planado jobs re‑upload to Monday's File column or Documents section. File size limits (25MB per file in Monday) apply; oversized files are flagged for manual handling before migration. This ensures that all relevant attachments appear in Monday without data loss.

Planado allows custom fields per job type (e.g., equipment model, service tier, priority flag). These map to Monday custom columns using the closest native type (text, number, dropdown, date, etc.). Complex custom field types may require a custom integration table.

Planado records status transitions and worker check‑in/check‑out events. These history entries migrate as timestamped item updates in Monday, maintaining the full operational timeline for each job for compliance and performance review. This timeline supports audit trails, SLA tracking, and historical analysis of field operations.

Planado scheduled dates and route assignments translate to Monday's Timeline column (start and end dates) and can be visualized in Calendar view. Route groupings are preserved as board groups or tags for grouping jobs by route or day for planning.

Planado integrations connected via Zapier or API do not migrate. FlitStack documents each active integration for your team to rebuild in Monday using its integration center, Zapier, or Make. Active integrations are flagged before migration begins and assigned to the appropriate owner for implementation.

Planado job billing details (if stored) merge into Monday item columns or a dedicated billing sub‑board depending on data volume. Monday's native invoicing is limited; complex billing workflows typically require a separate finance tool integration. This ensures financial data is organized and accessible for reporting.