Migrate from Plexus Software to monday CRM

Plexus customer contacts map directly to Monday CRM People. Plexus stores first name, last name, email, phone, and address on the contact record — all direct field-level equivalents exist in Monday CRM People. Customer IDs and internal Plexus flags migrate as custom fields for traceability.

Plexus employees (dispatchers, technicians, schedulers) do not map to Monday CRM People since those are customer-facing. FlitStack creates a dedicated Monday CRM board to hold employee records with columns for name, email, phone, and Plexus cost-center and billing-rate fields carried over as custom fields.

Plexus company records map to Monday CRM Companies with direct field mapping for name, domain, phone, and address fields. Plexus billing rate, cost center, and status (Active / Prospect / Inactive) migrate as custom fields since Monday CRM has no native billing-rate or cost-center column type.

Plexus Quotes map to Monday CRM Deals. Quote number, line items, and quote status (Draft, Sent, Accepted, Declined) become custom fields and a status column on the Deal. Plexus quote-to-order conversion history is preserved as a custom text field referencing the linked order number.

Plexus Orders become Monday CRM Deals. The order number, line items, order status (Scheduled, In Progress, Completed, Invoiced), and total amount map to Deal custom fields and a status column. Plexus order type (Work Order, Service Call, Installation) maps to a Monday CRM label or tag on the Deal.

Plexus Schedule records have no native equivalent in Monday CRM because Monday has no built-in scheduling module. FlitStack creates a Schedules board and maps schedule number, assigned employees (linked to the Employees board), schedule status, and block-out dates as custom columns. Schedule-to-order linking is preserved as a Deal lookup column.

Plexus Time records (hours logged, billable amount, labor cost, time rules) map to a dedicated Time Entries board in Monday CRM with custom columns for hours, billable flag, cost, and time-rule type. Each time entry links to the related Schedule board item and the associated Deal to preserve job-costing context.

Plexus Expenses map to a Monday CRM Expenses board with custom columns for expense category, amount, date, employee, and reimbursement status. Expenses link to the associated Deal and Schedule board items so expense context is visible alongside the work order in Monday CRM.

Plexus dispatching automations, status-change triggers, and notification rules have no Monday CRM equivalent that can be migrated automatically. FlitStack exports Plexus workflow definitions as a detailed configuration reference document that captures trigger conditions, action sequences, and conditional logic. Monday CRM automations must be rebuilt from scratch using Monday's automation builder with board-scoped triggers and actions. The exported reference document enables your Monday CRM admin to reconstruct Plexus workflows by translating conditions and actions into Monday's trigger-action syntax, ensuring business logic continuity during the transition.

Plexus Customer Price Catalogs store customer-specific pricing tiers that apply automatically during quote and order creation. Monday CRM has no native price catalog feature. FlitStack preserves catalog data as a reference CSV. Customer-specific pricing must be re-entered or rebuilt using Monday CRM custom fields or a product/pricing integration.

Files attached to Plexus work orders, quotes, and contacts are downloaded and re-uploaded to the corresponding Monday CRM Deal, People, or Company record. File size limits follow Monday CRM's storage tier. Inline images in Plexus notes are extracted and rehosted as Monday CRM file attachments.

Plexus employee assignments on schedules, orders, and time entries are resolved by email match against Monday CRM workspace members. Unmatched employees are flagged for pre-migration onboarding to Monday CRM or assigned to a fallback team member during the migration window.