Migrate from Service Toolz to monday CRM

Service Toolz contacts migrate as monday CRM native Contact entities. Every standard contact field (name, email, phone, address) maps directly. Service Toolz custom contact properties create custom columns on the monday CRM contact profile. A Contacts board in monday CRM can supplement the native entity with additional board-level tracking.

Service Toolz companies migrate as monday CRM native Company entities. Standard fields — name, domain, industry, and employee count — map directly to their Monday CRM counterparts. Custom Service Toolz company properties such as billing address, service territory, and account type are preserved as custom columns on the monday CRM company profile. This ensures that all company-specific attributes are retained in the migration and remain accessible within Monday CRM's entity structure.

Service Toolz products and services do not have a direct monday CRM equivalent. We create an Inventory board in monday CRM where each product is an Item. Product name, SKU, description, and unit price become Item name and custom columns. Stock quantity maps to a number column; product category maps to a status or dropdown column.

Service Toolz quotes map to monday CRM native Deals. Quote number, date, status, and total amount migrate as Deal fields. Quote line items — which Service Toolz stores as child records — must be flattened into a text summary column or a linked Items sub-board since monday Deals do not have a native line-items model.

Service Toolz work orders are the most complex migration object. Each work order becomes an Item on a Work Orders board. Work order number, customer, site address, scheduled date, priority, status, job type, and assigned technician become Item columns. This replaces Service Toolz's typed work-order object with monday CRM's flexible column model.

Service Toolz work order line items and checklist rows have no direct monday CRM equivalent. We convert each line item to a Sub-Item on the parent Work Order Item. Sub-Item columns carry description, quantity, unit cost, and completion status. Service Toolz checklist items requiring sign-off become Sub-Items with a checkbox column for completion.

Service Toolz tasks that are not sub-tasks of work orders migrate as Items on a Tasks board, with name, due date, assignee, and status mapped to standard monday columns. Tasks that belong to a work order become Sub-Items on the parent Work Order Item, preserving the parent-child relationship.

Service Toolz projects map to monday CRM Boards. Each project becomes its own Board with project-level metadata (name, status, start date, end date) in board-level columns or a top-level Item. Project deliverables and milestones migrate as Items within the board, preserving the structured project hierarchy.

Service Toolz invoices do not have a native monday CRM equivalent. We create a custom Invoices board where each invoice is an Item with invoice number, date, amount, status, and linked customer as columns. monday CRM does offer a native Invoice module on some plans — if your plan includes it, we map to that instead.

Service Toolz user accounts (admins, technicians, sales reps) migrate by email match to monday CRM users. Email is the resolution key — any Service Toolz user without a corresponding monday CRM account is flagged before migration so you can provision accounts or assign records to a fallback owner.

Service Toolz file attachments on contacts, companies, work orders, and quotes are downloaded and re-uploaded to monday CRM's file storage. Each file attaches to the corresponding Item (contact, company, Work Order Item). Large attachments are processed first to stay within monday's file size limits.

Every Service Toolz custom property — regardless of object — creates a corresponding custom column in monday CRM. We map field types to monday column types: text fields to text columns, dates to date columns, picklists to status or dropdown columns, numbers to number columns, and URLs to link columns. This preserves all Service Toolz data in monday CRM.