Migrate from ServiceMax to monday CRM

ServiceMax Account maps to a Monday CRM organization item (on the CRM Contacts board) with the account name as the item name, industry as a label column, phone as a text column, and billing address parsed into location or text columns. Original ServiceMax Account ID preserved as a custom Source_ID column for delta-run deduplication.

ServiceMax Contact maps to a Monday CRM person item with first name, last name, email, phone, and job title as standard text columns. Email is stored in a text column (Monday CRM does not enforce contact uniqueness by email — FlitStack flags duplicate email addresses before load so your team resolves conflicts before items are created).

ServiceMax Work Order maps to a top-level Item on a dedicated Work Orders board in Monday CRM. Status becomes a Status column; priority maps to a Priority label column; scheduled date becomes a Date column; assigned technician becomes a Person column; and work order number becomes a text column. Parent Account is stored as a link to the organization item rather than a foreign key.

Each Service Appointment becomes a Sub-item on the parent Work Order Item in Monday CRM. Appointment status maps to a sub-item Status column, scheduled start and end to Date columns, assigned technician to a Person column, and address to a location or text column. Monday CRM sub-items support up to one level of nesting — multi-visit work orders therefore create multiple sub-items under a single parent item.

ServiceMax Installed Product maps to an Item on a separate Assets board. Serial number, product name, installation date, warranty expiration, and parent Account link are stored as text, date, and link columns. The Account link points to the corresponding organization item in the Contacts board. Bin location from ServiceMax inventory is dropped — you may want to store it as a text field on the asset item.

ServiceMax technician records resolve to Monday CRM users by email match. Each technician's skills and region tags from ServiceMax become label or text columns on the user profile in Monday CRM. If a technician email has no corresponding Monday CRM user at migration time, FlitStack flags the record and assigns it to a fallback user your team designates before the full run.

Each parts line on a Work Order becomes a sub-item on the parent Work Order Item in Monday CRM. Product name maps to the sub-item name; quantity and unit price become Number columns. Monday CRM sub-items do not have native line-item pricing logic — totals require a formula column or manual calculation.

ServiceMax Preventive Maintenance (PM) processes contain interval rules, meter-based triggers, and service due logic that has no Monday CRM equivalent. FlitStack migrates PM process definitions as a reference document (JSON export from migrate.servicemax.com) so your Monday admin can rebuild the trigger logic as date-based or checkbox-triggered automations.

ServiceMax Entitlement records link to Work Orders with SLA terms and business hours — this runs on Force.com process builders and has no native equivalent in Monday CRM. We migrate the entitlement name, SLA type, and due-date offset as custom columns on Work Order items and document the SLA terms so your Monday admin rebuilds escalation logic as automation rules.

ServiceMax SFM Transactions and Smart Docs are Force.com UI-layer configurations built in the ServiceMax Setup. Monday CRM has no equivalent — forms and checklists built in ServiceMax cannot be exported as functional equivalents. FlitStack extracts the SFM Transaction definitions as a configuration reference document your team uses to design equivalent board-column layouts and automation flows in Monday CRM.

ServiceMax file attachments on Work Orders are downloaded and re-uploaded to Monday CRM file columns attached to the corresponding item. Monday CRM file limits vary by plan (6GB storage on Basic, up to 1TB on Enterprise) — we verify storage availability before the migration run and flag any attachments exceeding the plan limit.

ServiceMax timesheet configurations define how technicians log time against work orders and which pay policies apply. Monday CRM has a time tracking column type but no native timesheet approval or pay-policy model. We migrate technician timesheet records as items on a Time Tracking board with person, date, and number columns; pay-policy rules require manual setup in Monday.

ServiceMax Counter Rules trigger maintenance events when asset meter readings cross defined thresholds. Monday CRM has no event-trigger mechanism equivalent to counter-based rules. FlitStack exports the counter rule definitions as a structured reference document for your team to design equivalent date-triggered or status-triggered automations in Monday CRM.

ServiceMax Dispatch Console Views are saved configurations of technician lists, territory filters, and map layouts that have no Monday CRM equivalent. FlitStack exports the view definitions from migrate.servicemax.com as a reference file. Your team rebuilds territory visibility as saved board filters and grouping views in Monday CRM.

ServiceMax Technical Attributes store product-specific measurement data (temperature ranges, pressure limits, model variants) linked to Installed Products. Monday CRM requires custom columns on the Asset board to store each attribute — we create label, number, or text columns per unique attribute definition and map values accordingly.