Migrate from ServiceTitan to monday CRM

ServiceTitan Customers migrate as Monday CRM Contact Items. Basic properties like name, email, phone, and address columns map directly. ServiceTitan customer notes land in a Long Text column. Original create date is preserved in a custom Created_Orig__c datetime column since Monday's CreatedAt reflects import time.

ServiceTitan Jobs have no Monday CRM equivalent — they map to Items on a dedicated Service Board. Job status (scheduled, in progress, completed, on-hold) becomes Monday's Status column. Job type, priority, scheduled date, and assigned technician map to Dropdown, Numbers, Date, and Person columns respectively. The job-to-customer relationship is preserved via Monday's relation column pointing to the Contact Item.

Monday CRM has no Service Location object. ServiceTitan location records with address, coordinates, property type, building size, and HOA flag merge into a Monday Locations Board linked to the parent Contact via a relation column. Each location becomes a subitem or linked Item associated with its customer. Geographic coordinates (latitude/longitude) land in Numbers columns for future mapping use.

ServiceTitan Invoices have no direct Monday CRM equivalent. Each invoice maps to an Item on a dedicated Invoices Board with columns for invoice number, date, amount, status, and terms. The invoice-to-job link is preserved via a relation column or cross-board link back to the Service Board Item. Invoice status values map to Monday Status options (Paid, Unpaid, Overdue, Draft) through value mapping.

ServiceTitan technician records map directly to Monday CRM Users by email match. In Job Items, the assigned technician lands in a Person column — Monday's built-in user-reference type. Unmatched technician names are flagged as custom text entries and resolved before the full migration commits. Technician certifications and license numbers from ServiceTitan migrate as custom text columns on a Technicians Board.

ServiceTitan Pricebook entries have no Monday CRM equivalent — they map to Items on a dedicated Price Reference Board. Each item includes the service name, unit price, and category columns. Monday's Numbers column stores pricing data for use in formula columns or automation references. Teams use these Items as lookups when building invoice Items in the Invoices Board.

ServiceTitan Marketing Pro campaigns map to Items on a Monday CRM Campaigns Board with campaign name, status, start date, and budget columns. Campaign membership data — which customers received which campaign communications — is preserved as Activity Items linked to the relevant Contact Items. Marketing campaign performance metrics land in Numbers columns for Monday Chart View dashboards on Pro plans.

ServiceTitan call booking records (caller ID, call time, booking outcome) map to Items on a Monday CRM Activities Board linked to the relevant Contact Item via a relation column. Call disposition and notes land in Status and Long Text columns. The cross-board link preserves the relationship between the call event and the customer record.

ServiceTitan custom fields on Customer, Job, Service Location, Invoice, and other objects become Monday custom Columns. We map the field type — text, number, date, dropdown, checkbox — to the nearest Monday column type. Complex pick-list dependencies that rely on ServiceTitan's form builder logic require admin review after migration since Monday's column dependency model operates differently.

ServiceTitan file attachments on Jobs, Invoices, and Customer records are downloaded and re-uploaded to Monday's Files column on the relevant Items. Files column supports images, PDFs, and documents up to Monday's file storage limits per plan. Files attached to specific form templates in ServiceTitan are preserved with a reference note indicating the original form context.