Migrate from SortScape to monday CRM

SortScape clients map directly to Monday CRM People entities. Contact name, email, phone, and address fields transfer as standard People fields. The primary company link in SortScape becomes a link to a Monday CRM Organization record. Additional attributes such as client notes and preferred contact times are transferred to build a complete profile in Monday CRM, preserving all available data for immediate use.

SortScape stores the business name on the client record. This extracts into a Monday CRM Organization with the client name as the Organization Name, preserving billing address and notes as Organization fields. If multiple contacts share the same company, each contact's primary organization link points to this shared Organization, ensuring consistent reporting across team members.

Each SortScape Job becomes a Monday CRM Deal. Job name, property address, quoted price, and status map to Deal fields. Deal value pulls from the job's estimated or invoiced amount field in SortScape. Any custom job attributes, such as equipment notes or site access details, are also transferred as custom Deal columns, ensuring field crews have all relevant information on the Monday CRM Item.

SortScape job runs with specific dates become Items on a Monday CRM Job Board. The board Groups by client or pipeline stage. Visit date, assigned team member, and visit status (scheduled, completed, cancelled) map to Item columns. If a job run includes a special instruction or equipment requirement, these are stored in a custom column on the Item for crew reference.

SortScape visit sequences within a schedule day have no Monday CRM equivalent. We map them as Items within a board Group ordered by scheduled time. Route-optimization data is preserved as a custom column (Optimized_Order) for reference during rebuild. The group ordering reflects the original route order, allowing supervisors to quickly verify whether the optimized sequence was followed during field execution.

SortScape allows custom properties per client (e.g., lawn size, grass type, preferred visit time). Each property becomes a custom column on the Monday CRM People board. We create the column type matching the data (text, number, date, dropdown) before import.

SortScape stores per-job properties such as site access notes, dog on property, or special instructions. These map to custom columns on the Monday CRM Deal board so field crews see them on the Item record in mobile view. This ensures that critical site information is accessible to crew members without requiring them to reference separate documents.

SortScape invoices live in Xero via native integration. Monday CRM has no accounting module. We preserve the Xero invoice ID as a custom column on the Deal for reference. Xero reconnection to Monday CRM must be built via Zapier or Make after migration.

SortScape team members map to Monday CRM board assignees. When a job run is assigned to a staff member in SortScape, that assignment transfers to the Person column on the Monday CRM Item so the same crew is responsible post-migration.

SortScape photos attached to jobs or clients re-upload into Monday CRM File columns. Monday's file storage limits apply (25MB per file on Standard, 100GB storage on Pro). We flag oversized files before migration for manual handling. Any photo that exceeds the limit is noted in the migration report, and the client is advised to compress or host it externally before linking back into Monday CRM.