Migrate from STEL Order to monday CRM

STEL Order clients (people) map to Monday CRM Contacts board items. Phone, email, job title, address, and tags map to native or custom columns. The client's associated STEL Order company is resolved first and linked via a people or text column.

STEL Order business entities map as company name stored in a custom text column on the Contacts board. Industry, employee count, and annual revenue are stored as custom columns. Monday CRM does not have a separate Companies board in the base CRM plan.

STEL Order work orders become Monday items in a dedicated Work Orders board. Columns include work order number, client (people link), technician (people link), status, job type, scheduled date, address, deal link, and description. Status maps value-by-value to Monday status column options.

STEL Order work notes with photos, signatures, and attached documents become files attached to Work Orders items in Monday. Client signatures are preserved as image files; inline photos upload to Monday's file column on the same Work Order item. Additionally, any additional comments or annotations originally attached to the work note are stored in a text column to keep context alongside the files.

Monday CRM has no native equipment object. STEL Order equipment linked to clients — with serial number, warranty expiry, and maintenance history — migrates to a custom Assets board. A client link column connects each asset to the corresponding Contact item.

STEL Order products and service catalog items map to Monday Products board items. Name, SKU, description, category, unit price, and cost map directly. Stock quantity and preferred supplier become custom columns since Monday Products lacks native inventory tracking. These custom columns also enable filtering by supplier and stock status, supporting basic inventory oversight within Monday.

STEL Order quotes map to Monday Deals items in a dedicated Quotes pipeline. Custom columns capture the STEL Order quote number, quote validity end date, and terms. Deal stage represents quote status (Draft, Sent, Accepted, Rejected). The quote amount is stored in the standard Amount column, and a custom date column tracks the expiration deadline for each quote.

STEL Order sales orders become items in a custom Orders board. Columns include order number, client, associated quote or work order, order date, status, and amount. A link to the related Deals item preserves the quote-to-order relationship. The order status column uses the same status options as the Work Orders board, ensuring consistency across the workflow from quote to fulfillment.

STEL Order invoices map to Monday's optional Invoice module if enabled, or to a custom Invoices board. Fields include invoice number, date, due date, client, status (Paid, Unpaid, Overdue), subtotal, tax, total, and associated order or work order link. If the Invoice module is not available, the custom board replicates all fields, and a link column ties each invoice to its originating order for audit trails.

STEL Order expense records and supplier information map to a custom Expenses board. Supplier name, expense category, amount, date, and related work order are stored as columns. Monday has no native expense or AP module. This board also includes a payment status column to indicate whether the expense has been reimbursed, and a notes column for additional context.

STEL Order scheduling and technician assignments are embedded in the Work Order record. The scheduled date and assigned technician migrate as columns on the Work Orders board. Monday's Timeline column can combine date range and technician assignment on the same Work Order item.

Any STEL Order custom field on clients, work orders, products, or orders becomes a custom column in Monday on the corresponding board. Column type is chosen by FlitStack based on the source field's data type (text, number, date, dropdown). For multi-select fields, FlitStack converts the values into Monday's tag format, preserving each selected option as a separate tag.