Migrate from Successware to monday CRM

Successware customers carry contact details (name, phone, email) plus service-location addresses. We map the primary contact to a Monday CRM Contact and the customer company name to a Monday CRM Organization, linking them via the contact-organization relationship. Secondary addresses migrate as sub-items or custom address columns on the contact.

Successware Relation records are secondary contacts associated with a primary customer (e.g., a property manager or site contact). These map directly to Monday CRM Contacts and link to the same Organization. We preserve the relation type label in a custom pick-list column.

Successware Prospects with no converted job history map to Monday CRM Leads. Prospect source, estimated job value, and interest notes migrate as custom columns on the Lead board. Prospects with a closed job history convert to Contacts under the relevant Organization, preserving the original conversion date. Lead status and follow-up flags map to Monday Status column values.

Successware Vendors map to Monday CRM Organizations tagged with a Vendor label in a custom Tag column. Vendor contact details, payment terms, and account numbers migrate as custom columns on the Organization record. Monday CRM has no native vendor management module, so the tag column enables filtering vendors separately from customer organizations.

Successware Jobs are the core entity with customer link, technician assignment, job type, status, and line-item pricing. We map Jobs to Monday CRM Deals (as board items) and create a custom Work Orders board in Monday CRM that mirrors job fields as columns: Job Number, Status, Scheduled Date, Technician, Service Type, and Total Amount.

Successware Job invoices carry multiple line items (parts, labor, miscellaneous). Each line item becomes a sub-item on the Job Deal in Monday CRM, preserving description, quantity, unit price, and total. Monday sub-items support the same column types as parent items.

Successware invoices carry full billing detail including payment status, amount due, and payment method. We map invoice data to custom columns on the associated Deal (Invoice Amount, Invoice Date, Payment Status, Balance Due) and store the invoice PDF as a Monday CRM file attachment on the deal.

Successware employees and technicians are internal users with skills, certifications, and hourly rates. We map them as Monday CRM Contacts marked as Team Members, storing skill tags and certifications in custom columns. In the Work Orders board, they serve as the Assignee.

Successware PriceBook entries define flat-rate services and T&M codes with descriptions and default pricing. Monday CRM has no native price book. We create a Products board in Monday CRM mirroring PriceBook entries as items with Description, Service Code, Default Price, and Category columns, then link products to Job Deals via a connect board column.

Successware marketing lists and campaign targets do not have a direct Monday CRM equivalent feature. We preserve campaign member lists as Contact Groups within Monday CRM and rebuild segment-based targeting using Monday CRM's filtering capabilities and saved views on the Contacts board. Automated outreach sequences require third-party integration.

Successware custom fields per module (Customer, Job, Invoice) map to Monday CRM custom columns on the corresponding board. We audit all custom field types before migration, then create columns matching the source field type (Text, Number, Date, Dropdown) and migrate values row-by-row during the item creation phase. Field-level validation rules are documented for manual recreation.

Successware file attachments on jobs, customers, or invoices are downloaded and re-uploaded as Monday CRM Files on the corresponding Items. Monday supports file uploads up to the plan storage limit (250MB per file on Standard). Inline images in notes are extracted and attached individually.