Migrate from Summit Service Systems to monday CRM

Summit Customer records map directly to Monday CRM contacts. The customer name field splits into First Name and Last Name columns in Monday. Primary email and phone fields transfer without transformation. We preserve the original customer ID as a reference column to maintain linkage to any related service agreements or invoices that reference the same customer identifier.

Summit organizations stored as customer companies merge into Monday CRM account items. We preserve the organization name as the account name and map industry and address fields to matching Monday columns. Parent-child organizational hierarchies translate to Monday account groups or linked account items using the relation column, ensuring hierarchical reporting structures remain visible in Monday dashboards.

Summit service agreements with revenue amounts and status values map to Monday deal items. Agreement value becomes the deal amount, and lifecycle status (Active, Pending, Expired) maps to Monday pipeline stage columns. The linked customer account is preserved via the account column so deal-to-account relationships render correctly in Monday's CRM views.

Summit equipment records require a dedicated Monday board with custom columns for serial number, condition, and rental status. We create the board schema before migrating equipment data, defining columns for equipment type, manufacturer, purchase date, and warranty expiration. Equipment-to-agreement relationships map to Monday's item links column so service agreements reference their assigned equipment.

Summit contact persons associate with customer accounts. Each contact person maps to a Monday contact record with name, email, phone, and role columns populated from the source relationship. We resolve the linked_customer_id to the corresponding Monday account item, then link the contact to that account using Monday's person or entity column so contact-account relationships display correctly.

Summit invoices migrate to a dedicated Monday board. Invoice number, amount, date, and status become columns. Line item detail is stored as a subitem or linked item for relationship preservation. We link each invoice to its corresponding deal or account item using Monday's relation column, enabling drill-down from the deal to view all associated invoice records.

Summit approval workflows with tiered group logic have no Monday CRM equivalent. We export the workflow definitions as JSON specifications for manual rebuild in Monday's automation center. The export includes trigger conditions, approver assignments, escalation paths, and time-based deadlines for each workflow step. Monday's automation center supports similar conditional logic using When/Then action blocks.

Summit custom fields with type validation (date, number, dropdown) map to Monday columns of the matching type. Dropdown fields require value-by-value mapping against Monday option sets. For complex types like multi-select or structured text, we split values into separate Monday dropdown options or store as text with formatting notes in the field-mapping plan.

Summit notes on any entity migrate to Monday updates on the corresponding item. File attachments download and re-upload to Monday's file storage with original filenames preserved. We maintain the attachment upload date as an update timestamp so the chronological context of file additions remains visible in the item's activity feed.

Summit user accounts resolve to Monday team members by email match. Unmatched owners are flagged before migration — teams either invite them to Monday first or reassign records to a designated fallback owner. The ownership assignment uses Monday's person column, enabling assignment-based filtering and dashboard views across all boards.