Migrate from Texada Software to monday CRM

Texada Customer records map to Monday CRM People. The customer's first name, last name, email, phone, and address fields transfer directly. Customer notes and any custom fields become Monday Person custom fields. Owner resolution uses email match against Monday workspace members.

Texada Company records map directly to Monday CRM Organizations. The company name, domain/website, industry, and address fields map to Organization Name, Website, Industry, and Address respectively. Parent-company hierarchies present in Texada are preserved by mapping to the Organization's parent-organization link in Monday CRM. If your Texada setup includes subsidiary relationships, those connections transfer intact.

Texada quotes (iQuote) contain line items, OEM pricing, and multilingual option matrices. The quote header maps to a Monday CRM Deal. Quote line items map to Deal subitems with columns for product name, quantity, unit price, and extended total. Pricing-book references are preserved as text in a custom column since Monday has no native pricing-book equivalent.

Texada rental contracts carry customer, asset, billing cycle, rate tiers, and renewal dates. The contract header maps to a Monday CRM Deal with contract number, start/end dates, and billing frequency as custom columns. Contract line items (individual rental assets) become subitems or linked Items on a Contracts board with asset details.

Texada Work Orders map to Items on a dedicated Service board. Status, priority, assigned technician, scheduled date, and description columns transfer. Parts used map to a subitem table. Labor hours and service agreement references become custom columns on the Item.

Texada Rental Asset records — serial number, asset tag, condition code, current location, rental status — map to Items on an Assets board. Each asset becomes an Item with columns for Serial Number, Asset Tag, Condition, Location, and Rental Status. Asset history (transfers, maintenance events) becomes update comments on the Item.

Texada product and parts catalog entries map to Monday CRM Products. Product name, SKU, unit price, and description transfer to the Product record. Category and class information map to Product custom fields. OEM pricing book relationships are preserved as a text reference note.

Texada invoices map to Monday CRM Invoices where the Invoice module is active. Invoice number, date, total, and line items transfer. If Monday CRM Invoices are not enabled, invoice data maps to Deal custom columns and a linked PDF attachment. AR/AP data does not migrate — reconciliation against the ERP happens post-migration.

Texada multi-division configuration maps to Monday workspaces. Each Texada division becomes its own Monday workspace containing the People, Organizations, Deals, and boards for that location. If consolidation is preferred, all records land in one workspace with a Division column. Your team decides the structure before migration runs.

Texada user-defined properties on any object become Monday CRM custom fields. FlitStack creates the custom fields during the migration run — text, number, date, dropdown, and checkbox types map to their Monday equivalents. Unsupported field types (e.g., Texada-specific pick-lists without a Monday equivalent) become text fields with original values preserved.

Texada attachments on quotes, contracts, work orders, and customers migrate as files attached to the corresponding Monday record. Large file attachments (over Monday's 250MB per-file limit) are flagged for review. Inline images from Texada notes are downloaded and re-hosted as Monday file attachments.

Texada owner IDs resolve to Monday workspace members by email match. Unmatched owners are flagged before migration — either invite them to the Monday workspace or assign their records to a fallback user. No record lands in Monday without an assigned owner.

Texada service agreements (SLAs, maintenance contracts) map to Items on an Agreements board with agreement type, coverage scope, and renewal date as columns. Each agreement links to the customer Person and associated rental assets via Monday's relation columns. Agreement status changes are logged as Item updates.