CRM migration
Field-level mapping, validation, and rollback between Total Control Pro and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.
Total Control Pro
Source
monday CRM
Destination
Compatibility
5 of 10
objects map 1:1 between Total Control Pro and monday CRM.
Complexity
BStandard
Timeline
3-5 weeks
Overview
Total Control Pro is a cloud MRP and MES platform built for discrete manufacturers; it stores CRM-adjacent data (Customers, Products, Supplier records) alongside its core manufacturing objects (Work Orders, Bills of Materials, Production Schedules, Manufacturing Intelligence Module KPIs). Monday.com CRM is a board-based CRM built on monday.com's work management infrastructure, with CRM entities for Contacts, Companies (Accounts), Deals (Opportunities), and Activities that can be embedded in boards or stand as dedicated CRM boards. The fundamental migration challenge is that Total Control Pro has no documented public API: all data export must be performed through manual CSV exports from the UI, which requires a vendor cooperation letter and fallback CSV scoping for each module. We extract Customer records, Product definitions, historical Deal data, and Activity records from Total Control Pro, normalise them into Monday.com's board-column format, and load them through the Monday.com API or CSV import. Manufacturing-specific objects (Work Orders, BOMs, Production Schedules, MIM KPIs) do not have direct Monday.com CRM equivalents; we deliver them as structured CSV exports alongside the transactional migration and document which records your admin should manually board into Monday.com or keep in a separate operational system. Automations, workflow rules, and integration configurations do not migrate from Total Control Pro because the platform exposes no migration-accessible API for them.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Total Control Pro object lands in monday CRM, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Total Control Pro
Customers
monday CRM
Company
1:1Total Control Pro Customer records (contact details, account terms, associated sales orders) map directly to Monday.com CRM Company entities. The company name, primary contact, email, phone, address, and account terms fields transfer as typed Company fields. We validate against Monday.com's duplicate-company detection using company name and domain, and flag duplicates for admin resolution before import.
Total Control Pro
Customers
monday CRM
Contact
1:1Primary and secondary contact individuals attached to each Customer record in Total Control Pro map to Monday.com CRM Contact entities. Each Contact is linked to its parent Company via the Monday.com CRM Contact-to-Company relationship. Contact name, email, phone, role, and notes migrate directly; custom fields defined on the contact record in Total Control Pro map to Monday.com CRM custom fields.
Total Control Pro
Products
monday CRM
Item (CRM Product)
1:1Total Control Pro Product definitions (part numbers, descriptions, unit of measure, pricing) map to Monday.com CRM Items used as products within Deals. The product name and description become the Item name; SKU becomes a custom text field; unit of measure and pricing data become custom fields on the Item. Product-to-supplier associations in Total Control Pro do not map natively and are documented in the handoff report.
Total Control Pro
Inventory
monday CRM
Item (Board-based inventory board)
lossyCurrent stock levels, bin locations, and lot numbers from Total Control Pro are migrated as structured CSV exports and loaded into a dedicated Monday.com inventory board using numeric, text, and location columns. Live inventory movements during the migration window are queued and replayed post-cutover to avoid discrepancy. This is a board-based workaround; Monday.com CRM does not have a native inventory object, so the board schema is designed to capture the relevant columns per product SKU.
Total Control Pro
Work Orders
monday CRM
Item (Board-based work order board)
lossyWork Order records (status, assigned operations, timestamps, manual overrides logged by shop-floor staff) have no direct Monday.com CRM entity equivalent. We deliver Work Order data as a structured CSV export mapped to a custom Monday.com work management board with status, priority, due date, assigned user, and notes columns. The customer's admin uses this board for post-migration visibility; it is not a CRM object but an operational reference board.
Total Control Pro
Bills of Materials
monday CRM
Item (Board-based BOM board)
lossyMulti-level BOM structures with revision numbers require explicit scoping before migration. We identify the active BOM revision as of migration cutoff by querying the most recent approved revision per product, confirm with your team, and deliver BOM data as a structured CSV with parent part number, component part numbers, quantities, and revision label. This loads into a custom Monday.com board; BOM explosion (multi-level nesting) is documented separately as a manual handoff because Monday.com lacks native BOM-level structural support.
Total Control Pro
Production Schedules
monday CRM
Board (Timeline view)
lossyProduction scheduling data (operation sequences, due dates, constraint flags, priority overrides) migrates as a structured CSV and loads into a Monday.com board with a Timeline column, group-by work order or product, and status columns. This is an operational board rather than a CRM entity, giving the customer's team visibility into production scheduling alongside their sales pipeline in the same monday.com account.
Total Control Pro
Deals
monday CRM
Deal
1:1Deal and sales order records from Total Control Pro map to Monday.com CRM Deal entities. We extract deal name, value, stage, expected close date, associated contact and company references, and owner assignment. Deal stage values from Total Control Pro are mapped to Monday.com CRM pipeline stage values, which are defined during the Monday.com board schema design phase. Owner assignment resolves by email against Monday.com CRM users.
Total Control Pro
Engagements
monday CRM
Activity (Emails & Activities)
1:1Total Control Pro records customer-facing activities such as support interactions, order communications, and delivery confirmations. These migrate as Activity records in Monday.com CRM linked to the parent Contact or Company. Activity type (call, email, meeting, task) maps to Monday.com's activity type; timestamp and notes migrate directly. Manufacturing-specific interactions (quality checks, non-conformance records) are linked as Notes on the related Work Order board item.
Total Control Pro
Custom Fields
monday CRM
Custom Fields
lossyTotal Control Pro user-defined fields added during implementation are enumerated during the discovery call and mapped to Monday.com CRM custom fields by type: text fields to text columns, numeric fields to number columns, date fields to date columns, and dropdown fields to dropdown or status columns. Field-level mapping is documented in the handoff report with original Total Control Pro field names and their Monday.com equivalents.
| Total Control Pro | monday CRM | Compatibility | |
|---|---|---|---|
| Customers | Company1:1 | Fully supported | |
| Customers | Contact1:1 | Fully supported | |
| Products | Item (CRM Product)1:1 | Fully supported | |
| Inventory | Item (Board-based inventory board)lossy | Mapping required | |
| Work Orders | Item (Board-based work order board)lossy | Fully supported | |
| Bills of Materials | Item (Board-based BOM board)lossy | Mapping required | |
| Production Schedules | Board (Timeline view)lossy | Mapping required | |
| Deals | Deal1:1 | Fully supported | |
| Engagements | Activity (Emails & Activities)1:1 | Fully supported | |
| Custom Fields | Custom Fieldslossy | Mapping required |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Total Control Pro gotchas
No documented public API for data export
BOM revision history requires explicit scoping
Manufacturing Intelligence Module KPIs stored as opaque time-series
monday CRM gotchas
Subitems are not included in bulk exports
Daily API call limits vary sharply by plan
Legacy automations (Sentence Builder) are being deprecated
Excel and account exports only include table views
Enterprise admins can disable non-admin exports
Pair-specific challenges
Migration approach
Vendor cooperation and data inventory
We request a vendor cooperation letter from Total Control Pro to obtain CSV export access or database query credentials. Simultaneously, we enumerate every data module in scope: Customers, Products, Deals, Work Orders, BOMs, Production Schedules, Inventory, Suppliers, Quality Checks, MIM KPIs, and any custom fields added during implementation. We produce a written data inventory with record counts per module and flag any module where the vendor has not granted timely export access as a timeline risk.
Monday.com CRM schema design and board planning
We design the Monday.com CRM board structure based on your sales process: defining CRM entity types (Contacts, Companies, Deals), pipeline stages, custom fields, and any custom boards for manufacturing data (inventory, work orders, BOMs). We choose between the move-existing-boards or rebuild-CRM-entities path based on your current monday.com board maturity and the complexity of the Total Control Pro data. Schema is designed in a Monday.com trial or sandbox workspace first for validation.
Data extraction, cleaning, and deduplication
We extract CSV exports from Total Control Pro for each module in scope, working with the vendor where direct database access is required. We run a data quality pass: identifying duplicate customer records, normalizing inconsistent formatting (addresses, phone numbers, part number formats), validating that foreign key references (contact-to-customer, deal-to-contact) are present before import. Post-deduplication, we produce a clean record set with a transformation map for Monday.com column types.
BOM and MIM KPI scoping and export
For BOM revision history, we identify the active revision per product with your team and scope whether historical BOMs require preservation. We extract MIM KPI time-series data (OEE, cycle time, scrap rates) in date-bounded chunks and normalize to a structured format your BI or reporting tool can ingest. Manufacturing data loads into custom Monday.com boards designed in step 2; it does not migrate as CRM entities.
Monday.com CRM import and parent-record resolution
We import data in dependency order: Companies first (as the Account/Company anchor), then Contacts (linked to Companies), then Deals (linked to Contacts and Companies), then Activities. For each import, we resolve parent-record references (Contact to Company, Deal to Contact) and assign Owner records by email match against Monday.com CRM users. Any owner without a match goes to a reconciliation queue for your admin to provision before record import resumes.
Cutover, validation, and automation handoff
We freeze Total Control Pro writes during cutover, run a final delta migration of any records modified during the migration window, then enable Monday.com CRM as the system of record. We deliver a reconciliation report comparing source record counts to destination record counts, spot-check 25-50 records against the source, and produce the automation and integration inventory document. We support a one-week hypercare window for reconciliation issues. Rebuilding automations in Monday.com is outside the migration scope; we deliver the requirements document for your admin or a monday.com partner.
Platform deep dives
Total Control Pro
Source
Strengths
Weaknesses
monday CRM
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Total Control Pro and monday CRM.
Object compatibility
1 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Total Control Pro: Not publicly documented — typical SaaS limits assumed and confirmed during scoping..
Data volume sensitivity
Total Control Pro doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during Total Control Pro to monday CRM migration scoping. Not seeing yours? Book a call.
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