Migrate from Traffic Ticket CRM to monday CRM

Each Traffic Ticket CRM contact or client record becomes a single item in Monday's People board. Name fields split into First Name and Last Name columns. The attorney assignment uses a Monday Person column referencing the firm's attorneys board. Primary phone and email map directly to phone and email column types.

Case records migrate as items in a dedicated Cases board scoped by practice area (traffic, criminal, mass tort). The case number or ticket number becomes the primary identifier column. Violation type maps to a Status column with pick-list values matching the source. Fine amount, court date, and court location map to their respective column types.

Document attachments stored in Traffic Ticket CRM (pleadings, tickets, correspondence) re-upload to Monday Files and attach to the corresponding item. File size limits are 25MB per file on Basic/Standard, 50MB on Pro/Enterprise. Inline images from scanned documents download and rehost as Monday file attachments.

Attorney and staff user records from Traffic Ticket CRM migrate as items in an Attorneys board. Contact fields (name, email, phone) map directly. License number and bar number go into custom text columns. The attorney item is then linked to case items via a Person column in the Cases board.

Traffic Ticket CRM allows one case to link to multiple clients/contacts via N:N associations. Monday CRM has no native N:N object relationship. We create a Party-in-Case junction board with two Person columns (Party and Case reference) so each party-to-case link is tracked as its own item. Your admin reviews the junction and decides whether to keep all links or collapse to one primary contact.

Traffic Ticket CRM stores violation type as a pick-list or text field (speeding, red light, reckless driving, DUI, etc.). This maps to a Monday Status column on the Cases board with color-coded labels matching the source pick-list values. New violation subtypes added in Traffic Ticket CRM after migration require Monday admin to update the Status column options manually.

Traffic Ticket CRM may store fine amounts as formatted text (e.g., '$250.00' or '250'). FlitStack parses the numeric value and inserts it into a Monday Number column formatted as currency. The original formatted string is preserved in a reference text column so the source representation is auditable.

Court date maps to a Monday Date column on the Cases board with the original timezone preserved. For hearings that include time, we use a Timeline column (start = hearing datetime, end = estimated end) or store the time in a separate text column. Original entered-date for the court date is preserved in a custom datetime column.

Case notes and activity entries from Traffic Ticket CRM migrate as Updates on the corresponding Cases item in Monday. Timestamps and author names are preserved in the update metadata. Longer-form case notes may be stored as a subitem on the Cases board if the firm prefers a separate notes item.

Traffic Ticket CRM's integrated mailer generation tracks response rates, send dates, and recipient lists. Monday CRM has no native mailer feature. We preserve mailer send dates and response counts as number/date columns for reference, but the mailer generation workflow must be rebuilt using Monday integrations (e.g., Zapier with an email platform) or abandoned.

Traffic Ticket CRM's trust accounting module tracks client trust balances, deposits, and withdrawals. Monday CRM has no accounting module. Trust balance figures migrate as read-only number columns referencing the last-known balance — they do not update automatically. The firm must handle trust accounting in a separate tool post-migration.

Traffic Ticket CRM's conflict checking flags potential conflicts before case intake. Monday CRM has no conflict-checking module. Conflict check records do not migrate. The firm must adopt a separate conflict-checking tool or rebuild a manual intake checklist in Monday before opening new cases.

Traffic Ticket CRM's case-status triggers, court date reminders, escalation rules, and sequence automations do not migrate. They must be rebuilt in Monday's automation framework (Conditions, Then-Actions, When triggers). FlitStack exports the Traffic Ticket CRM workflow definitions as a JSON reference document for the Monday admin to use during rebuild.

Traffic Ticket CRM custom fields for practice-area-specific data (bond amount, arrest date, prior offenses, insurance carrier, etc.) require Monday custom column creation. Each custom field maps to a Monday column type that best fits the data type (text, number, date, dropdown, person). Column names and pick-list values are preserved exactly from the source.