Migrate from Uptick to monday CRM

Uptick Contact maps directly to Monday CRM Person. All standard fields (name, email, phone, address) transfer as-is. Uptick custom fields on Contact become Monday Person custom columns — number, text, or date columns selected based on the field's source type.

Uptick Company maps to Monday CRM Organization. Company name, industry, website, employee count, and annual revenue transfer to Organization fields. Parent-company hierarchies in Uptick become Organization Group assignments or custom group columns in Monday. FlitStack also migrates company billing and shipping addresses as separate address columns and preserves Uptick tags as a Monday Tags column to maintain categorization across both systems.

Uptick Deal maps directly to Monday CRM Deal with deal name, amount, and close date. Uptick deal stage values (Proposal Sent, Under Review, etc.) map to Monday Deal Status values — FlitStack creates the mapping table before migration and validates every stage maps correctly.

Uptick Asset has no Monday CRM native equivalent. FlitStack creates a custom Assets board in Monday and maps Uptick asset fields (asset name, asset type, serial number, location, status, certification expiry) to Monday columns of appropriate type. Asset variant relationships become a linked Subitem board or custom link column.

Uptick Asset Type (e.g., Fire Extinguisher, Suppression System, Alarm Panel) becomes a Status or Dropdown column in the custom Assets board. Each unique Asset Type value from Uptick is pre-loaded as a Monday column option, and the column settings include color coding to visually distinguish between different asset classifications during board review. This enables quick filtering and grouping by asset type across all records.

Uptick Work Order maps to a custom Work Orders board in Monday CRM. Columns map to Work Order fields: Status (from Uptick work order status), Assignee (from assigned technician), Asset (linked to the Assets board), Due Date, Priority, and Completion Notes. Multiple work orders per asset become separate items linked to the parent asset item.

Uptick Quote combines line items, pricing, and terms. FlitStack maps the quote amount and contact link to a Monday Deal; line-item details (product, quantity, price) migrate to a custom Quote Items board linked to the Deal. Quote status (Draft, Sent, Accepted, Rejected) maps to Monday Deal Status or a custom Status column.

Uptick Invoice maps directly to Monday CRM Invoice where that entity is available on the target plan. Invoice number, amount, due date, and contact link transfer. If the Monday plan does not include Invoice, FlitStack creates a custom Invoices board with equivalent columns.

Uptick Product (material, labour, equipment, subcontracted types) maps to Monday CRM Product with name, type, unit price, and cost price. Supplier and default sell price transfer as custom columns if no native equivalent exists in Monday. Product images and inventory unit descriptions also migrate when available, ensuring the product catalog remains fully populated in the destination system.

Uptick users and technicians resolve by email match to Monday CRM workspace members. Unmatched Uptick users are flagged before migration — teams either invite them to Monday first or assign their records to a fallback team member. Owner fields on Work Orders, Deals, and Contacts carry this resolution.

Uptick Sites represent properties housing multiple assets and have no Monday CRM native equivalent. FlitStack creates a Sites board with Name, Address, Contact link, and a subitem or linked asset column pointing to the Assets board to preserve the site-to-asset hierarchy. Geographic coordinates, property management notes, and site-specific tags also migrate as custom columns to support field service operations at each location.

Any Uptick custom object beyond the standard set migrates as a Monday CRM custom board. FlitStack maps each custom field to a Monday column type (Text, Number, Date, Status, etc.) based on the source field's data type. N:N relationships between custom objects become linked item columns.

Uptick file attachments (certification PDFs, inspection photos, work order documents) re-upload to Monday CRM items as file attachments. Monday's file size limit applies (25 MB per file on most plans). Inline images in notes are downloaded and re-hosted in Monday.