Migrate from WennSoft to monday CRM

WennSoft Customer maps directly to Monday CRM Account. Customer name, address, phone, and email fields transfer as Account Name and standard contact columns. Multi-location customers require Account-level location columns since Monday CRM has no native Location sub-object, with each additional location represented as a separate set of custom address and contact columns.

Each WennSoft Location (address, service area, contact) becomes a set of custom columns on the Account board: City, State, Zip, Location_Contact_Name, Location_Contact_Phone. Primary location is marked in a Primary_Location__c column. Locations without a named contact fall back to Account-level contact fields.

WennSoft Equipment records (serial number, model, make, install date, warranty status) map to Items in a dedicated Assets board linked to the parent Account via Account_Lookup__c column. Equipment status (Active, In Service, Under Repair) maps to a Status column with matching pick-list values. Service history from WennSoft Equipment logs becomes Activity Items on the Asset board.

Service Calls map to Deals (if revenue-generating) or Items in a Service Calls board (if informational). If mapped to Deal, the Service Call number becomes Deal_Name__c, the call type and problem type become custom columns, and the revenue/billing amount maps to Deal Amount. Call status (Open, Scheduled, Complete) becomes the pipeline Stage.

Work Orders are Items sub-items or linked Items on the Service Call board. Each Work Order line item maps to a sub-item row. Work Order number, technician assignment, scheduled date, and actual hours map to custom columns. Line-item charges (labor, parts) map to Number columns and roll up to the parent Deal's Amount.

WennSoft Contact (name, phone, email, role) maps 1:1 to Monday CRM Contact with direct field-to-field correspondence for core name and communication fields. Contact role on the location (Dispatcher, Technician, Customer Contact) is preserved in a Contact_Role__c custom column. Primary contact flag maps to Is_Primary__c boolean for quick identification of key stakeholders.

WennSoft Employee records (technician name, trade, email) are resolved against Monday CRM workspace members by email. Matched employees map directly. Unmatched employees are flagged with a Cannot_Match__c flag and assigned to a fallback user — their names and roles are stored in a Technicians board for reference.

WennSoft Time Tracking entries (technician, date, hours, billable flag) map to Monday CRM Activities. Billable hours become Activities of type 'Billable Work' with duration in hours, linked to the parent Work Order Item. Non-billable admin time maps to a separate Time_Tracking board.

WennSoft Quotes (line items, pricing, status) map to Deals in Monday CRM. Quote number becomes Deal_Name__c, quoted amount becomes Deal Amount, and Quote Status (Pending, Accepted, Declined) maps to a custom Quote_Status__c column. Line items are stored as sub-items or in a Quotes board linked to the Deal.

Posted WennSoft Invoices map to Deals with a closed-won Stage reflecting completed billing status. Invoice number, invoice date, and total amount map to custom columns (Invoice_Number__c, Invoice_Date__c, Invoice_Total__c). Unbilled amounts from WennSoft's Unbilled Costs report are preserved as Deal_Amount_Billed__c and Deal_Amount_Unbilled__c for complete financial reconciliation.

WennSoft Extended Pricing Matrix rules (per call type, problem type, equipment type with markup percentages) cannot map to a native Monday CRM equivalent. We create a Pricing_Rules board linked to the Account and map each matrix rule as an Item: Call_Type__c, Problem_Type__c, Equipment_Type__c, Rate_Per_Hour__c, Markup_Pct__c. Billing rates are referenced via Lookups to this board.

Any WennSoft custom fields on Customer, Location, Equipment, or Service Call map to Monday CRM custom columns of the appropriate type (Text, Number, Date, Checkbox). Complex pick-list values are mapped value-by-value. Unsupported field types are stored as Text with the original value preserved.