Migrate from work4all to monday CRM

work4all Customer master records map to Monday.com CRM Contacts. We extract the customer name, address block (street, city, postal code, country), phone, email, commercial figures, and any open item total as a custom numeric field on the Contact item. The Customer record is the primary relationship anchor in work4all, so we import it first to satisfy any downstream lookups from Supplier or Contact Person records.

work4all Supplier master records map to Monday.com Contacts. Since Monday.com CRM does not have a native Vendor object separate from Contact, we create a Contact board item with a Supplier type tag or a separate Supplier board. The customer chooses the strategy during scoping. Supplier address, contact person, and purchasing terms migrate as custom fields on the item.

work4all Item master records (products and services with pricing, descriptions, and stock information) map to Monday.com Product items. Item variants and price list structures flatten into a single product item with variant data stored in custom fields. Stock quantities migrate as numeric custom fields; Monday.com does not have native inventory management so the customer uses these fields as reference data.

work4all Sales Opportunities with pipeline stage, estimated value, and linked Customer reference map to Monday.com CRM Deals. The opportunity value migrates as the Deal amount, the stage maps to a Deal Status column, and the linked Customer reference becomes a Contact item link on the Deal. Closed-won and closed-lost outcomes map to the corresponding Deal status values.

work4all Open Items (unpaid or partially paid invoices and credit memos) do not have a direct Monday.com CRM equivalent. We map open amount, due date, and invoice reference as custom fields on the related Contact item. For customers with partial payments, we request payment history from work4all to reconstruct the open amount (original invoice amount minus recorded payments) before migration. If payment records are not available, we flag the open amount as potentially incomplete in a migration note.

work4all Invoices, Offers, and Cost Receipts (ERP documents with header and line items) map to document-type items on a separate Monday.com board. The document header (number, date, customer reference, total value) migrates as item fields; line items migrate as subitems or a linked Items board. Monday.com does not have an accounting ledger, so financial integrity is not replicated; document reference and value data is preserved for historical record. PDF attachments require a separate file migration step.

work4all telephone notes and call logs (CRM activities linked to Customers and Contacts) map to Monday.com Activity items or Tasks on the Contact board. The note body migrates as item description, timestamp preserves, and the linked Customer reference resolves to the Monday.com Contact item. Call duration and disposition data migrate as custom fields if present in the export.

work4all Visit Reports (time-stamped CRM records linked to a Customer and an Owner) map to Monday.com Activity items or Notes attached to the Contact item. The report body migrates as item content; owner assignment maps to an Assignee field. Any industry-extension custom fields on visit reports require explicit customer enumeration because work4all exposes no metadata API for custom field discovery.

work4all Tasks linked to Customers, Contacts, or Documents map to Monday.com Task items. Status, priority, due date, and owner assignment migrate directly. Task body migrates as the item name or description. Open tasks with no resolution in work4all migrate as open items in Monday.com for the customer to close or archive post-migration.

work4all Time Recordings linked to Employees, Projects, or Tasks map to Monday.com time tracking entries if the customer licenses the time tracking feature, or to numeric custom fields on the related Project or Task item. Light-tier users in work4all have restricted time entry access; we confirm during scoping which users have access and flag any technician time history that may be under a Light licence requiring admin-assisted export.