Migrate from Workiz to monday CRM

Workiz clients store both contact fields (first name, last name, email, phone) and company fields in a single flat record. FlitStack splits each Workiz client into two board items: a Contact record on the Monday CRM Contact Board (name, email, phone) and a Company record on the Monday CRM Company Board (business name, address). The original Workiz client ID is stored on both records for traceability back to the source flat file.

The company portion of each Workiz client record — business name, billing address, service area — migrates to the Monday CRM Company Board. Service area assignments from Workiz map to Monday Location columns. Parent-company hierarchies in Workiz (if used) map to Monday's subitems or a custom hierarchy column on the Company board.

Workiz job records map directly to Monday board items on a dedicated Work Order board. Workiz job status values ('Scheduled', 'In Progress', 'Completed', 'Canceled') map to Monday Status column options — these require Monday-side value setup before migration runs. Scheduled start and end datetimes map to Monday Start Date and End Date columns. Workiz job type maps to a Monday Status or Dropdown column representing service category.

Workiz assigns each job to a technician by user ID. FlitStack resolves the Workiz user ID to the corresponding Monday team member by email match. Unmatched technicians are flagged before migration — teams either create Monday users first or assign to a fallback team member. GPS tracking assignments (which Workiz stores as lat/long on the job record) cannot map to a native Monday field and are preserved in a custom Number column for reference.

Workiz leads are separate from clients. Each Workiz lead becomes a Contact board item on the Monday CRM Contact Board with lead-specific columns (Lead Status, Lead Source, Estimated Value). For teams that want a visual pipeline view, leads also create items on a Lead Pipeline board where the Status column tracks lead stage from New through Qualified to Converted.

Workiz estimates with pricing data map to Monday CRM Deals. The estimate name becomes the deal name, total price becomes the deal Value column, and estimate status (Draft, Sent, Approved, Declined) maps to Monday Status column values. Line items from the Workiz estimate are stored as a subitems table on the Monday deal item or in a linked Items board, depending on whether the team wants per-item tracking.

Workiz invoices map to the Monday CRM Deals board with invoice status tracked in the Status column ('Sent', 'Paid', 'Overdue', 'Void'). Workiz payment status (paid via Workiz Pay, WiseTak financing, or QuickBooks sync) maps to a Monday Status or Dropdown column. Workiz invoice IDs are preserved in a custom Text column on the deal item for QuickBooks reconciliation after migration.

Workiz custom fields exist per entity type — custom fields on jobs, clients, and leads each have their own set. Each Workiz custom field requires a corresponding custom column on the appropriate Monday board. FlitStack identifies the field type from Workiz (text, number, date, dropdown, checkbox) and creates the matching Monday column type. Multi-select or tag-style Workiz custom fields with multiple values map to Monday Multi-select columns.

Workiz file attachments on job records, client records, and invoices are downloaded from Workiz storage and re-uploaded to the corresponding Monday board items as file attachments. The original file name and Workiz record reference are preserved in a custom Text column. Workiz call recordings attached to job records map to Monday file attachments as well.

Workiz maintains a product and service catalog (Items entity) used in estimates and invoices. These catalog items migrate to a dedicated Monday CRM Items board with columns for Item Name, Description, Unit Price, and SKU. Monday deal items then link to Items board items as subitems, preserving the Workiz line-item structure in the Monday data model.

Workiz's virtual phone system, call recording, call masking, and call tracking by ad source have no direct Monday CRM equivalent. Call history and recording references from Workiz job records are preserved as text fields on the relevant board items, but the phone system itself must be maintained separately or replaced with a Monday-compatible telephony integration after migration.

Workiz's Map page and real-time GPS tracking of field technicians are field-service-specific features with no Monday CRM native counterpart. Technician assignment data migrates to Monday Person columns, but the live dispatch map and availability designations cannot be replicated in Monday without a custom integration or third-party mapping tool.