Migrate from Flowzone to monday Work Management

Flowzone Jobs are the central record, analogous to monday.com Items. We migrate Jobs 1:1 with their title, description, status, assigned users, and current workflow step preserved as a custom column value. The Job ID becomes the Item name; any sub-tasks within a Job map to Subitems in monday.com if the destination is on Pro or Enterprise, or as separate Items in a linked Board if on Standard. All Flowzone column values (text, numeric, date, checkbox) map to typed monday.com Columns using the column-type mapping defined during field-mapping phase.

Flowzone Lists are container views grouping Jobs. If the customer's Flowzone uses Lists as top-level project categories, we map each List to a monday.com Board. If Lists are used as finer-grained groupings within a project, we map to Groups within a Board. The choice is made during scoping based on the customer's intended monday.com workspace structure. We preserve the List order as Group order or Board sequence.

Flowzone custom columns (text, numeric, date, checkbox, dropdown) map to monday.com Column types: Text to Text Column, numbers to Numbers Column, dates to Date Column, checkboxes to Checkbox Column, and dropdown selections to Status Column (or Dropdown Column depending on use). We align field names and data types during the field-mapping phase before import, and flag any unsupported Flowzone column types that have no monday.com equivalent.

Documents attached to Flowzone Jobs export as binary files with their filename, version, and approval status. We upload each file as an attachment on the corresponding monday.com Item. The approval status (approved, pending, rejected) is restored as a Status Column value on the Item. Annotation threads are UI-stored data that may not export in a portable format; we flag any annotated documents during the export audit and note that annotation detail requires manual reference or reconstruction in monday.com Comments.

Flowzone workflows with branching, looping, and step-jumping are step-based definitions that have no direct monday.com equivalent because monday.com automations use a trigger-condition-action recipe model without looping. We export the workflow definition and each Job's current step, then document each workflow as a written step-by-step description with recommended monday.com Automation recipes. The customer's admin rebuilds using monday.com's Automation Builder; we do not migrate workflow logic as code.

Flowzone Activities (time-planned events, Pro plan only) capture date, assignee, and description against a Job. We export activity details and map them to monday.com Items with Date Column or Timeline Column populated from the activity start and end. If the customer uses the graphical timeline view in Flowzone Pro, we document the visual layout for recreation as a Timeline View in monday.com Pro.

Flowzone time recording entries (Pro plan, £8/user) capture hours logged against a Job. We export the amount, date, and assignee and map to monday.com Time Tracking Column on the Item if the destination is on Pro or Enterprise, or to a Numeric Column with hours as a number if on Standard or Basic. Budget-to-actual comparison data from Flowzone is flagged for manual mapping in monday.com Dashboard if required.

Flowzone Forms capture structured input linked to Jobs. We export the form schema and any submitted responses, mapping them to Items with Columns reflecting the form fields. The form-to-field routing configuration does not migrate; we document the form schema and the intended column mapping so the customer's admin can recreate the form using monday.com Forms (available on Standard and above) if needed.

Flowzone user accounts include group-based permissions. We export the user list and match by email address against monday.com User accounts. Users without a matching monday.com account go to a reconciliation queue for the customer's admin to provision before record import resumes. Group membership maps to monday.com Workspace membership levels (Member, Viewer, Admin) based on the customer's role hierarchy in Flowzone.

Flowzone custom dashboard panels (bar charts, pie charts) are UI-level visualisations. The underlying data migrates through Jobs and Columns, but the panel layouts do not transfer. We document the panel names, data sources, and chart types so the customer's admin can rebuild them as Chart Views in monday.com Pro or as Dashboard widgets in monday.com's Dashboard layer.

Flowzone supports role-based permissions and external client portal sharing with fine-grained access control. monday.com offers Guest access on Standard and above, with board-level or item-level sharing. We document each Flowzone external user and their permission scope so the customer's admin can provision equivalent Guest accounts in monday.com and assign them to the relevant Boards or Items.

Flowzone documents carry approval statuses (approved, pending, rejected) as part of their built-in approval workflow. We export the approval status and map it to a monday.com Status Column on the Item to which the document is attached. The approval-chain logic (who approved, in what order) is documented as part of the Workflow inventory and recommended for recreation using monday.com's Automation recipes if the approval sequence matters operationally.