Migrate from Sonderplan to monday Work Management

Sonderplan Schedules (representing facilities or teams) map to monday.com Workspaces, with each Schedule's primary resource pool becoming a Board within that Workspace. Multi-site setups become multiple Workspaces. We preserve the Schedule name as the Workspace name and set the Workspace type to team or company depending on the customer's structure.

Sonderplan Resources of type person map to monday.com Board Members invited to the relevant Board. Booking assignments to people resolve to the People column on each Item. If a person is not yet a monday.com user, we create a pending Board Member and flag for the admin to provision before cutover.

Sonderplan Resources of type room or equipment have no direct monday.com equivalent. We discuss the deduplication strategy during scoping. Option one: create a Resource Board where each room or equipment item is an Item with availability columns; Option two: use Group labels within a Bookings Board. The choice depends on whether the team needs standalone resource tracking or only needs to see room/equipment assignments per booking.

Sonderplan allows shared Resources (e.g., virtualized edit suites) belonging to multiple Schedules. Monday.com has no cross-board resource concept. During scoping we present two strategies: create one master Resource Board with Items referenced via mirror columns on other Boards, or create duplicate resource records per Board. We apply the customer's chosen strategy consistently across all shared Resources before migration.

Sonderplan Bookings map to monday.com Items on the relevant Board (mapped from the Booking's Schedule). The Booking's project becomes the Item name or a connected Board link; the client maps to a Contact or Text column; the status maps to a Status column with label values matched to Sonderplan status values. Start and end times map to Date or Timeline columns. Custom fields on the Booking map to equivalent monday.com column types.

Each Sondoplan booking status value (e.g., Confirmed, Tentative, Blocked, Cancelled) maps to a Status Column label on the monday.com Board. We create the Status Column labels during board setup to match the source status set exactly, preserving any color coding the customer uses in Sonderplan.

Sonderplan Projects (referenced by Bookings) map to monday.com Items on a Projects Board if the team tracks projects as a portfolio layer, or to Board Groups within a Bookings Board if projects define a grouping structure. We determine the strategy during scoping based on how the team uses Projects in Sonderplan. Project-client associations map to a Text or Contact column.

Sonderplan Contacts with type client map to monday.com Contacts if the destination has monday CRM licensed, or to Text columns if using Work Management only. We resolve contacts by email during migration. Custom contact fields map to monday.com custom columns on the Contact object or as additional text/number columns on the Bookings Board.

Sonderplan Quotes map to Items on a dedicated Quotes Board if the destination does not use monday CRM, or to monday CRM Quotes if CRM is licensed. Quote line items (services, quantities, rates) map to Subitems or a connected Line Items Board. We flag any Sonderplan Quotes linked to partially fulfilled Bookings for the admin to reconcile before migration.

Sonderplan Invoices map to Items on a dedicated Invoices Board or to monday CRM Invoice records. Invoice status (Paid, Unpaid, Partial, Credited) maps to a Status column. We export invoice amounts, due dates, and payment records and flag any partially paid invoices for the customer's accounting team to reconcile before migration.

Sonderplan custom fields on Bookings are account-specific and discovered during export by sampling a random set of 50 Bookings. We map each custom field to the closest monday.com column type: text fields to Text, numbers to Numbers, dates to Date, multi-select to Dropdown or Tags, and booleans to Checkbox. Rarely used or recently added fields not in the sample may be missed; we mitigate this by exporting all fields for the sample set and comparing field sets across records.

Sonderplan's clash detection prevents double-booking of shared equipment or virtualized edit suites across schedules. Monday.com has no native clash detection. We document the clash-detection rules in use (resource type, conflict window, override permissions) and recommend a monday.com Automations setup using date-overlap logic and conditional notifications as a partial replacement. Full automated prevention requires a third-party integration.