Migrate from Streamtime to monday Work Management

Streamtime Jobs map directly to monday.com Boards. The Job name becomes the Board title, Job description maps to a Text column, and Job status (Active, On Hold, Complete, Archived) maps to a Status column with equivalent values. We preserve the Job budget as a Number column and the estimated vs actual burn as formula inputs if the destination plan supports formula columns (Pro and above). Template Jobs map to Board Templates when the source template flag is set.

Streamtime To-Dos nested within Jobs map to monday.com Items within Board groups. We preserve the To-Do name as Item name, completion status as Status column values (To Do, In Progress, Done), assignees as Person column values resolved to monday.com User accounts, and due dates as Date column values. To-Do notes migrate as Text column content. Parent-child To-Do hierarchy maps to Subitems in monday.com where applicable.

Streamtime Companies (client records) map to monday.com person records in the Contacts section if the customer uses monday.com Contacts. Alternatively, Companies map to a Client column (Person type) on the destination Board. We preserve Company name, website, address, and any associated Rate Card reference. Client contact details (email, phone) migrate as separate Text columns or Contact field entries depending on the chosen destination model.

Streamtime Team Members assigned to Jobs, Schedules, and To-Dos map to monday.com User accounts. We resolve by email match and preserve the Team Member's role and hourly rate where applicable. Any Streamtime Team Member without a matching monday.com User is held in a reconciliation queue for the customer's admin to provision before migration resumes.

Streamtime Schedules (team member allocations against a Job) map to monday.com Timeline columns or Person assignments with date ranges. monday.com's Timeline column requires Pro plan ($19/seat) or above. We flag this constraint during scoping and configure either Timeline columns or Date-range assignments based on the destination plan. Schedule notes and allocation notes migrate as Text column content.

Streamtime Time Entries (hours logged against a Job or To-Do) map to monday.com time tracking columns on Pro plans and above. Time entry data includes duration, date, team member, and any notes. On Basic and Standard plans, time entry data is delivered as a structured CSV export and mapped to Number or Text columns because time tracking columns are not available. We confirm the destination plan before migration and flag any time entry data that cannot be natively received.

Streamtime Rate Cards (pricing tiers by role, item, or expense) have no native monday.com equivalent. We map Rate Card structures to a combination of Number columns (hourly rate by role), Text columns (rate card name and description), and potentially a Lookup integration to a separate Rates Board if the customer maintains complex pricing tables. The mapping requires upfront configuration of the custom column schema before any Job data migrates, and Rate Card assignment to Companies maps as a Link to Item or Connect Boards column.

Streamtime Quotes generated from Jobs do not have a native monday.com equivalent. We export Quotes as structured records (line items, pricing, status, currency) and deliver a CSV inventory with column mapping. For post-migration workflow, we recommend Qwilr, PandaDoc, or a QuickBooks integration to generate and track quotes within the monday.com board context. Quotes are flagged as a manual-rebuild item in the migration handoff documentation.

Streamtime Invoices tied to Jobs and Time Entries do not migrate as native records in monday.com because no invoice generation model exists. We export Invoice data (line items, amounts, currency, payment status) as a structured CSV. Post-migration, we recommend QuickBooks, Xero, or a dedicated invoicing integration. Invoice status tracking can be rebuilt as a Status column on the relevant Board if the customer wants to maintain invoice state within monday.com without generating actual invoices.

Streamtime Purchase Orders migrate as structured record exports (vendor, line items, amounts, status) with no native monday.com equivalent. We deliver a CSV inventory of all POs and recommend rebuilding PO tracking as a separate Board with vendor information, amounts, and approval status columns, or integrating with QuickBooks for PO management post-migration.

Streamtime Template Jobs (repeatable project structures with pre-configured To-Dos and Master Items) map to monday.com Board Templates. We preserve the template name, To-Do structure, and any associated Rate Card references. If the template includes linked commercial documents (Quotes or Invoices), those are flagged as exported records rather than migrated templates because monday.com does not support commercial document templates natively.

Streamtime file attachments linked to Jobs and To-Dos migrate as file references and metadata. monday.com supports file attachments via the Files column (available on Standard and above) and integrations with Google Drive and Dropbox. We map file URLs to monday.com file references where the destination plan supports the Files column. Actual file storage transfer depends on the connected integration; we document the file mapping and recommend establishing the Google Drive or Dropbox connection before migration.