CRM migration
Field-level mapping, validation, and rollback between Odoo CRM and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.
Odoo CRM
Source
monday CRM
Destination
Compatibility
7 of 10
objects map 1:1 between Odoo CRM and monday CRM.
Complexity
BStandard
Timeline
3-5 weeks
Try the reverse
Overview
Moving from Odoo CRM to Monday.com CRM is a structural migration from a relational database model to a board-based Work OS. Odoo stores Leads and Opportunities in the same crm.lead table with a type discriminator and uses foreign-key links to Pipeline Stages, Sales Teams, and Activities via PostgreSQL. Monday.com has no direct equivalent to Odoo's Lead versus Opportunity split and does not expose a traditional CRM object hierarchy; instead, it uses Items inside Groups inside Boards, with Contacts and Companies tracked as separate entity types. We export Odoo's crm.lead records, res.partner contacts, crm.stage pipeline stages, crm.team sales teams, and mail.activity history via direct PostgreSQL read or XML-RPC, then map them into Monday.com Boards, Items, Contact records, and Company records using Monday.com's REST API v2. Odoo's Enterprise-only modules, Server Actions, and automation rules do not migrate; we deliver a written inventory of these for the customer's admin to rebuild as Monday.com Automations. API access for Odoo Community requires the Custom Plan or a direct database connection, which we establish during discovery.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Source platform
Odoo CRM platform overview
Scorecard, SWOT, gotchas, and pricing for Odoo CRM.
Destination platform
monday CRM platform overview
Scorecard, SWOT, gotchas, and pricing for monday CRM.
Data migration guide
The complete monday.com CRM migration guide
Data model, import mechanisms, field mapping strategy, pitfalls, and cutover — by the engineers running it.
Source platform guide
Odoo CRM migration guide
Understand the data you're exporting from Odoo CRM before mapping it.
Destination checklist
monday.com CRM migration checklist
Pre- and post-cutover tasks for moving onto monday CRM.
Source checklist
Odoo CRM migration checklist
Exit checklist for unwinding your Odoo CRM setup cleanly.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Odoo CRM object lands in monday CRM, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Odoo CRM
res.partner (type=contact)
monday CRM
Contact
1:1Odoo res.partner records with partner_type='contact' map directly to Monday.com Contact records. We export name, email, phone, street, city, state, country, and website from res.partner. The parent_id field (if present) links the Contact to a Company record via the Monday.com Contact-Company linking field. Email serves as the dedupe key during import.
Odoo CRM
res.partner (type=company)
monday CRM
Company
1:1Odoo res.partner records with partner_type='company' map to Monday.com Company records. Company name, domain, website, and address fields transfer directly. All child res.partner contacts with that company as parent_id link to the Monday.com Company via the Contact-Company relationship after the Company record is created.
Odoo CRM
crm.lead (type=lead)
monday CRM
Item in Lead Board
1:1Odoo crm.lead records with type='lead' map to Items in a Monday.com Lead board. Key fields include name (lead title), contact_name, email_from, phone, source_id (lead source), and any custom fields on crm.lead. Stage_id maps to a Status column representing the pipeline stage. We preserve the original Odoo lead ID in a text column for audit trail.
Odoo CRM
crm.lead (type=opportunity)
monday CRM
Item in Deals Board
1:1Odoo crm.lead records with type='opportunity' map to Items in a Monday.com Deals board. Fields include name (opportunity name), planned_revenue (deal value), probability (as a number column), date_deadline (expected close date), stage_id (Status column), and team_id (Sales Team column). Lost reasons from Odoo custom fields become a text or dropdown column in Monday.com.
Odoo CRM
crm.stage
monday CRM
Group (Pipeline Stage)
lossyOdoo crm.stage records become Monday.com Groups within the Deals or Lead board. The stage sequence order from crm.stage.sequence maps to the Group position. Stage names transfer directly. If the customer has custom stages added via Studio, we create corresponding Groups in Monday.com and document any Enterprise-only stages that may have been stripped from Community exports.
Odoo CRM
crm.team
monday CRM
Column or Group dimension
lossyOdoo crm.team records map to a Sales Team column on the Deals Item (dropdown type) or as a filter dimension on the board. Team membership (member_ids) does not have a direct Monday.com equivalent; we document the team-to-member mapping in the handoff inventory and recommend configuring Monday.com Teams separately post-migration if row-level permissions are required.
Odoo CRM
crm.tag
monday CRM
Tags or Labels column
lossyOdoo crm.tag records applied to crm.lead via a many2many field map to a Monday.com Tags column (label type). Tag names are preserved as-is. If the customer has custom tag categories, we create separate tag columns per category. The tag-to-contact mapping follows the crm.lead-to-contact migration path.
Odoo CRM
mail.activity
monday CRM
Update column or Activity Item
1:1Odoo mail.activity records linked to crm.lead migrate as Updates on the Monday.com Item (native Updates column) or as separate Items in an Activity board. Activity type, date_deadline, user_id (owner), and note transfer. We set the Update timestamp to the original mail.activity.date_deadline. High-volume activity migrations (over 50,000 records) use chunking with the Monday.com API batch endpoint.
Odoo CRM
ir.attachment
monday CRM
File attachment on Item
1:1Odoo ir.attachment records linked to crm.lead migrate as file attachments on the corresponding Monday.com Item. We export the file from Odoo's filestore, upload to Monday.com using the file upload API, and attach to the Item. Large attachment volumes are chunked separately. We preserve the original filename and any ir.attachment.description field as Item text.
Odoo CRM
sale.order
monday CRM
Item or linked record
1:1Odoo sale.order records linked to crm.lead (opportunity) migrate as Items in a Quotes board or as additional columns on the Deals Item if the customer uses Monday.com for quoting. Order lines (sale.order.line) migrate as sub-items or as a linked Items board. Quotation totals, tax amounts, and currency fields transfer directly. PDF attachments migrate as file attachments on the Item.
| Odoo CRM | monday CRM | Compatibility | |
|---|---|---|---|
| res.partner (type=contact) | Contact1:1 | Fully supported | |
| res.partner (type=company) | Company1:1 | Fully supported | |
| crm.lead (type=lead) | Item in Lead Board1:1 | Fully supported | |
| crm.lead (type=opportunity) | Item in Deals Board1:1 | Fully supported | |
| crm.stage | Group (Pipeline Stage)lossy | Fully supported | |
| crm.team | Column or Group dimensionlossy | Fully supported | |
| crm.tag | Tags or Labels columnlossy | Fully supported | |
| mail.activity | Update column or Activity Item1:1 | Fully supported | |
| ir.attachment | File attachment on Item1:1 | Fully supported | |
| sale.order | Item or linked record1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Odoo CRM gotchas
Odoo.sh version gating blocks assisted migrations from trial
Enterprise modules fail to install on Community after database restore
Custom module view inheritance breaks between Odoo major versions
Custom fields risk losing their application context on Community
API access for Community is gated behind the Custom Plan
monday CRM gotchas
Subitems are not included in bulk exports
Daily API call limits vary sharply by plan
Legacy automations (Sentence Builder) are being deprecated
Excel and account exports only include table views
Enterprise admins can disable non-admin exports
Pair-specific challenges
Migration approach
Discovery and Odoo environment assessment
We audit the source Odoo environment: edition (Community vs Enterprise vs Odoo.sh), PostgreSQL version, installed addons (via ir_module_module), and API access availability. For Community editions without XML-RPC access, we establish a read-only PostgreSQL connection. We inventory crm.lead records by type (lead vs opportunity), res.partner records by partner_type, crm.stage pipeline stages, crm.team sales teams, mail.activity volume, ir.attachment file size, and any custom fields on crm.lead and res.partner. We also document any Enterprise-only addons and active Server Actions that require inclusion in the handoff inventory.
Monday.com destination setup
We create the destination Monday.com workspace with separate Boards for Leads, Deals, Contacts, Companies, and Activity history. We configure Board Groups to mirror the Odoo crm.stage pipeline sequence, create Columns matching Odoo field names and types, and set up the Contact-Company linking structure. Custom columns are added for Odoo custom fields, preserving the original Odoo field name as a reference. We verify that the Monday.com plan tier supports the required column types and automation limits before proceeding.
Data export via PostgreSQL or XML-RPC
We export Odoo data in dependency order: res.partner companies first, then res.partner contacts with parent_id resolved, then crm.lead records split by type. We export crm.stage and crm.team for pipeline configuration, crm.tag for tagging, mail.activity linked to crm.lead, and ir.attachment records with filestore references. Custom field definitions come from ir.model.fields. All exports include the original Odoo record ID as an external reference field for cross-system reconciliation.
Data transformation and lead-opportunity split
We apply the lead-versus-opportunity split logic to crm.lead records: type='lead' routes to the Monday.com Lead board, type='opportunity' routes to the Deals board. Custom fields undergo type mapping: selection fields become Monday.com dropdown columns, many2one fields become text or link-to-board columns, many2many fields become label or tag columns. Tags from crm.tag migrate to Monday.com Tags labels. We run a data quality pass to flag duplicates, missing required fields, and orphaned records before the Monday.com import begins.
Monday.com import and API-based record creation
We import in dependency order using Monday.com's REST API v2: Companies first, then Contacts linked to Companies, then Lead Items, then Deal Items with revenue and probability fields populated. Activity history (Updates or Activity Items) follows, with API chunking and rate-limit backoff handling for large volumes. Attachments upload via the file API and attach to Items. Each batch emits a row-count reconciliation report against the export baseline. Owner reconciliation resolves Odoo user IDs to Monday.com team members via email match.
Cutover, validation, and automation inventory handoff
We freeze Odoo writes during the cutover window, run a final delta migration for any records modified since the initial export, then enable Monday.com CRM as the system of record. We deliver the Automation and Server Action inventory document to the customer's admin team for rebuild in Monday.com Automations. We support a one-week hypercare window to resolve reconciliation issues. We do not rebuild Odoo automations as Monday.com Automations inside the migration scope; that work requires the customer's admin or a Monday.com partner.
Platform deep dives
Odoo CRM
Source
Strengths
Weaknesses
monday CRM
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. All 8 core objects map 1:1 between Odoo CRM and monday CRM.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Odoo CRM and monday CRM.
Object compatibility
All 8 core objects map 1:1 between Odoo CRM and monday CRM.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Odoo CRM: Not publicly documented; no published rate limit found in Odoo's official developer documentation.
Data volume sensitivity
Odoo CRM doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during Odoo CRM to monday CRM migration scoping. Not seeing yours? Book a call.
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