CRM migration
Field-level mapping, validation, and rollback between Olqan and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.
Olqan
Source
monday CRM
Destination
Compatibility
6 of 8
objects map 1:1 between Olqan and monday CRM.
Complexity
BStandard
Timeline
2-4 weeks
Overview
Moving from Olqan to Monday.com CRM is a separation as much as a migration. Olqan's unified workspace bundles CRM, projects, HR, and finance into a single export stream; we parse that stream into discrete object classes before loading into Monday.com's board-and-column structure. Olqan Contacts and Companies map directly to Monday.com's People CRM entities. Deals become Items on a Sales Board with their pipeline stages mapped to Status columns. Custom fields from Olqan require manual column creation in Monday.com, and we document every field that needs a column equivalent. Olqan's Projects, Employees, Time Logs, Invoices, and Tickets have no native Monday.com CRM equivalents; we migrate these as Items on separate Boards or advise they remain in Olqan's project and HR modules. Automations, workflows, and any configured rules do not migrate because Monday.com's automation engine uses a different trigger-and-action model. We deliver a written automation inventory for the customer's admin to rebuild in Monday.com's Automation Center.
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.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Olqan 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.
Olqan
Contact
monday CRM
People Contact
1:1Olqan Contacts migrate to Monday.com CRM People Contacts. Full name splits into First Name and Last Name fields in Monday.com. Email, phone, company association, and lifecycle stage map to corresponding Contact properties. We parse the full name field from Olqan during extraction and split it before inserting into Monday.com's Contact schema. Owner assignment maps from Olqan hubspot_owner_id to Monday.com's person_id by email match.
Olqan
Company
monday CRM
People Company
1:1Olqan Company records map to Monday.com CRM Companies. Company name, address, industry, size, and domain fields migrate directly. In Monday.com, Companies serve as the parent entity for related Contacts and Deals. We create Companies before Contacts so that the company association lookup is satisfied at the moment of Contact insert.
Olqan
Deal
monday CRM
Sales Board Item
1:1Olqan Deals map to Items on a Monday.com Sales Board. Deal name becomes the Item name, deal value maps to a Number column, and the pipeline stage label becomes the Status column value in Monday.com. We preserve the original stage label in a Text column so the customer's admin can map it to the correct Monday.com Status option after schema setup. Deal owner assignment resolves via email match to Monday.com person records.
Olqan
Deal Stage
monday CRM
Status Column Options
lossyEach distinct pipeline stage label in Olqan requires a corresponding Status option in Monday.com's Sales Board. We extract all unique stage names from Olqan Deals during scoping and deliver a configuration sheet listing each stage label with its recommended Monday.com Status option. The customer's admin creates the Status options in Monday.com before production migration runs.
Olqan
Project
monday CRM
Work Board
1:1Olqan Projects map to Items on a Monday.com Work Management Board if the customer chooses to migrate project data into Monday.com. Project name becomes Item name, tasks become Subitems, and assignees map to Monday.com person records. Projects with complex task hierarchies may require flattening depending on the customer's preferred Monday.com structure. Not all Olqan migrations include project data in Monday.com scope; this is a scoping decision.
Olqan
Custom Fields
monday CRM
Custom Columns
lossyOlqan custom fields on Contacts, Companies, and Deals require new column creation in Monday.com. Monday.com supports column types including Text, Number, Date, Phone, Label, Dropdown, Checkbox, Timeline, Location, Link, and Formula. We document each Olqan custom field with its data type and map it to the closest Monday.com column type. Fields that have no Monday.com equivalent (such as structured multi-select or relational fields) are flagged as manual-rebuild candidates.
Olqan
User / Owner
monday CRM
Person
1:1Olqan Users and Owners referenced on Contacts, Companies, Deals, and Projects are resolved by email match against Monday.com person records. If a Monday.com account does not exist for the Olqan user email, we flag that person as requiring account creation before migration. Owner-less records (such as Deals with no assigned Olqan user) are flagged in the reconciliation report for the customer's admin to assign post-migration.
Olqan
Attachments
monday CRM
File Column
1:1File attachments on Olqan Deals, Projects, and Tickets migrate as linked files using Monday.com's File column type. We extract the file URL or binary from Olqan, upload to Monday.com via the API, and link the file to the parent Item. Large attachments are chunked and uploaded with retry logic. Files that exceed Monday.com's storage limits (5GB on Basic, higher on Standard and Pro) are flagged for the customer to store externally with a link reference.
| Olqan | monday CRM | Compatibility | |
|---|---|---|---|
| Contact | People Contact1:1 | Fully supported | |
| Company | People Company1:1 | Fully supported | |
| Deal | Sales Board Item1:1 | Fully supported | |
| Deal Stage | Status Column Optionslossy | Fully supported | |
| Project | Work Board1:1 | Fully supported | |
| Custom Fields | Custom Columnslossy | Mapping required | |
| User / Owner | Person1:1 | Fully supported | |
| Attachments | File Column1:1 | Mapping required |
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.
Olqan gotchas
No mobile app for iOS or Android
Limited third-party integration ecosystem
Mixed-object exports require post-processing
Newer platform with evolving feature set
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 module audit
We audit the Olqan portal across all modules in use: CRM (Contacts, Companies, Deals), Projects, HR, Finance, and Ticketing. We extract record counts per object, identify custom field schemas per object, inventory active automation rules, and document owner and assignment structures. We also assess which Olqan modules the customer intends to migrate to Monday.com CRM versus continuing in Olqan or another system. The discovery output is a written migration scope with record counts, custom field inventory, and a module routing decision for HR, Finance, and Ticket data.
Mixed-object export parsing
We request a full data export from Olqan and parse it into discrete object streams. If Olqan's export bundles multiple modules into a single file, we write a parser that classifies each record by object_type or field signature and routes it into separate CSV or JSON streams for Contacts, Companies, Deals, Projects, Employees, Invoices, and Tickets. This step produces the clean object-classified files that Monday.com's import tooling expects and prevents cross-object contamination during load.
Monday.com schema setup and column creation
We deliver a Monday.com setup guide listing every Olqan custom field with its recommended Monday.com column type (Text, Number, Date, Phone, Label, Dropdown, Checkbox, Timeline, Link, etc.). The customer's admin creates these columns in Monday.com for Contacts, Companies, and the Sales Board before we begin production migration. We also deliver a Deal stage mapping sheet listing each Olqan pipeline stage label with the corresponding Monday.com Status option to create. This is a manual step requiring admin access to the Monday.com account.
Owner reconciliation and person provisioning
We extract every distinct Olqan user email referenced on Contacts, Companies, Deals, and Projects and match against Monday.com person records. Olqan users without a corresponding Monday.com person are flagged in a reconciliation report. The customer's admin provisions missing person records in Monday.com before migration. Migration cannot proceed past this step because Monday.com requires a valid person reference on every Contact, Company, and Deal Item owner field.
Production migration in dependency order
We run production migration into Monday.com CRM in dependency order: Companies first (as parent entities), then Contacts (with company association resolved), then Deals as Items on the Sales Board (with contact and company links resolved, stage labels mapped to Status options, and owner resolved). Projects, Employees, Invoices, and Tickets migrate as Items on separate Work Management Boards if scoped. Custom field values load after column schema is confirmed active. Each phase emits a row-count reconciliation report before the next phase begins.
Cutover, delta sync, and automation inventory delivery
We freeze Olqan writes during cutover and run a final delta migration of any records created or modified during the migration window. Monday.com becomes the system of record once the delta pass completes. We deliver the automation inventory document listing every Olqan automation rule with its trigger, conditions, actions, and recommended Monday.com Automation Center equivalent. We support a three-day hypercare window where we resolve reconciliation issues. We do not rebuild Olqan automations as Monday.com automations inside the migration scope; that is a separate configuration task for the customer's admin.
Platform deep dives
Olqan
Source
Strengths
Weaknesses
monday CRM
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 2 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Olqan and monday CRM.
Object compatibility
2 of 8 objects need a mapping; the rest are 1:1.
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
Olqan: Not publicly documented.
Data volume sensitivity
Olqan 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 Olqan to monday CRM migration scoping. Not seeing yours? Book a call.
Walk through your Olqan to monday CRM migration with a real engineer — 30 minutes, free, written quote within 24 hours.
Book a free 30 minute consultationAdjacent paths
Other ways to leave Olqan
Other ways to arrive at monday CRM
Ready when you are
Tell us record counts and timeline. We'll come back with a written quote inside 1 business day — no commitment, no sales pitch.
