Migrate your Oncord data

Contacts are the primary CRM object in Oncord. The platform advertises unlimited contacts on base plans. We map Contacts 1:1 into the destination CRM's contact object, preserving all standard fields and any custom field values. The activity feed (interaction history) is also extracted and linked to the contact record where the target schema supports it.

Groups function as static tagging and segmentation lists in Oncord. We export all Groups and map them to the destination's equivalent segment or tag structure. On Lite plans, filters are restricted to Groups only, which is important to note for customers migrating away from restricted-tier accounts.

Oncord exposes CustomFields via its internal API component. We can read, write, and map custom field definitions and values. We handle type mapping (text, number, date, dropdown) between Oncord's schema and the destination's field types. The CustomFields API reference is available at /developer/api/components/settings/customfields/.

Products are only available when the Commerce add-on ($40/month) is active. We export product name, description, price, SKU, inventory, images, and any custom product fields. Commerce gating must be confirmed during scoping — if the customer never purchased the Commerce module, no product data exists to migrate.

Events are part of the Marketing module and include RSVP functionality. We export event name, date, location, capacity, and attendee list (linked to Contacts). Mapping to the destination's event or calendar object depends on the target platform's event schema, which may require custom field work for registration-specific data.

Marketing automation workflows trigger on contact activity, group membership, or time-based schedules. We document the workflow structure (triggers, conditions, actions) but migration of the automation logic itself is complex because workflow engines vary significantly between platforms. We export workflow definitions as configuration records and flag which automations need manual recreation.

Oncord includes unlimited admin users on base plans. We export user records including name, email, and role. Owner assignment on Contacts maps to the destination's user record, but role semantics differ between platforms so explicit mapping is required.

Web forms grow the contact database and can carry custom field mappings per form. We export form definitions and their field-to-contact-property mappings so the destination's equivalent form builder can replicate the same data-capture structure.

Available only with the Commerce add-on. We export discount rules, coupon codes, eligibility conditions, and usage limits. Mapping to destination promo objects depends on whether the target platform has equivalent discount mechanics.