CRM migration
Field-level mapping, validation, and rollback between Oncord and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.
Oncord
Source
monday CRM
Destination
Compatibility
6 of 8
objects map 1:1 between Oncord and monday CRM.
Complexity
BStandard
Timeline
2-4 weeks
Overview
Moving from Oncord to Monday.com CRM is a migration from a website-builder-first all-in-one platform to a visual work-management tool with CRM capabilities. Oncord has no publicly documented API reference and no formal export tooling, so we extract data through the CustomFields API component and account backups before loading into Monday.com. Oncord groups map to Monday.com tags or groups; custom fields from Oncord map to Monday.com column types (text, number, date, dropdown, checkbox). Products and Events from the Commerce and Marketing add-ons migrate as items in dedicated boards with linked contacts preserved through Monday's relation columns. We do not migrate Oncord automation workflows as code; we deliver a written inventory of every trigger, condition, and action for the customer to rebuild in Monday's automation builder. Timeline ranges from two to six weeks depending on record volume and the number of active add-ons.
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 Oncord 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.
Oncord
Contact
monday CRM
Contact board item
1:1Oncord Contacts map to items in a Contact board in Monday.com CRM. Standard fields (name, email, phone, address) migrate as typed columns. The contact's activity feed does not have a direct Monday.com equivalent; we flag this as a known gap and document the original timestamps for manual reference if required. Owner assignment from Oncord maps to the assignee column in Monday.com.
Oncord
Group
monday CRM
Tag or Group (column)
lossyOncord Groups function as static segmentation lists and map to Monday.com Tags or Groups columns depending on whether the customer wants flat tagging or hierarchical grouping. We confirm the preferred strategy during scoping because switching from tags to groups post-migration requires re-tagging records.
Oncord
Custom Field
monday CRM
Column (typed per field type)
lossyOncord Custom Fields expose their type definitions via the CustomFields API component. We read the field type (text, number, date, dropdown, checkbox) and create the equivalent Monday.com column type before import. Dropdown fields from Oncord with defined option sets become Monday.com Dropdown or Status columns with matching options.
Oncord
Product (Commerce add-on)
monday CRM
Item in Product board
1:1Oncord Products (available only with the Commerce add-on at $40/month) migrate as items in a dedicated Products board. We map product name, description, price, SKU, and inventory quantity to Monday.com columns. Products without a Commerce add-on have zero product records to migrate.
Oncord
Event (Marketing add-on)
monday CRM
Item in Events board with linked contacts
1:1Oncord Events include RSVP functionality and attendee lists linked to Contacts. We export event name, date, location, capacity, and the attendee contact list. In Monday.com, events become items in an Events board with a relation column linking attendee items to the Contact board. Event RSVPs without a Marketing add-on do not exist in the source.
Oncord
Discount / Coupon (Commerce add-on)
monday CRM
Item in Promotions board
1:1Oncord Discounts and Coupons migrate as items in a Promotions board if the Commerce add-on is active. We map coupon code, discount type (percentage or fixed), eligibility conditions, and usage limits to Monday.com columns. Monday.com does not have a native promo engine; this board serves as a reference record for the team rather than a functional discount application.
Oncord
User / Administrator
monday CRM
Member
1:1Oncord admin users (unlimited on base plans) map to Monday.com workspace Members. We resolve by email match. Owners assigned to Contacts in Oncord become assignees in the Contact board. We flag any Oncord user who does not have a corresponding Monday.com account for the customer's admin to provision before record import.
Oncord
Web Form
monday CRM
Form definition (documented)
1:1Oncord web forms carry custom field mappings that grow the contact database. We export form definitions and their field-to-contact-property mappings as a written reference document. Monday.com Forms is a separate builder; we do not rebuild the forms but provide the mapping so the customer's admin can recreate form connections with the correct column targets.
| Oncord | monday CRM | Compatibility | |
|---|---|---|---|
| Contact | Contact board item1:1 | Fully supported | |
| Group | Tag or Group (column)lossy | Fully supported | |
| Custom Field | Column (typed per field type)lossy | Fully supported | |
| Product (Commerce add-on) | Item in Product board1:1 | Fully supported | |
| Event (Marketing add-on) | Item in Events board with linked contacts1:1 | Fully supported | |
| Discount / Coupon (Commerce add-on) | Item in Promotions board1:1 | Fully supported | |
| User / Administrator | Member1:1 | Fully supported | |
| Web Form | Form definition (documented)1:1 | 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.
Oncord gotchas
Email accounts are not included in the base subscription
Lite plan restrictions gate most CRM and marketing data
No formal export or migration tooling exists
Commerce and Marketing are optional paid add-ons
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 add-on scoping
We audit the customer's Oncord account for active plan tier (Lite, Base, or Base plus add-ons), record counts across Contacts, Groups, Custom Fields, Products, Events, and any Coupon data. We confirm which add-ons are active because Lite plan restrictions and absent add-ons mean zero records in those modules. The discovery output is a written migration scope with record counts, a custom field inventory with type definitions, and a Monday.com plan recommendation based on contact volume and user count.
Data extraction from Oncord
We extract data from Oncord using the CustomFields API component and on-demand account backups. We map each Oncord field to a Monday.com column type (text, number, date, dropdown, checkbox, link, files) based on the type definition returned by the CustomFields API. We run a pre-extraction data quality pass to identify duplicates, incomplete records, and records with missing owner assignments. We flag export completeness risks to the customer before proceeding.
Monday.com board structure design
We design the destination board structure in Monday.com. The Contact board holds all migrated contacts with custom columns mapped from Oncord fields. The Products board (if Commerce is active) holds product items with pricing and inventory columns. The Events board (if Marketing is active) holds event items with attendee relation columns linking to the Contact board. Tags and Groups from Oncord are translated to Monday.com Tags or Groups columns based on the customer's preference. Each board's column types are provisioned before any data import begins.
Owner and user reconciliation
We extract every distinct Oncord user referenced as an owner on Contacts, Products, or Events and match by email against the Monday.com workspace Members list. Any Oncord user without a matching Monday.com Member goes to a reconciliation queue for the customer's admin to provision. Migration cannot complete with owner assignees referencing non-existent Members.
Production import in dependency order
We import records into Monday.com in dependency order: Members validated first, then Contact board (items created with all column values set), then Products board (if Commerce is active), then Events board with relation columns linking attendees to Contact items. Custom field values are set as typed column values matching the Monday.com column type. We run row-count reconciliation after each board import before proceeding to the next.
Cutover, validation, and automation handoff
We freeze writes in Oncord during cutover and run a final delta import of any records modified during the migration window. We deliver a written automation inventory document listing every Oncord workflow trigger, condition, and action with a recommended Monday.com automation equivalent. We support a one-week hypercare window for reconciliation issues raised by the team. We do not rebuild Oncord automations as Monday.com automations inside the migration scope.
Platform deep dives
Oncord
Source
Strengths
Weaknesses
monday CRM
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. All 8 core objects map 1:1 between Oncord and monday CRM.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Oncord and monday CRM.
Object compatibility
All 8 core objects map 1:1 between Oncord 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
Oncord: Not publicly documented.
Data volume sensitivity
Oncord 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
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