Migrate from Oncourse CRM to monday CRM

Oncourse CRM Lead records map directly to Monday.com CRM Items within a dedicated Leads board. We preserve the lead source and status as Monday.com column values (Status, Dropdown, or Tags column types). The lead creation date migrates as a Date column, and any lead score or rating value maps to a Number column. Conversion from Lead to Contact in Oncourse CRM requires a manual decision during scoping on whether to create a new Monday.com CRM Item or convert the existing one.

Oncourse CRM Contact records map to Monday.com CRM Items in the Contacts board. Name, email, phone, and address fields map to Monday.com Text and Contact Info column types. The organization name stored as a Contact property is extracted and held for Company creation before Contact insert. We apply duplicate detection by email match during import to prevent duplicate CRM Items.

Oncourse CRM stores organization names as a Contact property rather than a distinct Account object. We extract every distinct organization value from Contact records, deduplicate by normalized name, and create Monday.com Company records before Contact import. Each Contact Item then links to its parent Company via Monday.com's relation column. Contacts that have no organization value remain as standalone CRM Items with no Company link.

Oncourse CRM Deals map to Monday.com CRM Items in a Deals or Opportunities board. Deal name, value, and stage migrate as Text, Number, and Status columns respectively. The deal owner maps to Monday.com's Assignee column by resolving the Oncourse CRM owner email to a Monday.com team member. We preserve the deal creation date and last modified date as Date columns for pipeline age analysis.

Oncourse CRM pipelines have customizable stage names per account. We extract the customer's active stage names and create corresponding Status columns in Monday.com CRM boards, with each status value mapped to its Oncourse CRM equivalent. Stage probability percentages are stored as a Number column if the customer requires them for forecasting. Stage ordering in Monday.com reflects the pipeline sequence from Oncourse CRM.

Oncourse CRM Tasks associated with Deals map to Monday.com Subitems on the corresponding Deal Item, with task name as Subitem title, due date as Date column, and status reflected in the Subitem status. Standalone Tasks without a Deal link become Items in a Tasks board with an optional relation link back to the Contact or Company. Task assignment resolves to Monday.com Assignee by owner email lookup.

Oncourse CRM stores activity history as notes rather than structured activity records. We surface this data-shape difference during scoping and offer two options: migrate note content as Monday.com Updates on the parent Item (preserving the timeline context but not queryable), or create separate Note Items in a dedicated board (queryable but breaking timeline context). The customer chooses the strategy. We do not convert Oncourse notes to Monday.com structured activity records because Monday.com CRM does not expose a structured activity object API equivalent to HubSpot engagements or Salesforce Tasks.

Oncourse CRM custom fields on Contacts, Leads, and Deals are exposed via the onCourse DSL export. We map each to the nearest Monday.com column type: text fields to Text columns, numeric fields to Number columns, date fields to Date columns, and dropdown-style fields to Dropdown or Tags columns. Multi-select custom fields map to Tags columns. Dependencies between custom fields in Oncourse CRM may require manual recreation as Monday.com column dependencies.