Migrate from OneHash CRM to monday CRM

OneHash Leads map to Monday.com People records within a CRM board. The lead source, status, and conversion log fields migrate as custom columns on the board. Lead email, phone, and organization fields map to the Person column type. The lead-to-contact conversion relationship is represented by creating a linked Deal and associating it with the Person record; no automatic conversion trigger migrates because Monday.com does not have a Lead-to-Contact convert action.

OneHash Contacts migrate as Monday.com People records. First name, last name, email, and phone map to the built-in Person column fields. Organization linkage (OneHash customer_name) becomes a linked person reference or is stored in a custom text column. Contact addresses from OneHash are stored as multi-line text columns in Monday.com because the platform does not have a structured address object.

OneHash Customers (organization-level records linked to Contacts) map to Monday.com as either Account-style text entries or as Organization column values on a Deals board. If the customer uses a separate Companies board, we create a Companies board and link People records to it. The decision is made during scoping based on the customer's CRM usage pattern.

OneHash Opportunities migrate to Monday.com Deals. Deal stage maps to a Status column with stage values migrated from OneHash pipeline stages. Deal amount maps to a Number column; probability maps to a custom Number column or is omitted if the team does not use probability tracking. The Opportunity owner maps to an Assignee column by resolving the email match to a Monday.com workspace member.

OneHash Quotations carry line items linked to Items, tax templates, and terms. Monday.com does not have a native quotation object. We create a dedicated Quotations board with columns for client name (linked Person), quotation date, total amount, status, and line items stored as a sub-items group or as text summary. The customer decides during scoping whether quotation detail is captured at the board level or summarized.

OneHash Sales Orders reference Customers and Items with delivery and billing status flags. Monday.com has no native Sales Order object. We either create a Sales Orders board mirroring the Quotations board structure or exclude Sales Orders from migration scope if the customer confirms they do not track order fulfillment in OneHash. This decision is made during discovery.

OneHash custom fields per DocType are discovered via an API introspection pass before migration. Each custom field's ERPNext field type is mapped to the nearest Monday.com column type (text, number, date, person, link). Custom field values migrate as column values on the corresponding board. If a custom field references a linked DocType (e.g., a custom field on Contact linking to a Project), we map it as a text reference or create a linked board during schema design.

OneHash Items include product/service definitions with pricing, stock data, and custom attributes. Monday.com does not have a native product catalog. Items are either excluded from migration scope or created as a read-only Items board if the customer needs to reference products on Deals or Quotations. The decision depends on whether the customer uses OneHash item pricing on Quotations.

OneHash Employee records include designation, department, and salary structure. Monday.com has no HR module. Employee records are excluded from standard CRM migration scope unless the customer specifically requests an Employee directory board. If requested, we create a basic Employees board with name, designation, department, and email columns as text fields.

OneHash Projects carry Tasks, assignees, and time tracking. Monday.com has strong work management capabilities. We migrate Project metadata and Task hierarchy as a Monday.com work management board. Open vs. completed status is preserved via a Status column. Task-level comments are stored as Updates on each item. Time tracking migrates as a Number column (hours) if the customer uses it.

Documents attached to OneHash DocTypes migrate as Monday.com file attachments via the file column type. Large attachments over Monday.com's file size limits (up to 250 MB per file on Pro plans) are flagged for the customer to host externally and link via URL column. We chunk large binary downloads from OneHash and re-upload via Monday.com's file API during migration.