Migrate your Onpipeline data

Onpipeline Contacts are the primary person records with standard fields (name, email, phone, address) plus custom fields. We migrate all Contact properties 1:1 and preserve Tags and Lifecycle Stage as custom properties in the destination.

Company records hold organizational data and are associated with multiple Contacts. We migrate Companies as Accounts/Organizations and maintain the Contact-to-Company linkage in the destination CRM.

Deals are the central object in Onpipeline, functioning as sales opportunities tied to Contacts and optionally Companies. We preserve the Deal value, stage assignment, probability, and custom fields. Pipeline Stage order and naming are migrated as part of the pipeline configuration.

Onpipeline allows custom stage names and probabilities per pipeline. We capture the full stage hierarchy and map it to the destination pipeline structure, renaming stages to match the target system's conventions.

Activities include Events (calendar appointments), Tasks, Notes, and Files attached to Deals or Contacts. We migrate Events with datetime, duration, assigned user, and description. Notes are imported as activity records; file attachments are migrated as linked files.

Onpipeline's Product catalog stores items with name, price, SKU, and stock quantity. We migrate Products as line items in the destination catalog and preserve inventory levels where the target system supports stock tracking.

Quotes in Onpipeline include line items, pricing, and e-signature status. We migrate Quote headers and line items, preserving the linked Contact and Deal association.

Invoices are generated from Deals or standalone and include payment status. We migrate Invoice headers, line items, and payment status. Recurring invoice configurations are noted but require manual setup in the destination.

Web Forms capture leads and can be connected via API or Zapier. Form definitions are migrated as templates; the form-submitted lead records are migrated as Contacts in the Leads or Contacts object.

Onpipeline supports custom fields on Contacts, Companies, Deals, and Products. We extract the custom field schema and map values into equivalent custom properties in the destination CRM.

Onpipeline Users are assigned as Deal owners and activity assignees. We map each Onpipeline User to a corresponding User in the destination system, flagging any orphaned assignments if a user does not exist in the target.

Tags are applied across Contacts, Companies, and Deals for segmentation. We migrate Tags as Labels or Tags in the destination and preserve multi-tag assignments per record.

Recurring Revenue records define subscription schedules. We migrate the subscription metadata and schedule. Automated recurring invoice generation is a Standard/Advanced tier feature requiring manual reconfiguration in the destination.

Each Onpipeline User has one calendar storing all Events and Appointments. We migrate Calendar entries as Events and preserve the user-to-calendar assignment so the activity history remains accessible by owner.