CRM migration
Field-level mapping, validation, and rollback between Ontraport and monday CRM. We move data and schema; workflows are rebuilt natively in monday CRM.
Ontraport
Source
monday CRM
Destination
Compatibility
6 of 8
objects map 1:1 between Ontraport and monday CRM.
Complexity
CModerate
Timeline
3-5 weeks
Overview
Moving from Ontraport to Monday.com CRM is a migration from an all-in-one marketing-automation-heavy CRM to a board-based work-management CRM that added native CRM entities. Ontraport stores Contacts as the primary object with a Company and Deal hierarchy, integrated invoice and payment records, and proprietary automation rules that cannot export as structured data. Monday.com CRM uses Items grouped into Boards with CRM-specific entity types for Contacts, Companies, Deals, and Activities. We extract Ontraport Contacts with all custom fields and lifecycle data, export Company and Deal records with pipeline and stage mapping, preserve Tag assignments as flat lists, and move Notes linked back to their Contact. Automation Rules, Sequences, and Campaign configurations are stored in Ontraport's proprietary format and cannot migrate; we deliver a written inventory of every active automation and campaign with a recommended Monday.com Automation Centre rebuild approach. Invoice and transaction records are exported with full payment status for reconciliation at the destination.
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 Ontraport 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.
Ontraport
Contact
monday CRM
CRM Contact Item
1:1Ontraport Contacts are the primary migration object and map 1:1 to Monday.com CRM Contacts. We extract all standard fields (name, email, phone, address), custom fields, lifecycle stage, source data, and engagement timestamps. Custom field types (text, number, date, dropdown) map to Monday.com column equivalents. Lifecycle stage values are preserved as a text column since Monday.com CRM Contacts do not have a native lifecycle model.
Ontraport
Company
monday CRM
CRM Company Item
1:1Ontraport Company records map to Monday.com CRM Companies with a one-to-many relationship to Contacts. We export Company names, domains, addresses, and any custom fields. Ontraport does not enforce Company name deduping, so we run a fuzzy dedupe pass on Company names before import to avoid duplicate Monday.com CRM Companies. Contact-Company links are preserved through Monday.com CRM's native relationship column.
Ontraport
Deal
monday CRM
CRM Deal Item
1:1Ontraport Deals map to Monday.com CRM Deals with pipeline, stage, amount, expected close date, and owner fields preserved. The Ontraport pipeline ID is not transferable — we create a new Deal pipeline in Monday.com CRM during setup and map Ontraport pipeline names to Monday.com pipeline names. Deal-Contact and Deal-Company associations are resolved using the relationship lookup at migration time.
Ontraport
Tag
monday CRM
Tag Column (multi-select)
lossyOntraport tags are plain-text values applied to Contacts to categorize and trigger automations. We export all tag assignments per Contact and apply them as a multi-select tag column in Monday.com CRM. Tag names with spaces or special characters are normalized to lowercase-hyphenated format. Because Ontraport tag assignments are not structured for bulk export, we parse the tag list per Contact from the exported CSV and rebuild the tag column values during the transform step.
Ontraport
Note
monday CRM
CRM Contact Item (updates) or Activity
1:1Ontraport Notes are linked to Contact records. When exported with the include-notes option, each Note generates a separate CSV row duplicating the Contact's full data. We deduplicate these rows by Contact ID and reattach each Note as a separate update entry or activity log entry on the target Monday.com CRM Contact. Note timestamps are preserved to maintain the original creation date.
Ontraport
Invoice and Transaction
monday CRM
Custom Board (Invoices)
1:manyOntraport invoice records with line items, payment status, product associations, and Contact linkage are exported as structured rows. We create a custom Invoice board in Monday.com CRM with columns for invoice number, amount, status (paid, unpaid, refunded), payment date, and related Contact. Invoice records do not map to a native Monday.com CRM entity, so they land in a dedicated board linked back to Contacts via the relationship column.
Ontraport
Custom Object
monday CRM
Custom Board with Item Types
1:1Ontraport custom objects (Pets, Courses, Subscriptions, etc.) with custom fields and Contact or Company relationships are exported with their relationship tables. We create Monday.com boards to mirror each custom object's schema, including custom columns mapped by field type. Relationship IDs are resolved against the migrated Contact and Company IDs during import. Ontraport Dynamic CMS packages required for custom objects are not a factor in Monday.com CRM since all custom data uses board-column structure.
Ontraport
Task
monday CRM
Activity Column or Task Item
1:1Ontraport Tasks assigned to Contacts or Deals are exported with due dates, completion status, owner assignments, and descriptions. We import these as either CRM Activity entries linked to the Contact or Deal item, or as standalone Task items in a tasks board depending on the customer's preference during scoping. Owner assignment resolves by email match to Monday.com users.
| Ontraport | monday CRM | Compatibility | |
|---|---|---|---|
| Contact | CRM Contact Item1:1 | Fully supported | |
| Company | CRM Company Item1:1 | Fully supported | |
| Deal | CRM Deal Item1:1 | Fully supported | |
| Tag | Tag Column (multi-select)lossy | Fully supported | |
| Note | CRM Contact Item (updates) or Activity1:1 | Fully supported | |
| Invoice and Transaction | Custom Board (Invoices)1:many | Fully supported | |
| Custom Object | Custom Board with Item Types1:1 | Fully supported | |
| Task | Activity Column or Task Item1:1 | 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.
Ontraport gotchas
Export history auto-deletes after 60 days
Contact overages trigger billing changes on Basic and Plus plans
SMS costs accrue before the daily limit pause applies
Automation logic cannot be exported or imported
Notes export duplicates Contact records
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 data audit
We audit the source Ontraport account across all objects in scope: Contact count and custom field inventory, Company records, Deal pipelines and stage values, active Tag list, Note volume, invoice and transaction records, and any custom object definitions with their relationship tables. We extract a full record count baseline for reconciliation after import. We also identify any Ontraport automation rules, sequences, and campaign configurations for the written inventory handoff.
Tag deduplication and Company name normalization
Ontraport exports tags as flat per-Contact text lists without a centralized tag master. We deduplicate the full tag set and normalize naming conventions before creating the Monday.com CRM tag column values. Similarly, Ontraport does not enforce unique Company names, so we run a fuzzy dedupe pass on Company names using Levenshtein distance to identify near-duplicates for the customer to resolve before Company import into Monday.com CRM.
Monday.com CRM board and column setup
We create the CRM boards in Monday.com CRM before any data import: Contacts board with all standard and custom columns, Companies board with relationship columns back to Contacts, Deals board with pipeline and stage columns mapped from Ontraport, and any custom object boards with their column schemas. For invoice and transaction history, we configure a dedicated Invoices board linked to Contacts. Column types are matched to the source field data types to prevent type-errors during import.
Company and Contact import with relationship resolution
We import Companies first since Contact records in Monday.com CRM carry a Company relationship column. During Contact import, we resolve each Contact's Ontraport Company reference to the newly created Monday.com CRM Company by name match. Custom field values are mapped column-by-column during the transform step. Lifecycle stage values from Ontraport are written to a text column since Monday.com CRM does not have a native lifecycle model.
Deal import with pipeline mapping and Owner resolution
We import Deals with pipeline and stage values mapped from Ontraport to the newly created Monday.com CRM pipeline configuration. Owner assignments are resolved by email match to Monday.com CRM users. Deal-Contact and Deal-Company associations are resolved using the relationship lookups at import time. Tags, Notes, and Tasks are imported last, with Notes deduplicated from their duplicate Contact-row format before import.
Cutover, validation, and automation inventory handoff
We freeze writes to Ontraport during cutover, run a final delta migration of any records modified during the migration window, then mark Monday.com CRM as the system of record. We deliver the written automation inventory documenting every active Ontraport Automation Rule and Sequence with its trigger, conditions, and recommended Monday.com Automation Centre equivalent. We do not rebuild automations inside the migration scope. We support a three-day post-cutover validation window to resolve record count discrepancies.
Platform deep dives
Ontraport
Source
Strengths
Weaknesses
monday CRM
Destination
Strengths
Weaknesses
Complexity grading
Moderate CRM migration. 4 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Moderate migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Ontraport and monday CRM.
Object compatibility
4 of 8 objects need a mapping; the rest are 1:1.
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
Ontraport: Not publicly documented.
Data volume sensitivity
Ontraport 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.
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FAQ
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