Migrate from OplaCRM to monday CRM

OplaCRM Accounts map to Monday.com CRM Companies or Account Items depending on the workspace type. We resolve by account display name and external_id as the dedupe key. Address data (street, city, country, postal code) maps to the standard address column type in Monday.com CRM. If the destination workspace is a standard CRM workspace, Accounts land as Account Items; if the team uses a Work Management board with custom CRM columns, we map to Item rows with the CRM column type applied.

OplaCRM Contacts map to Monday.com People Items with name, email, phone, and role fields. We deduplicate by email address and link each Contact to its parent Account via the Person or Company column type. Role and title migrate to text or tag columns depending on the Monday.com workspace configuration.

OplaCRM Opportunities map to Monday.com CRM Deal Items. Deal stage from sale_process_stage maps to the relevant board column value representing the stage bucket. Close date maps to a Date column; deal value maps to the Number or Currency column. We preserve the original OplaCRM stage label as a text column so the team can verify bucket placement before decommissioning OplaCRM.

OplaCRM stage names (stored as plain string enums in sale_process_stage) map to Monday.com board column values rather than column names. We map by display label to ensure CLOSE_WON and CLOSE_LOST land in the correct terminal column. Each OplaCRM pipeline maps to a separate Monday.com board unless the team consolidates during migration.

OplaCRM Products map to Monday.com CRM Products within the Deal context. Product name and quantity migrate to the line-item structure within a Deal Item. List pricing may need review because OplaCRM's price book model and Monday.com's product pricing columns handle discounts differently.

OplaCRM Invoices (created via CreateOpportunityInvoiceDto) map to Monday.com CRM Invoices if the workspace includes the Invoice add-on, or to Deal sub-items with invoice-specific columns (amount, date, status, invoice number). Numbering schemes between systems require explicit remapping because OplaCRM and Monday.com use independent sequences.

OplaCRM links joint or co-selling opportunities using opportunities_joint_id UUIDs. Monday.com CRM does not have a native linked-deal concept. We resolve each UUID into an explicit Related Items column or a custom text column referencing the linked deal ID, and surface the relationship in the pre-flight mapping table. If the team does not use joint deals, this step is skipped.

OplaCRM locked records carry a boolean flag preventing edits. Monday.com CRM does not have a record-level locking mechanism. We create a custom property (e.g., Opla_Locked: true) on each locked record and flag it in the handoff for the customer admin to set sharing rules or restrict edit permissions manually post-migration.

OplaCRM's healthscore is a numeric composite value with an undocumented algorithm. We carry the last-known healthscore as a read-only custom number column on the Account or Company Item. Because the algorithm is opaque, we cannot replicate the signal in Monday.com; the team documents the healthscore manually or builds a new formula using Monday.com's column formulas once the algorithm is reverse-engineered from historical data.

OplaCRM tags stored as label arrays on records migrate to Monday.com Tags or Labels columns. Comma-delimited strings are split into individual tag entries during transform. The mapping is 1:1 with no consolidation unless the team requests tag normalization during scoping.

OplaCRM CustomFieldValueDto key-value pairs migrate as custom columns in Monday.com. If a custom field name collides with an existing Monday.com column name, we prefix the colliding key with opla_ and surface the collision in the pre-flight mapping table for the customer to rename or merge before final cutover.

OplaCRM Users map to Monday.com workspace members by email address. Owner assignments on Opportunities and Accounts migrate to the Assignee column on Deal Items. Users without a matching Monday.com account are held in the reconciliation queue for the admin to provision before import begins.