crm_migrate_one_page_crm

Migrates contacts, companies, and relationships from OnePageCRM to the Drupal CRM module. Use this module when migrating from OnePageCRM to a Drupal-based contact relationship management system.

Features

This module provides Drupal Migrate source and process plugins to import CRM data from the OnePageCRM API into Drupal CRM. Key capabilities include:

• Companies migration — Imports OnePageCRM companies as CRM contacts (organization type) with names, phone numbers, and addresses
• Contacts migration — Imports OnePageCRM persons as CRM contacts (person type) with full names, emails, telephones, and addresses
• Relationships migration — Imports OnePageCRM relationships between contacts into CRM relationships
• Configurable mappings — Map OnePageCRM company types to CRM contact types, and OnePageCRM relationship types to CRM relationship types

When to use this module: You have existing data in OnePageCRM and want to move it into a Drupal site using the CRM module. This is the migration path for organizations transitioning from OnePageCRM to Drupal CRM.

Post-Installation

After installing the module:

1. Configure the One Page CRM API — Go to Configuration → One Page CRM API and enter your OnePageCRM API credentials (app ID and user ID).
2. Map company and relationship types — Go to Configuration → CRM → One Page CRM Migration. Configure how OnePageCRM company types map to CRM contact types, and how OnePageCRM relationship types map to CRM relationship types.
3. Run the migrations — Go to Structure → Migrations or use Drush to run the One Page CRM migrations in order: one_page_crm_companies (first), then one_page_crm_contacts, then one_page_crm_relationships.

Additional Requirements

• CRM — The Drupal CRM module (contact and relationship entities)
• OnePageCRM API — Integrates with the OnePageCRM API and provides the source data
• Drupal core Migrate module
• Drupal 11.x

Recommended modules/libraries

No additional modules are required beyond the dependencies listed above. The Migrate Plus module may be helpful for advanced migration scenarios.

Similar projects

The CRM module has migration support for other CRM sources. This module is specific to OnePageCRM. If you are migrating from Salesforce, HubSpot, or another system, look for the corresponding CRM migration module for that source.

Development

If you haven't already, install Docker and DDEV.

git clone [email protected]:project/crm_migrate_one_page_crm.git
cd crm_migrate_one_page_crm
ddev config --project-type=drupal --docroot=web --php-version=8.4 --corepack-enable --project-name=crm-migrate-one-page-crm
ddev add-on get ddev/ddev-drupal-contrib
ddev start
ddev poser
ddev symlink-project
ddev drush site:install -y
ddev drush pm:install crm_migrate_one_page_crm -y
ddev drush config:export -y
ddev drush user:login