Migrate your Simple Sales Tracking data

Leads is a first-class record type in Simple Sales Tracking alongside Opportunities. We map Lead source fields, status fields, and custom Lead-level properties directly to the destination CRM's corresponding Lead object using field-label matching.

Opportunities represent deals and carry fields for amount, stage, expected close date, and owner assignment. We preserve stage names and probability assumptions from the source account when the destination uses a compatible pipeline model.

Accounts store company-level data associated with Contacts and Opportunities. We migrate Account names, addresses, industry tags, and associated Contacts as a joined unit where the destination schema supports it.

Contacts hold individual person records with name, email, phone, and address fields. We handle Contact-to-Account linking explicitly during import to avoid orphaned records.

Appointments include date, time, duration, title, and linked Contact. We migrate appointment records with their timestamps and linked Contact references; destination calendar systems may require re-association by email match.

Tasks carry a due date, assignee, and completion status. We migrate open and completed tasks but flag that task histories in Simple Sales Tracking do not include a full activity log of status changes.

Notes are free-text records attached to Contacts or Opportunities. We preserve note content and timestamp but do not guarantee retention of formatting or embedded file links.

The platform allows custom fields on its Sales Records object. We treat these as dynamic key-value mappings, requiring us to inspect the account's current field definitions before building the import schema for the destination.

Users can define custom stage names and reorder pipeline stages. We capture the full stage sequence and map each named stage to the closest equivalent in the destination CRM, flagging any stages with no natural mapping.

Lead sources are a configurable reference taxonomy. We migrate source labels and associate them with Leads where the destination supports a source/dimension field.

Simple Sales Tracking provides 1 GB of uploaded file storage total. We export files attached to Contacts, Opportunities, and Notes as individual downloads and re-attach them in the destination system, preserving original filenames.

The platform supports multi-level permissions for team members. We export user records and role assignments, but role naming conventions differ across CRMs so we map to the closest applicable permission group in the destination.

Commission Tracking is a named feature of the platform. We migrate commission percentage or amount fields attached to Opportunities where the destination has a compatible field; otherwise we export as a custom Opportunity property.

The activity feed is a real-time event stream generated within the application and is not exposed as a queryable data object via the API. We do not migrate the activity feed as a standalone dataset.