Migrate from Simple Sales Tracking to monday CRM

Simple Sales Tracking Leads map to Monday CRM as Items on the Lead Board. We create a Lead Board during workspace scaffolding with Status column (New, Contacted, Qualified, Unqualified) matching the source Lead status taxonomy, and text columns for Lead source, owner assignment, and any custom Lead-level fields. Owner assignment maps to Monday's Person column type resolved against the destination User list.

Simple Sales Tracking Opportunities map to Monday CRM Deal Items on the Deals Board. The deal amount maps to a Numbers column; expected close date maps to a Date column; pipeline stage maps to the Status column (Pre-Qualified, Qualified, Presentation, Proposal, Negotiation, Closed Won, Closed Lost). We capture the source stage sequence during discovery and configure Status column options to match before import.

Simple Sales Tracking Accounts map to Monday CRM Account Items on the Accounts Board. Account name becomes the Item title; industry, address, phone, and website migrate as text or link columns. Accounts are created before Contacts so that Contact Items can link to their parent Account via the Connect Boards column or a reference column.

Simple Sales Tracking Contacts map to Monday CRM Contact Items on the Contacts Board. Name, email, phone, and address fields map to text columns; the associated Account maps to a Connect Boards column linking to the Accounts Board. We handle the parent-Account resolution explicitly during import to avoid orphaned Contact Items with no Account link.

Simple Sales Tracking Appointments carry date, time, duration, title, and linked Contact reference. We migrate appointments as separate Items on a dedicated Appointments Board with a Timeline column for date range and a Connect Boards column linking to the related Contact. Destination calendar systems require re-assignment post-migration; we do not migrate appointments directly into Outlook or Google Calendar.

Simple Sales Tracking Tasks migrate as Items with a Date column for due date, a Person column for assignee, and a Status column for completion (To Do, In Progress, Done). Completed status migrates as a closed Status value. Task history showing prior status changes is not available in Simple Sales Tracking and cannot be migrated; only the final task state transfers.

Simple Sales Tracking Notes attached to Contacts or Opportunities migrate as Updates on the linked Monday CRM Item, preserving content and timestamp. Formatting and embedded file links do not carry over; we extract any embedded file references and migrate them as separate Board Files.

Simple Sales Tracking custom fields on Sales Records require a discovery pass because the platform exposes no schema endpoint. We ask the customer to provide a screenshot of their custom field configuration page during discovery, cross-reference against a sample API export, and then create matching column types in Monday CRM before migration. Dropdown custom fields become Monday Dropdown or Status columns; numeric custom fields become Numbers columns; text fields become Text columns.

Simple Sales Tracking custom stage names and stage sequences migrate to Monday CRM Status column options on the Deals Board. We capture the full stage order during discovery and configure Status options to match exactly, preserving any stage with no corresponding Monday CRM default. Stage probability assumptions migrate as a Numbers column if the customer uses them for reporting.

Files attached to Simple Sales Tracking Contacts, Opportunities, and Notes are exported as individual downloads and re-uploaded to the Monday CRM Board Files section or attached as File Column values on the relevant Item. The 1 GB storage ceiling in Simple Sales Tracking is flagged during scoping as a cleanup trigger; we work with the customer to prioritize active deal attachments over historical archive files before migration.

Simple Sales Tracking multi-level user permissions map to Monday CRM workspace member roles (Member, Admin, Viewer). Simple Sales Tracking role names differ from Monday CRM conventions so we map to the closest applicable permission level and flag any permission discrepancies in the migration report. We export the user list and match by email against the Monday CRM workspace invite list.