Migrate from Simplero to monday CRM

Simplero Contacts map to Monday.com CRM People records. We migrate name, email, phone, subscription date, and all custom Contact Fields as typed columns in the People board. Tags from Simplero transfer to Monday.com Tags. Segment membership is preserved by creating a dedicated Tags or Label column in the People board. Note that Simplero Contacts include enrollment history and order totals that become custom number columns in Monday.com. Pre-creation of custom columns in the Monday.com People board is required before import; we coordinate this during scoping.

Simplero Tags are flat key-value labels applied to contacts. They map directly to Monday.com Tags, which are available across boards in the workspace. We export the full tag taxonomy from Simplero, deduplicate any redundant tags, and apply them to the corresponding People records in Monday.com CRM during import. Tags used for audience segmentation (e.g., course purchasers, webinar attendees) map to Monday.com Tags for filtering People views.

Simplero Segments are dynamic filter groups. Monday.com does not have a native Segment equivalent with dynamic membership rules. We convert each Simplero Segment to a static Monday.com Tag or a Label Column on the People board, applying the tag to every contact that was a member of the segment at migration time. Post-migration, customers can replicate dynamic segment behavior using Monday.com's Filter feature on the People board.

Simplero Deals (available on Skyrocket tier only) map to Monday.com CRM Pipeline Items in the Deals board. We map deal name, value, stage, owner, close date, and associated contact to the corresponding Monday.com columns. Simplero pipeline stage names vary per customer and are mapped to Monday.com Pipeline stage values during scoping. Deals without an associated contact in Simplero map to Pipeline Items with no linked People record and are flagged for manual association.

Simplero Order records map to Monday.com CRM Pipeline Items with line items representing each product purchased. Each order becomes a Pipeline Item with the order total as the deal value, the order date as the create date, and individual products added as line items. Refund flags from Simplero become a custom Status Label on the line item. Partial payments and payment gateway metadata are stored in custom columns on the Pipeline Item.

Simplero Products (courses, memberships, digital downloads, coaching programs, sessions) map to Items in a dedicated Monday.com Products board. Product name, price, product type classification, and access rules are preserved as columns on each Item. Products used in Orders map to the line item references on the corresponding Deal Items. Monday.com does not natively enforce product access; this is noted as a gap for customers relying on Simplero for course delivery.

Simplero Members (contacts with active product access) and their enrollment records map to Monday.com People with a Tag applied (e.g., 'Active Member') and an enrollment date stored in a custom date column. The product association is preserved via a relationship or link column from the People board to the Products board. This does not replicate Simplero's access enforcement; customers migrating course delivery need a separate platform replacement.

Simplero Tickets (help desk feature, available on Scale and above) map to Items in a dedicated Monday.com Support board. Ticket subject, status, assignee, and conversation thread migrate as columns and sub-items on each Item. Simplero's internal chat history within tickets is stored as a long-text column on the Item. Skyrocket-tier features like chat widgets do not have a Monday.com equivalent and are documented as a gap.

Simplero Automation Flows (triggers, delays, branching conditions, and action chains) cannot be extracted or migrated. We perform a discovery walkthrough of every active Flow, document the trigger event, step sequence, condition logic, and action types, and deliver a written automation inventory with recommended Monday.com Automations equivalents for each Flow. The customer's admin rebuilds the automations manually in Monday.com using the inventory as a guide.