Migrate from Simplero to Pipedrive

Simplero Contacts map to Pipedrive Persons. Simplero's flat contact model does not include an Organizations concept, so each Simplero contact becomes a single Person record. Tags and segment membership migrate as multi-select picklist or text custom fields on Person (e.g., simplero_tags__c, simplero_segments__c). Email, name, phone, and address fields map directly. Custom Contact Fields require pre-creation in Pipedrive before import; we flag all custom field names and types during scoping.

Simplero Members are contacts with active product access. We map Members to Person records with a custom field simplero_enrollment_status__c set to active and simplero_product_access__c listing enrolled products. If a contact appears as both a Contact and a Member record in Simplero (same email), we deduplicate into a single Person record with both sets of data merged.

Simplero Deals (Skyrocket only) map directly to Pipedrive Deals. We preserve deal value, close date, and owner by email match to Pipedrive Users. A custom field simplero_deal_stage__c preserves the Simplero pipeline stage name because Pipedrive pipeline stages are set per pipeline in Pipedrive settings. Note that Pipedrive's Advanced plan or above is required for multiple pipelines; we confirm the destination plan during scoping.

Simplero Orders are standalone transaction records tied to contacts and products. We map Orders to Pipedrive Deals with the contact as the Person field, and add custom fields for order metadata: simplero_order_id__c, simplero_product__c (text), simplero_order_date__c, simplero_amount__c, simplero_payment_gateway__c, simplero_refund_status__c. A Deal represents one order. Multi-product orders create multiple Deal records linked to the same Person.

Simplero Products (courses, memberships, coaching programs, digital downloads) have no direct Pipedrive equivalent. We map them to Pipedrive Organizations with a custom field simplero_product_type__c set to course, membership, digital_download, or session. Organization name maps from product name, and website is left blank or set to a placeholder. Pipedrive's separate Products object (Advanced+) can be used if the customer prefers a true product catalog; we decide during scoping.

Simplero Enrollments track which member has access to which product and when. We map enrollment data to Person custom fields: simplero_enrollment_date__c, simplero_expiration_date__c, simplero_completion_status__c, and simplero_enrolled_products__c listing all active products as a text field. This gives sales reps visibility into a contact's course and membership history without a separate enrollment object. Access enforcement (locking content based on enrollment) is not implemented in Pipedrive and requires a separate LMS.

Simplero email broadcast and sequence content does not have a structural equivalent in Pipedrive. Pipedrive tracks individual email activities (calls, emails, meetings, tasks) but does not store multi-step sequence logic as a native object. We export Simplero sequence step content and delivery order as a structured CSV and deliver it to the customer for manual rebuild in Pipedrive's email tools or a connected sales engagement platform.

Simplero Flows (triggers, conditions, delays, and action chains) are proprietary and not exposed via API or any export mechanism. We do not migrate Flow logic. We document the Flow structure in a written inventory during scoping: trigger event, step sequence, conditions, and actions for each Flow. The customer rebuilds in Pipedrive automations (Advanced plan or higher) or a separate automation tool. This is a significant manual effort for businesses with complex nurture sequences.

Simplero Sites are websites built on the platform's no-code builder. Pipedrive has no CMS or content management capability. Site pages do not migrate. We export site structure and slug paths so the customer can configure URL redirects in their new CMS. We recommend WordPress, Carrd, or Webflow as destination platforms for site rebuilds.

Simplero Blog Posts export via WordPress XML/RSS format. Pipedrive does not support blog posts or content management. We export blog content as structured XML for import into WordPress or the customer's preferred CMS. We do not rebuild or host content inside Pipedrive. This work is a separate CMS project typically estimated at 1-2 weeks depending on post volume.

Simplero community posts and comment threads can be mapped to Pipedrive Notes attached to the relevant Person record. Post content, author, and timestamp migrate as Note body text. Reactions and upvotes do not map cleanly to Pipedrive's object model. If the community volume is large (hundreds of threads), we recommend scoping this as a separate archive project rather than importing all threads into Pipedrive Notes.

Simplero help desk tickets (subject, status, assignee, conversation thread) map to Pipedrive Activities and Notes attached to the Person record. Ticket status and conversation history transfer as custom fields and Note body text respectively. Pipedrive's native ticketing feature (LeadBooster and Advanced plans) uses a separate object model; we confirm the customer's Pipedrive plan during scoping to determine whether we map to the native Tickets object or use Activities and Notes as the equivalent.

Simplero Deals with pipeline stage and owner map to Pipedrive Pipeline stages. We configure the Pipedrive pipeline before migration, defining stage names that correspond to Simplero's pipeline stages. Stage probabilities migrate as percentages. Pipedrive supports multiple pipelines from the Advanced plan; we confirm the destination plan tier and configure accordingly during pre-migration setup.

Simplero tags (flat key-value labels) and segment memberships (dynamic filter groups) preserve on the Person record as custom fields. Tags migrate as a multi-select picklist or text custom field simplero_tags__c. Segment membership migrates as a text custom field simplero_segment__c listing the segment name. We deduplicate tags across all contacts during scoping to determine whether a picklist (fewer than 50 unique tags) or text field (greater than 50 unique tags) is appropriate for the Pipedrive field type.