Migrate from Simplero to Zoho CRM

Simplero Contacts map to Zoho CRM Leads that are converted to Contacts with Account associations during migration. We use email as the dedupe key, create Zoho Accounts from Simplero company or domain data, and resolve the Account lookup at insert time. Tag assignments from Simplero migrate as a multi-select picklist on Zoho Lead or Contact. Any Simplified contact with an active Deal关联 migrates to Contact rather than Lead to preserve the Opportunity relationship. Custom Contact Fields require pre-creation in Zoho before import; we generate the field inventory during discovery.

Simplero tags (flat key-value labels) migrate to a Zoho CRM multi-select picklist on the Contact or Lead module. We pre-create all distinct tag values from Simplero as picklist options before migration so that tag data is not lost. Segments (dynamic filter groups) are converted to static Zoho Contacts or Leads lists, or to a custom Tag Module with one record per segment and Contact-Tag lookup associations.

Simplero Segments are dynamic filter groups that compute contact membership at send time. These do not have a direct Zoho equivalent. We export the contact-to-segment membership as a flat table, then create either Zoho Contacts Lists (static groups) or a custom Tag Module where each Segment becomes a tag record and each contact-segment pair becomes a lookup association. Customer chooses the strategy during scoping based on Zoho edition and reporting needs.

Simplero Products (courses, memberships, digital downloads, coaching programs, 1:1 sessions) map to Zoho Product2 records with pricing and product-type classification preserved. We create Standard Price Book entries during import so products are immediately available for Quotes and Deals without additional configuration.

Simplero Orders (product, price, date, payment gateway, refund status) map to Zoho Quotes or Estimates depending on the customer's Zoho workflow. Refund flags and partial payment status require custom fields pre-created in Zoho. We preserve the original Simplero order ID in a custom field for audit traceability and resolve Contact/Lead and Product lookups at migration time.

Simplero Members are contacts with active access to a Product. Enrollment records track which member has access to which product and when. We migrate Enrollments as association records—either a custom Enrollments module with contact and product lookups, or as Opportunities with product line items representing active access. Simplero access status (active, expired, cancelled) maps to a custom field on the Enrollment or Opportunity record. Customer chooses the pattern during scoping.

Simplero individual email broadcasts and multi-step automation sequences store email content that can be extracted via API. We migrate the body content of each email step as a Zoho Email Template. The sequence logic (triggers, delays, branching conditions) is not exposed via API and cannot be reproduced in Zoho Campaigns or Workflows—we document the sequence structure separately for manual rebuild.

Simplero tickets (subject, status, assignee, conversation thread) available on Scale and above tiers map to Zoho CRM Cases. Ticket pipeline becomes Zoho Case status values. Conversation threads migrate as Zoho Case thread entries. Skyrocket-specific features like chat threading are not supported in Zoho Cases by default and require a custom field workaround.

Simplero Deals (stage, value, owner, close date) available on Skyrocket tier map to Zoho CRM Opportunities. Simplero dealstage property maps to Zoho Stage; the pipeline assignment maps to a Zoho Sales Pipeline that we configure before migration. Closed-Lost and Closed-Won reasons from Simplero custom fields become Zoho Loss Reason picklist values.

Simplero Flows (triggers, delays, branching conditions, and action chains) are server-side only and not exposed via API. We do not migrate Flows. During discovery we document the Flow structure—trigger event, step sequence, conditions, and actions—for each active Simplero Flow. The customer uses this document to manually rebuild in Zoho Workflows or Deluge scripts. This is a manual effort for complex nurture sequences.

Simplero Sites and Pages built on the platform's no-code builder can be exported as structured content. We preserve slug paths for URL redirect planning. Media assets, theme settings, and site configuration require manual rebuild in Zoho Sites or a third-party CMS. This object is migrated as content reference only, not as a functional site.

Simplero Community posts, comments, and reactions migrate as Zoho Notes linked to the parent Contact, Lead, or Account record. Reaction counts and upvotes map to custom Number fields on the Note record where Zoho supports them, or are omitted if no suitable field type exists.