Migrate your Simpleview CRM data

Member Accounts are the primary organizational object in Simpleview CRM, analogous to Companies or Accounts in horizontal CRMs. Standard fields (name, address, contact info) map cleanly. Custom fields scoped under Custom_Account and Custom_Account_MS vary per client and require field-level mapping during migration.

Listings represent partner/member entries in the directory and are tied to Member Accounts via AcctID. The Listings API exposes amenity data, category assignments, and multi-select amenity fields. We preserve the Account-to-Listing relationship by matching on ListingID and AcctID during import.

Coupons link to both a ListingID and an AcctID, with date ranges (RedeemStart, RedeemEnd, PostStart, PostEnd) and category metadata. The coupon body text (OfferText) may contain HTML. We extract and remap coupon-to-listing associations, flagging any with expired date ranges that should be archived rather than active.

Events are first-class objects in Simpleview CRM, with integrations to Cvent, Eventbooking, and Meetingmax. Event registrations link to Members. We preserve event-to-attendee associations by sequencing member records before event records during migration.

Simpleview CRM pipelines cover meetings, sports, travel trade, and group business. Pipeline stages are DMO-specific and vary by org. We collect the customer's current pipeline stage definitions during scoping and map them to the destination's pipeline, flagging any stages that have no equivalent.

Non-multi-select custom fields defined on Member Accounts carry a FieldCategory of 'Custom_Account'. These fields have no standardized schema — each client's set is unique. We extract the field definitions, compare against the destination's custom field model, and flag any that have no direct equivalent for manual review.

Amenities are multi-select attributes on Listings (Amenity_MS) or single-select (Amenity). The available amenity vocabulary is client-defined. We map amenity values to the destination's tag or category system, collapsing multi-select amenity arrays into comma-delimited or multi-picklist fields as the target supports.

Simpleview DAM handles digital assets, and documents may be stored against Member Accounts or Events. We extract file references and, where API access permits, download and re-upload assets to the destination, preserving the account association via naming convention or linked records.

The Extranet stores partner-submitted enrollment, co-op campaign signups, and online payments. These are action records rather than static records — we migrate the underlying account and listing data the portal references, but portal-specific session and permission data does not carry over.