Migrate from Simpleview CRM to monday CRM

Simpleview Member Accounts map to Monday.com CRM Organizations as the primary record. Each Organization carries name, address, and contact metadata. The primary contact person from the Member Account maps to a Contact record linked to the Organization. Standard fields (account name, billing address, phone) migrate cleanly. Any Custom_Account fields are extracted per-client during the audit phase and mapped to Monday column types — text fields to Text columns, dates to Date columns, currency values to Number columns with currency formatting.

Simpleview Listings are partner/member directory entries tied to a Member Account via AcctID. In Monday.com CRM, Listings map to Items on a Partner Listings board, grouped by or linked to the corresponding Organization. The Listing's amenity data (Amenity_MS multi-select) maps to Monday Labels or Tags columns after vocabulary remapping. We extract the source amenity vocabulary, deduplicate it, and map each value to a destination Label option — unmapped amenities are flagged for manual review before the final import.

Simpleview CRM Opportunities cover DMO-specific pipelines: conventions, sports, travel trade, and group business. Pipeline stages are client-defined and vary per organization. We collect the customer's current pipeline stage definitions during discovery, then configure Monday.com CRM Deal pipelines (as Kanban columns on the Deals board) to match the source stage names and order. Closed-Lost and Closed-Won stage data migrate with the Deal. Amount and expected close date map directly to Deal fields.

Simpleview Events are first-class objects with integrations to Cvent, Eventbooking, and Meetingmax. Event registrations link to Members. In Monday.com CRM, Events map to Items on an Events board with Date columns for event start/end, Location data to a Location column, and registration counts to Number columns. Event registrations (attendee-to-event associations) migrate as Items or as a linked relationship between the Contact (attendee) and the Event Item via a Connect Boards column or a tag. The Cvent and Eventbooking integration data does not migrate — we document the integration endpoints as requiring manual rebuild in Monday.

Simpleview Coupons link to both a ListingID and an AcctID with date ranges (RedeemStart, RedeemEnd, PostStart, PostEnd) and category metadata. OfferText may contain HTML. In Monday.com CRM, Coupons map to Items on an Offers board linked to the corresponding Organization (AcctID) and Listing Item (ListingID) via relation columns. Date ranges migrate as Start Date and End Date columns; the HTML body text is imported as a Long Text column. Coupon status (active, expired) is derived from the date fields against the migration date and set as a Status column value.

Fields under Custom_Account and Custom_Account_MS are defined per organization with no standardized schema. During the audit phase we extract every custom field definition, determine the appropriate Monday column type (Text, Number, Date, Label, Dropdown, Checkbox, Link), and generate a client-specific field map. Multi-select Custom_Account_MS fields (such as amenity arrays) map to Monday Labels columns with each option mapped individually. The customer approves the field map before migration begins.

Simpleview DAM handles digital assets stored against Member Accounts or Events. We extract file references and URLs during data extraction. Where API access permits file downloads, we re-upload to Monday.com CRM using the File Upload column on the relevant Item. For large files or documents where re-upload is not feasible, we set an External Link column pointing to the original URL with a flag for manual verification post-migration. File attachments exceeding Monday's storage tier limits are noted in the migration scope.

The Simpleview Extranet stores partner-submitted enrollment records, co-op campaign signups, and online payment data as action records rather than static records. We extract the underlying account and listing data that the portal references, but the portal's self-service interface, enrollment workflows, and co-op campaign automation do not migrate. We deliver a written map of the Extranet data model so the customer's Monday admin can configure equivalent forms, enrollment Items, and campaign tracking boards.