Migrate from Simpleview CRM to Zoho CRM

Simpleview Member Accounts are the primary organizational record and map directly to Zoho CRM Accounts. Standard fields (account name, address, phone, website) map to Account fields with matching types. The Account Number or a customer-defined identifier becomes the Account Site or a custom Account field. The destination Account is created before any related Listing or Contact import to satisfy Zoho's foreign key requirements.

Simpleview Listings represent partner and member entries in the directory and are tied to Member Accounts via AcctID. Zoho CRM has no native Listings object. We create a custom Zoho module (API name Listings__lv) with custom fields for amenity data, category assignments, and the multi-select Amenity_MS values. The Listings__lv module includes a lookup to Account so that each listing is associated with its parent member account.

Simpleview Coupons link to both a ListingID and an AcctID with date ranges (RedeemStart, RedeemEnd, PostStart, PostEnd) and HTML OfferText. We create a custom Zoho module (Coupons__c) with fields for coupon code, description, validity dates, and a lookup to Account and the Listings__lv module. HTML content in OfferText is preserved as a rich text field and flagged for formatting review post-migration.

Simpleview Events map to Zoho CRM Events. Event name, start date, end date, location, and description migrate directly. Event registrations link to Member Accounts in Simpleview; we create Zoho Events and, where attendee data is available via the Simpleview API, attach Contacts to the Event via EventRelation records or map registrations to a custom Event_Registration__c module linked to the Event.

Simpleview Opportunities in DMO-specific pipelines (meetings, sports, travel trade, group business) map to Zoho Deals. Each Simpleview pipeline type becomes a Zoho Deal Pipeline with stages mapped to the customer's current stage definitions. Pipeline stage names from Simpleview (e.g., Prospecting, Qualified, Negotiation, Won/Lost per DMO type) become Zoho Deal Stage names within a configured Sales Process. We collect the customer's pipeline stage definitions during discovery and configure Zoho before migration.

Custom fields with FieldCategory of Custom_Account have no standardized schema across Simpleview clients. We extract all custom field definitions during the audit phase, generate a client-specific field map, and resolve each custom field individually. Non-multi-select custom fields from Custom_Account are created as Zoho custom fields on the Account module with matching types (text, number, date, picklist). Each field is resolved against the destination schema before migration begins.

Multi-select custom fields under Custom_Account_MS (e.g., member type, industry classification) are extracted as arrays. We create Zoho multi-select picklist fields on Account and populate with the source values. Any values not already in the Zoho picklist definition are added during migration. This step is performed after amenity vocabulary mapping but before Account record import.

Amenities on Listings use a client-defined vocabulary and can be multi-select (Amenity_MS). The available amenity vocabulary is unique to each Simpleview organization. We extract the source vocabulary, deduplicate it, and map each value to a Zoho multi-select picklist on the Listings__lv module. Any unmapped amenity values are flagged for manual review before the final import run.

Simpleview DAM handles digital assets stored against Member Accounts or Events. We extract file references and, where Simpleview API access permits, download and re-upload assets to Zoho CRM as Attachments linked to the parent Account or Event record. If the Simpleview DAM is not accessible via API, we flag file references in the migration inventory for manual re-upload and document the original URLs.

The Simpleview Extranet stores partner-submitted enrollment, co-op campaign signups, and online payment records. These are action records rather than static CRM records. We migrate the underlying account and listing data (enrollment status, co-op campaign participation flags, billing contact) to Account and Listings__lv fields. The partner-facing portal experience does not migrate; we deliver a written inventory of Extranet features for the customer to evaluate in Zoho's portal capabilities (Zoho Sites, Zoho Bookings, or a custom implementation).