Migrate from Simplicity Enterprise CRM to monday CRM

Simplicity Contact records (name, email, phone, address, custom fields) map to Monday.com People Board items. The People Board is purpose-built for contact and company records and supports custom columns that mirror Simplicity's field structure. We resolve the picklist values from Simplicity against Monday column options (dropdown, status, or multi-select) during the field mapping phase. Contacts with linked Company records are imported after the Company board is seeded so that the company relationship is preserved as a link column.

Simplicity Company records map to People Board items in a dedicated group or as separate board items linked to Contact items. The company name becomes the primary column, and address and domain data map to text or link columns. Company records are imported before Contact records so that the contact-to-company link column can be resolved at insert time.

Simplicity Deal records map to board items on a dedicated Deals board in Monday.com CRM. The pipeline stages from Simplicity (which are configurable per client) become Monday Status column values on the board. We design the board structure and stage mapping during scoping before any data moves. Deal value, close date, and owner fields map to number, date, and person columns respectively.

Each Simplicity deal pipeline and its stage sequence maps to a Monday.com CRM pipeline board with a Status column representing the stage order. Stage probabilities from Simplicity are stored as a numeric column for reference, since Monday.com CRM does not natively support probability per stage in the same way as traditional CRMs.

Simplicity Activity records (emails, calls, meetings, notes) linked to Contact or Company parents are translated into note entries logged on the corresponding People Board item in Monday.com. We preserve the activity type, timestamp, body content, and associated owner. Each activity type is flagged with a prefix (Email:, Call:, Meeting:, Note:) so that the full timeline is readable in the item's updates log.

Simplicity Campaign records tracking multi-channel execution do not have a direct Monday.com CRM equivalent. We create a Campaigns board where each board item represents a campaign, and we link campaign-responding contacts by adding a tag to the People Board item (campaign name or campaign ID). Campaign response data (channel, date, status) is stored as columns on the Campaigns board item. This preserves the campaign-to-contact association without requiring a native campaign-response object.

Simplicity Segments define which contacts belong to which behavioural or demographic group. Segment membership maps to Monday.com tags on People Board items. If the customer uses segments for static list management, we create a group structure on the People Board as an alternative. The customer chooses the segment strategy during scoping based on whether they use segments for marketing automation or for list filtering.

Simplicity Loyalty module records (program rules, reward tiers, point balances, membership status) are relational and link to Contact records. Monday.com CRM Business plan supports custom objects and the API allows custom item types. We create a Loyalty board (or custom object) where each item represents a contact's loyalty membership, storing program name, tier, points balance, and enrollment date as columns. The membership is linked back to the contact via a person column. This is a configuration-level object mapping that requires the customer to be on a Monday.com plan supporting custom structures.

Simplicity social follower and interaction data linked to contact records has no native Monday.com CRM equivalent. We archive this data as a structured note on the corresponding People Board item, preserving the social platform, follower count, and last interaction date. This approach prevents the social signal from being lost while avoiding disruption to the core contact record structure.

Simplicity's configurable schema means nearly every object can have client-defined custom fields with per-instance picklist values. We enumerate all active custom fields during schema discovery, map each to a typed Monday column (text, number, date, dropdown, multi-select, link, or person), and pre-create the columns before record import. Monday plan limits apply: Starter supports 10 custom fields, Basic 25, Pro 50, Business unlimited. If the migrated field count exceeds the plan tier, we flag this during scoping and recommend a plan upgrade before migration begins.