Migrate from Simply CRM to monday CRM

Monday CRM has no native billing module — invoice and quote data needs a custom board structure

Simply CRM Professional includes full invoicing, quote generation, and sales-order management tied directly to opportunities. Monday CRM has no native invoice, quote, or billing module — these records have no direct equivalent in the platform. We create a custom Invoices board and a custom Quotes board with monday subitems representing line items, connect-boards columns linking back to the client organization and opportunity, and status dropdowns for invoice lifecycle tracking. Your team may also want to evaluate Monday Finance (a separate product) or a third-party billing integration for ongoing quote-to-cash workflow after migration. This is a medium-severity gap that requires an explicit decision about how to handle financial records before migration begins.

Simply CRM workflows and SugarCRM process Author rules do not migrate to Monday automations

Simply CRM embeds workflow logic within its SugarCRM Professional foundation — deal-stage triggers, assignment rules, date-based follow-up alerts, and approval routing are defined as SugarCRM process records tied to modules. Monday CRM's automation engine uses board-level when-then rules (e.g., When Status changes to Won, Then send notification) which are structurally different from SugarCRM's process Author model and cannot carry over automatically. We export all Simply CRM workflow definitions as a structured reference document your Monday admin can use to rebuild equivalent automations using Monday's automation builder. This is a high-severity limitation: any automated business logic your team relies on must be rebuilt after migration, and the complexity of the rebuild scales with the number of SugarCRM process records in your current system.

Contact-opportunity association in Simply CRM uses SugarCRM relationship records that require manual reconstruction in Monday

Simply CRM tracks which contacts are associated with which opportunities through SugarCRM's relationship table (opportunities_contacts), storing association metadata such as contact role or primary flag. Monday CRM does not have a native many-to-many relationship object for this purpose — you can link a deal to one primary contact via the Contact person column, but additional contacts require either subitems on the deal item or a separate linking board. We migrate the primary contact as the deal's main person-column link and surface other associated contacts for your team to link manually using monday's item-linking feature. This is a medium-severity gap for teams that rely on multi-contact deal structures.

Simply CRM's per-module role-based access does not map to Monday's workspace permission model

Simply CRM enforces field-level and module-level access controls per user role (e.g., a sales rep may not see invoice amounts, or a marketing user may not access the Opportunities module). Monday CRM uses workspace-level membership with board-level permissions and column-level read/write settings, which is a different access-control paradigm with no direct translation from SugarCRM's role and field-level ACLs. We preserve user assignments on records (as People columns) but cannot replicate your Simply CRM access-control logic in Monday's permission model. This gap requires your admin to reconfigure sharing settings after migration based on Monday's board and column permission options.

Monday CRM item IDs and record URLs differ from Simply CRM's record identifiers

Simply CRM records have internal SugarCRM IDs used in URLs, API calls, and integration webhooks. Monday CRM assigns its own item IDs at migration time. Any integrations, Zapier zaps, or third-party tools that reference Simply CRM record IDs will break after migration unless those references are updated to point to the new Monday item IDs. We preserve the original Simply CRM ID in a Source_CRM_ID text column on every migrated item so your team can cross-reference and update integration references. However, updating the integration endpoints is a manual step your team must perform post-migration.