Migrate from SimplyConvert to monday CRM

SimplyConvert clients map directly to Monday CRM People (contact records). We extract client_name, phone, email, and firm affiliation from the SimplyConvert client record and create corresponding People Items in Monday. The client's referral_source field maps to a custom People column.

SimplyConvert Cases are the primary migration object. Each Case becomes an Item in a dedicated Monday CRM Intake Board. The Case record's status, case_type, referral_source, and created_date map to columns in Monday. Case conversation transcripts and claim form data require custom column creation in Monday.

SimplyConvert stores full chatbot conversation transcripts within the Case object. Monday CRM has no native conversation store. We preserve each transcript as a text Subitem attached to the Intake Board Item, or as a linked Item in a separate Communications Board — your team chooses the structure during the test migration.

SimplyConvert's claim form fields include TDP_Quantifier scores, trauma-informed outreach flags, settlement value estimates, and any custom fields your firm added to the intake questionnaire. These map to custom Number, Status, Checkbox, or Text columns on the Intake Board. Each form field becomes its own dedicated column so your team can create filters, status-group rules, and automations that reference specific data points without parsing nested structures.

SimplyConvert case_stage values (e.g., New Intake, Qualified, Rejected, Signed) map to Monday CRM Status column groups. We define the complete status value list during the schema setup phase and apply it consistently across all Case-to-Item migrations. Any custom status values that don't appear in the standard SimplyConvert case_stage pick-list require explicit value-by-value mapping before migration begins.

SimplyConvert firm records (law firm name, address, contact info) map directly to Monday CRM Companies. If the firm is the primary account, it becomes the Account-level record; if referring firms or opposing counsel are stored, they map to Company Items with a Firm_Type column to distinguish them.

SimplyConvert tracks how each intake was referred (partner firm, organic, advertising source). We map this to a custom Dropdown or connect-boards column on the Intake Board referencing a separate Referrals Board. This preserves attribution history and enables Monday reporting on referral performance.

Original Case creation timestamps from SimplyConvert map directly to a custom Date column on the Intake Board Item. Monday CRM's native Created Date column reflects the timestamp when the Item was created in Monday during migration — that date reflects when migration ran, not when the intake originally occurred. We preserve the original SimplyConvert created_date as Original_Intake_Date__c to maintain reporting continuity on case aging and intake volume trends.

Original Case last-modified timestamps from SimplyConvert map to a custom Date column. Monday CRM automatically tracks when Items are updated within the platform, but that field reflects post-migration activity. Preserving the source system's last-modified date allows your team to audit when records were last touched in SimplyConvert and identify stale intakes that may need follow-up during the cutover window.

SimplyConvert case assignments map to Monday CRM's Assignee column on the Intake Board. We resolve SimplyConvert user email addresses against Monday CRM user accounts by matching on email. Any SimplyConvert user with no corresponding Monday account is flagged in the pre-migration report with instructions to create a Monday account or reassign those Cases before the full run begins.

SimplyConvert file attachments (PDF claim documents, images) stored on Cases re-upload to Monday CRM's file column on the Intake Board Item. Monday's default file size limit is 250MB per file. We skip any files exceeding this limit and flag them in the migration report with file names and record IDs for manual download and re-upload after migration.

SimplyConvert's TDP_Quantifier score and any custom qualification scores migrate to a custom Number column on the Intake Board. Monday's Formula column can then be used to derive downstream automation triggers based on score thresholds defined by your team — for example, routing high-scoring intakes to a senior attorney or triggering a follow-up sequence when a score crosses a defined boundary.