Migrate from AddressTwo to Pipedrive

AddressTwo Contacts map directly to Pipedrive People. Every standard field (name, email, phone, address, job title) migrates 1:1. The full activity log (calls, emails, meetings, tasks) attaches as chronological Pipedrive Activities tied to the Person. We run a fuzzy de-duplication pass before import to catch any duplicates created by AddressTwo's documented BCC-email sync behavior.

AddressTwo stores company name, domain, phone, and address as fields on the Contact record rather than as a separate object. We extract the unique company values across all Contacts, create one Organization record per unique company name, and link every Contact's company_name field to the resolved Organization via Pipedrive's Person-to-Organization relationship. The original company data migrates to Organization name, website, phone, and address fields.

AddressTwo Deals map to Pipedrive Deals with stage, value, owner, and close date preserved. Pipedrive Deals require a Pipeline to be created in Pipedrive before migration, so we work with the customer during scoping to configure pipeline and stage names that match the AddressTwo deal stages. We preserve stage probabilities and order status from AddressTwo.

AddressTwo call activities (date-stamped, tied to a Contact) migrate to Pipedrive Activity records with type call. Call duration, disposition notes, and the original timestamp migrate to the corresponding Pipedrive Activity fields. Owner resolves via email match to the Pipedrive User.

AddressTwo email history (collected via BCC to AddressTwo on outbound messages) migrates as Pipedrive Activity records with type email. The thread subject, body, and timestamp attach to the Activity linked to the Contact's Person record. Email is stored as a flattened conversation log in AddressTwo, so we import the full thread as a single activity entry per message.

AddressTwo meeting activities migrate as Pipedrive Activity records with type meeting. Start time, end time, location, and attendee notes migrate to the corresponding Pipedrive Activity fields. The timestamp and owner are preserved from the AddressTwo source record.

AddressTwo task activities (follow-up reminders, to-dos) migrate as Pipedrive Activity records with type task. Status (completed, pending), priority, due date, and description migrate directly. Completed status and original completion date are preserved where present in AddressTwo.

AddressTwo free-text notes attached to a Contact migrate as Pipedrive Notes linked to the corresponding Person record. Notes are unstructured text in both systems, so they carry verbatim with no field-level transformation. Notes are associated with the same Person, Organization, or Deal they were attached to in AddressTwo.

AddressTwo contact tags migrate as Pipedrive Labels (a flat taxonomy on the Person record). Tags are stored as a comma-separated array in AddressTwo and expand into individual Pipedrive Labels. If a customer uses tags for segmentation or campaign targeting, we map the full tag set to Pipedrive Labels and note any tags used for non-obvious purposes during scoping.

AddressTwo record owners are identified by email address. We match owners by email against the Pipedrive destination User table and assign the resolved OwnerId to each migrated Person, Organization, and Deal. Owners without a matching Pipedrive User go to a reconciliation queue for the customer's admin to provision before record import. This step gates the migration start in production.