Migrate from Aidoo Mobile to Pipedrive

Aidoo Mobile stores customer name, email, phone, and address per contact. These map 1:1 to Pipedrive's Person object fields: name components, email_address, phone, and address fields. Multiple service locations per customer become multiple Person records or address custom fields depending on your Pipedrive setup preference.

Business accounts in Aidoo Mobile (company name, industry, employee count) map to Pipedrive Organizations. Address and contact details from the primary company record transfer to the Organization; additional contacts become Persons linked to that Organization. If the business account includes multiple locations, each location can be represented as a separate Organization or as address custom fields on the primary Organization record, depending on your reporting needs.

Aidoo Mobile jobs contain service description, status, assigned technician, parts used, and timestamps. FlitStack maps each job to a Pipedrive Deal — job title becomes Deal name, total job value becomes Deal value, job status (scheduled/in-progress/completed) maps to a corresponding pipeline stage in Pipedrive. Original job create date preserved as a custom datetime field.

Aidoo Mobile job statuses (Scheduled, En Route, In Progress, On Hold, Completed, Cancelled) require value-by-value mapping to Pipedrive pipeline stages. We configure this mapping during the migration plan phase based on your Pipedrive pipeline setup. Unmapped statuses default to the closest stage or a custom 'Legacy Status' field.

Aidoo Mobile technicians are internal resources with no direct Pipedrive equivalent. If technicians are also Pipedrive users (sales reps handling account management), we resolve them by email match to Pipedrive user accounts. If not, technician names migrate as a custom field on the Deal (e.g., Field_Technician__c) for reference without assigning deal ownership.

Aidoo Mobile records parts used per job (part name, SKU, quantity, unit price). We migrate parts catalog entries as Pipedrive Products. Per-job parts lists attach as custom fields on the Deal (e.g., Parts_Used__c storing JSON or concatenated text) since Pipedrive's Deal-Product association requires manual linking per deal line item.

Aidoo Mobile timestamps each job status change (scheduled, started, paused, completed) along with notes logged by the technician. These map to Pipedrive Activities — status changes become Tasks with Type='Note', technician notes become Activity details. Original timestamps and owners preserved from the Aidoo Mobile log.

Photos and documents attached to Aidoo Mobile jobs (e.g., before/after images, signed work orders) re-upload to Pipedrive's Files section linked to the corresponding Deal. Pipedrive's file size limits apply (25MB per file for most plans). Large attachments may require chunked upload or cloud storage linking.

Aidoo Mobile captures customer e-signatures on completed work orders. Pipedrive has no native e-signature field. Signatures migrate as an attached PDF (the completed work order document) linked to the Deal. For compliance purposes, we recommend also exporting the signature image separately as a Deal attachment.

Aidoo Mobile's technician scheduling and dispatch calendar has no Pipedrive equivalent. We export the schedule data as a CSV reference file documenting job dates, technician assignments, and time slots. Rebuild recommendation: Pipedrive Activities with due dates, or a separate scheduling tool integrated via Zapier/Make.

Aidoo Mobile allows custom fields per job record (e.g., service type, warranty status, equipment serial number). Each custom property creates a corresponding Pipedrive custom field on the target object — typically the Deal, or Person/Organization if the property relates to the customer record. Field type preserved (text, number, picklist, date).

Aidoo Mobile tags service jobs by category (HVAC, plumbing, electrical, preventive maintenance). We map these to Pipedrive Deal custom fields (e.g., Service_Category__c) as pick-list values. If your Pipedrive plan supports Labels, tag names can alternatively migrate as Deal labels for quick filtering.