Migrate from AllClients to Pipedrive

AllClients Contacts map directly to Pipedrive Person records. The email address serves as the dedupe key during import. All standard fields (first name, last name, phone, address) map to Pipedrive Person fields. We preserve the AllClients contact owner as the Pipedrive owner_id via email lookup against the User table.

AllClients does not have a separate Company/Account object; the company name is a Contact field. We extract distinct company names from AllClients contacts, create Organization records in Pipedrive, then link the corresponding Person records to those Organizations via the organization_id lookup. This creates a clean Account-Contact hierarchy in Pipedrive that AllClients lacks.

AllClients account-level Custom Fields defined via the UpdateCustomFields API endpoint map to Pipedrive custom fields. We discover all active custom field definitions during scoping, create matching Pipedrive custom fields (with appropriate type mapping: string, number, date, picklist), then load values during the Person and Organization import phases. Custom field API names in Pipedrive follow the key_string format.

AllClients exports notes as a separate Notes.csv file, not inline with the main Contact CSV. We join Notes.csv to the main contact export using email as the key, then create Pipedrive Notes linked to the corresponding Person record. Notes are created after Persons are inserted so that the Person ID is available for the parent reference. Any notes whose email does not match a contact record are flagged for manual assignment.

AllClients Tags applied to Contacts migrate as Pipedrive Labels. Tags are stored as comma-separated values in the AllClients contact record. We split them into individual Label assignments in Pipedrive. Multi-value tag fields in AllClients map to multiple Pipedrive Label assignments on the same Person record.

AllClients Groups are logical contact collections built using Group Actions with no independent export; contacts are filtered by group membership during export. We capture group membership as a custom field group_name__c on the Person record, then create Pipedrive Labels from the distinct group names and apply them to matching Persons. Pipedrive does not have a native group concept, so Labels are the closest equivalent.

AllClients Deals map to Pipedrive Deals. We create Pipedrive pipeline stages that match AllClients deal stage names and probabilities before importing any deal records. Each deal links to an Organization (from the company name field) and a Person (from the linked contact) via lookups resolved at migration time.

AllClients deal stages map to Pipedrive pipeline stages. We capture the stage name, probability percentage, and order from AllClients and recreate them as Pipedrive stage values. Stage probability percentages migrate as Pipedrive stage probability values.

AllClients Campaigns represent scheduled email sends linked to contact segments. Campaign history (send dates, open rates) is metadata rather than a discrete object. We migrate campaign names and linked segment sizes as a custom field on the related Person records, and document the campaign structure for rebuilding in Pipedrive Automation Rules or a connected email tool.

AllClients Workflows (automation sequences combining emails, tasks, tags, and delays) do not export execution state or historical run data. We extract the workflow definition as an inactive template and deliver a written inventory describing the trigger, conditions, sequence steps, and recommended Pipedrive Automation Rules equivalent. The customer's admin rebuilds the active logic in Pipedrive after migration.

AllClients tasks attached to contacts migrate as Pipedrive Activities of type Task. Task subject, due date, status, and priority map to the corresponding Pipedrive Activity fields. Completed tasks and scheduled tasks migrate with their original timestamps preserved. Activities link to the parent Person and Organization via the activity's person_id and org_id references resolved during import.

AllClients users referenced on Contact and Deal records map to Pipedrive Users by email match. We capture Name, Email, and role from AllClients during scoping. Users without a matching Pipedrive account are held in a reconciliation queue for the customer to provision before record import proceeds.