Migrate from Bidtracer to Pipedrive

Bidtracer contacts and leads map directly to Pipedrive Persons. All standard contact fields (name, email, phone, address) transfer as direct field mappings. Bidtracer owner IDs resolve to Pipedrive users by email match before migration.

Bidtracer company records map to Pipedrive Organizations. Company name, domain/website, industry, and employee count transfer directly. Bidtracer's parent-company hierarchy maps to Pipedrive's parent organization link.

Bidtracer bid records are the primary migration object, mapping to Pipedrive Deals. Bid amount becomes Deal value, bid stage becomes a custom field, and the Bidtracer bid name becomes the Deal title. We preserve the original bid-create date as a custom field since Pipedrive's CreatedDate reflects migration time.

Bidtracer bid stages ('Invited', 'Bid Submitted', 'Under Review', 'Awarded', 'Lost') have no Pipedrive native equivalent. We create a Bid_Stage__c custom pick-list field on Deals and map each Bidtracer stage value to a corresponding Pipedrive pick-list option. Teams choose whether to align stages with existing Pipedrive pipeline stages.

Bidtracer owner IDs resolve to Pipedrive users by email match. Unmatched owners are flagged before migration so teams either invite them to Pipedrive or reassign records to a fallback user. No record lands in Pipedrive without an assigned user.

Bidtracer activity history (calls, emails, meetings, notes) migrates as Pipedrive Activities linked to the corresponding Person or Deal. Original timestamps and activity owners are preserved. Activity type maps to Pipedrive's activity_type field ('call', 'email', 'meeting', 'note').

Bidtracer's estimating tool data (line items, material costs, labor rates) has no native Pipedrive equivalent. We export estimating summaries as structured notes and store key figures (total estimate, margin) as custom numeric fields on the Deal. Full line-item rebuild requires Pipedrive Products or a custom solution.

Bidtracer's invitation-to-bid tool and planroom (document links, addenda tracking, subcontractor access URLs) cannot migrate as functional records. We preserve planroom metadata (document names, revision dates, planroom URL) as custom text fields on the Deal and re-upload accessible documents as Pipedrive Files if exported from Bidtracer.

Bidtracer project management module data (tasks, milestones, submittals) has no Pipedrive native equivalent. We migrate project-level milestones as Activities on the linked Deal and store project status as a custom field. Full project management requires a dedicated tool outside Pipedrive.

Bidtracer custom fields on contacts, companies, and bid records require pre-creation in Pipedrive with matching field types before migration. We deliver a custom field creation plan specifying field name, type (text, number, date, pick-list), and target object. Custom field key generation in Pipedrive is automatic but the mapping plan is manual.

Bidtracer internal record IDs are preserved in a Bidtracer_ID__c custom field on each object for traceability, delta-run de-duplication, and rollback reference. This field is read-only after migration.

Bidtracer file attachments on records re-upload to Pipedrive Files linked to the corresponding Person, Organization, or Deal. Pipedrive's file size limit is 25MB per file. Inline images in Bidtracer notes are extracted and rehosted as Pipedrive File attachments.