Migrate from Briostack to Pipedrive

Stand up Pipedrive workspace: pipelines, stages, custom fields, and user accounts

Before data moves, your Pipedrive admin creates the pipelines, stages, custom fields, and user accounts that will receive Briostack data. We deliver a schema setup plan based on your Briostack data audit — including every custom property name, data type, and which Pipedrive object it maps to. Pipedrive custom fields are created with descriptive names first; the platform then generates the 40-character hash keys we use in the migration script. Owner accounts in Pipedrive must be created and active before migration so email-based owner resolution can match Briostack users to Pipedrive users.

Export Briostack data via API and run pre-migration data audit

We export Briostack records via the platform's REST API — Customers, Properties, Service Agreements, Leads, Companies, Work Orders, Invoices, Technicians, and all custom properties. The export is audited for duplicates (same email, multiple records), orphaned properties (property linked to a deleted customer), and broken associations. We also check for record counts against Briostack API rate limits to determine whether the export requires pagination across multiple API keys. You receive a written data audit report before the migration plan is finalized.

Resolve owners by email match and flag unresolved assignments

Briostack technician and staff records are matched to Pipedrive users by email address. Records with matching emails in Pipedrive receive the correct OwnerId automatically. Unmatched owner records — staff members without Pipedrive accounts — are flagged in a pre-migration report. Your team either invites them to Pipedrive first or assigns their records to a designated fallback owner before the migration run. No record lands in Pipedrive without a resolved owner.

Run sample migration with field-level diff on 100–500 representative records

A representative slice of Briostack data migrates first — spanning customers, properties, service agreements, work orders, and leads. We generate a field-level diff showing source field name, source value, destination field name, and destination value for every mapped field. You verify that property addresses landed in the correct custom fields, service agreement frequencies map to the right Pipedrive Deal custom fields, and work order history appears as Activities linked to the correct Person. Issues caught in the sample are corrected in the mapping plan before the full run commits.

Execute full migration with delta-pickup window and post-migration QA

The full migration runs against Pipedrive's API, respecting token-based rate limits with batch sizing and backoff. A delta-pickup window of 24–48 hours captures any Briostack records modified or created during the cutover window — your team keeps working in Briostack until go-live. After migration, we run a post-migration QA pass: record counts per object, association integrity (Persons linked to Organizations, Activities linked to Deals), custom field population rate, and owner resolution percentage. A rollback is available if reconciliation fails.

Deliver migration package and post-migration handoff checklist

FlitStack delivers the complete migration package: a Pipedrive field-mapping reference (Briostack property name to Pipedrive hash key), a CSV companion file of invoice and service-agreement history for import into your accounting tool, and an exported automation reference of Briostack workflow definitions for rebuilding in Pipedrive Automations. We provide a post-migration checklist covering integration reconfiguration (any Zapier/Make workflows referencing Pipedrive custom fields need key updates), Pipedrive pipeline and stage setup confirmation, and user training on the migrated data structure. A 30-day support window covers issues surfacing in real Pipedrive use.