CRM migration

Migrate from CentraHub CRM to Pipedrive

Field-level mapping, validation, and rollback between CentraHub CRM and Pipedrive. We move data and schema; workflows are rebuilt natively in Pipedrive.

Get a quote See object mapping
CentraHub CRM logo

CentraHub CRM

Source

Pipedrive

Destination

Pipedrive logo

Compatibility

83%

10 of 12

objects map 1:1 between CentraHub CRM and Pipedrive.

Complexity

BStandard

Timeline

1-3 weeks

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

Moving from CentraHub CRM to Pipedrive is a migration from an undocumented-export, flat-file model to a platform with a documented REST API and a purpose-built Import2 migration tool. CentraHub provides no public API endpoint reference, so all source data must be exported manually per module as CSV. The CSV export flattens parent-child relationships into ID columns that we must resolve before writing to Pipedrive, and custom field data types are enforced loosely in CentraHub but strictly in Pipedrive, requiring pre-import validation. We handle Leads as Pipedrive Leads, Accounts as Organizations, Contacts as Persons linked to Organizations, and Deals as Pipedrive Deals with stage mapping. Activity history (calls, emails, meetings, notes) migrates to Pipedrive Activity records with WhoId and WhatId resolution. Workflows, sequences, and email campaign configurations do not migrate; we deliver a written automation inventory for your Pipedrive admin to rebuild. The CentraHub-to-Focus Softnet brand transition means we verify the customer's current support portal and help-center URL during discovery to ensure the export walkthrough matches what the customer actually sees.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

CentraHub CRM logo

Source platform

CentraHub CRM platform overview

Scorecard, SWOT, gotchas, and pricing for CentraHub CRM.
Pipedrive logo

Destination platform

Pipedrive platform overview

Scorecard, SWOT, gotchas, and pricing for Pipedrive.

Data migration guide

The complete Pipedrive migration guide

Data model, import mechanisms, field mapping strategy, pitfalls, and cutover — by the engineers running it.

Destination checklist

Pipedrive migration checklist

Pre- and post-cutover tasks for moving onto Pipedrive.

Why teams make this switch

Two sides of the same decision

Leaving

CentraHub CRM logo

CentraHub CRM

What's pushing teams away

  • Minimum 5-user seat requirement on every paid tier locks out solo practitioners and very small teams that only need 1–3 licenses.
  • Initial setup support is reported as not meeting expectations, with reviewers citing poor onboarding assistance during configuration.
  • Lack of publicly documented API makes programmatic exports difficult — teams resort to CSV manual exports which strip relationships between records.
  • Brand rebranding from CentraHub CRM to Focus Softnet creates uncertainty about long-term product direction and support continuity.
  • Limited English-language community presence and sparse Reddit/G2 discussion make peer troubleshooting difficult for non-Indian users.

Choosing

Pipedrive logo

Pipedrive

What's pulling them in

  • Clean drag-and-drop pipeline interface with minimal learning curve, making it approachable for small sales teams without dedicated CRM admins.
  • Visual deal tracking keeps reps focused on next actions — activities, calls, and follow-up tasks surface directly in the pipeline view.
  • Strong integrations via Zapier and native marketplace apps let teams wire Pipedrive into Calendly, ActiveCampaign, and similar sales-stack tools.
  • Mobile apps for iOS and Android keep field reps connected to deals, contacts, and tasks without a desktop session.
  • Reputation and review volume — over 3,000 verified reviews across G2 and Capterra — signal reliability for teams evaluating CRM options.

Object mapping

How CentraHub CRM objects map to Pipedrive

Each row shows how a CentraHub CRM object lands in Pipedrive, including any object-level transformations, lookup resolution, or schema-design dependencies.

Typical mapping — final map is confirmed during the sample migration step.

CentraHub CRM

Lead

maps to

Pipedrive

Lead

1:1
Fully supported

CentraHub Leads map directly to Pipedrive Leads. Lead source, status, owner assignment, and custom fields migrate 1:1. Any CentraHub Lead without an email address is flagged during validation because Pipedrive requires an email on Lead records. Owner resolution uses email match against Pipedrive Users provisioned before migration.

CentraHub CRM

Account

maps to

Pipedrive

Organization

1:1
Fully supported

CentraHub Account records map to Pipedrive Organization. Account ID from the CSV export is preserved as a reference field for relationship reconciliation. Organization name, address fields, industry, and custom fields migrate 1:1. Organization is written before Contact import so the Person-Organization lookup is satisfied at insert time.

CentraHub CRM

Contact

maps to

Pipedrive

Person

1:1
Fully supported

CentraHub Contacts map to Pipedrive Persons. The Account-Contact relationship from the exported account_id column is resolved to a Pipedrive Organization ID at migration time and set as the Organization ID on the Person record. Name, email, phone, title, and custom fields migrate 1:1. Duplicate Persons are detected by email match and flagged for the customer's admin to resolve before final import.

CentraHub CRM

Deal

maps to

Pipedrive

Deal

1:1
Fully supported

CentraHub Deals map to Pipedrive Deals. Deal stage names from CentraHub are mapped to Pipedrive stage names defined in the target pipeline. Amount, expected close date, owner, and custom fields migrate 1:1. Pipedrive requires a Pipeline to be created and a stage to be assigned before Deals can be imported; we configure this during pre-migration setup.

CentraHub CRM

Deal Stage

maps to

Pipedrive

Deal Stage

lossy
Fully supported

Each unique CentraHub deal stage value becomes a Pipedrive stage within the target Pipeline. We map stage order and probability percentages from CentraHub to Pipedrive stage definitions. Stages that have no direct Pipedrive equivalent are flagged for the customer's admin to rename or reassign after migration.

CentraHub CRM

Activity: Task

maps to

Pipedrive

Activity

1:1
Fully supported

CentraHub Tasks (standalone, not engagement-logged) map to Pipedrive Activity records with type=task. Due date, priority, status, and subject migrate. Owner assignment resolves via email match to Pipedrive User. Tasks without a valid parent reference (no linked Contact, Account, or Deal) are imported as standalone Activities.

CentraHub CRM

Activity: Call

maps to

Pipedrive

Activity (type=call)

1:1
Fully supported

CentraHub call engagement logs map to Pipedrive Activity with type=call. Call duration, disposition notes, and timestamp migrate to custom activity fields. The WhoId links to the Person or Lead record; WhatId links to the related Deal or Organization where applicable. ActivityDate is set to the original CentraHub timestamp to preserve timeline order.

CentraHub CRM

Activity: Email

maps to

Pipedrive

Activity (type=email)

1:1
Fully supported

CentraHub email engagement records map to Pipedrive Activity with type=email. Email subject and body migrate as activity details. The WhoId links to the Person or Lead; WhatId links to the related Deal or Organization. Email attachments are downloaded to temporary storage and re-attached to the Pipedrive Activity record after import.

CentraHub CRM

Activity: Meeting / Appointment

maps to

Pipedrive

Activity (type=meeting)

1:1
Fully supported

CentraHub Appointments map to Pipedrive Activity with type=meeting. Start time, end time, location, and title migrate. All times are normalized to UTC during transformation. Attendee emails from the CentraHub appointment record are cross-referenced against migrated Person and Lead records to create attendee links in Pipedrive.

CentraHub CRM

Activity: Note

maps to

Pipedrive

Activity (type=note)

1:1
Fully supported

CentraHub Notes (engagement type) migrate to Pipedrive Activity with type=note. The note body migrates as the activity details field. Links to Leads, Persons, Organizations, and Deals are resolved via the ID columns exported from CentraHub and matched against the migrated record IDs in Pipedrive.

CentraHub CRM

Custom Field

maps to

Pipedrive

Custom Field

lossy
Fully supported

CentraHub custom fields per module are extracted from the module schema during discovery. Each custom field maps to a Pipedrive custom field of equivalent type (text, number, date, phone, email, picklist). Pipedrive custom fields must be created in the destination account before data import; we create them via Pipedrive API during pre-migration setup. CentraHub picklist values are mapped to Pipedrive picklist options with unmatched values flagged for the admin to add.

CentraHub CRM

Tag

maps to

Pipedrive

Label

1:1
Fully supported

CentraHub tags applied across objects migrate to Pipedrive Labels. Tags are stored per object in CentraHub; we reconstruct the full label set per record during transformation. Labels with no exact Pipedrive equivalent are flagged for the customer's admin to rename or merge.

Gotchas + challenges

What specifically takes care here

Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.

CentraHub CRM logo

CentraHub CRM gotchas

High

Five-user minimum applies to every paid tier

High

Workflows reference field IDs, not field names

High

No documented public API for bulk exports

Medium

Rebrand to Focus Softnet causes support and documentation drift

Medium

Custom field data type enforcement is loose on import

Pipedrive logo

Pipedrive gotchas

High

Custom field hash keys differ per account

High

Export access gated by visibility groups

Medium

Token-based API rate limits since December 2024

Medium

Sequences and Automations not exposed via REST API

Low

Cost escalates via workflow caps and add-ons

Pair-specific challenges

  • CentraHub CSV export does not preserve parent record relationships

    CentraHub's manual CSV export flattens the relational model into standalone row sets per module. The exported Contact CSV contains an account_id column, but the relationship is not embedded in the file structure. When that CSV is imported directly into Pipedrive without reconstruction, Contacts arrive without an Organization link and Deals arrive without a linked Person. We extract all exported CSVs, resolve parent IDs to destination IDs during transformation, and write records in dependency order (Organizations first, then Persons with Organization ID set, then Deals with Person ID set) so that Pipedrive's native relationship graph is intact after import.

  • CentraHub custom fields accept mismatched data types silently

    CentraHub does not enforce declared custom field data types on CSV import. A number field can contain text strings and a date field can contain plain text without triggering an error. Pipedrive enforces field types strictly and will reject records with type mismatches during import. We validate every custom field value against the declared CentraHub field type before writing to Pipedrive, flag records with mismatches, and present a clean-record version for import alongside a mismatch report for the customer's admin to correct.

  • CentraHub Workflows reference field IDs that do not exist in Pipedrive

    CentraHub Workflows store field references by internal ID, not human-readable field names. When a field is renamed or a custom field is not recreated in Pipedrive with the same internal identifier, the workflow condition silently breaks with no error at migration time. We export all CentraHub Workflow definitions as structured JSON during discovery, cross-reference every field ID against the migration field map, and deliver a written workflow inventory listing each workflow's trigger, conditions, actions, and any fields that will break if not mapped exactly. Pipedrive automation rebuild is outside migration scope and is handled by the customer's Pipedrive admin post-migration.

  • Pipedrive requires Users and Pipelines configured before data import

    Pipedrive's Import2 tool and API both require that target Users exist in the account before records can be imported with owner assignment, and that a Pipeline with at least one stage exists before Deals can be written. If migration begins before Pipedrive provisioning is complete, records are owned by the initiating user and stage-less deals are rejected. We confirm Pipedrive account provisioning (Users, Pipeline, Stages, Custom Fields) before the first data write, and we run a sandbox validation pass to catch these sequencing issues before production migration.

  • CentraHub brand transition to Focus Softnet creates documentation inconsistency

    CentraHub CRM is mid-transition to Focus Softnet branding. The official help center URL redirects, some help articles still reference CentraHub CRM by name while others reference Focus Softnet, and support contact information may differ between pre- and post-rebrand accounts. We verify the customer's account branding and current support portal URL during discovery and adjust our CentraHub export walkthrough to match what the customer actually sees in their interface, preventing confusion during the data extraction phase.

Migration approach

Six steps for a successful CentraHub CRM to Pipedrive data migration

  1. Discovery and CentraHub export walkthrough

    We audit the CentraHub CRM instance across all active modules (Leads, Accounts, Contacts, Deals, Tasks, Activities, custom fields). We verify the current brand status (CentraHub vs Focus Softnet) and map the export walkthrough to the customer's actual UI. We extract custom field schemas per module, enumerate all unique picklist values, and inventory workflow definitions as JSON. The discovery output is a written migration scope, custom field map, and CentraHub export checklist for the customer to execute under our guidance.

  2. Pipedrive provisioning and schema pre-creation

    We create Pipedrive Pipelines, Stages, and Custom Fields via the Pipedrive API before any data import. This includes recreating CentraHub picklist values as Pipedrive picklist options, mapping custom field data types (text, number, date, phone, email) to Pipedrive field types, and provisioning Users that match CentraHub owner emails. Pipedrive requires pipeline and stage existence before Deal import and User existence before owner assignment; we validate provisioning completeness before proceeding.

  3. CSV extraction, relationship reconstruction, and data validation

    The customer exports CSVs from CentraHub per module under our guidance. We ingest all exported files, parse the ID columns (account_id on Contacts, owner_id on all records, deal_id on Activities), and build a lookup table mapping CentraHub IDs to the corresponding Pipedrive IDs created during provisioning. We validate custom field values against declared CentraHub data types, flag type mismatches, and produce a clean-delta report for the admin to correct before import. Relationship chains are reconstructed at this stage so that every Contact carries its Organization ID and every Deal carries its Person ID.

  4. Sandbox validation migration

    We run a full migration into Pipedrive using the customer's sandbox or a trial account with representative data volume. Record counts are reconciled per object (Leads, Organizations, Persons, Deals, Activities), and 20-30 records are spot-checked against the CentraHub source for field accuracy and relationship integrity. The customer reviews the sandbox output and signs off on the schema and mapping before production migration begins. Any field mapping corrections, stage renames, or custom field additions happen here, not in production.

  5. Production migration in dependency order

    We run the production migration in record-dependency order: Pipedrive Users (validated from step 2), Organizations (from CentraHub Accounts), Persons (with Organization ID resolved from the lookup table), Deals (with Person ID and Stage resolved), Activity history (Tasks, Calls, Emails, Meetings, Notes via Pipedrive API with WhoId and WhatId resolved). Custom fields are written as part of each object phase. Each phase emits a row-count reconciliation report. We freeze CentraHub writes during cutover and run a delta pass for records modified during the migration window.

  6. Cutover, validation, and automation handoff

    After the final delta pass, we hand over Pipedrive as the system of record. We deliver the CentraHub Workflow inventory document listing every workflow's trigger, conditions, actions, and recommended Pipedrive automation rebuild guidance. We deliver the custom field map and the data quality mismatch report for the admin to address. We support a five-business-day hypercare window for reconciliation issues raised by the sales team. We do not rebuild CentraHub Workflows in Pipedrive Automation Builder; that is a separate engagement or an internal Pipedrive admin task.

Platform deep dives

Context on both ends of the pair

CentraHub CRM logo

CentraHub CRM

Source

Strengths

  • Unlimited record storage on all paid tiers — no per-contact billing shock as records grow.
  • All-in-one sales, marketing, and service modules with a single vendor and unified data model.
  • Per-user pricing is competitive against HubSpot and Salesforce for teams between 5 and 50 seats.
  • Industry-specific editions provide vertical templates for Real Estate, Automotive, and Education use cases.
  • Custom field support per module allows teams to tailor the schema without developer involvement.

Weaknesses

  • Minimum 5-user seat requirement excludes solo users and very small teams regardless of plan tier.
  • No publicly documented API endpoint reference — programmatic exports are undocumented and unsupported.
  • Initial onboarding and setup support receive consistent criticism from early-stage reviewers.
  • Brand pivot to Focus Softnet creates uncertainty about product roadmap and long-term support continuity.
  • Sparse English-language community presence makes peer troubleshooting difficult outside of Indian user networks.
Pipedrive logo

Pipedrive

Destination

Strengths

  • Intuitive drag-and-drop pipeline that sales reps actually use without resistance or training overhead.
  • Per-seat unlimited-deals model on all tiers — reps cannot be blocked from logging activity.
  • Active marketplace with 400+ integrations and a documented REST API with OpenAPI 3 specs.
  • Mobile apps with offline access, call logging, and calendar sync keep field teams operational.
  • Strong focus on sales activity tracking — next-action reminders and follow-up scheduling are first-class features.

Weaknesses

  • No custom objects — teams needing non-standard data structures must work around the four standard entity types.
  • Workflow automation limits by tier (30, 60, 90 active workflows) force upgrades as processes grow.
  • No free permanent plan — teams evaluating fit must commit to a trial without a freemium option.
  • Limited advanced reporting and custom dashboard capabilities compared to HubSpot or Salesforce.
  • Export permissions are gated by visibility groups, meaning data scoping must account for who can see what before migration.

Complexity grading

How hard is this migration?

Standard CRM migration. 3 of 8 objects need a mapping; the rest are 1:1.

B

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across CentraHub CRM and Pipedrive.

  • Object compatibility

    B

    3 of 8 objects need a mapping; the rest are 1:1.

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    8-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    CentraHub CRM: Not publicly documented.

  • Data volume sensitivity

    B

    CentraHub CRM doesn't expose a bulk API — REST + parallelization used for high-volume runs.

Estimator

Estimate your CentraHub CRM to Pipedrive migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about CentraHub CRM to Pipedrive data migrations

Answers to the questions buyers ask most during CentraHub CRM to Pipedrive migration scoping. Not seeing yours? Book a call.

Can't find your answer?

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Book a free 30 minute consultation

Straightforward migrations under 15,000 total records (Leads, Accounts, Contacts, Deals) with no engagement history and no custom objects land in one to three weeks. Migrations with large activity histories (over 100,000 call, email, and meeting records), multi-module custom field schemas, or complex relationship chains requiring ID resolution extend to three to five weeks. The CentraHub export walkthrough and Pipedrive provisioning typically take three to five business days before the first data write begins.

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Ready when you are

Move from CentraHub CRM.
Land in Pipedrive, intact.

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