Migrate from Cetec ERP to Pipedrive

Cetec ERP Customer records map directly to Pipedrive Organization. The Customer name becomes the Organization name, website becomes the web field, and billing address becomes the address fields. Internal customers (the company itself flagged in Cetec) are mapped to a designated Organization record representing the customer's own company in Pipedrive. Any Customer records without a corresponding Person contact in Cetec are migrated as standalone Organizations without a Person link.

Cetec ERP Contact records attached to a Customer map to Pipedrive Person records linked to the corresponding Organization. Cetec stores contact name, email, phone, and role per contact row; these map to Person name, email, phone, and a custom field for job_title. When a single Cetec Customer has multiple Contacts, each becomes a separate Person record with all pointing to the same Organization. Contacts without an email address are flagged for manual enrichment post-migration.

Cetec ERP Quotes map to Pipedrive Deals. The Quote total amount maps to Deal value, Quote status (Draft, Sent, Approved, Lost) maps to Pipedrive Deal status, and the linked Customer maps to the Organization. Quote line items with part numbers and quantities are preserved as Deal Product entries or as a structured note on the Deal. Approval thresholds (PPV/LBV dollar limits) are noted in a custom field but do not trigger Pipedrive approval workflows since Pipedrive lacks a native quote-approval model.

Cetec ERP Sales Orders in open status migrate as Pipedrive Deals with a status matching the order stage (Quote Sent, Order Confirmed, In Production, Shipped, Closed Won). Historical completed orders migrate as closed-won Deals with the original order total as Deal value. Line items are preserved as Deal Products or structured notes. Orders that were lost or cancelled map to closed-lost Deals with the loss reason preserved in a custom field.

If the Cetec ERP instance includes the Lead module (available in some configurations), unqualified prospect records migrate as Pipedrive Leads. Leads in Pipedrive sit above the Person-Organization model as a separate unqualified pipeline; they convert to Person and Organization when a deal is identified. Lead score and lead status from Cetec migrate as custom fields on the Pipedrive Lead record.

Cetec ERP Part Number records used in quotes and orders map to Pipedrive Products. The part number becomes the Product code, part description becomes the Product name, and list price becomes the Product price. Parts flagged as make-to-stock or build-and-ship are noted in a Product custom field but do not affect Pipedrive functionality since Pipedrive Products are pricing-only records with no inventory implications.

Cetec ERP users are mapped to Pipedrive users by email address. The $25/user/month shop floor role in Cetec does not have a direct Pipedrive equivalent; shop floor users who do not actively manage the CRM pipeline are migrated as Pipedrive users but flagged for the admin to deactivate if they do not need CRM access. Active sales users are migrated at the appropriate Pipedrive plan tier.

Cetec ERP call log entries linked to a Customer or Contact migrate as Pipedrive Activities with type = Call. Duration, call direction (inbound/outbound), and any disposition notes from Cetec map to custom fields on the Pipedrive Activity. The Activity is linked to the corresponding Person record. Historical timestamps are preserved on the Activity date field.

Cetec ERP email log entries migrate as Pipedrive Activity records with type = Email. The email subject, body content, and timestamp migrate to the Activity. Attachments on Cetec emails are downloaded and reattached to the corresponding Pipedrive Activity. If Pipedrive's email sync feature is active on the account, the Activity is linked to the Person and Organization records.

Cetec ERP meeting records and task entries migrate as Pipedrive Activities with type = Meeting or Task respectively. Meeting location, start time, and duration map to the corresponding Pipedrive Activity fields. Assigned user (sales rep) maps to the Pipedrive User by email. Tasks with a due date preserve the due date; open tasks preserve their open status.

Cetec ERP notes attached to Customer, Contact, Quote, or Order records migrate as Pipedrive Notes linked to the corresponding Person, Organization, or Deal. Rich-text formatting is preserved where possible; file attachments on notes are migrated as Pipedrive file attachments on the Note record.

Cetec ERP document management attachments (prints, spec sheets, revision-controlled files) linked to parts, BOMs, or quality records are exported as files and mapped to the corresponding Pipedrive record as a file attachment. Documents linked to Customers or Contacts attach to the Organization or Person. Documents linked only to manufacturing records with no CRM counterpart are exported to a shared file library and referenced in the migration handoff documentation.

Cetec ERP system-wide quality codes (for inspections, NCRs, and receiving) are exported as a code table and mapped to Pipedrive custom picklist fields on the Organization or Person record if the customer wants to track supplier quality history in Pipedrive. Quality codes are informational in Pipedrive since Pipedrive has no native quality management object; they serve as reference data rather than triggering any Pipedrive workflow.

Cetec ERP Chart of Accounts records are not migrated to Pipedrive. Pipedrive is a CRM with no General Ledger or accounting object model. The GL structure, AP/AR balances, and financial accounts are excluded from migration scope. We document the account codes and names in the handoff so the customer's finance team can reference them if they implement a dedicated accounting platform post-migration.