Migrate from Combit CRM to Pipedrive

Combit CRM stores addresses as separate records that can be linked to multiple contacts, supporting multiple locations per entity. Pipedrive stores addresses as fields on the Person object (address, address_subtext, address_lat, address_lng). We extract each Combit Address record with its type (billing, shipping, registered office), then write address values into the corresponding Pipedrive Person address fields. If a Combit contact has multiple addresses, we write the primary billing address to the Person fields and store secondary addresses as custom fields or notes.

Combit Contacts map directly to Pipedrive Persons. We preserve the contact's name fields (first_name, last_name), email (primary email field), phone, and any linked address reference. The original Combit contact ID migrates as a custom field for audit and cross-reference. Owner assignment resolves by matching the Combit Benutzer (user) email to a Pipedrive User.

Combit Company records map to Pipedrive Organizations. Company name becomes the Organization name; address data from the linked Combit address migrates to the Organization's address fields. Organization is created before Person import so that the org_id lookup relationship is satisfied at Person insert time.

Combit Deals map to Pipedrive Deals with stage, value, expected close date, owner, and associated contact and company preserved. The Combit deal stage name translates to a Pipedrive pipeline stage. If Combit has multiple deal pipelines, we create corresponding Pipedrive pipelines (Advanced and higher) and map deal records to the appropriate pipeline by a pipeline identifier field in Combit. Custom fields on Combit Deals migrate to custom fields on Pipedrive Deals.

Combit Activities (calls, meetings, tasks, notes) attached to contacts or projects map to Pipedrive Activities. We map the activity type, date, duration, and description. Call dispositions and outcomes from Combit migrate as custom fields on the Pipedrive Activity. Meeting location migrates to the Pipedrive Activity location field. Activities are linked to the target Person and Deal via activity_id resolution at load time.

Combit Projects map to Pipedrive Projects if the destination Pipedrive account is on Advanced plan or higher. Projects include associated dates, budgets, line items, and linked contacts. Pipedrive Projects support tasks, milestones, and deal associations. If the destination Pipedrive account is on Essential or Professional plan (which lacks native Projects), we map project records as custom Deal fields or as linked Notes with a project identifier tag, and flag this as a configuration constraint requiring plan upgrade or alternative handling.

Combit CRM allows user-defined fields across all objects with flexible data types. During discovery, we enumerate every custom field definition with its Combit label, data type, and picklist values (in German). We map each to an equivalent Pipedrive custom field: text fields to Pipedrive text, date fields to Pipedrive date, picklist fields to Pipedrive options (translating German labels to English). Multi-select picklists map to Pipedrive multi-select options. Custom fields are created in Pipedrive before any data import begins.

Combit user records (Benutzer and Vertriebspartner) define deal owners, contact owners, and activity owners. We extract all distinct user emails and names from Combit and match by email to Pipedrive User records. Owners without a matching Pipedrive User go to a reconciliation queue for the customer to provision before record import. Historical assignment is preserved as a custom field on migrated records.

Combit CRM can store file attachments on records. We extract attachments to a file store, preserve original filenames and record association, and create attachment links at the destination using Pipedrive's file attachment API. Attachments link to the migrated Person, Organization, or Deal record by ID.

Combit CRM categorical tags and classifications on records migrate to Pipedrive custom fields (if structured picklists) or to Pipedrive's native Person and Organization tagging feature. Multi-value tags from Combit consolidate into a compatible format. We agree on the strategy during scoping based on how Combit categories are used in reporting.