Migrate from Contractor+ to Pipedrive

Contractor+ clients map directly to Pipedrive People. All standard fields translate — client name, email address, phone number, mobile number, physical address, company name, and owner assignment become their corresponding Pipedrive Person fields. Any custom fields configured on the Client object in Contractor+ are created as Pipedrive custom fields on the Person record during the migration schema setup phase, ensuring no client-specific metadata is lost in translation.

Contractor+ leads map to Pipedrive People using the Lead Inbox workflow for unqualified leads or by creating them directly as People for leads that are already qualified. The lead status field in Contractor+ (such as New, Contacted, Qualified) maps to a custom pick-list field on the Pipedrive Person record, preserving the original qualification stage so your sales team can prioritize follow-ups based on historical lead status without manual data entry.

Contractor+ company records map to Pipedrive Organizations with direct field translations for company name, domain URL, street address, city, state, zip, industry classification, employee count, and annual revenue figures. Multi-location enterprises with several branch offices are handled by splitting each location into its own separate Organization record, linked together via a parent-organization custom field to preserve the corporate hierarchy in Pipedrive's organizational structure.

Contractor+ Jobs have no native Pipedrive equivalent. FlitStack maps jobs to Pipedrive Deals and stores job status, job type, job address, license number, insurance expiry date, and scheduling data as custom fields on the Deal record. Job line items map to deal products if Pipedrive Products are in use.

Contractor+ estimates map to Pipedrive Deals. Estimate name becomes the Deal name. Estimate total and status map to Deal value and stage. Line items are stored as Deal products or as a custom field JSON block if the Products feature is not active on the Pipedrive plan.

Pipedrive lacks native invoicing on Lite and some Advanced tiers. FlitStack stores invoice number, invoice date, line items, total amount, payment status, and amount paid as custom fields on the Deal record. The original invoice PDF is uploaded as a Pipedrive File attached to the Deal.

Contractor+ payment records tracking partial and full payments have no Pipedrive equivalent. FlitStack stores payment date, amount, and method as custom fields on the associated Deal record. A full payment-history custom field stores the complete payment ledger as a text block for reference.

Contractor+ scheduling data (assigned technician, time slot, job site, recurring schedule) has no native Pipedrive equivalent. FlitStack creates an Activity in Pipedrive for the scheduled work and stores the structured scheduling data as custom fields on the associated Deal.

Contractor+ call logs, emails, meetings, and notes map to Pipedrive Activities (with type set to call, email, or meeting) and Notes, with original timestamps, full content, and owner assignments preserved during the migration. Inline images embedded within note content are downloaded from Contractor+, processed, and re-uploaded as Pipedrive Files linked to the relevant Activity or Note record to ensure visual attachments remain accessible in Pipedrive.

Contractor+ custom fields on any object map to Pipedrive custom fields on the corresponding object. Field type (text, number, date, pick-list, checkbox) is matched to Pipedrive's supported field types. Pick-list values are mapped one-by-one. FlitStack pre-creates all custom fields in Pipedrive before the migration run.

Contractor+ files attached to clients, jobs, estimates, or invoices are downloaded and re-uploaded to Pipedrive as Files, linked to the corresponding Person, Organization, or Deal record. File size limits apply (Pipedrive supports up to 150MB per file depending on plan).

Contractor+ staff members are matched to Pipedrive users using email address as the primary matching key. Staff members without a corresponding Pipedrive user are flagged and documented before migration so your team can invite them to Pipedrive or assign a fallback owner. Contractor+ role definitions and permission sets are captured in the FlitStack export-for-rebuild package for manual recreation using Pipedrive's permission-set model.