Migrate from Daffodil CRM to Pipedrive

Daffodil CRM Contact records map to Pipedrive Person objects. We extract name, email address, phone number, company association, lifecycle stage, and all custom fields from the CSV export or database export. Daffodil CRM does not separate Leads from Contacts as distinct objects, so all records map to Pipedrive Person. The original lifecycle stage from Daffodil CRM migrates as a custom field for segmentation and reporting in Pipedrive.

Daffodil CRM Company records map to Pipedrive Organization. We extract company name, address, website, industry, employee count, and custom fields. The contact-to-company relationship is preserved by matching on company name or a shared external ID during import. Pipedrive Organization is created before Person import so that the organization_id field can be resolved at the moment of Person insert.

Daffodil CRM Deal records map to Pipedrive Deal. We extract deal name, amount, stage, expected close date, owner assignment, and associated contacts. Custom pipeline stages in Daffodil CRM map to Pipedrive Deal stages within a Pipeline that we configure before migration. The deal-to-contact link migrates by resolving the contact name or external ID from the Daffodil CRM relationship table.

Each Daffodil CRM pipeline becomes a Pipedrive Pipeline with corresponding stage names. Stage ordering, probabilities, and display colors configure in Pipedrive before Deals import. Closed-won and closed-lost statuses from Daffodil CRM map to Pipedrive's status Won and Lost fields.

Daffodil CRM call activity records map to Pipedrive Activity with type=call. We extract call date, duration, disposition, outcome, and related contact. The activity links to the corresponding Person in Pipedrive by matching on contact name or email from the original activity record. Call duration in seconds migrates as a custom field if the destination Pipedrive account uses Advanced tier or above.

Daffodil CRM email activity records map to Pipedrive Activity with type=email. Email subject, body, sent or received flag, timestamp, and related contact migrate. If Daffodil CRM stores email content as plain text, we preserve the full body. If attachments are present, we flag them for manual handoff since file attachments are not reliably exportable from Daffodil CRM.

Daffodil CRM meeting records map to Pipedrive Activity with type=meeting. We extract meeting title, date and time, location, attendees, and related contact. Meeting attendees are linked to the corresponding Person records in Pipedrive by matching on name or email from the Daffodil CRM attendee list.

Daffodil CRM task records map to Pipedrive Activity with type=task. We extract task subject, due date, status (open or completed), priority, assigned owner, and related contact. Task completion status migrates as Pipedrive's done flag. The assigned owner resolves by matching the Daffodil CRM owner name or email to a Pipedrive User.

Daffodil CRM custom fields on Contacts, Companies, and Deals migrate as Pipedrive custom fields. We request a full field inventory from the customer before mapping begins and create Pipedrive custom fields of matching type (text, number, date, single-select, multi-select, phone, email, address). Multi-select picklist values from Daffodil CRM flatten to comma-separated values and re-assemble in Pipedrive's multi-select format.

Daffodil CRM tags applied to Contacts, Companies, or Deals export as comma-separated values or individual rows. Tags migrate to Pipedrive Labels, which apply across Persons, Organizations, and Deals. Multi-value tag fields flatten during transformation and reassemble in Pipedrive using Pipedrive's label assignment API.

Daffodil CRM Owner records map to Pipedrive User. We extract user name, email, role, team membership, and active status. Owner resolution in Pipedrive uses email match. If a Daffodil CRM owner has no matching Pipedrive User, they are held in a reconciliation queue for the customer's admin to provision before record import resumes.