Migrate from Digital Signup to Pipedrive

Digital Signup registrants map directly to Pipedrive People records. Core contact fields including name, email address, phone number, and physical address translate to Pipedrive's corresponding name, email, phone, and address fields. Owner assignment is resolved by matching the registrant's email address against existing Pipedrive user accounts to ensure proper record ownership from the start.

Each Digital Signup Program or Class maps to a Pipedrive Organization record. The program name becomes the Organization name, the program description maps to the Organization address field or a custom field, and program capacity becomes a custom integer field on the Organization record to support enrollment tracking.

A Digital Signup registration — the record linking a registrant to a program at a specific point in time — maps to a Pipedrive Deal. The Deal title is derived from the Program name plus registrant name. Deal stage is set based on registration status: Confirmed → Won, Pending → Open, Cancelled → Lost.

Each scheduled session within a program maps to a Pipedrive Activity of type Event. The activity is linked to both the Person (registrant) and the Organization (Program). Original session start/end times, location, and instructor are preserved in the Activity subject and notes.

Digital Signup stores maximum enrollment capacity per program. Pipedrive Organizations have no native capacity field. We create a custom integer field labeled Program_Capacity__c on the Organization record to preserve this value, supporting waitlist management and enrollment reporting in Pipedrive after migration.

Digital Signup records waiver acceptance status per registration. Pipedrive has no native waiver field. We create a custom pick-list field Waiver_Status__c on the Person record with values Signed, Not Signed, and Pending to preserve compliance status throughout the migration and enable waiver tracking in Pipedrive.

Digital Signup's native waitlist stores position number and date added per registrant per program. Pipedrive has no waitlist construct. We create two custom fields on the Person record — integer field Waitlist_Position__c and datetime field Waitlist_Added_Date__c — to preserve waitlist priority order and timestamp data.

Digital Signup tracks payment method and receipt status per registration. Pipedrive Deals carry an Amount field but no native payment-method attribute. We add custom fields Payment_Status__c (pick-list: Paid, Pending, Refunded) and Payment_Method__c to the Deal record to preserve payment information.

Digital Signup programs often have category tags (e.g., Youth Enrichment, Adult Education, Sports). These map to Pipedrive Organization labels or a custom pick-list field (Program_Category__c) on the Organization. Values are mapped one-to-one where names match, and consolidated where Digital Signup uses more granular categories.

Digital Signup collects emergency contact name and phone per registrant, particularly for childcare and school-age programs. Pipedrive has no native emergency contact fields. We store these as custom text fields (Emergency_Contact_Name__c and Emergency_Contact_Phone__c) on the Person record for compliance purposes.

Digital Signup assigns instructors to programs and sessions. If the instructor exists as a user in Digital Signup with an email address, we resolve them to a Pipedrive User by email match and set them as the Activity owner for that session's events. If no match exists, the Activity is unassigned and flagged for review.

Digital Signup stores signed waiver PDFs and uploaded documents per registration. Pipedrive Files support attachments on Person, Organization, and Deal records but has a 25MB per-file limit. We re-upload waiver files as Pipedrive Files linked to the corresponding Person or Deal. Files exceeding 25MB are noted in the migration report for manual handling.