Migrate from DinamikCRM to Pipedrive

DinamikCRM Contact records map directly to Pipedrive People. Name, email, phone, address, and custom fields transfer as typed People fields. Email serves as the dedupe key during import. The DinamikCRM contact-company link resolves to a Pipedrive Organization lookup that we create first so the relationship is satisfied at import time.

DinamikCRM Company records map to Pipedrive Organizations. Company name, industry, address, and domain fields map directly. Organization is created before People import to ensure the org_id foreign key resolves without orphaning any contact-company relationships.

DinamikCRM Lead records map to Pipedrive Leads using the same field names where possible. Lead status and source fields map to Pipedrive's Lead status dropdown. Any DinamikCRM lead-to-contact conversion history is preserved as a custom field for audit.

DinamikCRM Deal records map to Pipedrive Deals with value, stage, owner, and expected close date preserved. The DinamikCRM pipeline assignment maps to a Pipedrive Pipeline and Stage that we configure before migration. Deals without a linked Contact or Company are flagged during reconciliation for manual assignment before final import.

DinamikCRM Activity entries (calls, emails, meetings, tasks) map to Pipedrive Activities using the unified Activities object. Activity type, date, subject, and linked Contact or Company transfer. We preserve the activity timeline ordering by setting the correct activity dates in Pipedrive. Meeting location and attendee data from DinamikCRM maps to the activity details field.

DinamikCRM Appointment records map to Pipedrive Activities with type set to Meeting. Date, time, duration, attendee, and status transfer. Any scheduling-specific fields without a Pipedrive equivalent are flagged for the customer admin to handle manually post-migration.

DinamikCRM Invoice records can map to Pipedrive Invoices, but this requires the Pipedrive Invoices add-on to be active on the destination account (Premium plan or above). If the add-on is not available, we map invoice data to structured Deal fields or a custom field group and flag this during scoping. Line items, totals, and payment status transfer where the target supports them.

DinamikCRM's custom modules vary per account, so we enumerate all active custom modules during the discovery phase, export their schema, and map each to Pipedrive custom fields on the appropriate standard object. Fields with single-value data types (text, number, date, dropdown) map to typed Pipedrive custom fields. Complex multi-value or freeform structures map to structured Notes attached to the parent record. We flag any module relationship logic that does not translate directly to Pipedrive's flat object model.

DinamikCRM pipeline configurations map to Pipedrive Pipelines and Stages. Each pipeline in DinamikCRM becomes a separate Pipeline in Pipedrive with stages translated in order. Custom stage logic (conditional stage progression, auto-advance rules) does not transfer and is flagged for the customer admin to rebuild in Pipedrive's workflow builder post-migration.

DinamikCRM user records map to Pipedrive Users by email match. Owner assignments on Contacts, Companies, Deals, and Activities resolve to the Pipedrive UserId. Any DinamikCRM Owner without a matching Pipedrive User is held in a reconciliation queue for the customer admin to provision before record import resumes.

File attachments linked to DinamikCRM records are exported as file metadata and URLs. Pipedrive stores attachments as links to Google Drive or Dropbox files, not as uploaded files directly. We flag attachment records for manual re-upload to Pipedrive's linked storage and document which records have attachments that require post-migration action.

DinamikCRM tag assignments on records map to Pipedrive Labels. Tag groups that do not map cleanly to a single label structure are flagged for the customer admin to decide whether to use Pipedrive's label system or custom fields for the classification.