Migrate from edge CRM to Pipedrive

edge CRM Company records map to Pipedrive Organization. The organization's name, domain, address fields, and any custom properties migrate as Organization custom fields. We create Organizations first in the import sequence so that Contact-Organization associations resolve correctly at Contact insert time.

edge CRM Contact maps to Pipedrive Person. Name, email, phone, and custom fields migrate directly. We resolve the Organization lookup by matching the edge CRM contact's associated company name against the Organization name already imported. If no match is found, the contact migrates without an Organization link and is flagged in the reconciliation report.

edge CRM Lead records with AI-scored qualification data migrate to Pipedrive Lead. In Pipedrive, Leads share the same field schema as Deals; any AI qualification score from edge CRM maps to a numeric custom field in Pipedrive. If the destination Pipedrive plan does not include the LeadBooster add-on, we merge edge CRM Leads into Contacts and attach them to the appropriate Organization.

edge CRM Deal maps to Pipedrive Deal with monetary value, expected close date, and stage preserved. The deal title migrates directly; the pipeline and stage assignment resolves by matching edge CRM's stage name against the Pipedrive pipeline stages pre-configured during schema design.

edge CRM allows custom stage names and ordering per pipeline. We extract the full stage list including custom names and sequence, then configure Pipedrive pipelines with matching stage names and probability percentages. If edge CRM has multiple pipelines, we create corresponding Pipedrive pipelines and assign each to the relevant Record Type or team.

edge CRM call logs with timestamp, duration, disposition, and notes migrate to Pipedrive Activity records of type Call. The activity links to the correct Person, Organization, or Deal using Pipedrive's activity reference system. Call duration in seconds migrates to a custom activity field.

edge CRM email logs migrate to Pipedrive Activity records of type Email with subject, body, and timestamp preserved. The activity links to the related Person or Organization. Email attachments require a separate file handling step if the export includes them.

edge CRM meeting records with title, date, location, and attendee list migrate to Pipedrive Activity records of type Meeting. Start time, end time, and location map directly. Attendee associations require lookup resolution against imported Person records.

edge CRM notes tied to a Contact, Company, or Deal migrate as Pipedrive Activity records of type Note. The note content, author, and timestamp preserve. Pipedrive's note formatting supports rich text where the export format permits.

edge CRM Tasks with due dates, assignees, and completion status migrate to Pipedrive Activity records of type Task. Completed and open tasks both transfer. Overdue status from edge CRM is stored as a date value in the Pipedrive due_date field rather than a boolean flag.

edge CRM user-defined custom properties on Contacts, Companies, Deals, and Leads require pre-configuration in Pipedrive before migration. We extract the full edge CRM custom field schema during discovery, match field types to Pipedrive equivalents (text, number, date, dropdown, checkbox), create the corresponding fields in Pipedrive, and map data during import. Pipedrive's note that Leads share deal field schema means any custom fields created for Deals also appear on Leads.

edge CRM Owner records map to Pipedrive User accounts. We resolve by email match. Any edge CRM Owner without a matching Pipedrive User goes to a reconciliation queue for the customer to provision before record import resumes. Active versus inactive status on the Pipedrive User must match the expected activity level in edge CRM.