Migrate from Field Pros to Pipedrive

Field Pros stores individual field technicians, dispatch staff, or service contacts as person records. These map directly to Pipedrive Persons. Name, email, phone, and address fields translate field-for-field. Owner assignment resolves by email match to a Pipedrive user. During migration, any missing required fields trigger an exception flag for manual review.

Client companies or service accounts in Field Pros map to Pipedrive Organizations. Business name, domain, industry, employee count, and address fields map directly. Parent-child company hierarchies in Field Pros map to Organization hierarchy in Pipedrive. If a parent company has not yet been migrated, the child record is flagged for deferred hierarchy assignment until the parent exists.

Field Pros job tickets and service records carry operational data (site location, technician assignment, service type) that maps to Pipedrive Deals. The ticket description becomes the Deal title. Custom ticket fields (priority, service category, site address) become Pipedrive custom fields on the Deal object.

Field Pros stores service-site locations with address, site code, and site-specific notes. The address data merges into the linked Organization record. Site code and site-specific metadata become custom fields on the Organization so each location is traceable within Pipedrive. If multiple sites share the same address, each retains its unique site code to avoid duplicate Organization records.

Field Pros timestamps and log entries on tickets map to Pipedrive Activities. Each log entry becomes an Activity with type (note, call, meeting), subject, body text, original timestamp, and the linked Person or Deal as the parent record. Activities are created with the done flag set according to the source log's completion status, preserving the original activity state.

Files attached to Field Pros tickets — job photos, site documents, signed forms — re-upload as Pipedrive Activity attachments. Pipedrive's per-plan storage limits apply (5GB/user on Essential). Files exceeding limits are linked via URL or flagged for selective migration. During the pre-migration audit, FlitStack calculates total attachment size and recommends a selective-migration policy to stay within plan limits.

Technician assignments on Field Pros tickets map to the assigned Person record linked via a Pipedrive Activity (call or task note) on the Deal. This preserves the assignment history without requiring Pipedrive's optional Resources add-on. If multiple technicians are assigned to a single ticket, each gets a separate activity entry, ensuring full auditability of who performed what work.

Service categories from Field Pros (e.g., HVAC, electrical, plumbing) map to a Pipedrive Deal Label for visual filtering and also to a custom pick-list field (Service_Category__c) on the Deal object for reporting continuity. When a category does not exist in Pipedrive's label list, FlitStack creates a new label and updates the mapping table to keep the label set consistent across migrations.

Any Field Pros custom field values on Contacts, Companies, or Tickets that have no Pipedrive standard-field equivalent are created as Pipedrive custom fields on the corresponding object. Field type (text, number, date, pick-list) is preserved. Multi-select pick-lists in Field Pros decompose to comma-separated text in Pipedrive custom fields.

Field Pros users (dispatchers, technicians, managers) are resolved by email address against Pipedrive users. Unmatched users are flagged before migration; your team either creates the Pipedrive user account first or assigns records to a fallback owner. Historical records without a matched owner attach to the migration admin user.

Field Pros records flagged as prospects or unassigned leads migrate to Pipedrive's Leads inbox. Leads with a qualified status route to the Person-Organization-Deal model. Pipedrive's Leads inbox requires manual qualification routing post-migration if you use the leads-first workflow. If your team prefers direct deal creation, FlitStack can auto-promote qualified leads to Persons and link them to existing Organizations during migration, reducing post-migration manual steps.

Field Pros ticket status values (New, In Progress, On Hold, Complete) map to named Pipedrive pipeline stages. Each status maps value-by-value to a stage in your Pipedrive pipeline. Stage order and probability are configurable in Pipedrive's pipeline settings post-migration. During migration, FlitStack records the original status timestamp so you can set stage-specific SLAs or triggers in Pipedrive based on when the status changed.