Migrate from Field service software to Pipedrive

Primary customer contacts migrate as Pipedrive People records. Company-level information (business name, industry, employee count) migrates as a linked Organization. Each Person is associated to its Organization via the Person.organization_id field in Pipedrive's API. During migration, we run email-based duplicate detection against existing Pipedrive People to avoid creating redundant contact records. Customer notes and communication history from the source system are preserved as Notes attached to the migrated Person record.

Work orders are modeled as Deals in Pipedrive. Work order value maps to Deal.value. Work order status (Open, In Progress, Completed, Cancelled) maps to a custom pick-list field since Pipedrive's standard Stage applies to sales pipeline progress, not service job status. We create a Work_Order_Status__c custom field on Deal to preserve the original state.

Historical work order completions can also surface as completed Activities (calls or tasks) in Pipedrive for activity history continuity. Each completed work order generates a Task with subject 'Work Order Completed' and the work order ID in the notes. This preserves the timeline of customer interactions without cluttering your active pipeline.

Technician records migrate as People with a Technician_Role__c custom field set to 'Field Technician'. Their assignment to work orders is captured via the Deal's Technician_Name__c custom field. Pipedrive's Activity owner field links activities to the technician who performed the service.

Service location addresses migrate to Organization.address or Person.address fields in Pipedrive. For multi-site customers, the primary service location becomes the Organization's main address; additional locations are captured as custom address fields or notes on the associated Deal. Pipedrive's address structure includes separate fields for street, city, state, postal code, and country, which map directly from the source location data. Geographic coordinates if present in the source system are stored in a custom text field for potential future map integrations.

Pipedrive has no native Asset object. Equipment data migrates to a combination of custom fields on Organization (equipment type, serial number, install date) and Deal (equipment serviced, parts used). Complex asset hierarchies must be flattened into comma-separated or JSON-encoded custom fields, or maintained manually in a separate asset tracking tool.

Parts used on work orders migrate as a Deal Product linked to the Deal representing the work order, or as a custom text field (Parts_Used__c) storing part names and quantities. Pipedrive's Products module supports SKU, price, and quantity — mapped directly for billable parts.

Contract terms, SLA tier, and renewal dates migrate as custom date and text fields on the Organization record. Contract status can be added as a pick-list field. Since Pipedrive has no native contract object, recurring service agreements must be represented as custom fields or managed in a separate contracts tool post-migration.

Work order notes migrate as Pipedrive Notes attached to the corresponding Deal. Photo attachments, PDFs, and signed forms re-upload to Pipedrive's file attachment model. Files up to 25MB per attachment are supported; larger files may require compression or external storage links.

Invoice numbers, payment status, and amounts migrate as custom fields on the Deal. Work order completion timestamps and payment dates surface as Activity records. Pipedrive is not a billing system — if invoice history is critical, consider exporting it separately as a CSV or integrating with a dedicated accounting tool post-migration.

Scheduling logic, dispatch rules, technician routing, and availability calendars do not have a Pipedrive equivalent. These must be rebuilt using Pipedrive's optional Scheduling add-on or a third-party scheduling integration. We export the rule definitions as a reference document for your Pipedrive admin.

Field service automation (triggers, field updates, approval chains, notification rules) does not migrate. Pipedrive's Automation center must be rebuilt from scratch. We provide a structured export of your existing automation logic so your admin can recreate the equivalent rules in Pipedrive.