Migrate from Field Services Workflow and Logistics to Pipedrive

FSM work orders migrate as Pipedrive Deals. The deal name maps from work order number or customer address. Pipeline stages in Pipedrive are configured to mirror FSM work-order statuses (e.g., Scheduled, In Progress, On Hold, Completed, Invoiced) using custom stage labels.

Customer contacts from FSM systems map to Pipedrive Person records. Name, phone, email, and job title transfer directly. Multiple contacts per work order create multiple Person records linked to the same Deal via Pipedrive's deal-person association. This ensures all customer touchpoints are preserved in the migration while maintaining proper relationships between contacts and service records across your Pipedrive account.

Site or account records in FSM systems map to Pipedrive Organizations. Organization name, address, and industry classification transfer as standard fields. Multi-site accounts create multiple Organization records linked to a parent Organization where applicable. This hierarchy preserves the relationship between customer sites while allowing each location to maintain its own service history, contact associations, and asset records.

FSM service appointments map to Pipedrive Activities. A scheduled visit with a start and end time becomes a Pipedrive Event with original timestamps preserved. Unscheduled tasks become Tasks. Activity type is set based on FSM appointment type (field_visit, phone_support, remote_diagnosis).

FSM technicians are resolved by email match against Pipedrive Users. If a technician email does not exist as a Pipedrive user, the record flags for your admin — either invite the technician to Pipedrive or reassign the activity to a fallback user.

Equipment and asset records do not have a native Pipedrive equivalent. We map serial number, model, install date, and warranty status to custom fields on the related Organization record. For inventory-tracked assets, a custom Pipedrive Product record is created with asset metadata.

Parts, labor hours, and travel charges from FSM line items merge into a Pipedrive Deal note with line-item formatting, or into custom fields on the Deal for structured data. Pipedrive's Products feature can be used for billable items if your team enables product catalog management.

SLA terms (response time, resolution window, priority tier) migrate as custom fields on the Deal record (e.g., SLA_Priority__c, SLA_Response_Due__c). Pipedrive Automations can be configured to trigger reminders based on these fields post-migration. This allows your team to set up automated notifications when SLA thresholds are approaching or breached, ensuring timely responses to service requests without manual monitoring.

File attachments on FSM work orders (photos, signed forms, inspection reports) re-upload to Pipedrive's file storage and attach to the corresponding Deal or Person record. Pipedrive supports files up to 150MB per attachment. This ensures all supporting documentation travels with the service record, giving your team complete visibility into work order history and customer interactions within the Deal context.

Free-form service notes, technician comments, and diagnostic summaries migrate as Pipedrive Notes attached to the Deal. Original create timestamps and note author are preserved where available from FSM API export. This preserves the complete service history and communication trail, enabling your team to understand the full context of each service interaction and track resolution progress over time.

Any custom object in your FSM platform (e.g., Warranty_Claim, Inspection_Form) maps to a set of custom fields on the relevant Pipedrive object. Pipedrive custom fields are referenced by per-account hash keys — we handle key mapping during migration validation. This ensures your unique business data structures are properly translated into Pipedrive's schema while maintaining data integrity and field relationships across the migration.

Field service workflows, dispatching rules, SLA escalation triggers, and scheduling automations cannot migrate to Pipedrive because Pipedrive's automation model is scoped to deal-stage and activity events. We export workflow definitions as structured documentation for your Pipedrive admin to rebuild using Pipedrive Automations or a third-party tool.