Migrate from Field Squared to Pipedrive

Direct 1:1 map. Field Squared contacts become Pipedrive Persons preserving name, email, phone, and job title. Contacts without a primary company link to a default organization or land unlinked in Pipedrive. Custom fields on contacts migrate as Pipedrive custom person fields.

Direct 1:1 map transfers Field Squared company data to Pipedrive Organizations. The company name, domain, address, industry classification, and employee count fields map to their Pipedrive Organization equivalents. Parent-child company hierarchies in Field Squared are preserved using Pipedrive's parent organization field. When multiple contacts belong to the same company, they link to a single Organization record with multiple associated Persons.

Field Squared work orders become Pipedrive Deals. The work order name becomes the Deal title, amount maps to value, status maps to Pipeline stage, and expected completion maps to close date. Custom service fields on the work order migrate as custom Deal fields. Multiple work order types can map to separate Pipedrive pipelines.

Direct map. Field Squared tasks become Pipedrive Activities with type, due date, and status preserved. TaskType values (Service Visit, Delivery, Installation) map to Pipedrive Activity type values. Original scheduled start and end times, as well as completion timestamps, migrate as custom datetime fields for audit continuity.

Field Squared documents attached to work orders or tasks migrate as linked Files or Notes in Pipedrive. Documents associated with specific Persons or Organizations attach to the corresponding Pipedrive record. File size limits in Pipedrive are enforced; large files may be re-hosted or linked by URL.

Field Squared custom fields on contacts create equivalent Pipedrive custom person fields. Field Squared's 30+ field types must be translated to one of Pipedrive's 16 supported types — unsupported types (e.g., signature capture, barcode) become text fields or are preserved as attachments for reference.

Custom fields on Field Squared work orders migrate as Pipedrive custom Deal fields. Pick-list values require value-by-value mapping to Pipedrive pick-list options, ensuring each source value has a corresponding target option. Multi-select fields in Field Squared map to Pipedrive multi-select custom fields if the target plan supports them. We validate each pick-list translation before migration runs.

Field Squared workflows and automation rules do not migrate. Each platform's automation engine is independent — triggers, conditions, and actions have no common schema. We export workflow definitions as a reference document so your Pipedrive admin can rebuild them using Pipedrive Automations (available on Advanced+ plans).

Field Squared assets linked to companies can merge into the corresponding Pipedrive Organization record as custom fields (e.g., asset count, asset type, serial number). Each asset attribute becomes a separate custom field on the Organization. Complex asset hierarchies with nested relationships may require a separate asset register maintained outside Pipedrive or a custom integration to preserve the full hierarchy structure.

Field Squared integrations with QuickBooks, Salesforce, Box, and Google Drive do not transfer. Each must be reconnected in Pipedrive separately. Common rebuild paths: QuickBooks via native integration or Zapier, Salesforce via Data Migration Tool, Box/Google Drive via Pipedrive's file integration settings.