Migrate from Highrise to Pipedrive

Highrise People map to Pipedrive Person. The standard fields—name, email address, phone number, postal address, and social links—transfer directly. We use the Highrise party XML export as the primary source and resolve the Organization lookup in Pipedrive by matching Highrise's linked Company name against the Organization records we import first. Any untagged or orphan People (no Company link) import as standalone Persons without an OrganizationId. Custom fields on People export via Highrise's custom_field_subjects API and map to Pipedrive custom fields created during schema setup.

Highrise Companies map to Pipedrive Organization. We import Organizations first because Person records require an OrganizationId lookup during insert. Company name becomes the Organization name, website becomes the web field, and any phone or address fields transfer directly. The Highrise Company-Person association is preserved by linking each Person to its matching Organization via the org_name match on the Pipedrive Person import.

Highrise Deals map to Pipedrive Deals. Highrise exports Deals as plain text (.txt), not structured CSV, so we parse the TXT output to extract deal name, stage, value, responsible user, and linked Party references. The deal name maps to Pipedrive title, value maps to amount, and the Highrise stage (e.g., New, Contacted, Qualified, Won, Lost) maps to a Pipedrive pipeline stage that we configure during schema setup. The linked Party reference resolves to the Person or Organization we imported in the preceding phases. Loss reason and close date transfer to custom fields if the Pipedrive plan supports them.

Highrise's named deal stages map to Pipedrive stages within the default or a custom Pipeline. We extract the full stage configuration during scoping (stage name, position, default probability if any) and create a matching Pipedrive Pipeline with stages in the same order. Stage probability values in Highrise become stage probability fields in Pipedrive. If the account has multiple named pipelines in Highrise, we create multiple Pipedrive Pipelines and map each Deal to its corresponding Pipeline.

Highrise Cases handle support or task tracking and export as TXT only, stripping any embedded attachments or rich content. We parse the TXT to extract case title, status (open, resolved, archived), linked Party, and timestamp. Case status maps to Pipedrive Activity with a type field (task or note) and a custom status field preserving the original Highrise state. Cases with no natural Pipedrive equivalent become Activity records linked to the corresponding Person or Organization. Any case attachments cannot migrate as files; we document them for manual re-upload post-migration.

Highrise Tasks map to Pipedrive Activities of type task. We export completed and open tasks via the Highrise API with due dates, assignees (mapped to Pipedrive User by email match), and related Party references. Completed status maps to Pipedrive's done flag. Tasks without a linked Party import as unattributed activities with a note referencing the Highrise task ID for reconciliation.

Highrise Notes are Recordings of type NOTE attached to People or Companies. They export as TXT, stripping HTML formatting. We capture the full text body and metadata (date, author, related Party) and create Pipedrive Notes linked to the corresponding Person or Organization record. The author name is stored in a custom Note field if Pipedrive's standard Note object does not preserve it natively. Embedded images or file references in Highrise Notes are flagged for manual re-upload.

Highrise Emails are Recordings of type email attached to People or Companies, exported as plain text. We capture the full email body and metadata (date, subject, direction inbound/outbound, related Party) and create Pipedrive Notes with a subject line prefix or a custom field storing the direction flag. Email threading and attachments cannot be preserved from TXT-only exports. We warn customers before migration that email content will arrive as plain text in Pipedrive Notes without the original formatting.

Highrise Users map to Pipedrive Users by email match. We extract the full user roster (name, email, role if available) and match against the destination Pipedrive account's user list. Any Highrise User without a matching Pipedrive User is held in a reconciliation queue; the customer's Pipedrive admin provisions the missing user before record import resumes. Owner assignment on Deals, Cases, Tasks, and Notes resolves through this User map.

Custom fields on People, Companies, and Deals in Highrise are detected via the custom_field_subjects API endpoints and mapped to Pipedrive custom fields of equivalent type. We pre-create all destination custom fields before any data import. Text fields map to Pipedrive text fields, date fields to date fields, numeric fields to number fields, and multi-select or tag-based fields to Pipedrive options fields. Custom field values on each record transfer during the standard object import phase.

Highrise Tags are flat labels applied to People, Companies, Deals, and Cases. We export all tag assignments and re-apply them as Pipedrive Labels linked to the corresponding Person, Organization, or Deal. The many-to-many relationship (one record can have multiple tags) is preserved. Pipedrive Labels are a native object and map cleanly from Highrise's tag system without transformation.