Migrate from Jobber to Pipedrive

Jobber clients map 1:1 to Pipedrive Persons. The client's name splits into first_name and last_name on the Pipedrive Person record. Email, phone, and address fields map to their Pipedrive equivalents. The client's original create date is preserved as a custom datetime field since Pipedrive's created_date is set at migration time.

When a Jobber client represents a business entity (company-level client), the client record creates both a Pipedrive Person and a corresponding Organization. The organization name pulls from the client name or a designated company_name field. This gives your Pipedrive workspace the person-organization relationship structure that drives deal and activity linking.

Jobber Properties attach to Clients and store site-specific information — addresses, access notes, and property-type details. We create Organization records for each Property and link them to the parent Client's Person record. Property-specific data migrates as custom fields on the Organization so your team can see site context when working a deal.

Jobber quotes map to Pipedrive Deals. The quote total becomes the Deal's value. Quote status (Draft, Sent, Accepted, Declined) maps to a Pipedrive custom stage field and deal status values. Each quote line item is preserved as a Deal Product attachment in Pipedrive. Original quote create and expiry dates migrate as custom datetime fields.

Jobber jobs represent work performed at a property for a client. We map jobs to Pipedrive Activities (Tasks with Type='Job') linked to the parent Person and Organization. Job status (Scheduled, In Progress, Completed, Invoiced) becomes a custom activity status field. Completed jobs with associated invoices create deal-linked activities showing work history for customer relationships.

Jobber invoices map to closed-won Pipedrive Deals. The invoice amount becomes the Deal value, and the invoice date becomes the close date. Invoices linked to a specific Quote/Deal are associated with the corresponding Pipedrive Deal record. Unpaid invoices surface as a custom field on the Deal for finance visibility.

Jobber team members map to Pipedrive users by email match. FlitStack flags any team member without an email for manual owner assignment before migration. Active team members become Pipedrive users; archived or inactive members are optionally migrated as Person records representing former staff rather than system users.

Jobber custom fields on Clients migrate to custom Person fields in Pipedrive. Field types (dropdown, numeric, text, true/false) map to Pipedrive's corresponding field types. Link-type custom fields from Jobber become text fields with URL values in Pipedrive. Field options and default values are preserved through the mapping.

Jobber custom fields on Quotes migrate to Pipedrive Deal custom fields. Quote-specific measurements, terms, internal reference fields, and proposal-specific metadata become deal-level custom fields in Pipedrive. This ensures your sales team retains all proposal context — including technical specifications, custom pricing terms, and approval workflows — when reviewing deals in Pipedrive's pipeline view rather than needing to reference the original Jobber quote.

Job-specific custom fields such as equipment used, work type codes, service category flags, and technician certifications migrate as Activity custom fields in Pipedrive. This preserves field service data for reporting, customer history reviews, and compliance tracking purposes even though Pipedrive's primary object model is deal-centric. Your operations team can still filter activities by service type or equipment without needing to reference Jobber directly.

Jobber files attached to clients, properties, quotes, jobs, and invoices are downloaded and re-uploaded to Pipedrive's file storage via the API. Files attach to their corresponding Pipedrive record (Person, Organization, Deal, or Activity) maintaining the original attachment context. File size limits apply according to your Pipedrive storage plan constraints, and file metadata including original upload date and author information is preserved where available.

Jobber client notes migrate as Pipedrive Activities with Type='Note' linked to the corresponding Person record. Original note timestamps and author information are preserved as custom fields. Rich-text formatting converts to Pipedrive's note format using a standardized conversion routine, so the communication history remains fully readable and searchable in Pipedrive after migration completes.