Migrate from Jonas Enterprise Service & Construction Software to Pipedrive

Jonas contact records (name, email, phone, address, title) migrate to Pipedrive Person. Jonas stores contacts linked to companies; Pipedrive Person links to one primary Organization. Jonas contacts without a company association land in Pipedrive with no org link and can be linked manually post-migration.

Jonas company records map to Pipedrive Organization. Company name, address, phone, website, and industry classification transfer directly. Jonas stores one address per company record; multi-location companies in Jonas require separate Pipedrive organization records per address.

Jonas quotes migrate to Pipedrive Deals with quote number as deal title and description as deal notes. Quote line items and product associations require Pipedrive product linking rebuild since Jonas product catalog relationships do not transfer. Quote total value maps to Pipedrive deal value.

Jonas projects and jobs become Pipedrive Deals. Job number becomes deal title; job description becomes notes. Jonas job status (active, complete, on-hold, cancelled) maps to Pipedrive deal stages. Contract value, estimated cost, and committed cost migrate as custom currency fields on the deal since Pipedrive lacks job costing.

Jonas work orders map to Pipedrive Deals with a service-work type marker. Work order number, description, labor hours, and parts used transfer as deal fields and custom fields. High work order counts per project may require batching into separate Pipedrive deals linked by a common project identifier.

Jonas service tickets become Pipedrive Deals with a service-ticket type marker. Ticket number, description, priority, and resolution notes transfer. Open ticket count per customer surfaces as a custom calculated field on the Pipedrive organization. Jonas ticket categories map to custom pick-list fields.

Jonas planned maintenance agreements (PMAs) and service contracts migrate as Pipedrive Deals with a service-contract type. Contract value, renewal date, and equipment list transfer as custom fields. Jonas contract line items and service item pricing map to Pipedrive deal products. Automated renewal reminder logic requires rebuilding in Pipedrive Automations.

Jonas equipment records have no native Pipedrive equivalent. Equipment name, serial number, location, and maintenance schedule migrate as custom fields on the linked Pipedrive Organization. Teams requiring equipment-centric workflows need a custom Pipedrive object or a third-party equipment management add-on post-migration.

Jonas logged calls, emails, and meetings transfer to Pipedrive Activities with original timestamps and owners preserved. Jonas notes attached to activities become Pipedrive activity notes. Activity type maps to Pipedrive activity type (call, email, meeting, task). Owner resolution by email match applies.

Jonas documents (drawings, contracts, photos) attached to jobs or customers upload to Pipedrive as file attachments. Documents link to the corresponding Pipedrive deal, person, or organization. File size limits per Pipedrive storage tier apply (5–100GB depending on plan).

Jonas inventory parts and materials map to Pipedrive Products. Part number, description, and unit price transfer. Jonas stock levels and warehouse location become custom fields since Pipedrive Products lack native inventory tracking. Unit cost migrates as a custom currency field.

Jonas users and employees resolve to Pipedrive users by email match. Unmatched Jonas users are flagged before migration for admin assignment. Jonas employee roles and department assignments do not map to Pipedrive permission sets and require manual rebuild.

Jonas custom fields on any module map to Pipedrive custom fields on the equivalent object. Field type conversion (text, number, date, dropdown) applies based on Jonas field definition. Pipedrive custom field API keys are hash-based and assigned dynamically during field creation. Dropdown values require value-by-value mapping.

Jonas payroll data (compensation, timesheets, benefits, union rates) has no Pipedrive equivalent and is excluded from CRM migration. Timesheet summaries may be stored as notes on the linked person record for reference, but payroll reporting remains in Jonas or requires a separate accounting system.

Jonas financial records (invoices, payments, journal entries, WIP reports) are accounting data, not CRM data. These do not migrate to Pipedrive. Financial reporting stays in Jonas or moves to a dedicated accounting platform. Cost summaries may be attached as file uploads to Pipedrive deals for reference.