Migrate from karmaCRM to Pipedrive

karmaCRM Contacts map directly to Pipedrive Persons. The contact's first name, last name, email address, phone number, and job title migrate to the corresponding Pipedrive Person fields. Custom field values attached to the karmaCRM contact migrate to Pipedrive custom fields of matching type (text, number, date, picklist) after we pre-create the custom field schema in Pipedrive during the discovery phase. The email address serves as the Person-level deduplication key.

karmaCRM Companies map to Pipedrive Organizations. Company name, domain, address fields (street, city, state/province, postal code, country), phone, and industry custom fields migrate to the equivalent Organization fields. We create Organizations before Persons so that the Organization lookup on the Person record is satisfied at import time. If a karmaCRM Company has no associated karmaCRM Contacts, the Organization is created standalone with no Person linkage.

karmaCRM stores the relationship between a Contact and a Company as a linked association. We migrate this as the OrganizationId field on the Pipedrive Person record, resolved by matching the karmaCRM company name to the Organization name created in the prior step. If a Person has multiple associated Companies in karmaCRM, we link to the primary (first-ranked) Company and document the additional associations for manual assignment or custom-field storage.

karmaCRM Deals map to Pipedrive Deals. Deal name, value (amount), stage, owner, created date, and updated date migrate directly. The karmaCRM deal stage name maps to a Pipedrive Pipeline Stage, which we configure before migration to match the source stage labels and probabilities. Deal owner is resolved by email match against the Pipedrive User table, with unresolved owners mapped to a migration placeholder user for admin reassignment.

We pre-create a Pipedrive Pipeline with Stages corresponding to the karmaCRM deal stages. Each stage maps the source stage name, probability percentage (rounded to Pipedrive's integer format), and stage order. If karmaCRM has multiple deal pipelines (rare on lower tiers), we create a Pipedrive pipeline per source pipeline and link the corresponding Deals accordingly.

karmaCRM Tasks map to Pipedrive Activities with type=Task. We migrate task subject, due date, status (open/completed), priority, and description. The linked Contact or Company association migrates as the PersonId or OrganizationId on the Pipedrive Activity. ActivityDate is set to the karmaCRM task due date for timeline ordering. Completed tasks carry the completed timestamp as the Pipedrive done_date field.

karmaCRM Events map to Pipedrive Activities with type differentiated by event content: Events with 'call', 'phone', or 'dial' in the title or type field migrate as Activities with type=Call and TaskSubtype=Call; standard Events migrate as type=Meeting. Start time, end time, duration, location, and attendee list migrate to the equivalent Pipedrive Activity fields. Attendees are stored as ActivityParticipants in Pipedrive, linked to the resolved Person or Organization records.

karmaCRM Users and Team Members map to Pipedrive Users by email address match. We extract all distinct users referenced on Deals, Tasks, and Events and match against the destination Pipedrive User table. Users without a matching Pipedrive account are held in a reconciliation queue; the customer provisions any missing users before record import resumes. Active user count at migration time determines the Pipedrive seat count and tier recommendation.

karmaCRM tags applied to Contacts and Companies migrate to Pipedrive as either a custom multi-select picklist field (preferred for migration-time tag volume under 50 unique tag names) or as Activity labels on the Person record for low-volume tagging. We assess tag volume during discovery and advise on the appropriate strategy. Tags used for deal categorization migrate as deal labels in Pipedrive.

karmaCRM custom fields (per-field label and screen customization) are stored as name-value pairs against Contact, Company, and Deal records. We pre-create equivalent custom fields in Pipedrive (Settings > Data Management > Custom Fields) before migration, matching the source field type to the nearest Pipedrive field type (text for strings, numeric for numbers, date for dates, single-select for picklists). Field values migrate as the custom field content on the target record. We document any custom fields that have no Pipedrive equivalent for manual post-migration entry.