Migrate from Less Annoying CRM to Pipedrive

LACRM Contacts map directly to Pipedrive Persons. Standard fields (name, email, phone, address, tags) map 1:1. LACRM's 31-digit UID primary key is stored as a string throughout the migration pipeline to avoid floating-point rounding that silently breaks record matching. Custom contact fields migrate as typed Pipedrive Person fields (text, date, number, or single-select dropdown). LACRM contact tags migrate to Pipedrive Person labels. LACRM's primary phone field maps to Pipedrive's primary phone; LACRM's additional phone fields map to Pipedrive's labeled secondary phone fields.

LACRM Companies map directly to Pipedrive Organizations. Company name, address, phone, website, and custom fields migrate 1:1. Organization is created before any Person import so that the Person-Organization link is satisfied at insert time. LACRM company tags migrate to Pipedrive Organization labels.

LACRM links Contacts and Companies through a separate relationship table that requires explicit cross-referencing. Pipedrive links Persons to Organizations through a direct link field on the Person record. We resolve each LACRM Contact-Company relationship at migration time by querying LACRM's relationship API endpoint and writing the corresponding Organization ID onto the Person record in Pipedrive. This is the highest-risk mapping step because LACRM's free-form relationship model does not enforce referential integrity; we flag any Contact with a dangling or missing Company link for manual resolution before production migration.

LACRM Pipeline Items map to Pipedrive Deals. LACRM's pipeline stages are free-text and fully customizable per account; we map them to Pipedrive pipeline stages during scoping. LACRM's Pipeline Item value maps to Pipedrive's Deal value field. LACRM Pipeline Items linked to Contacts migrate with the resolved Person ID and (if applicable) Organization ID as the Deal owner and linked Person/Organization references. Pipeline Items without a linked Contact are migrated as Deals without a Person link and flagged for reconciliation.

Each LACRM pipeline is mapped to a Pipedrive Pipeline. LACRM's free-text stage names (e.g., 'Lead', 'Qualified', 'Proposal Sent', 'Won', 'Lost') become Pipedrive stage entries within the corresponding pipeline. Stage probability percentages are set on each stage; LACRM does not track probability, so we apply a standard distribution (10% at first stage, 25%, 50%, 75%, 90%, 100% at Won, 0% at Lost) unless the customer provides a custom distribution.

LACRM Notes attached to contacts, companies, or pipeline items migrate as Pipedrive Activities with type = note. The note body, creation timestamp, and author (if available) are preserved. Notes linked to LACRM Contacts migrate with the resolved Pipedrive Person ID as the Activity's person_id. Notes linked to LACRM Pipeline Items migrate with the resolved Pipedrive Deal ID as the Activity's deal_id. Note attachments migrate as Pipedrive File attachments linked to the Activity.

LACRM Tasks associated with contacts or pipeline items migrate as Pipedrive Activities with type = task. Due date, assignee (resolved by email to Pipedrive User), completion status (marking the Pipedrive Activity as done or open), and any linked Contact or Pipeline Item references migrate. Open tasks migrate as open Pipedrive Activities; completed tasks migrate as completed. Task content maps to Pipedrive's subject and note fields.

LACRM Events (meetings, calls) logged against contacts migrate as Pipedrive Activities with type = meeting. Start time, end time, title, description, location, and linked Contact reference are preserved. LACRM call events with duration data migrate as Pipedrive Activities with type = call. The assignee maps by email to a Pipedrive User.

Files attached to LACRM Contacts or Companies are exported as base64-encoded content and re-created in Pipedrive as file attachments on the corresponding Activity or directly on the Person or Organization. LACRM's 25GB per-user storage allocation is not a direct Pipedrive equivalent; we flag storage consumption during scoping so the customer can monitor Pipedrive's file storage limits on their chosen tier. File names and MIME types are preserved.

Tags applied to LACRM Contacts or Companies migrate as Pipedrive Labels attached to the corresponding Person or Organization. Multi-value tag fields on LACRM custom fields are preserved as comma-separated values in a Pipedrive custom text field if the customer prefers to keep the raw tag string rather than converting to Pipedrive native labels.

LACRM User accounts (name, email, admin/standard role) map to Pipedrive Users. We resolve LACRM owners referenced on Contacts, Companies, and Pipeline Items by matching email against the destination Pipedrive account's User list. Any LACRM owner without a matching Pipedrive User is placed in a reconciliation queue for the customer's admin to provision before migration resumes. LACRM's binary role model (admin vs. standard) maps to Pipedrive's admin vs. regular user designation.