CRM migration
Field-level mapping, validation, and rollback between m-savvy and Pipedrive. We move data and schema; workflows are rebuilt natively in Pipedrive.
m-savvy
Source
Pipedrive
Destination
Compatibility
10 of 12
objects map 1:1 between m-savvy and Pipedrive.
Complexity
CModerate
Timeline
3-5 weeks
Overview
Moving from m-savvy to Pipedrive is a migration from a Canadian SMB CRM with limited public API documentation to a globally-used sales-focused CRM with a well-documented REST API. M-savvy's custom objects require live API discovery before migration because no public schema reference exists. Pipedrive's data model uses Persons and Organizations rather than a combined Contact-and-Company structure, which means the relationship between Contact and Account must be resolved at migration time. We flag Deals that have no Organization link in m-savvy because Pipedrive requires Organizations as the parent for most deal-related reporting. Pipedrive does not migrate automations, sequences, or workflow rules as code; we deliver a written inventory of these for the customer's admin to rebuild in Pipedrive's automation builder. Custom fields are supported on Growth and above plans ($39/user/month), which affects which tier the customer should target for the migration.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a m-savvy object lands in Pipedrive, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
m-savvy
Contact
Pipedrive
Person
1:1M-savvy Contact records map to Pipedrive Person. Standard fields (name, email, phone, address) migrate directly. Lifecycle stage and owner assignment from m-savvy migrate as custom fields on Person if the destination Pipedrive plan supports them (Growth+). If the plan is Lite, lifecycle stage is flagged for manual re-entry post-migration.
m-savvy
Account (Company)
Pipedrive
Organization
1:1M-savvy Account records map to Pipedrive Organization. Industry, size, and billing address fields map to their Pipedrive equivalents. Organization is created before Person import so that the Organization-Person link is resolved at the moment of Person insert. The Organization-Person relationship is preserved using m-savvy's Account-Contact link as the dedupe and linking key.
m-savvy
Deal
Pipedrive
Deal
1:1M-savvy Deals map to Pipedrive Deals with stage, amount, close date, and probability preserved. Custom stage names from m-savvy's pipeline are mapped to Pipedrive stage labels during import. We flag Deals without an Organization link because Pipedrive's reporting and filtering work best when Deals are tied to Organizations, and the customer may want to resolve those orphaned Deals during migration cleanup.
m-savvy
Lead
Pipedrive
Lead
1:1M-savvy Lead records map to Pipedrive Lead if the destination Pipedrive plan includes the Lead feature (Growth and above). Lead source and status from m-savvy migrate as custom fields. If the destination Pipedrive account is on Lite, Leads cannot be created as native Lead records; we discuss with the customer whether to merge Leads into Persons or hold them in a dedicated list for post-migration re-entry.
m-savvy
Pipeline and Pipeline Stage
Pipedrive
Pipeline and Stage
lossyM-savvy pipeline definitions and custom stage names are read from the live API during discovery. Each m-savvy pipeline becomes a Pipedrive Pipeline with stages mapped to Pipedrive stage labels. Stage order and probability percentages are preserved. If m-savvy has more than ten stages in a single pipeline, we warn about Pipedrive's stage display limits and recommend consolidation during migration.
m-savvy
Activity: Email
Pipedrive
Activity (email type)
1:1M-savvy email activities map to Pipedrive Activity records of type email. The Person or Deal link is resolved via m-savvy's activity association records. Email body and timestamp migrate; attachments are handled separately via the file export pass.
m-savvy
Activity: Call
Pipedrive
Activity (call type)
1:1M-savvy call activities map to Pipedrive Activity records of type call. Call duration and disposition migrate to custom fields on the Activity record. The Person or Deal link is preserved via the WhoId-WhatId resolution during import.
m-savvy
Activity: Meeting
Pipedrive
Activity (meeting type)
1:1M-savvy meeting activities map to Pipedrive Activity records of type meeting. Start time, end time, and location migrate. Attendee links are preserved as Person associations on the Activity.
m-savvy
Activity: Task
Pipedrive
Activity (task type)
1:1M-savvy task activities map to Pipedrive Activity records of type task. Status, priority, due date, and owner assignment migrate directly. Task assignment migrates by resolving m-savvy owner_id to the matching Pipedrive user by email.
m-savvy
Custom Object
Pipedrive
Custom Fields
lossyM-savvy custom objects require live API discovery before migration because no public schema reference is published. We inspect the live org via API during the discovery phase, enumerate all custom object types and their field definitions, and generate a schema map for customer confirmation. We then create equivalent Pipedrive custom fields on the relevant objects (Person, Organization, Deal) to hold the migrated data. If the destination Pipedrive plan is Lite, custom fields are not available; we flag this constraint and recommend a Growth plan upgrade during scoping.
m-savvy
Attachment
Pipedrive
File (via Activity or Note)
1:1M-savvy attachment files are not embedded in record exports and require a separate file-export pass. We download files via m-savvy's file storage endpoints, store them in our staging environment, re-upload to Pipedrive using the Pipedrive file API, and link each file to the correct Person, Organization, or Deal record by ID. If a parent record fails to migrate, its attachments are flagged and held for manual review.
m-savvy
Owner
Pipedrive
User
1:1M-savvy Owner records map to Pipedrive User records. We resolve owners by email match. Any m-savvy Owner without a matching Pipedrive User goes to a reconciliation queue for the customer's admin to provision before record import resumes. Owner assignment on Deals, Activities, and Contacts migrates by resolving the Owner ID to the mapped Pipedrive User.
| m-savvy | Pipedrive | Compatibility | |
|---|---|---|---|
| Contact | Person1:1 | Fully supported | |
| Account (Company) | Organization1:1 | Fully supported | |
| Deal | Deal1:1 | Fully supported | |
| Lead | Lead1:1 | Fully supported | |
| Pipeline and Pipeline Stage | Pipeline and Stagelossy | Fully supported | |
| Activity: Email | Activity (email type)1:1 | Fully supported | |
| Activity: Call | Activity (call type)1:1 | Fully supported | |
| Activity: Meeting | Activity (meeting type)1:1 | Fully supported | |
| Activity: Task | Activity (task type)1:1 | Fully supported | |
| Custom Object | Custom Fieldslossy | Mapping required | |
| Attachment | File (via Activity or Note)1:1 | Fully supported | |
| Owner | User1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
m-savvy gotchas
Custom object schemas require manual discovery before migration
Plan tier restrictions limit exportable record volumes
Attachment files are not embedded in record exports
Pipedrive gotchas
Custom field hash keys differ per account
Export access gated by visibility groups
Token-based API rate limits since December 2024
Sequences and Automations not exposed via REST API
Cost escalates via workflow caps and add-ons
Pair-specific challenges
Migration approach
Discovery and plan validation
We audit the source m-savvy account via live API inspection. This includes enumerating all standard objects (Contact, Account, Deal, Lead, Activity), custom object types, pipeline definitions, stage names, owner list, and any file attachments. We pair this with a Pipedrive plan review: Lite ($14/user) for basic Contacts, Organizations, and Deals; Growth ($39/user) required if custom fields are present in m-savvy. We produce a written migration scope that lists every object, its record count estimate, and whether the destination Pipedrive plan can host each field.
Custom object schema discovery
Because m-savvy does not publish a public schema reference for custom objects, we inspect the live org via API to enumerate all custom object types and their field definitions. We build a schema map from the API response, classify each field type against Pipedrive's supported field types (text, number, date, single-select, multi-select, phone, email, URL, monetary), flag any field types that cannot map directly, and share the schema map with the customer for confirmation before data extraction begins.
Owner reconciliation and user provisioning
We extract every distinct m-savvy Owner referenced on Contact, Account, Deal, and Activity records and match by email against the target Pipedrive account's user list. Owners without a matching Pipedrive user are listed for the customer's admin to provision before record migration begins. Migration cannot proceed past this step for record types that require an OwnerId reference.
Data cleanup and deduplication
We run a data quality pass before migration: contacts with missing or duplicate email addresses are flagged, Accounts with duplicate domain names are consolidated, and Deals without Organization links are surfaced as a cleanup list for the customer. This step reduces duplicate record creation in Pipedrive and is consistent with Pipedrive's own import documentation, which recommends cleaning source data before migration to avoid downstream data quality issues.
Production migration in dependency order
We run production migration in record-dependency order: Organizations (from m-savvy Accounts), Persons (from m-savvy Contacts with OrganizationId resolved), Deals (with Organization link resolved; orphaned Deals surfaced for customer decision), Leads (if destination plan supports them), Activities (email, call, meeting, task via Pipedrive Activity API), Attachments (file download, re-upload, and relink pass last). Each phase emits a row-count reconciliation report before the next phase begins.
Cutover, validation, and automation handoff
We freeze m-savvy writes during cutover, run a final delta migration of any records created or modified during the migration window, then enable Pipedrive as the system of record. We deliver the automation and workflow inventory document to the customer's admin for rebuild in Pipedrive's automation builder. We support a one-week hypercare window where we resolve any reconciliation issues raised by the customer's team during initial use. We do not rebuild m-savvy automations as Pipedrive automation rules within the migration scope; that is a separate engagement.
Platform deep dives
m-savvy
Source
Strengths
Weaknesses
Pipedrive
Destination
Strengths
Weaknesses
Complexity grading
Moderate CRM migration. 4 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Moderate migration
Derived from compatibility, mapping clarity, API constraints, and data volume across m-savvy and Pipedrive.
Object compatibility
4 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
m-savvy: Not publicly documented.
Data volume sensitivity
m-savvy doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during m-savvy to Pipedrive migration scoping. Not seeing yours? Book a call.
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