Migrate from Myprosperity to Pipedrive

MyProsperity's primary client record maps directly to Pipedrive Person. Client name, email, phone, and address fields migrate as direct field mappings. The client's MyProsperity relationship role (Owner, Accountant, etc.) transforms into a custom field on the Pipedrive Person record. Subscription tier (Starter/Pro) also becomes a custom field on each Person record to preserve important client metadata during migration.

MyProsperity relationship entries including spouses, children, accountants, and lawyers with their own contact details become separate Pipedrive Person records. Each secondary contact links to the primary client's Organization record. Relationship role values are preserved as a custom pick-list field on each Person. FlitStack handles multiple relationship entries per client by creating individual Person records while maintaining proper organization linkage.

The advisory firm or practice using MyProsperity maps to a Pipedrive Organization record. Practice name, email, phone, and address fields migrate directly. Staff license counts and firm-level configuration do not migrate as functional data but are preserved as reference information for manual reconfiguration in Pipedrive's Organization settings.

MyProsperity Starter versus Pro tier designations migrate as a custom pick-list field (Client_Subscription_Tier__c) on each Pipedrive Person record. Tier limits specifying maximum client slots (300, 600, 1,000, or 2,000 on Starter) serve as reference metadata rather than migratable records. The $14.95 per-client monthly Pro charges are plan entitlements that do not transfer to Pipedrive's per-user pricing model.

Documents stored in MyProsperity's document storage feature (50–200GB depending on plan) re-upload as Pipedrive file attachments on the corresponding Person records. Each file preserves its original filename and original upload timestamp. eSignature usage counts (1,200–5,000 per year depending on plan) represent plan entitlements rather than migratable data records.

MyProsperity investment feed data from platforms like XPLAN and Macquarie store reference information and valuations as client-level fields. These migrate as custom text fields or JSON-encoded fields on the Pipedrive Person record since Pipedrive has no native investment aggregation or feed synchronization feature.

MyProsperity's live bank feed, credit card feed connections, and balance sheet synchronization represent connected financial data rather than static records. Pipedrive has no native bank feed integration capability. FlitStack migrates feed connection status and last-sync timestamps as reference fields only; the actual live feed must be rebuilt through Pipedrive's integration marketplace.

MyProsperity's To-Dos and task reminders migrate as Pipedrive Activities of type 'Task'. Task titles map to activity subject fields. Completed status, due dates, and assigned Practice Portal staff member map to Pipedrive's activity owner and completion status fields. Owner resolution occurs via email matching to Pipedrive user accounts.

MyProsperity's client survey features and analytics capabilities (Advanced Analytics available on Pro plans) have no direct Pipedrive equivalent. Survey response summaries migrate as custom text fields on Person records. Detailed analytics data requiring visual dashboards and trend analysis will need a separate business intelligence tool configured post-migration.

MyProsperity's property and vehicle valuation data (whether captured as one-time assessments or monthly updates) migrate as custom number fields on the Pipedrive Person record. These include Property_Valuation__c and Car_Valuation__c fields with valuation type and last-updated date metadata preserved for reference purposes.