Migrate from NextCRM to Pipedrive

NextCRM Contact records map directly to Pipedrive Person. We extract every standard contact field (name, email, phone, address) and all custom field values during the export phase. The email address on each Contact is used as the dedupe key during Pipedrive import to prevent duplicate Person records. Organization assignment is resolved after the Organizations phase completes.

NextCRM Company records (available in the open-source edition or any custom Company setup in the plugin) map to Pipedrive Organization. We use the company name as the primary field and domain as a secondary match key. Pipedrive's Organization object supports custom fields that mirror NextCRM's custom company fields. Organizations must import before People so that the OrganizationId lookup is satisfied at Person insert time.

NextCRM Deal records (open-source edition or any deal data present in the plugin) map to Pipedrive Deal. The source deal stage maps to a Pipedrive Pipeline stage that we configure before migration, preserving stage probability and closed-won or closed-lost status. Deal value, expected close date, and owner all migrate directly to Pipedrive fields. Pipedrive supports multiple pipelines; if the source NextCRM data has multiple deal categories, we configure a corresponding pipeline in Pipedrive and map the Record Type.

NextCRM Tags are preserved as Pipedrive Labels on Person or Organization records. During scoping we determine whether the customer's tag taxonomy should become Pipedrive Person Labels, Organization Labels, or both, based on how tags are used in the source system. Tags that represent lead scoring or lifecycle stage are documented separately for the customer to configure as Pipedrive custom fields if they prefer a structured field over a label.

NextCRM List membership and Advanced Segmentation rules do not have a direct Pipedrive equivalent because Pipedrive uses Filters (saved search queries) rather than static lists. We convert static list membership into a Pipedrive Person List (a manual grouping feature) if the customer uses static lists heavily. Dynamic segmentation rules are documented with their conditions so the customer's admin can create equivalent Pipedrive Filters after migration.

NextCRM custom field definitions and their values migrate alongside Contact, Company, and Deal records. We map NextCRM field types to their nearest Pipedrive field types: text fields map to varchar, number fields map to int or double, date fields map to date, dropdown fields map to set options. Before migration, we pre-create all custom fields in Pipedrive via the API so that the import mapping can reference them by field key.

NextCRM engagement records (calls, emails, meetings, tasks, notes) map to Pipedrive Activity records with the corresponding ActivityType. We preserve the original timestamp, duration for calls, and body content for notes. Pipedrive's Activity object supports a WhoId (Person) and WhatId (Deal or Organization) reference, which we resolve at migration time by matching the related Person and Deal records that we imported in prior phases.

NextCRM campaign records transfer as Pipedrive Deal records in a dedicated Campaigns pipeline. Active sends must be paused before migration begins because email campaign state does not migrate cleanly to Pipedrive's model. We document the campaign structure, audience list size, and send history so the customer's marketing team can recreate campaigns in Pipedrive or a dedicated email marketing tool.

NextCRM Visual Automation Builder workflows do not export as transferable data. We extract the trigger, conditions, actions, and delay logic from each active workflow and deliver a written inventory document with a Pipedrive Automation equivalent for each. The customer's admin rebuilds automations in Pipedrive's Automation product or via the API using the documentation we provide. Workflows tied to email sequences also do not migrate; we document the sequence cadence separately.

The open-source NextCRM-app includes Invoice, Credit Note, Proforma, and Receipt types with line items and a tax engine. Pipedrive does not have a native invoicing module in standard plans; invoicing is handled by Pipedrive's billing product or third-party integrations such as Invoice Ninja, PandaDoc, or QuickBooks. We export invoice metadata (number, date, amount, status, line items) to a structured CSV and document the recommended Pipedrive-compatible invoicing tool for the customer to configure post-migration.