Migrate from Notifi to Pipedrive

Notifi contacts map 1:1 to Pipedrive Persons. Notifi stores name, email, phone, address, and custom properties per contact. Pipedrive Person accepts these via POST /persons. Owner resolution runs by email match against existing Pipedrive users. During migration, we validate each contact's email uniqueness to avoid duplicate Person records in Pipedrive.

Notifi companies map to Pipedrive Organizations. Company name, domain, address, and industry fields migrate as Organization fields. Parent-child company hierarchies in Notifi map to Pipedrive's parent_org_id field if the parent company exists in the migration scope. We also map industry codes to Pipedrive's industry pick-list when available to keep data consistent.

Notifi Jobs map to Pipedrive Deals. Job status (Scheduled, In Progress, Completed, Cancelled) requires value-mapping to Pipedrive Stage names. Job monetary values (labor, materials, total) migrate as Deal value fields. Each Notifi job pipeline maps to one Pipedrive pipeline. We also capture the original job creation date as Deal create_time to preserve historical context.

Notifi estimates include line items (service description, quantity, unit price, total). These merge into Deal custom fields (estimate_total, deposit_required, balance_due) plus Pipedrive Products for line-item detail if Pipedrive Products are in use. Estimate status (Sent, Accepted, Declined) becomes a custom pick-list field on the Deal.

Notifi invoices and payment records (amount paid, payment method, deposit received, balance) migrate as custom fields on the related Deal. Original invoice PDFs export from Notifi and re-upload as Pipedrive Files attached to the Deal. Pipedrive has no native billing object — this is a reference reconstruction.

Notifi call logs with duration, direction (inbound/outbound), and outcome map to Pipedrive Activities with type='call'. Original timestamps and assigned technician owner are preserved. Call notes attach to the Activity body. We also log the call direction and duration as separate custom fields on the Activity for detailed reporting.

Notifi text message threads attach to the related Person or Job as Pipedrive Activity with type='note'. The note body contains message timestamps and content in chronological order. Pipedrive does not have a native SMS object — threads reconstruct as notes.

Notifi email logs (subject, body, direction, timestamp) map to Pipedrive Activities with type='email'. If Notifi email is synced via integrated inbox, the email_message_id preserves thread continuity in Pipedrive's email sync. We also store the email direction (inbound/outbound) as a custom field to enable filtering in Pipedrive reporting.

Notifi scheduling appointments with technician assignment and time slots migrate as Pipedrive Activities with type='task' and due dates matching the appointment time. Pipedrive calendar sync requires manual reconnection post-migration — we export the schedule as a CSV reference for rebuild.

Notifi technicians who are also sales or service owners resolve by email match to Pipedrive Users. Technicians without Pipedrive login become Deal or Activity owners flagged as 'unmatched' for admin assignment. Notifi user roles do not map to Pipedrive permission sets — those require rebuild.

Notifi contact custom properties (e.g., service_preference, preferred_technician) require Pipedrive custom fields created via POST /personFields before migration. Field type maps per Notifi's data type — text, number, date, pick-list, or boolean. Each custom field gets a 40-character hash key in Pipedrive.

Notifi job custom properties (e.g., job_type, priority, property_address) require Pipedrive deal custom fields created via POST /dealFields before migration. Pick-list values on Notifi fields require value-by-value mapping to Pipedrive custom field options. We also preserve the original custom property labels in the Pipedrive field description for straightforward identification by admins.

Notifi file attachments on jobs (photos, signed documents, invoices) download and re-upload to Pipedrive Files attached to the corresponding Deal or Person. Pipedrive's file size limit is 25MB per file. Inline images in notes download and rehost. We also maintain the original file naming structure to preserve context for future retrieval.