Migrate from PAWS to Pipedrive

Direct map. PAWS people records migrate to Pipedrive People. Name, email, phone, job title, address fields map directly. PAWS contacts without an associated company land as standalone Pipedrive People; those with a linked company require the Organization to migrate first so the Person-Organization link can be established via Pipedrive's org_id field.

Direct map. PAWS company records migrate to Pipedrive Organizations. Name, domain, industry, employee count, annual revenue map directly. Parent-child company hierarchies in PAWS map to Pipedrive's parent_org_id field. Multi-company associations on a single PAWS contact require creating a primary Organization link plus additional Person-Organization relationships in Pipedrive.

Direct map. PAWS deals migrate to Pipedrive Deals. Deal name, value (amount), expected close date, owner, and associated Person and Organization links all transfer. PAWS deal status (open, won, lost, stalled) maps to Pipedrive's status field (open, won, lost, deleted). Pipeline and stage assignment happens after the pipeline mapping step.

Direct map. Each PAWS pipeline migrates to a Pipedrive Pipeline. Pipedrive pipelines are created in the migration staging phase with the same name and stage count as the source. Stage order, probability weights, and ROT (return on time) values are preserved as Pipedrive stage properties. Pipedrive supports multiple pipelines per account without edition restrictions, matching PAWS multi-pipeline capability.

Value mapping per pipeline. Each PAWS stage name maps to a named Pipedrive stage within the corresponding pipeline. Stage probability percentages in PAWS map to Pipedrive's stage probability values. If PAWS stages use custom order names not found in Pipedrive's defaults, the stage is created as a custom-named stage in the pipeline. Stage entry timestamps from PAWS are preserved as custom datetime fields for reporting continuity.

Transformed into Pipedrive Activities. PAWS activity type (call, meeting, email, task) maps to Pipedrive Activity.type field (call, meeting, email, task). Original timestamps, duration, and subject lines transfer. The activity is linked to the corresponding Person, Organization, or Deal in Pipedrive using the object_id and subobject_id fields. Note that Pipedrive treats all activity types within one object; PAWS may store them as separate objects, which are consolidated during migration.

Direct map. PAWS notes migrate to Pipedrive Notes, which attach to Person, Organization, or Deal records. Content text, author (user), and creation timestamp transfer. Rich-text formatting in PAWS notes is preserved as plain text in Pipedrive Notes. If PAWS notes include file attachments, those files are re-uploaded to Pipedrive Files and linked.

Custom field required. PAWS contact-level custom properties require pre-created Pipedrive Person custom fields before migration. Text fields map directly; pick-list fields require value-by-value mapping since Pipedrive custom field options are enumerated separately from the data. Multi-select fields in PAWS are stored as pipe-delimited text in Pipedrive. Pipedrive's 40-character hash key for each custom field must be captured during field creation so the migration tool can match it during data load.

Owner resolution by email. PAWS user records are matched to Pipedrive users by email address. The matched user becomes the OwnerId on migrated Deals and Person records. Unmatched PAWS owners (email not found in Pipedrive) are flagged as exceptions before migration; you can invite those users to Pipedrive first or assign to a fallback owner. Records without a resolvable owner land with the migration admin as a placeholder.

Direct map with re-upload. PAWS file attachments on deals, contacts, or companies are downloaded and re-uploaded to Pipedrive Files, then linked to the corresponding Person, Organization, or Deal. Pipedrive's file size limit is 50MB per file. Inline images embedded in PAWS notes are extracted and hosted as Pipedrive Files. File metadata (original filename, upload date) is preserved in Pipedrive's file record.