Migrate your Pipeline CRM data

People is the primary contact object in Pipeline CRM. It stores name, email, phone, address, and custom Person fields. We map People 1:1 to Contacts in most destination CRMs and preserve all custom fields. Email addresses are used as the matching key when linking People to Companies.

Companies store business records with industry, size, revenue, and custom Company fields. We import Companies first to establish the hierarchy that Deals and People reference. Company name is used as the primary matching key during relationship reconstruction.

Deals are the pipeline opportunity records in Pipeline CRM. Each Deal has a value, stage, probability, and close date. We preserve the Deal-to-Company relationship by matching on Company name in the Deal record. Custom Deal fields are mapped field-by-field.

Pipelines define the stages Deals move through. Pipeline CRM allows multiple pipelines with configurable stages. When migrating to a destination CRM with a different stage model, we map stages by name or probability and flag any Deals in stages that do not exist in the target pipeline.

Activities log email, call, and meeting history linked to People or Companies. We export Activities as a flat list with the linked Person/Company ID and timestamp. Not all destination CRMs support a separate Activity object, so we may flatten them into Contact timeline entries.

Pipeline CRM's Agenda system stores Tasks (to-dos) and Events (calendar items) separately. Tasks with a due date and assignee migrate cleanly. Events require calendar integration to reconstruct, and recurring event patterns may not translate 1:1 to the destination calendar.

Custom fields are defined per object (Company, Deal, Person) and support text, dropdown, date, number, and checkbox types. We export the field schema alongside the data and map field types to the closest equivalent in the destination CRM. Locked fields and required-field constraints must be replicated in the destination before import.

Pipeline CRM stores file attachments linked to People, Companies, or Deals. Files can be exported individually. We preserve the attachment URL and link it to the target record, but file hosting in the destination depends on whether the target CRM supports external file hosting or requires files to be re-uploaded manually.

Pipeline CRM assigns a Owner to each Deal and Person. User records (name, email, role) export cleanly, but we must map Owner IDs to the corresponding user email in the destination CRM to maintain assignment continuity.

Tags can be applied to People, Companies, and Deals in Pipeline CRM. Tags migrate as label arrays or comma-separated fields depending on what the destination CRM supports. Multi-select custom fields sometimes serve the same purpose and may consolidate during mapping.