Migrate from PromoXcrm to Pipedrive

PromoXcrm Lead records map directly to Pipedrive Lead. Standard fields (name, email, phone, company, pipeline stage, owner) migrate 1:1. PromoXcrm lead scores or any custom lead-routing fields map to Pipedrive custom fields that we create before import. The PromoXcrm pipeline stage name becomes the Pipedrive Lead status value.

PromoXcrm Client records represent the distributor's end customers and map to Pipedrive Person objects. Standard fields (name, email, phone, company association) migrate directly. Any promo-specific custom properties on the Client record (e.g., preferred supplier tier, artwork format preference) require custom field creation in Pipedrive before import; we document each field name, type, and sample value during discovery.

PromoXcrm pipelines are customizable per team with stage names adapted to promo workflows (e.g., Quote Sent, Artwork Approved, Order Confirmed). Each PromoXcrm pipeline becomes a Pipedrive Pipeline with corresponding Stages. We preserve stage ordering and probability percentages from PromoXcrm, mapping them to Pipedrive's stage_probability field. The customer configures stage colors and deal-specific fields post-migration.

PromoXcrm Projects represent individual promo orders or campaigns tied to a client. Pipedrive has no native Projects object, so we map each PromoXcrm Project to a Pipedrive Deal and append project metadata (campaign name, promo items, supplier reference, fulfillment status) as custom fields on the Deal. The original PromoXcrm Project-to-Contact association becomes the Deal's linked Person. Projects without a deal value are imported as Deals with zero monetary value and flagged for the customer to populate.

Commission calculations are a PromoXcrm-specific feature with no Pipedrive native equivalent. We export Commission Records as structured rows and recreate them in Pipedrive as a custom monetary or numeric field on the Person (tracking rep commission rates) or on the Deal (tracking commission owed per order). The customer selects the preferred placement during scoping. If the commission structure is complex (tiered rates, split commissions), we document the logic for the admin to build a Pipedrive formula field or integrate with an external commission tool.

PromoXcrm Task records map to Pipedrive Activity objects. Assignee, due date, status, and task body migrate directly. Automated task-creation rules tied to promo order stages do not transfer; we document each active automation rule during discovery and deliver a task-rule inventory so the customer's admin can rebuild equivalent rules in Pipedrive Workflows post-migration.

PromoXcrm Presentations are internal or client-facing assets stored within the CRM. We export file references and re-link them post-migration as attachments on the corresponding Pipedrive Deal or Person. Actual file hosting transfer depends on whether PromoXcrm exposes a file download endpoint via its undocumented API or requires manual export. We flag file transfer method after the API probe during discovery.

Crozdesk confirms PromoXcrm supports custom objects accessible via a web-service API. We query custom object schemas during discovery and migrate all accessible records. In Pipedrive, we pre-create equivalent custom fields or, if the object has lookups to other objects, we create a Pipedrive custom object (available on Professional and above) to receive it. Custom object naming, field types, and relationships are documented in the mapping workbook before any data moves.

PromoXcrm Owner records map to Pipedrive User by email match. We extract every distinct owner referenced on Leads, Clients, Projects, and Tasks and match by email against the Pipedrive destination account. Owners without a matching Pipedrive User go to a reconciliation queue for the customer's admin to provision before record import resumes.

PromoXcrm's reporting system generates analytics from live data but saved reports and dashboard configurations are not exportable. We export the underlying data (Deal history, pipeline stage counts, task completion rates, lead source attribution) as structured CSV files so reports can be rebuilt in Pipedrive's Insights module or in an external BI tool. The customer's admin configures Pipedrive dashboards post-migration using the exported data as reference.