Migrate from Rainbow CRM to Pipedrive

Rainbow CRM Contacts export cleanly via CSV with standard fields (name, email, phone, address). We map these directly to Pipedrive Person records. Lifecycle stage is not a native field in Rainbow CRM and will not appear in exports. Email address serves as the dedupe key during import to prevent duplicate Person records. We load Persons after Organizations to satisfy Pipedrive's optional organization_id linkage where applicable.

Rainbow CRM Company records export as flat records. We import Organizations first, before Persons, to enable organization_id matching on Person imports where the destination record requires it. Company domain maps to the Organization's Website field. We validate that the export contains the full company list before proceeding to dependent object imports.

Rainbow CRM Deals export with pipeline stage labels that do not match Pipedrive stage conventions. We present a stage mapping table during scoping, confirm the mapping with the customer, and apply the agreed renames before the first Deal import batch. Deal value, close date, and custom properties migrate directly. Closed-Lost and Closed-Won status maps to Pipedrive's stage-driven status model.

Each distinct stage label appearing in Rainbow CRM's Deal export maps to a Pipedrive stage within the target pipeline. We configure Pipedrive pipelines and stages before migration begins. Stage probability percentages are assigned per Pipedrive's defaults or custom values agreed during scoping. Stage remapping is documented and reversible after import if the initial mapping needs adjustment.

Rainbow CRM Leads export as a separate object but may share email addresses with existing Contacts. We deduplicate at import time and flag duplicate email conflicts for customer review before writing records. Lead source, lead status, and any scoring values from Rainbow CRM migrate to Pipedrive Lead fields. We do not convert Leads to Persons during migration; that action is taken by the customer's sales team post-migration if applicable.

Rainbow CRM Tasks export as flat records without assignee IDs. We map task titles, due dates, and descriptions directly. Assignee resolution requires a cross-reference against the Users list in the destination Pipedrive account during scoping. Any task referencing an assignee not yet provisioned in Pipedrive is held in a reconciliation queue until the customer provisions the user.

Activity history (calls, emails, meetings, notes) exports from Rainbow CRM in a denormalized format without structured assignee or parent record IDs. We reconstruct activity threads during the transform phase, matching each activity to its source Contact or Deal by email address or deal ID present in the export. The reconstructed activities attach to the correct Person or Deal record during import. Activity timestamp ordering is preserved via the activity date field.

Rainbow CRM exposes a subset of custom fields in its documented export format. Not all custom field types are included. We inspect the export schema during the discovery phase and flag any custom properties that do not appear. For high-value custom fields absent from the raw export, we coordinate a direct data extraction request or ask the customer to export those manually. Custom fields are pre-created in Pipedrive before migration begins.

Rainbow CRM Owner references on Contacts, Companies, and Deals are resolved by email match against the Pipedrive destination account's Users list during scoping. Any Owner without a matching Pipedrive User goes to a reconciliation queue for the customer's admin to provision before record import resumes. Owner resolution must complete before dependent object imports begin.

Rainbow CRM does not expose file attachments or document records through its documented export format. Any linked files stored in Rainbow CRM must be migrated separately via direct database access or manual re-upload by the customer. We document which records had file attachments in the source export so the customer can identify what needs manual action.