Migrate from Reach to Pipedrive

Reach Contacts map directly to Pipedrive People. Because Reach's field schema is undocumented, we capture all visible columns from the export file and compare them against a baseline Reach contact export to identify custom properties. Standard fields (name, email, phone, address) map to Pipedrive's typed Person fields. Any unrecognized column becomes a Pipedrive custom field that we create during the schema preparation phase before import begins.

Reach's custom property model is not publicly documented, so we discover the full column set at export time by including every column present in the export file. Each column that does not match a known Reach standard field is treated as custom. We pre-create the corresponding Pipedrive custom field (matching the source data type: text, number, date, dropdown) in the destination account before import so that the import maps cleanly without creating orphaned custom field values.

Labels or tagging functionality in Reach (implied by content management workflows in reviews) extract as a tag-equivalent column from exports. We map these to Pipedrive Labels, which are a native labeling feature on People, Organizations, and Deals. Multi-value tag separators are preserved as individual Pipedrive Label entries attached to the migrated record.

Reach's Enterprise seat-license model (reassignable admin accounts documented at reachtheapp.com) provides user records with name, email, and role status. We extract user records and map them to Pipedrive Users by email match. Active Reach users must have a corresponding Pipedrive User provisioned before the contact import phase so that OwnerId references resolve correctly.

Reach does not expose a distinct Company or Account object in its export documentation. Any company data stored in Reach is likely embedded in contact-level properties (company name, website, billing company). We parse these properties at transform time, deduplicate by company name, and create Pipedrive Organization records. Each Organization is then linked back to the corresponding People records via the Organization ID lookup.

Reviews reference playlists and screen management suggesting Reach stores media asset references tied to contacts or accounts. We extract these as text-equivalent references from the export and load them into Pipedrive Notes attached to the nearest People record. Binary media files (images, videos, PDFs) do not migrate because Reach's export schema does not include a documented attachment endpoint.

Reach's export documentation makes no mention of activity history, call logs, or engagement timestamps. We do not migrate activity data unless a full column export confirms its presence. If engagement records are found in the export, they map to Pipedrive Activity (task, meeting, call, email) with ActivityDate preserved from the source timestamp.

Reach does not document a Deal or Opportunity object in available knowledge base content or reviews. If the customer has deal-like records in Reach (stages, values, probabilities), they are likely stored as custom contact properties. We discover these during the export review phase and flag them for the customer's admin to confirm. Deal migration is out of scope unless deal records are confirmed present in the source export.

No integration endpoints, webhook documentation, or third-party connector schema were found for Reach. We do not migrate integrations. We deliver a written inventory of every active Reach integration (identified during the discovery call) with a recommended Pipedrive Marketplace alternative or native API replacement. Rebuilding integrations in Pipedrive is a separate scope item for the customer's technical team.

Reach's knowledge base does not document an automation or workflow model. Based on available research, automation capabilities appear limited compared to established CRM platforms. We do not migrate workflows because none are documented for Reach. We deliver a requirements document for Pipedrive workflow automation that the customer's admin builds post-migration, and we note which Pipedrive plan (Advanced at $29/user/mo or above) is required to access the automation builder.