Migrate from REIPro to Pipedrive

Direct 1:1 map. REIPro contacts become Pipedrive Persons. All standard contact fields (name, email, phone, address) map directly. REIPro owner ID resolves to Pipedrive user by email match. Contacts without a primary company land as standalone Persons in Pipedrive. Phone numbers include mobile and landline, both stored in Pipedrive's phone fields.

Direct 1:1 map. REIPro companies become Pipedrive Organizations. Company name maps to Organization name. Website, industry, employee count, and address fields map directly. REIPro parent/child company hierarchies are preserved using Pipedrive's Organization hierarchy feature. If a company has multiple addresses, each is stored as a separate address entry in Pipedrive's organization record.

Direct 1:1 map at the record level. REIPro deals become Pipedrive Deals with deal name, amount, expected close date, owner, and stage mapped directly. REIPro deal priority and pipeline assignment map to Pipedrive custom fields and pipeline selection. Deal amounts are stored as numeric values in Pipedrive's value field, enabling currency formatting and reporting.

REIPro's 10-step workflow tracker maps to a Pipedrive Pipeline for deal-stage routing plus Pipedrive Automations for step-logic events. Each REIPro step becomes a Pipedrive automation trigger on deal-stage entry. FlitStack exports the step definitions as a rebuild reference; Pipedrive automations must be manually recreated.

Direct 1:1 map. REIPro logged calls, emails, and meetings become Pipedrive Activities with original timestamps, duration, owners, and subject lines preserved. Activity type (call, email, meeting) maps to Pipedrive Activity type field. Meeting activities can be synced to Google Calendar or Outlook via Pipedrive's calendar integration.

Direct map. REIPro notes attached to contacts, companies, or deals become Pipedrive Notes linked to the corresponding Person, Organization, or Deal. Rich-text formatting is preserved where possible. Note create dates are preserved as Pipedrive note timestamps. If a note contains attachments, those files are migrated as separate file records linked to the note for complete audit trails.

REIPro contact custom properties migrate as Pipedrive Person custom fields. Each custom property requires a corresponding field to be created in Pipedrive before migration. Field type (text, number, date, picklist) is preserved. Pipedrive generates a unique key for each custom field — the mapping workbook references these keys.

REIPro deal custom properties map to Pipedrive Deal custom fields. Property analytics fields (ARV, repair cost, after-repaired value) become deal custom fields with number type. REIPro lead source attribution becomes a text or picklist custom field on the deal. All custom field values are transferred as-is, preserving any existing data entries for immediate use in Pipedrive reporting and automation.

REIPro's 12 nationwide lead sources and skip trace results have no native Pipedrive equivalent. Disposition type (absentee owner, pre-foreclosure, bank-owned) is preserved as a custom picklist field on the deal or Person. Full skip trace data is preserved as a reference Note attachment for audit purposes.

REIPro's built-in direct mail engine output, ad templates, and marketing campaign data do not have Pipedrive equivalents. Marketing templates and mail piece history are exported as a CSV reference file for manual rebuild in Pipedrive's Smart Docs or a third-party mail tool.

REIPro file attachments on contacts, companies, or deals re-upload to Pipedrive Files. Property pictures, contracts, and documents are linked to the corresponding Pipedrive record. File size limits apply — Pipedrive's default upload limit is 50MB per file. If a file exceeds the 50MB limit, FlitStack splits it into smaller segments and provides a reference link to reassemble them in Pipedrive's document management view.

REIPro owner records resolve to Pipedrive Users by email address match. Unmatched owners are flagged before migration for team invite or fallback assignment. REIPro's impersonation feature (Team plan) has no Pipedrive equivalent — Pipedrive's activity logging reflects the actual user who performed the action.