Migrate from Rent Manager to Pipedrive

Rent Manager prospects map directly to Pipedrive Leads. The prospect's status (Active, Converted, Lost) is preserved as a custom field since Pipedrive Lead status uses a separate pick-list. Original create date and last-modified date are stored in FlitStack custom audit fields.

Rent Manager tenants map to Pipedrive People. Each tenant record carries their associated Property and Unit as custom fields (Property_Name__c, Unit_Number__c). Rent amount and lease status are stored as additional custom fields. The tenant's email and phone migrate directly; records without email become People with a 'Needs Email' flag.

Property owners in Rent Manager become Pipedrive People. Owner type (Individual, Company) is preserved as a custom field. Owner commission rates and statement preferences are not supported in Pipedrive and are included in the reference data export. Owner portal credentials do not migrate.

Rent Manager vendors map to Pipedrive Organizations. Vendor category, W-9 status, and insurance-expiration date are stored as custom fields. Vendor credits and AP history have no Pipedrive equivalent and are included in the reference export. Active work orders attached to a vendor are noted on the Organization record.

Rent Manager properties map to Pipedrive Organizations. Property type (Residential, Commercial, Mixed-Use), building class, unit count, and street address are stored as Pipedrive custom fields. Parent property hierarchies are preserved using Pipedrive's organization hierarchy. Market rent and property value fields have no Pipedrive equivalent and are exported as reference data.

Rent Manager units are not a first-class Pipedrive entity. Unit details (unit number, bedrooms, bathrooms, square footage, market rent, current lease status) are stored as custom fields on the Property Organization record. Units with active leases are flagged; vacant units are flagged with last-vacated date. Multi-property portfolios generate multiple Organization records, each with unit fields.

Rent Manager leases map to Pipedrive Deals. Lease ID becomes Deal title. Lease status (Active, Expired, Terminated, Month-to-Month) maps to Pipedrive Deal stage per pipeline. Monthly rent maps to Deal value. Security deposit amount, lease start and end dates, and pet policy are stored as custom fields. Deals are linked to the Property Organization and the Tenant Person.

Rent Manager's full payment history — received amounts, payment dates, method, late fees, and NSFs — has no Pipedrive equivalent. Pipedrive Deals track monetary value for forecasting but not transaction-level payments. Payment history is exported as a CSV reference file and should be archived in Rent Manager post-migration.

Rent Manager work orders map to Pipedrive Activities (type=Task) linked to the Property Organization. Work order category, priority, vendor assigned, cost, and status are stored as custom fields on the activity. Historical work-order notes are imported as Pipedrive Notes attached to the Organization. Maintenance scheduling automations do not migrate.

Rent Manager users (Property Managers, Leasing Agents) are matched to Pipedrive users by email address. Active users with Pipedrive seats are assigned as Deal owners. Rent Manager role types (Admin, Property Manager, Accounting) are stored as a custom field for reference. Inactive Rent Manager users are not migrated to Pipedrive.

Lease documents, tenant applications, and property images attached in Rent Manager are downloaded and re-uploaded as Pipedrive Notes (with the document content in the body) or as file attachments on the relevant Person or Organization record. File size limits apply per Pipedrive plan. Inline images in notes are re-hosted.

Rent Manager's marketing and listing tools (listing syndication, vacancy advertising, prospect outreach campaigns) have no Pipedrive equivalent. Listings data is exported as a reference CSV. Marketing automation sequences built in Rent Manager do not migrate and must be rebuilt in Pipedrive's Automations or a dedicated marketing platform.