Migrate from Sentian Solutions to Pipedrive

Direct map. Sentian Solutions contacts become Pipedrive People with name, email, phone, and address fields preserved. The primary organization link (if any) migrates as the OrganizationId lookup. Contacts without company association land as standalone People records. All contact IDs are logged in the migration audit for traceability and future reference.

Direct map. Sentian Solutions companies map to Pipedrive Organizations with company name, domain, industry, employee count, and revenue preserved. Parent-child company hierarchies in Sentian Solutions translate to Organization hierarchy in Pipedrive. Each organization's address and social media links are also transferred where available, maintaining complete profile information.

Sentian Solutions deals map to Pipedrive Deals with direct field correspondence for name, value, and expected close date. Deal status requires pipeline-stage mapping: active deals assign to Pipedrive pipeline stages based on Sentian Solutions status values, and closed-won/lost map to terminal Pipedrive stages.

Sentian Solutions pipeline configuration becomes Pipedrive Pipeline configuration. Each pipeline in Sentian Solutions creates a corresponding Pipedrive Pipeline. Pipeline stages map to Pipedrive stages with probability values recalculated per Pipedrive's stage-weighting model. We also validate that stage names and order align with your sales process to ensure consistent deal progression after migration.

Sentian Solutions activities migrate as Pipedrive Activities with type differentiation (call, email, meeting). Original timestamps, duration, and subject text preserve. Activities attach to the relevant Person, Organization, or Deal based on Sentian Solutions' association metadata. We also map activity participants and location details to custom fields where applicable to retain full context.

Sentian Solutions notes become Pipedrive Notes attached to People, Organizations, or Deals. Rich-text formatting in Sentian Solutions notes converts to Pipedrive's note format. Note timestamps and ownership transfer for audit continuity. Any embedded images or file references are re-hosted to ensure they remain accessible after migration.

Sentian Solutions custom properties on contacts require Pipedrive custom fields to be created via API before migration. Field type mapping applies: text to string, number to number, date to date, picklist to select. Custom field hash keys differ between systems; mapping table preserves the relationship.

Deal-level custom properties in Sentian Solutions migrate as Pipedrive Deal custom fields. Pipeline-specific custom fields require corresponding Pipedrive fields scoped to the correct pipeline. Value mappings for picklist-type custom fields transfer as option lists. We also verify that any conditional formatting or validation rules defined in Sentian Solutions are documented for manual reimplementation in Pipedrive.

Sentian Solutions owner IDs resolve to Pipedrive users by email address matching. If a Sentian Solutions owner email has no corresponding Pipedrive user account, records assign to a designated fallback owner and the mismatch is flagged in the migration report for reconciliation.

Sentian Solutions file attachments on records download and re-upload to Pipedrive's file storage. File size limits apply (Pipedrive supports up to 150MB per file). Inline images in notes extract and rehost to maintain visual context in Pipedrive. We also preserve original file names and folder paths to help users locate assets after the transition.

Workflows and automation rules in Sentian Solutions do not have a direct equivalent in Pipedrive. These must be rebuilt using Pipedrive's Automation builder (available on Advanced+ plans). We export workflow definitions as JSON for reference during the rebuild phase. The exported JSON includes trigger events, action sequences, and conditional logic to assist with accurate recreation.

Saved reports and dashboards from Sentian Solutions cannot be transferred. The underlying data migrates to Pipedrive, but report configurations and dashboard layouts require manual recreation. Pipedrive's report builder provides equivalent visualization capabilities. We recommend documenting the key metrics and filters used in each report to streamline the rebuild process in Pipedrive.