Migrate from Sharp CRM to Pipedrive

Sharp CRM Contacts map directly to Pipedrive People records. Standard fields (name, email, phone, address) map cleanly to Pipedrive's name, email, phone, and address fields. The Sharp CRM contact-to-company link is preserved by resolving the Organization ID at import time and linking to the corresponding Pipedrive Organization record. Custom fields on Contact are enumerated individually during scoping and mapped to Pipedrive custom fields by data type (text, number, date, picklist).

Sharp CRM Companies map to Pipedrive Organizations. Organization records are migrated first, before People, so that the People-to-Organization link is resolved at the moment of People insert. Sharp CRM company domain or website fields map to the Organization's website field and are used as a dedupe key if the customer has existing Pipedrive Organizations. Custom fields on Company enumerate and map individually at scoping.

Sharp CRM Deals map to Pipedrive Deals with the deal title, value, close date, and status transferred directly. The pipeline stage name from Sharp CRM is mapped to the corresponding Pipedrive Stage via the explicit stage-mapping table built during scoping. If Sharp CRM has multiple pipelines, each becomes a separate Pipedrive Pipeline. Deal value (amount) and currency map to Pipedrive's expected_value and currency fields.

Sharp CRM pipeline stages are per-account configurations with no standard export format. We ask the customer during scoping to provide their current stage names and their order, then build an explicit Pipedrive Stage-mapping table before any Deal import begins. Each Sharp CRM pipeline maps to a Pipedrive Pipeline, and each stage within it maps to a Pipedrive Stage with the correct position index. Stage probability values are transferred where available.

Sharp CRM Tasks (title, due date, assignee, status, notes) map to Pipedrive Activities of type Task. Assignee mapping requires resolving Sharp CRM owner email addresses to Pipedrive user records by email match. Any Task without a matching Pipedrive user is held in a reconciliation queue for the customer's admin to provision before task import resumes. Task status (open, completed) maps to Pipedrive's done flag (0/1).

Sharp CRM Activities attach to Contacts or Companies. We preserve the activity type and timestamp for each engagement type — calls become Pipedrive Activities with type Call, emails with type Email, meetings with type Meeting, and notes with type Note. Body content migrates as plain text. Activity-to-record linking uses the Sharp CRM record ID resolved against the migrated Pipedrive People or Organization ID. Note that if Sharp CRM exports activities as plain text without structured timestamps, we parse and restructure during the transform phase.

Sharp CRM custom fields are common across agency and vertical use cases. We enumerate all custom fields during scoping, classify each by data type (text, number, date, checkbox, picklist, currency), and map them individually to Pipedrive custom fields of the matching type. Pipedrive supports custom fields on People, Organizations, Deals, and Activities. Fields without a clear Pipedrive match are flagged for the customer to resolve before import. Pipedrive does not support custom objects; any Sharp CRM custom object must be flattened into custom fields on the nearest standard object.

Sharp CRM user records (name, email, role, active/inactive status) migrate to create matching Pipedrive User accounts. We resolve users by email address match. Active/inactive status is preserved. Seat counts are re-evaluated post-migration against the chosen Pipedrive plan. Any Sharp CRM user without a corresponding Pipedrive account is flagged for the admin to provision before record import begins.

Sharp CRM tags or labels on Contacts and Deals are exported as tag arrays and mapped to Pipedrive's label system on People, Organizations, and Deals. Pipedrive's labels are per-object — a label used on both People and Deals migrates as two separate label assignments. The customer chooses whether to create matching label names or consolidate during scoping.

File attachments associated with Sharp CRM Contacts or Deals are exported to a file store (customer-provided or FlitStack AI-managed) and linked by record ID in Pipedrive. Pipedrive supports attachments on People, Organizations, Deals, and Activities. We preserve the original filename and attach to the migrated record using Pipedrive's file upload API or as a note with the file URL embedded.