CRM migration
Field-level mapping, validation, and rollback between STEL Order and Pipedrive. We move data and schema; workflows are rebuilt natively in Pipedrive.
STEL Order
Source
Pipedrive
Destination
Compatibility
10 of 10
objects map 1:1 between STEL Order and Pipedrive.
Complexity
BStandard
Timeline
48–72 hours
Overview
STEL Order is a field-service and ERP platform built around clients, work orders, quotes, invoices, products, and scheduling. Pipedrive is a sales CRM built around Persons, Organizations, Deals, Products, Activities, and Leads. The migration maps STEL Order's operational records into Pipedrive's sales-oriented object model: clients and contacts land as Persons and Organizations, quotes and orders land as Deals with custom fields for document metadata, and products migrate to Pipedrive's Products object. Work orders and asset records have no native Pipedrive equivalent — FlitStack AI surfaces them as custom fields on Deals and preserves their full metadata in a migration reference export so your team can rebuild scheduling workflows in Pipedrive Automations. The migration uses STEL Order's REST API (60 calls/min on Lite, 1000/day on Business, 2000/day on Pro) to extract all records in ISO 8601 format, then maps, transforms, and loads into Pipedrive via its REST API respecting token-based rate limits. No workflows, automations, or scheduling rules migrate — those require manual rebuild in Pipedrive.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a STEL Order object lands in Pipedrive, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
STEL Order
Client
Pipedrive
Organization
1:1STEL Order clients (companies) map directly to Pipedrive Organizations. Client name populates the Organization name, while client address, city, state, and country fields are mapped to the corresponding Pipedrive address components. The primary contact for each client is created as a Person record and linked to the Organization via the org_id relationship. Any client-level custom properties are transferred as Organization custom fields for complete fidelity.
STEL Order
Contact
Pipedrive
Person
1:1STEL Order contact persons map to Pipedrive Persons. Each contact is linked to its parent Client/Organization via the Organization ID field. Core fields such as email, phone, mobile, job title, fax, and address migrate directly. Additional notes or internal comments are stored as the Person note field. When multiple contacts share the same client, they become individual Person records linked to the same Organization, preserving the relationship hierarchy.
STEL Order
Product
Pipedrive
Product
1:1STEL Order products map to Pipedrive Products with name, code, price, unit, description, and category fields preserved directly. Since Pipedrive lacks native inventory tracking, stock quantity and warehouse assignments are stored as custom fields (Stock_Quantity__c and Warehouse__c). Tax rate is also kept as a custom field (Tax_Rate__c) because Pipedrive Products do not support per-product tax rates. This ensures all key product attributes are available for quoting and reporting.
STEL Order
Quote
Pipedrive
Deal
1:1STEL Order quotes migrate as Pipedrive Deals with a 'Quote' label in a custom status field. Quote-specific metadata — quote number, validity date, discount percentage — migrates as custom fields. Line items are preserved in deal notes since Pipedrive Deals do not natively support multi-line item products.
STEL Order
Order
Pipedrive
Deal
1:1STEL Order sales orders map to Pipedrive Deals with 'Order' as a custom label. Order metadata (order number, order date, shipping address) becomes custom fields on the Deal. The associated Client and Contact IDs are resolved to Pipedrive Organization and Person lookups.
STEL Order
Invoice
Pipedrive
Deal (closed)
1:1STEL Order invoices migrate as closed Pipedrive Deals (or Activity notes) with invoice metadata — invoice number, issue date, due date, total amount, payment status — preserved as custom fields. Paid status maps to a Pipedrive Activity note recording the payment event.
STEL Order
Work Order
Pipedrive
Deal (custom fields)
1:1Pipedrive has no native work order object. STEL Order work orders — with status, assigned technician, scheduled date, location, and line items — migrate as Pipedrive Deals with a dense set of custom fields and a full work-order summary stored in the deal notes. Scheduling logic requires manual rebuild using Pipedrive Automations post-migration.
STEL Order
Asset
Pipedrive
Organization (custom fields)
1:1STEL Order customer assets — such as equipment, serial numbers, warranty details — map to Organization custom fields and a linked Note record for descriptive information. The asset-to-client relationship is preserved by linking the asset record to the corresponding Organization. Warranty expiration dates and asset status (active, retired, under repair) become custom fields on the Organization, allowing your team to view asset data directly within Pipedrive.
STEL Order
Payment
Pipedrive
Activity (Note)
1:1STEL Order payment records — amount, date, payment method, associated invoice — have no native Pipedrive equivalent. FlitStack AI preserves full payment history as Activity notes on the associated Deal and exports a complete payments reference sheet alongside the migration for reconciliation.
STEL Order
User / Owner
Pipedrive
User
1:1STEL Order users and technicians are matched to Pipedrive users by email address. Unmatched owners are flagged before migration and assigned to a fallback Pipedrive user to avoid orphaned records. Active/inactive status is respected from the STEL Order user record.
| STEL Order | Pipedrive | Compatibility | |
|---|---|---|---|
| Client | Organization1:1 | Fully supported | |
| Contact | Person1:1 | Fully supported | |
| Product | Product1:1 | Fully supported | |
| Quote | Deal1:1 | Fully supported | |
| Order | Deal1:1 | Fully supported | |
| Invoice | Deal (closed)1:1 | Fully supported | |
| Work Order | Deal (custom fields)1:1 | Fully supported | |
| Asset | Organization (custom fields)1:1 | Fully supported | |
| Payment | Activity (Note)1:1 | Fully supported | |
| User / Owner | User1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
STEL Order gotchas
Offline-created records may not sync to cloud before export
Bulk import requires manual CSV/Excel formatting
Payment gateway references do not transfer as linked transactions
Pipedrive gotchas
Custom field hash keys differ per account
Export access gated by visibility groups
Token-based API rate limits since December 2024
Sequences and Automations not exposed via REST API
Cost escalates via workflow caps and add-ons
Pair-specific challenges
Migration approach
Audit STEL Order data volume and API rate limit tier
FlitStack AI first connects to the STEL Order API under the customer's API key and runs a pre-migration audit: it queries all endpoints (clients, contacts, products, quotes, orders, invoices, work orders, assets, users) to count records per object type and confirm the account's plan tier (Lite/Business/Pro). This count determines the export pacing schedule needed to stay within the 300–2,000 daily call ceiling. The audit also identifies which custom properties exist on each object and whether any records are soft-deleted or archived in STEL Order — those are flagged for exclusion unless explicitly requested.
Create Pipedrive custom fields and resolve user assignments
Before any data moves, FlitStack AI creates all required custom fields in the target Pipedrive account via the /api/v1/{object}Fields endpoints, capturing the returned hash keys for each field. STEL Order users and technicians are matched to Pipedrive users by email address. Any STEL Order user without a corresponding Pipedrive account is flagged and assigned to a designated fallback owner so no migrated record lands without an owner assignment. This step also creates the Pipedrive pipelines and stages needed for the deal migration — the number of distinct STEL Order document types (quotes, orders, invoices, work orders) determines how many Pipedrive pipelines are configured.
Export and sequence STEL Order records in dependency order
STEL Order records are extracted in the correct dependency sequence: Organizations (clients) first, then Persons (contacts) with org_id resolution, then Products, then Deals (quotes, orders, work orders, invoices) with person and org lookups resolved. STEL Order's ISO 8601 timestamps are preserved as custom fields on each Pipedrive record since Pipedrive's CreatedDate reflects migration time, not the original record creation date. Work orders are exported as Deals with a dense set of custom fields and a full text summary in deal notes. Attachments — client logos, product images, signed work-order documents — are downloaded from STEL Order and re-uploaded to Pipedrive Files linked to the corresponding record.
Run sample migration with field-level diff
A representative slice — typically 100–300 records spanning clients, contacts, products, and all document types (quotes, orders, work orders, invoices) — migrates first. FlitStack AI generates a field-level diff comparing every STEL Order source field value against the corresponding Pipedrive field. You review the diff to verify: client-to-organization mapping, work order custom field population, invoice payment status encoding, and owner resolution. You can request field mapping adjustments before the full run commits. This step typically runs over 2–4 hours and surfaces any value-mapping gaps before the production migration begins.
Full migration with delta-pickup and audit log
The full migration runs against the production Pipedrive account using the validated field mapping. A delta-pickup window — typically 24–48 hours — runs concurrently with your team continuing to work in STEL Order during the cutover period. Any records created or modified in STEL Order after the initial extraction are captured in the delta pass. FlitStack AI generates a complete audit log listing every record migrated, its source ID, destination ID, and migration timestamp. One-click rollback reverts all Pipedrive records to pre-migration state if reconciliation fails. After rollback confirmation, the work-order summary export and payments reference sheet are delivered alongside the audit log for post-migration reconciliation.
Platform deep dives
STEL Order
Source
Strengths
Weaknesses
Pipedrive
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 3 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across STEL Order and Pipedrive.
Object compatibility
3 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
STEL Order: Not publicly documented.
Data volume sensitivity
STEL Order doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during STEL Order to Pipedrive migration scoping. Not seeing yours? Book a call.
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