Migrate from StrategicERP to Pipedrive

StrategicERP stores person records (customer contacts, vendor representatives, site managers) in its CRM module or as project-linked contacts. These map directly to Pipedrive Persons. Each Person must resolve an OrganizationId for Pipedrive's linking model — contacts without a company get attached to a default organization record.

StrategicERP maintains company records for clients, vendors, and subcontractors. These map to Pipedrive Organizations. Parent-child company hierarchies in StrategicERP translate to the Organization's parent_id field if configured in the target account, preserving the corporate structure; otherwise they remain as separate organization records in Pipedrive.

StrategicERP deal-like records may exist as project phases or opportunities tracked within the Real Estate CRM App module. These map to Pipedrive Deals. The mapping requires translating StrategicERP stage values (project milestones) to Pipedrive StageName values defined in your Pipedrive pipeline. Pipeline setup in Pipedrive must precede deal import.

StrategicERP pipeline configurations map to Pipedrive Pipelines. Each StrategicERP pipeline with its stage sequence creates a corresponding Pipedrive Pipeline. Pipedrive allows multiple pipelines with independent stage sequences and probability weights — the migration plan maps each source pipeline to its target counterpart, preserving stage order and enabling separate deal routing for different sales processes.

Stage names from StrategicERP's pipeline model map value-by-value to Pipedrive StageName pick-list values within each Pipeline. Probability weights and forecast categories are applied on the Pipedrive side based on your target stage definitions. We recommend reviewing probability settings during the planning phase to align with your sales methodology.

StrategicERP logs activities tied to projects or contacts — calls, meetings, inspections, and notes. These migrate to Pipedrive Activities where call and task activities become Tasks, meetings become Events, and text notes become Notes. Original timestamps and assigned user references are preserved to maintain activity history continuity in the new CRM.

Documents and attachments linked to contacts, organizations, or project records in StrategicERP re-upload to Pipedrive Files attached to the corresponding Person, Organization, or Deal record. Supported formats include PDF, DOC, XLS, and common image types. Files exceeding Pipedrive's 25MB per-file limit are flagged for manual handling outside the automated migration.

StrategicERP custom fields on contacts, organizations, or deals map to Pipedrive custom fields. Pipedrive requires creating each custom field in the target account before mapping data — the migration plan lists each field with its type so your Pipedrive admin can pre-create them or have FlitStack create them via API.

StrategicERP users assigned as record owners or project managers are resolved by email match against Pipedrive Users. The email address serves as the unique identifier for matching source users to their Pipedrive counterparts. Unmatched users are flagged before migration begins — you must add Pipedrive users before the migration runs so records attach to valid OwnerId values.

StrategicERP project records (cost codes, project phases, resource allocations, financial line items) have no direct Pipedrive equivalent. These are surfaced in a structured CSV export for manual reference. Your team decides whether to create Pipedrive Deals as project proxies or maintain the export as an offline record.

Invoices, payments, cost entries, and budget data in StrategicERP are ERP-layer constructs with no Pipedrive equivalent. Pipedrive Deals can store monetary values and close amounts, but accounting records require a separate financial system. We export this data as a structured file.

StrategicERP approval chains, conditional notifications, and project-status-triggered workflows are ERP-layer logic that cannot be transferred to Pipedrive. Pipedrive Automations and Sequences must be rebuilt. We provide a workflow audit export documenting each automation's trigger, condition, action, and approver sequence for your Pipedrive admin to reference during the rebuild process.

Third-party integrations configured in StrategicERP (accounting connectors, procurement feeds, document management links) have no Pipedrive equivalent and must be rebuilt. We document active integrations with their connection parameters and API endpoints so your team can identify replacement apps from Pipedrive's marketplace or integration directory.