Migrate from Striven to Pipedrive

Striven Customers are single records with contact details, addresses, and roles. We split them into Pipedrive Organization (the company record) and Person (the individual contact). The primary contact on the Striven Customer becomes the primary Person; additional contact roles map to additional Person records linked to the same Organization. Email, phone, address, and custom fields on the Customer header map to Organization fields; individual contact roles and contact-specific fields map to Person fields.

Striven Vendors have no Pipedrive native equivalent; Pipedrive's data model is sales-focused and does not include a vendor or supplier object. We import Vendors as Organization records with a custom Pipedrive field vendor_type__c set to 'Vendor' so customers can filter and report on supplier records separately from customer accounts. Vendor-specific fields (tax ID, payment terms, bank details) map to custom Organization fields.

Striven Employees map to Pipedrive User records by email match. Employee records used as assignees on Tasks or Projects become the Owner on the corresponding Pipedrive Deal or Person. Employees not acting as CRM users (e.g., backend accounting staff) do not require a Pipedrive User license; we document them separately as a non-migrated record type.

Striven Items (products and services) map to Pipedrive Products. ItemCode maps to Product code, ItemName maps to Product name, and unit price migrates to the standard price on the Product. Items with variants (size, color) in Striven require type-level field review because Pipedrive Products do not natively support variant structures; we document these as needing manual product-family configuration post-migration.

Striven Sales Orders map to Pipedrive Deals with the following considerations: Sales Order status maps to a Pipedrive stage (Open, Won, Lost); total amount maps to Deal value; and line items map to Deal products via the Pipedrive Products linked to the Deal. Order types that drive custom field visibility in Striven become Pipedrive custom fields that we pre-create on the Deal object during schema configuration. Closed Won Sales Orders become closed Pipedriver Deals; Open Sales Orders inherit their Striven status.

Striven Projects do not have a direct Pipedrive equivalent because Pipedrive is not a project management tool. We map project headers to Deals with custom fields capturing project metadata (project name, start date, end date, phase). Project Tasks become Activity Tasks linked to the parent Deal with the Striven task hierarchy flattened to a single parent-child relationship. Customers assigned to Striven Projects map to the Deal's linked Organization and Person.

Striven's Chart of Accounts is an accounting prerequisite with no Pipedrive equivalent. Pipedrive has no general ledger or financial posting capability. We export the Chart of Accounts as a CSV reference file and recommend migrating to QuickBooks, Xero, or a dedicated accounting platform. This is explicitly out of migration scope for Pipedrive.

Striven Invoices have no Pipedrive equivalent. Pipedrive does not include invoicing as a native feature; the platform recommends third-party integrations like FreshBooks, QuickBooks, or PandaDoc for document generation. We export invoice records as a CSV reference file for the customer to import into their chosen accounting or invoicing tool post-migration. Convenience Fee and Discount settings tied to payment methods in Striven are documented separately for manual reconfiguration in the new accounting tool.

Striven Bills (vendor invoices) map to no Pipedrive object and are excluded from migration. We export Bills as a CSV reference file. For customers using Striven's accounts payable module, we recommend moving to QuickBooks, Xero, or a dedicated AP tool.

Striven global-level Custom Fields (visible on all records of a type) map to Pipedrive custom fields on the corresponding object (Deal, Person, Organization). Field types are mapped: Striven text fields become Pipedrive text fields, numeric fields become number fields, date fields become date fields, and dropdown fields become Pipedrive picklist fields. We pre-create all global custom fields before record import so mapping is available during the CSV or API load.

Striven type-level Custom Fields are scoped to specific entity subtypes (e.g., a Custom Field visible only on Sales Orders of a specific Order Type). Pipedrive has no type-level subtype scoping on Deals; all custom fields apply to all Deals. We audit the full type-level field schema during discovery, identify which type-level fields map to the same Pipedrive Deal custom field, and document any fields that cannot be represented in Pipedrive's flat custom field model. Orphaned type-level fields are listed in the mapping workbook with a resolution recommendation.

Striven Workflows are trigger/action automation rules tied to internal event listeners. They have no export endpoint, no CSV representation, and no migration path to Pipedrive's Automation engine. We do not migrate Workflows. We deliver a written Workflow Inventory worksheet listing every active Striven Workflow with its trigger, conditions, actions, and a recommended Pipedrive Automation equivalent. The customer's admin rebuilds each workflow in Pipedrive's Automation section post-migration.