Migrate from Summit Service Systems to Pipedrive

Audit Summit data inventory and export via API

We connect to the Summit API and inventory all records: customers, locations, work orders, appointments, custom properties, and user accounts. We profile data quality — identifying duplicate customer records, incomplete address fields, and work orders with missing status values — and present a data-cleanup checklist before field mapping begins. The output is a cleaned, structured export ready for transformation. We use OAuth2 credentials and a polling loop to fetch paginated results. The inventory also captures active and archived records to ensure no data is omitted. Once the export is complete, a summary report is shared for approval before proceeding.

Resolve Summit users to Pipedrive user accounts

We match Summit owner and technician email addresses against existing Pipedrive user accounts. Unmatched users are flagged in a report with their Summit role so your team can create Pipedrive accounts before the migration run. No record migrates without a confirmed destination owner or an assigned fallback user. The matching process normalizes whitespace and lowercases each email before comparison. Users without a Pipedrive account are logged with their role and email so your admin can create accounts before migration. Once resolved, the mapping table is locked to prevent owner-less records.

Create Pipedrive custom fields and configure deal stage mapping

Before data lands in Pipedrive, we create all required custom fields on the Deal object (Work_Order_ID__c, Work_Order_Priority__c, Technician_Name__c, Source_System_ID__c, and any additional custom work-order properties). We then configure the deal stage value-mapping table with your team so each Summit work-order status routes to the correct Pipedrive pipeline stage. The custom field creation uses Pipedrive's API, which assigns a unique 40-character hash key per field; we store those keys for all data writes. The value-mapping table is reviewed in a shared spreadsheet before finalizing.

Run a sample migration with field-level diff

A representative slice — typically 100–300 records covering customers, work orders, appointments, and custom fields — migrates first. We generate a field-level diff report comparing source values against destination values so you can verify status mapping, owner resolution, and custom field population before the full run commits. The diff includes field-by-field flags for missing, truncated, or mismatched values. Any discrepancies are corrected in the mapping configuration before the final migration run proceeds.

Execute full cutover with delta-pickup window

The full migration runs against Pipedrive. A 24–48 hour delta-pickup window captures any work orders or appointments created or modified in Summit during the cutover. All operations are written to an audit log. One-click rollback is available if reconciliation reveals mapping errors or record count discrepancies at go-live. During the delta window, any new work orders are automatically queued for import and linked to the correct deals. The audit log records each API call, field mapping, and any transformation applied, providing a full chain of custody for compliance review.

Deliver migration plan with rebuild references

We deliver a migration plan document listing every Summit integration, approval workflow, and routing rule by name, with the connection type or rule logic documented for rebuild. Payment processing integrations, Zapier connections, and scheduling tool replacements are flagged with recommended Pipedrive marketplace apps or integration paths. The document serves as the action list for your Pipedrive admin post-migration. Each entry includes the source system name, authentication method, and any dependent fields, so the admin can prioritize rebuild tasks. The plan also estimates effort for each integration, helping you allocate resources for the post-migration setup.