Migrate from Synergy Matters to Pipedrive

Synergy Matters contacts map directly to Pipedrive Persons using a 1:1 field mapping for name, email, phone, job title, and address. If a contact has multiple addresses stored in Synergy, the primary address maps to Pipedrive's address fields while the secondary or billing address is preserved as a text note on the Person record. All other contact fields transfer without transformation, and the add_time timestamp is set from the original contact creation date.

Synergy Matters organizations map to Pipedrive Organizations with a direct mapping for company name, domain/website, industry, employee count, and annual revenue fields. Parent-company hierarchies defined in Synergy translate directly to the Organization's parent_id field in Pipedrive, preserving the corporate structure. If the parent organization does not exist in Pipedrive, FlitStack AI creates it first before linking child organizations.

Synergy Matters records that function as deals — tracked revenue, engagement value, or matter billing amounts — map to Pipedrive Deals. Pipedrive requires a pipeline and stage assignment for every deal; Synergy's pipeline is defined based on the matter type or a custom property.

Synergy Matters matter types (e.g., Litigation, Corporate, Advisory) translate to Pipedrive Pipelines. Each matter type becomes its own Pipedrive pipeline so stage values are scoped correctly to the engagement type. If Synergy uses one matter type for all work, it maps to a single Pipedrive pipeline.

Synergy Matters matter status values (Open, In Progress, Pending Review, Closed Won, Closed Lost) map to Pipedrive Stage names per pipeline. Stage probability and forecast category re-applied from Pipedrive defaults or your specified values. Stage-transition timestamps preserved as custom datetime fields for audit continuity.

Synergy Matters time entries linked to matters map to Pipedrive Activities. Time spent on calls, meetings, and document reviews maps to Activity records with type (call, meeting, task), due date, subject, and owner. Billable time entries map with the time value stored in the activity note.

Synergy Matters documents and file attachments are re-uploaded as Pipedrive Files. Each file is attached to the corresponding Person, Organization, or Deal record. Files exceeding Pipedrive's 25MB per-file limit are flagged before migration; you choose whether to split, compress, or skip.

Synergy Matters disbursement records and billed amounts map to custom numeric fields on the Pipedrive Deal, since Pipedrive has no native billing or invoicing module. The billed amount, outstanding balance, payment status, and invoice reference number are stored as custom fields on the Deal for reconciliation against your billing system. These are reference fields only and do not trigger any Pipedrive workflows or notifications.

Synergy Matters contacts that have no matter association — representing prospective clients, unqualified leads, or early-stage prospects — map to Pipedrive Leads. Lead status maps to the Pipedrive Lead status_id field, and the referral source maps to source_name. After migration, your team can convert these Leads to Person-Organization-Deal records using Pipedrive's native lead conversion workflow when a prospect becomes a qualified opportunity.

Synergy Matters custom properties on contacts (e.g., referral_source, client_tier, renewal_date) migrate as Pipedrive Person custom fields. Pipedrive custom field keys are 40-character hashes generated by the API at field creation — we read the key after creation and reference it in the migration script for all downstream inserts.

Synergy Matters custom properties defined on matter records — such as matter_category, engagement_type, compliance_flag, court_jurisdiction, or substantive_area — are recreated as Pipedrive Deal custom fields. Each field is created via POST /dealFields before migration begins, and the returned 40-character hash key is stored in the migration configuration. All downstream inserts reference this hash key to populate values for every mapped deal from Synergy Matters.

Synergy Matters user accounts and matter owners are resolved by email match against Pipedrive users. Unmatched owners are flagged before migration — your team either invites them to Pipedrive first or assigns their records to a fallback user. No record lands without a valid Pipedrive user_id.

Synergy Matters notes and comments attached to matters map to Pipedrive Note activities. The note body, author, and creation timestamp map to the activity subject (defaults to 'Note'), body, user_id, and add_time respectively. Rich-text formatting is preserved as-is in the note body.