Migrate from Tall Emu CRM to Pipedrive

Tall Emu Company records map directly to Pipedrive Organization. Company name, address, phone, website, and any custom fields migrate as Organisation fields. We export from the Tall Emu Companies grid view via Excel, then import via Pipedrive's Organizations API. Organization is the parent record created first so that Contacts resolved to it have a valid parent_id at import time. Dedupe is performed on Organization name or domain.

Tall Emu Contact records map to Pipedrive Person. Name, email, phone, role, and address fields migrate directly. Each Contact is linked to its parent Organization by matching the Tall Emu Contact's Company name to the Pipedrive Organization name or ID resolved during the Organization import phase. If a Contact has no associated Company in Tall Emu, it is imported as a standalone Person and flagged for manual Organisation assignment review post-migration.

Tall Emu Pipelines with named Kanban stages map to Pipedrive Deals with a pipeline and stages configured in the destination before migration. Stage names, probabilities, and ordering are exported from Tall Emu and mapped to Pipedrive stage names and probability percentages. The Deal title is populated from the Tall Emu Opportunity name, and the expected close date migrates from Tall Emu's close date field. Tall Emu pipeline count and custom stage labels are preserved as a named Pipedrive pipeline with matching stage sequence.

Tall Emu Products map to Pipedrive Products. We export SKU, name, description, unit price, and any pricing tier data. Products are created in Pipedrive before any Deal import so that line items reference a valid product_id. Note that Tall Emu's inventory attributes (stock on hand, reorder point, serial number, BOM structure, landed cost) do not map to any native Pipedrive field. We migrate these as custom fields on the Pipedrive Product record and flag them as informational rather than operational since Pipedrive does not track inventory.

Tall Emu Quotes (line items, pricing, terms, and acceptance status) require a multi-step mapping. Quote header data migrates to a Pipedrive Deal with the quote value and a status Note indicating acceptance state (Draft, Sent, Accepted, Declined). Quote PDF attachments and template styling do not migrate as files. If the customer uses Pipedrive's Sales Docs feature (Professional+ tier), we set up document templates mapped to the Tall Emu quote field structure. Quote line items migrate as Deal products linked to the parent Deal. Acceptance status requires manual verification post-migration.

Tall Emu Subscriptions (Plan, Status, Billable Quantity, Price, Period, Renewal Due Date) require mapping to Pipedrive's Recurring Deal feature or a Deal with a linked Product. Subscription Status values (Active, Expired, Cancelled) map to Pipedrive Deal stage or a custom field subscription_status__c. The Billable Quantity and Price map to the Deal value or a custom field. Renewal Due Date migrates as a close_date on a future-dated Recurring Deal. We flag any Tall Emu Subscription without an equivalent Pipedrive Plan (Tall Emu Plan maps to a Pipedrive Product) and map it during scoping.

Tall Emu Orders (generated from accepted Quotes with line items, quantities, and pricing) map to Pipedrive Deals at Closed Won stage or as a custom field carry-forward record. Order line items migrate as Deal products linked to the parent Deal. Tall Emu's order fulfilment status (Pending, Invoiced, Shipped) does not have a native Pipedrive equivalent and is migrated as a custom field on the Deal. We flag fulfilment status review as a post-migration reconciliation task.

Tall Emu Activity records (meetings, calls, tasks, emails with assignees, due dates, and completion status) migrate to Pipedrive Activities with type, subject, due date, and completion status preserved. Call duration and disposition migrate as custom Activity fields. We export the full activity log and import as history records in Pipedrive, with the assignee mapped by email to a Pipedrive User. Activity type (call, meeting, task, email) maps to Pipedrive Activity type_enums. Note that Pipedrive does not natively distinguish between engagement emails and transactional emails, and both import as Activity records.

Tall Emu custom fields on Companies, Contacts, Deals, and Products migrate to Pipedrive custom fields. We audit Tall Emu's custom field availability per module during discovery and create equivalent custom fields in Pipedrive before migration begins. Field types are mapped: Tall Emu text fields become Pipedrive text fields; Tall Emu dropdowns become Pipedrive picklist fields; Tall Emu date fields become Pipedrive date fields. Fields with no Pipedrive equivalent are mapped to a text field and flagged for manual review post-migration. Custom fields on Tall Emu modules noted as unsupported are flagged in the discovery report.

Tall Emu Users (with roles and team assignments) are exported by email, name, and role. We match Users to Pipedrive Users by email. Any Tall Emu User without a matching Pipedrive User goes to a reconciliation queue. Team assignments map to Pipedrive Groups if the destination Pipedrive account uses Groups. Owner assignment on Companies, Contacts, and Deals is resolved by this User mapping before record import.

Tall Emu freight and shipping records (carrier, tracking number, delivery status) have no native Pipedrive equivalent. We migrate freight metadata as a Note attached to the related Order or Deal, or as custom fields on the Deal record (freight_carrier__c, tracking_number__c, delivery_status__c). We flag freight record review as a post-migration task. If the customer's Tall Emu freight workflow is business-critical, we recommend a separate freight management tool or Pipedrive Marketplace integration (such as ShipStation or Sendle) as a replacement.