Migrate from Texada Software to Pipedrive

Texada customers with individual names map directly to Pipedrive People. Texada stores contact name, phone, email, and address on the Customer record — these land as Pipedrive Person fields. Branch-level customer assignments map to Pipedrive visibility groups or are recorded as a custom field.

Texada customers flagged as commercial entities or linked to multiple branch locations map to Pipedrive Organizations. The Organization stores company name, domain, address, and industry classification. Texada's multi-branch customer hierarchy collapses to a single Organization with a custom branch-count field.

Texada rental contracts have line items, start/end dates, billing cycles, and total contract value. These map to Pipedrive Deals: the contract number becomes the Deal name, the total contract value becomes Deal value, the start date becomes the expected close date, and billing frequency, rental rate, and tax jurisdiction become custom fields on the Deal.

Texada work orders combine labor hours, parts used, service type, and equipment linkage. We map the work order header (service type, status, open/closed date, total labor cost) as a Pipedrive Deal with custom fields. Line-item labor entries and parts usage are stored as linked Notes on that Deal. Equipment reference links to the mapped Product record.

Texada asset records (serial number, model, manufacturer, equipment category, utilization rate, status) map to Pipedrive Products with custom fields preserving the Texada-specific identifiers. Rental rate and daily/weekly/monthly pricing are stored as Pipedrive Product pricing fields or custom fields. Equipment status (available, on-rent, in-service) maps to a custom field.

Texada contract line items (equipment unit, quantity, rental period, unit rate, extension flags) are aggregated into custom fields on the parent Pipedrive Deal. For contracts with more than five line items, a summary JSON or tab-separated note preserves the full itemization for admin reference.

Texada users and operators are resolved by email match against Pipedrive users. Unmatched operators are flagged before migration and assigned to a fallback Pipedrive user or left as Deal co-owner records. Division-level Texada operator permissions do not map to Pipedrive — those must be reconfigured in Pipedrive's visibility groups post-migration.

Texada notes attached to customers, contracts, and work orders migrate as Pipedrive Notes linked to the corresponding Person, Organization, or Deal record. File attachments are re-uploaded to Pipedrive's file storage. Inline images and formatted text are preserved as plain text with a reference note.

Texada custom properties specific to rental and service operations (tax table codes, branch identifiers, equipment class codes, special pricing tiers) require Pipedrive custom fields to be pre-created before the migration run. We deliver a custom field creation checklist as part of the migration plan. Some Texada configuration properties have no Pipedrive equivalent and are documented as reference-only fields.

Texada Financials module data (AR/AP records, GL transactions, cycle billing logs, daily close records) has no Pipedrive equivalent. We do not migrate accounting data. Customers planning to use Pipedrive alongside an accounting tool should export GL data separately from Texada and import it into their chosen accounting system.

Texada WorkFlow definitions (Web Forms Builder, automated routing, field-update rules) are proprietary and cannot be exported in a portable format. They must be rebuilt in Pipedrive Automations and Sequences. FlitStack exports Texada workflow definitions as a text reference document for the customer's Pipedrive admin to use during the rebuild phase.