Migrate from The Real Estate Platform (REP) to Pipedrive

REP's per-tenant schema requires discovery before mapping

The Real Estate Platform (REP) is white-labeled and uniquely configured for each customer instance. Custom properties, listing fields, and transaction stages vary by tenant, so there is no universal REP schema. FlitStack AI starts every REP migration with schema discovery—extracting the actual field list via REP API access—before generating a field mapping plan. Migrations that skip this step risk importing data into wrong fields or silently dropping custom properties that were never identified in the source.

Pipedrive custom fields use account-specific hashed keys

Pipedrive custom fields are referenced by a randomly generated 40-character hash that differs per account. When FlitStack creates custom fields in Pipedrive before import, we use the exact field name matching REP's property names so that during the import phase the hash-based field keys resolve correctly. This two-phase approach (create fields, then import data) prevents the common failure mode where custom fields are created with new hashes but the import references old or deleted field keys.

REP marketing automation and drip campaigns have no Pipedrive equivalent

REP includes built-in drip marketing campaigns, automated buyer follow-up sequences, and lead nurturing workflows that are native to the REP CRM. Pipedrive separates CRM from marketing automation—it offers Automations (condition-based task triggers) and Sequences (email follow-up sequences), but not REP's event-triggered drip campaigns. FlitStack AI does not migrate automation logic. We export REP workflow definitions as a JSON reference document that your Pipedrive admin can use to rebuild automations in Pipedrive's Automation and Sequences tools.

Agent-to-user email matching may leave orphaned records

REP agents are tied to listings, transactions, and lead assignments. Pipedrive requires that deal owners exist as active users in the account. FlitStack matches REP agents to Pipedrive users by email address. Agents without a matching Pipedrive user are flagged before migration; their records land under a designated fallback owner. Your team must create Pipedrive user accounts for any unmatched agents before the full migration run to avoid owner gaps in the final dataset.

REP listings and transactions create multiple Deal custom fields per record

A single REP transaction tied to a listing may carry 10–20 custom properties (property address, MLS number, listing price, inspection date, financing type, earnest money, etc.). Each of these becomes a Pipedrive custom field on the Deal. REP configurations with 50+ custom properties across Listings and Transactions require significant Pipedrive custom field creation, which Pipedrive enforces as a sequential process per field. FlitStack batches field creation and validates against Pipedrive's field-type constraints (text, number, currency, date, pick-list) before the import phase begins.