Migrate from TOTUS Marketing to Pipedrive

TOTUS Marketing Contact records map to Pipedrive Person objects. We resolve the Person's email address as the dedupe key during import. First name, last name, phone, and custom contact properties migrate as Person custom fields. Any TOTUS contact without an email address is held in a reconciliation queue for the customer's admin to supply before load continues.

TOTUS Marketing Company or Account records map to Pipedrive Organization. Organization name, domain, address fields, and any custom company properties migrate directly. Organization is created before Person import so that the Organization-Person link is satisfied at the moment of Person insert.

TOTUS Marketing Deal records map to Pipedrive Deal. The TOTUS deal stage maps to a Pipedrive Pipeline stage that we configure during schema design. Deal value, expected close date, and owner resolve to the corresponding Pipedrive user before insert. Any TOTUS deal without a linked Contact or Organization is flagged during reconciliation.

TOTUS Marketing pipeline and stage names are extracted during discovery and mapped to Pipedrive Pipelines with matching stage sequences. We create Pipedrive Pipelines via the API during schema setup and assign each pipeline a display order matching the TOTUS source. Probability percentages are approximated from TOTUS stage data where available.

TOTUS call records map to Pipedrive Activity with type = call. Subject, duration, call disposition, and original timestamp migrate. The activity is linked to the parent Person or Deal via the activity's Person ID and Deal ID references resolved during migration.

TOTUS email engagement records map to Pipedrive Activity with type = email. Subject, body content, and timestamp migrate. Email activities are linked to the Person record via Person ID. Attachments are noted as filename references for manual reattachment by the customer's team.

TOTUS meeting records map to Pipedrive Activity with type = meeting. Subject, location, start time, end time, and attendee list migrate. The meeting activity is linked to the Person and optionally to the Deal representing the associated opportunity.

TOTUS task and note records map to Pipedrive Activity with type = task. Subject, body content, due date, and status migrate. Completed status maps to Pipedrive marked_as_done = true. Note content migrates to the activity's content field and is linked to the Person or Deal.

Any undocumented TOTUS custom objects discovered during API scoping are surfaced to the customer as a schema inventory. If the custom object has a one-to-many relationship with Contact or Deal, we map its fields to Pipedrive custom fields on the appropriate object (Person custom fields, Organization custom fields, or Deal custom fields) rather than creating a separate object, since Pipedrive does not expose a generic custom object API at all tiers.

TOTUS Marketing Owner or User records map to Pipedrive User. We resolve owners by email match against the destination Pipedrive User table. Any TOTUS owner without a matching Pipedrive User is held in a reconciliation queue for the customer's admin to provision the user in Pipedrive before record import resumes.