Migrate from UPNIFY CRM to Pipedrive

UPNIFY Client maps to Pipedrive Person. Standard fields (name, company email, mobile phone, landline phone) migrate directly. UPNIFY custom fields map as Pipedrive custom fields on Person. Tag assignments on Client migrate as Pipedrive Person labels. We resolve the OrganizationId by matching the Client's parent Company against the Organizations migrated in the previous phase. Mobile phone maps to Pipedrive's phone field; landline maps to a custom field.

UPNIFY Company maps to Pipedrive Organization. We load Organizations first in the migration sequence because Pipedrive Persons require an OrganizationId lookup when a parent Company exists. Domain-based deduplication keys prevent duplicate Organizations. The Organization address and industry fields migrate from the UPNIFY Company address object.

UPNIFY Opportunity maps to Pipedrive Deal. Pipeline stages and stage names are mapped via a customer-supplied stage mapping table before migration. We configure Pipedrive pipelines and stages to match the UPNIFY Opportunity pipeline structure before Deals are imported. Deal status (open, closed-won, closed-lost) maps directly. OwnerId resolves via email match against the Pipedrive User table. Close date, value, and probability migrate from the UPNIFY Opportunity fields.

UPNIFY Prospects are pre-qualified leads in a separate object from Clients. Pipedrive has no native Prospect object, so we split Prospects at migration time: unqualified Prospects (pre-Sales Qualified) map to Pipedrive Lead; Sales Qualified Prospects map to Person attached to an Organization. We preserve the original UPNIFY lifecycle stage in a custom field on both the Lead and Person for audit and reporting continuity.

UPNIFY Quotations carry line items, currency, and embedded exchange-rate metadata. Pipedrive does not have a native quotation object in Essential or Advanced tiers. We flatten quotation line item data (product names, quantities, unit prices, totals) into Pipedrive Deal custom fields, and we preserve the original currency code and exchange rate as separate custom fields on the Deal. If quotation PDFs exist, we attach them to the Deal as files.

UPNIFY Products from the Catalogs section map to Pipedrive Products. We migrate product name, SKU (mapped to Pipedrive code field), price, and description. Stock-level data does not migrate reliably because UPNIFY does not consistently populate inventory counts. Products are loaded before Deals so that ProductIds can be resolved during Deal import if line items are attached.

UPNIFY Goals track team or user-level sales targets with period, target value, and owner. Pipedrive has no native Goals or quota-tracking object. We export Goals as a structured CSV (goal name, period, target value, owner email) for the customer's admin to manually enter into Pipedrive's targets or to use as reference for rebuilding in a reporting tool.

UPNIFY Calendar entries (tasks, reminders, appointments) map to Pipedrive Activity records. Task title, status (completed/open), due date, owner, and description migrate directly. Completed status maps to Pipedrive's done flag; open status maps to 0. Activity type (call, meeting, task) maps to Pipedrive's activity_type field. Owner resolves via email match to Pipedrive User.

Tags applied across UPNIFY Clients, Companies, and Opportunities migrate as Pipedrive Labels. Multi-value tags on a single record preserve as Pipedrive label arrays on the Person, Organization, or Deal. We export all tag assignments per object and reconstruct the label lists in Pipedrive during import.

UPNIFY custom fields on Clients, Companies, and Opportunities map to Pipedrive custom fields on the corresponding Person, Organization, and Deal objects. We pre-create custom fields in Pipedrive before migration, matching UPNIFY field types (text, number, date, dropdown) to Pipedrive field types. Multi-select dropdown in UPNIFY maps to Pipedrive's multi-select custom field type. Any field type not supported in Pipedrive is flagged for the customer's admin to review and resolve during scoping.

UPNIFY Users are mapped by email address to Pipedrive Users. Active vs. inactive status is preserved. However, UPNIFY role and permission sets do not map to Pipedrive role groups because permission models differ substantially. We deliver a role reconciliation worksheet for the customer's admin to reassign Pipedrive access levels manually post-migration.

UPNIFY Flow prepaid tasks ($89 for 200 non-expiring tasks) use a volume credit model with no Pipedrive equivalent. Pipedrive includes task capacity within seat-based pricing. We export Flow tasks as a structured CSV (task name, due date, owner, status) rather than attempting to migrate them into Pipedrive's per-seat task system. The CSV is delivered as a reference file for the customer's admin to use if rebuilding task lists in Pipedrive.