Migrate from Uptick to Pipedrive

Uptick contacts map directly to Pipedrive Persons. The mapping carries over name, email, phone, mobile, job title, and address fields. Uptick contacts without a company association land in Pipedrive as standalone Persons.

Uptick companies map to Pipedrive Organizations. Company name, domain/website, industry, employee-count range, and address fields transfer directly. Parent-company hierarchies in Uptick map to Organization's parent-org link if the destination schema supports it.

Uptick assets (fire extinguishers, suppression systems, emergency lighting) have no Pipedrive native equivalent. We migrate them as a custom object — Asset__c — with fields for asset_name, asset_type, serial_number, location_id (linked to Organization), last_service_date, next_inspection_due, and status. Asset-type hierarchies become a custom pick-list on the custom object.

Work orders capture job type, assigned technician (linked to Person), job status, parts used, labor time in minutes, and completion timestamps. These become WorkOrder__c with a lookup to Organization (the site/location) and Person (the assigned technician). Job type values are mapped via value_mapping to a custom pick-list.

Uptick locations store site address, property type, and building-floor details. These map to Organization address fields in Pipedrive. Multi-building or multi-floor sites where each floor is a separate location in Uptick create multiple Organization records — one per site — with the floor/location detail stored in a custom field.

Uptick quotes with line items (product, supplier, cost, labor time, sell price) map to Pipedrive Deals. Line items are stored as Deal custom fields or a linked Products reference. Quote status (draft, sent, accepted) becomes a Deal stage or custom pick-list value.

Uptick products (materials, labor types, subcontracted services) with name, unit cost, sell price, and unit of measure map directly to Pipedrive Products. Products flagged as labour or subcontracted get a custom field in Pipedrive to preserve the cost-structure detail.

Uptick completed work-order tasks and site-visit logs migrate as Pipedrive Activities (Type: Task or Call). Original completion timestamps and assigned technician are preserved as Activity owner and due-date fields. Bulk note entries migrate as Pipedrive Notes attached to the relevant Person or Organization.

Uptick photo attachments on work orders and assets are downloaded and re-uploaded to Pipedrive Files attached to the relevant Person, Organization, or Deal record. File size limits (Pipedrive default 100MB per file) are respected during re-upload.

Uptick technicians appear as internal users and are also linked to work orders. Their contact details (name, email, phone) migrate as Pipedrive Persons flagged with a technician_role__c custom field. User access and Pipedrive seat assignments are handled separately from data migration.