Migrate from Vonigo to Pipedrive

Vonigo Clients map directly to Pipedrive Persons. We preserve the client first name, last name, email address, phone number, and complete address fields during migration. The Vonigo client create date is stored as a custom datetime field on the Pipedrive Person record since Pipedrive's native CreatedDate reflects the migration execution time rather than the original record creation date from Vonigo.

Vonigo clients associated with a company map to Pipedrive Organizations. Organization name, domain URL, industry classification, employee count, and annual revenue translate to corresponding Pipedrive Organization fields. Parent-child company hierarchies present in Vonigo map to Pipedrive's organization hierarchy model for maintaining corporate structure relationships.

Vonigo Jobs have no Pipedrive equivalent — Pipedrive has no native work-order object. We transform each Vonigo job into a Pipedrive Deal for pipeline tracking and attach the full job history as Activities. Job status maps to a custom Deal field so your team can query work-order progress inside Pipedrive.

Vonigo's job status values (Scheduled, In Progress, Completed, Cancelled) have no Pipedrive native equivalent. We create a custom pick-list field on Pipedrive Deals that preserves the exact Vonigo status vocabulary, allowing sales ops to filter deals by service status without leaving Pipedrive.

Vonigo invoices (amount, status, payment date) have no Pipedrive object. We preserve invoice references as Activity notes on the related Person/Organization and store invoice amount and status as custom fields for reporting continuity. Actual financial reconciliation must happen in your accounting system.

Vonigo estimates map to Pipedrive Deals — estimate amount becomes Deal value, and estimate status (Pending, Accepted, Declined) maps to a custom Deal field. This mapping preserves your pre-sale pipeline state within Pipedrive, enabling accurate sales forecasting and pipeline visibility from day one of go-live.

Vonigo notes attached to jobs or clients migrate as Pipedrive Activities of type 'Note'. Original timestamps, note authors, and parent-record links are all preserved during the migration. Notes containing file attachments trigger file re-upload to Pipedrive Files, which are then linked to the same parent record for complete attachment continuity.

Vonigo file attachments including photos, documents, and signed forms are re-uploaded to Pipedrive Files linked to their parent Person, Organization, or Deal record. Pipedrive's 25MB per-file limit is enforced during migration; files exceeding this threshold are flagged before upload for manual handling by your team.

Vonigo users and technicians resolve against Pipedrive users by email address. Unmatched Vonigo users are flagged before migration — your team either creates Pipedrive user accounts first or assigns records to a fallback owner. No record lands without a valid Pipedrive owner.

Vonigo custom client properties map to Pipedrive custom Person fields. Pipedrive assigns a hash-based key to each custom field — we track these keys during migration so your integrations continue to work after go-live. Multi-select Vonigo properties map to Pipedrive's multiple option field type.

Vonigo custom job properties (equipment type, service category, priority level) migrate as Pipedrive custom Deal fields. Each custom field is created in Pipedrive before data lands, and the field keys are documented in the migration plan for your admin's reference.

Vonigo's routing and GPS tracking data has no Pipedrive equivalent — Pipedrive does not track technician locations or route optimization. We export this data as a CSV reference file for your operations team to maintain outside Pipedrive. This is disclosed honestly during scoping.