Migrate from Vortex Field Software to Pipedrive

Vortex contact records (name, email, phone, address) map directly to Pipedrive Person records. The primary contact associated with each work order becomes the Person linked to that Deal. Phone numbers with labels (work, mobile, home) map to Pipedrive's phone field structure — overflow numbers stored as custom fields.

Vortex companies storing client business information map to Pipedrive Organizations. Company name, domain/website, industry, employee count, and billing address become Organization fields. Vortex parent-company hierarchies map to Pipedrive Organization linked records if the source maintains company structures. FlitStack preserves the hierarchical relationships by linking child organizations to parent organizations using Pipedrive's linked organizations feature, ensuring your organizational structure is visible in the Pipedrive account hierarchy.

Vortex Work Orders are the primary entity migrating to Pipedrive Deals. Each work order becomes a Deal with its title as Deal name, service type as a custom field, and status mapped to a Pipedrive pipeline stage (e.g., 'Scheduled' → 'Scheduled', 'In Progress' → 'In Progress', 'Completed' → 'Won'). The original work order number is preserved as a custom field for traceability.

Vortex work order statuses (e.g., Pending, Assigned, In Progress, On Hold, Completed, Cancelled) map to Pipedrive pipeline stages by value. FlitStack creates a Pipedrive pipeline matching the source workflow's status flow, with stage probabilities set to match Vortex's historical close rates per status if available.

Vortex asset configuration records (equipment ID, model, serial number, install date, service contract ID) have no native Pipedrive equivalent. FlitStack creates custom fields on the Organization record for company-level assets and on the Deal record for work-order-specific equipment, preserving the full asset reference data for technician on-site lookup.

Vortex service history entries — each describing work performed, parts used, and technician notes — migrate as Pipedrive Activities. Service descriptions map to Note activities with the original timestamp and technician name as the activity owner. Parts-used entries can be stored as Note content or as custom Deal fields depending on reporting needs.

Vortex contract and license management records (contract ID, start/end dates, terms, renewal status) have no Pipedrive equivalent object. These map to custom fields on the Organization record for company-wide service agreements and on the Deal record for work-order-specific contract references, enabling renewal tracking via Pipedrive automation triggers.

Vortex technicians assigned to work orders resolve to Pipedrive Users by email match. If Vortex stores technician IDs without email addresses, FlitStack flags unmatched technicians for your team to either add to Pipedrive before migration or assign records to a fallback owner. Service history activities preserve the technician name even when they are not Pipedrive users, stored in activity notes.

Vortex quotes and estimates attached to work orders migrate as Pipedrive Deals with product line items pulled from the quote detail. Line items map to Pipedrive Products linked to the Deal, with pricing and quantity preserved. The quote total maps to the Deal amount field.

Vortex inventory items used in service work orders map to Pipedrive Products. FlitStack creates the product catalog from Vortex inventory records, with unit price and SKU preserved. Parts used per work order link the Product to the Deal as a line item, enabling Pipedrive to show product revenue attribution per service deal.

Vortex dispatch scheduling (time slots, technician assignments, site locations) has no direct Pipedrive equivalent. Scheduling data migrates as Activity Tasks on the associated Deal with the scheduled date and assigned technician noted in the task description. Pipedrive's calendar integration can surface these as tasks but does not replicate Vortex's routing optimization.

Vortex payment records from in-field collection migrate as custom fields on the Deal (payment status, amount collected, payment method). Pipedrive does not have a native invoicing object — the Deal amount field reflects the service value. Payment history notes stored as Activity entries preserve the transaction record for audit purposes.