Migrate from Vtiger All-In-One CRM to Pipedrive

Vtiger Accounts map directly to Pipedrive Companies. Standard fields (account name, website, industry, phone, address) migrate cleanly. Account type (customer, prospect, vendor) maps to a custom field company_type__c in Pipedrive since the native Company model uses labels rather than a type picklist. We use the account name as the dedupe key during import.

Vtiger Contacts map to Pipedrive People. Standard fields (name, email, phone, job title, address) migrate directly. We resolve the Contact-to-Account relationship at migration time and set the Person's Organization field to the matching Pipedrive Company. Custom fields on Contact migrate as custom fields on Person with equivalent types (text, number, date, picklist).

Vtiger Leads map to Pipedrive Leads with a note: Pipedrive's Lead object is a separate record type from People (Contacts). Vtiger Lead_Status, Lead_Source, and industry fields require explicit mapping to Pipedrive Lead fields. Any Vtiger Leads that have already been converted to Contacts in Vtiger are treated as Contacts in the migration to avoid duplication. We preserve the original lead_score or rating as a custom field on the Pipedrive Lead.

Vtiger Potentials map to Pipedrive Deals. Sales Stage from Vtiger maps to the corresponding Pipedrive pipeline stage; the pipeline assignment maps to a Pipedrive Pipeline that we configure before migration. Amount, Close Date, and Probability migrate to Deal value, close date, and a custom probability field. The Potential-to-Account linkage is preserved as the Deal's Organization field.

Vtiger's multi-pipeline configuration (available from One Growth tier) maps to Pipedrive Pipelines with corresponding stages. We extract all Vtiger pipeline names and stage names during discovery and configure matching Pipedrive Pipelines before any Deal data is imported. Stage probability percentages migrate as stage-level probability values in Pipedrive.

Vtiger Products (bundled under the Inventory module) map to Pipedrive Products. Product name, SKU, unit price, and vendor association migrate. Products must be imported before any Quotes or Sales Orders to maintain referential integrity. We flag any Products linked to inactive vendors for customer review before import.

Pipedrive does not have a native Quotes object in the same sense as Vtiger. We map Quote line items to Products attached to a Deal, and the Quote's terms, expiration date, and totals migrate as custom fields on the Deal. This preserves the commercial data but does not produce a PDF-renderable Quote in Pipedrive without a third-party integration or manual rebuild.

Pipedrive has no native ticketing module. We map Vtiger Help Desk Tickets to Pipedrive Activities (Notes or Tasks) linked to the relevant Person or Company, with ticket status, priority, and assigned agent preserved as custom activity fields. For high-volume ticket queues that represent post-sale support, we document the use case and recommend a dedicated helpdesk integration (such as Zendesk, Front, or HubSpot Service Hub) as a parallel migration scope.

Pipedrive has no native Projects module. Vtiger Projects with task dependencies and milestones migrate as a collection of linked Tasks and Notes under the associated Account or Deal. Task hierarchy (parent-subtask) is preserved as a custom field link (parent_task_id__c) and documented for manual rebuild if project management is critical to the team's workflow. We recommend evaluating Pipedrive's project management integrations (Notion, Asana, Monday.com) as a parallel scope.

Vtiger custom fields on any object migrate as Pipedrive custom fields with equivalent types. We perform a field-type comparison during discovery: Vtiger picklist values must be recreated as Pipedrive options; Vtiger checkbox fields map to Pipedrive binary custom fields; date and currency fields map directly. Custom field availability in Pipedrive varies by plan (Lite supports basic fields; Growth and above support additional field types including formula fields on Premium). We configure the destination fields before data import to avoid type-mismatch rejections.

Vtiger attachments export individually per record with no bulk download option. For migrations with more than 500 attachments, we stage files in object storage and re-associate them with their parent Person, Company, or Deal record after the primary data import completes. This adds a step to the migration timeline and requires the customer to provision adequate Pipedrive storage. Attachment content (PDFs, images, documents) migrates as Pipedrive Files linked to the parent record.

Vtiger Users map to Pipedrive Users by email address match. We extract every distinct Owner referenced on Accounts, Contacts, Potentials, and Tickets and match against the destination Pipedrive account's user list. Any Vtiger Owner without a matching Pipedrive User goes to a reconciliation queue for the customer's admin to provision before record import resumes.