Migrate from Wealthengine to Pipedrive

WealthEngine enrichment profiles map 1:1 to Pipedrive People records. The Person's name, email address, phone number, and mailing address transfer as standard Pipedrive Person fields. Additional contact subfields such as city, state, and ZIP code populate address subfields on the Person record. This is the primary migration object and the foundation for all wealth-attribute enrichment in Pipedrive.

WealthEngine stores a company affiliation per profile. We resolve each company name against Pipedrive Organizations by name match — if a matching Organization exists it is linked; if not, the Organization is created first and then linked to the Person record.

WealthEngine calculates estimated net worth from real estate, securities, business ownership, and other assets. This value migrates as a Pipedrive number-type custom field on Person. The field must be pre-created in Pipedrive's field management UI or via the API before the import runs. Decimal precision from WealthEngine's float output is preserved throughout the transfer, and the field appears as a sortable column in Pipedrive list views.

WealthEngine provides a total assets figure distinct from net worth, encompassing all liquid and illiquid holdings. This maps to a Pipedrive number custom field on Person. Used alongside net_worth_estimate for dual-asset reporting in Pipedrive dashboards, enabling side-by-side analysis of total portfolio value versus estimated net worth for each enriched profile.

WealthEngine's proprietary Propensity to Give score indicates likelihood of charitable giving based on wealth indicators and giving history. Mapped to a Pipedrive number custom field on Person. Score range and normalization are preserved from WealthEngine's output format, and the field is available for segmentation, sorting, and reporting within Pipedrive Insights.

WealthEngine estimates a giving capacity range per prospect, expressed as a low-high bracket indicating potential donation tiers. This migrates as a Pipedrive text custom field on Person. If WealthEngine exports this as separate low/high numeric fields, we concatenate into a single range string such as '$10,000–$25,000' for Pipedrive ingestion.

WealthEngine computes RFM scores for donor prospects, combining recency of activity, donation frequency, and monetary contribution levels into a composite score. Mapped to a Pipedrive number custom field on Person. The three RFM components can alternatively be split into three separate number fields if Pipedrive reporting requires per-dimension segmentation and visualization.

WealthEngine estimates a prospect's annual charitable giving amount based on historical contributions and giving patterns. Mapped to a Pipedrive number custom field on Person. This field is frequently used to tier prospects in Pipedrive's list views, segmentation filters, and pipeline automation rules for stewardship prioritization.

WealthEngine rates a prospect's inclination toward charitable giving as a numeric score derived from demographic and behavioral signals. Mapped to a Pipedrive number custom field on Person. Pipedrive's custom field API accepts decimal values if WealthEngine provides them, ensuring full precision is maintained in the transfer.

WealthEngine records the date each profile was screened or refreshed with updated enrichment data. This timestamp migrates as a Pipedrive date custom field on Person. The field preserves recency information for data-quality reporting in Pipedrive Insights, allowing teams to filter out stale profiles or flag records that need re-screening.

WealthEngine attributes data to specific source categories such as public records, real estate filings, SEC filings, or donor databases. This migrates as a Pipedrive text custom field on Person for compliance documentation, audit traceability, and data-quality reporting to identify which records rely on authoritative versus inferred sources.

WealthEngine's internal profile identifier is stored as a Pipedrive text custom field on each Person record. This enables traceability back to the source system, supports delta-run de-duplication by matching on profile ID rather than name, and allows cross-referencing with future WealthEngine enrichment exports if the relationship with WealthEngine continues or resumes.