Migrate from Wintouch CRM to Pipedrive

Wintouch Contact records map directly to Pipedrive Person (name: Pipedrive's unified person model covers both individuals and organizations). Standard fields including name, email, phone, address, and owner assignment migrate cleanly. Contact type (B2B versus B2C) is preserved in a custom field since Pipedrive does not enforce a type flag on People. Owner assignment resolves by email match against Pipedrive users provisioned during setup.

Wintouch Account records map to Pipedrive Organization. Multiple contacts per account in Wintouch link to the same Organization in Pipedrive via the Organization ID. B2B and B2C account types map to standard Organization fields; no type enforcement in Pipedrive means the distinction is informational only. Address data from Wintouch's multi-address structure migrates to the Organization address fields with normalization applied for international formatting.

Wintouch Deal records map directly to Pipedrive Deal. The deal title, value, expected close date, stage, and owner migrate. Pipeline stage mapping requires upfront Pipedrive configuration: we map each Wintouch stage name to a Pipedrive stage within a pre-created pipeline so that deal stage history is preserved accurately at migration time. Closed-won and closed-lost reasons map to Pipedrive's loss_reason field if configured.

Wintouch customizable pipeline stages map to Pipedrive Pipeline stages. We configure Pipedrive Pipelines and Stages before migration begins, matching Wintouch stage names and ordering exactly. Each Pipedrive stage receives the same probability percentage that Wintouch uses for revenue forecasting so that pipeline value calculations remain consistent. The visual Kanban board in Pipedrive replaces Wintouch's list-based pipeline view.

Wintouch Activity records (completed tasks, scheduled work, call logs) map to Pipedrive Activity. Activity type, date, duration, owner, and linked Contact or Account migrate. Date formats from IBM iSeries (Julian dates, packed decimals) are normalized to ISO 8601 during the extraction transform. Activity owner resolves by email match against Pipedrive users; unresolvable owners flag to a reconciliation queue before the activity batch loads.

Wintouch standalone Task records map to Pipedrive Activity with type set to task. Status (open versus completed), due date, priority, and owner assignment migrate directly. Completed versus open task filtering is agreed upon during scoping to control the migration scope and Pipedrive storage utilization post-load.

Wintouch allows per-object custom fields on Contacts, Activities, Accounts, and Leads. During discovery we audit the complete custom field inventory, document each field name, type (dropdown, free text, date, number), and current values. Custom fields map to Pipedrive custom fields by type: dropdown options become picklist values, free text becomes text fields, dates migrate as date fields. Fields with no Pipedrive equivalent are archived with a reference file rather than silently dropped.

Wintouch Lead records with custom web form sources and auto-assignment workflows map to Pipedrive Lead via the Lead Inbox feature. Lead status, source, score (if tracked), and owner assignment migrate. Lead-to-contact conversion logic in Wintouch is workflow-triggered and not exportable as data, so the conversion rule is documented for the customer to configure in Pipedrive as a separate step post-migration.

File attachments stored within Wintouch are extracted via available file paths and mapped to the corresponding Pipedrive Person, Organization, or Deal record. Attachments linked to activity records attach to the matching Activity in Pipedrive. Files without a resolvable parent record are archived in a separate directory with a reference manifest so the customer can attach them manually post-migration.

Wintouch geocoding generates latitude and longitude coordinates only for North American addresses. International addresses lack geo-coordinates in the source. We flag all non-North American address records during extraction and either map them to Pipedrive address fields without coordinates or flag them for post-migration geo-enrichment using a third-party service. We do not silently drop international address data.