Migrate from Wyvern Magic to Pipedrive

Wyvern Magic Contacts map directly to Pipedrive People. Standard fields (name, email, phone, address) migrate 1:1. Custom contact properties migrate as custom fields on the Person record. We use a type-inference step to assign the correct Pipedrive field type (text, number, date, picklist) based on the source data format. Owner assignment maps by email match to a Pipedrive User.

Wyvern Magic Company records map to Pipedrive Organization. The company domain becomes the Organization's Website field. Industry, employee count, and any associated custom fields migrate to matching Organization fields. We resolve the Organization ID before any Person import so that the Organization-Person link is satisfied at insert time.

Wyvern Magic Deals map to Pipedrive Deals. The Wyvern Magic pipeline and stage assignment maps to a Pipedrive Pipeline and Stage. Closed-won and closed-lost reasons migrate as custom deal fields if they exist in the source. Deal value and currency migrate directly; we flag any multi-currency scenarios for manual currency mapping in Pipedrive.

Each Wyvern Magic pipeline becomes a Pipedrive Pipeline. Stage names and probabilities migrate from Wyvern Magic to Pipedrive Stage definitions. We create the Pipedrive pipeline first, then map deal records into the correct stage order. Pipedrive supports multiple pipelines from Essential tier upward, matching Wyvern Magic's multi-pipeline capability.

Wyvern Magic Lead records (if the tenant uses the Lead object separately from Contact) map to Pipedrive Leads. Lead source, status, and rating migrate as fields on the Pipedrive Lead. Note that Pipedrive Leads use the same field structure as Deals; any custom field created for deals is automatically available for leads in Pipedrive.

Wyvern Magic email engagements attached to contacts or deals migrate as Activity records with type=email in Pipedrive. The email subject, body, timestamp, and sender-recipient information preserve. Activity timestamps are set to the original Wyvern Magic timestamp to maintain timeline ordering. We use Pipedrive's API to attach email activities to the correct Person or Deal record.

Wyvern Magic call engagements map to Pipedrive Activity records with type=call. Call disposition, duration, and outcome migrate to custom fields on the activity. Activity timestamp preserves the original call date. Owner assignment migrates by email match to the Pipedrive User who initiated or logged the call.

Wyvern Magic meeting engagements migrate to Pipedrive Activity records with type=meeting. Meeting title, start time, end time, location, and attendee list migrate as available in the source. Attendees attach to the matching Person or Organization records by email match.

Wyvern Magic notes migrate as Note records in Pipedrive linked to the parent Person, Organization, Deal, or Lead. We resolve the parent record ID at migration time. Note body migrates as plain text; any attached files migrate as separate file references if Wyvern Magic stores them as accessible URLs.

Wyvern Magic task engagements map to Pipedrive Activity records with type=task. Task subject, due date, status, and priority migrate directly. Assignment resolves by email match to the Pipedrive User. Open and completed status maps to Pipedrive's pending and completed activity states.

Wyvern Magic custom fields on Contacts, Companies, Deals, and Leads migrate as Pipedrive custom fields. We run a type-inference step during extraction to assign the correct Pipedrive field type (text, varchar, int, double, date, date_range, set, user). Multi-select custom properties from Wyvern Magic map to Pipedrive set-type custom fields. Custom fields are created in Pipedrive before any data import begins.

Wyvern Magic Owners map to Pipedrive Users by email match. Active Wyvern Magic users without a matching Pipedrive User go to a reconciliation queue for the customer's admin to provision. We extract every distinct owner referenced on Contacts, Companies, Deals, and Activities and generate a user mapping workbook with match, partial-match, and missing status.

Wyvern Magic tags on Contacts, Companies, and Deals flatten into Pipedrive Labels. Multi-value tag arrays from Wyvern Magic map to individual Pipedrive Label assignments on the same record. The customer chooses during scoping whether tags become Pipedrive Labels or custom set-type fields.