Into Pipedrive

Sources that can move into Pipedrive: Spreadsheet / CSV, HubSpot, Affinity, Twenty, Attio. A CSV import is free. A CRM migration is priced by record count; the sample is free. See pricing. Pipedrive to Pipedrive is not offered.

Object by object: What objects are supported for Pipedrive migrations.

What Shuttio writes

• Persons, organizations and deals, linked as the source linked them: a person to its organization, a deal to its organization and person (a deal's other people become participants).
• Products, the products on each deal (a line item: quantity, price, discount), and leads.
• Your own fields, as Pipedrive custom fields created for you: text, number, money, date, single and multiple choice, phone and address. A field Pipedrive already has under that name is reused, never retyped. A choice value Pipedrive lacks is added as an option.
• Deal pipelines and stages, created by name (an existing pipeline or stage of that name is reused). A won or lost deal keeps its stage and is marked won or lost.
• Notes, tasks, meetings, calls and emails: a note on the deal, the person and the organization at once, with its original date; an activity of the matching type (Task, Meeting, Call, Email), owned by the Pipedrive user with the owner's email. A missing activity type is created, or the activity is written as a task and says what it was.
• Records are owned by the Pipedrive user with the same email as their owner in the source. No user is created: each is a paid seat.
• Attachments, with the full migration only (the sample moves none): each file lands in the Files of the deal, person or organization it was on. The Attachments switch on Options turns them off.

Where each thing lands

Permissions and why

Pipedrive fixes an app's permissions when the app is registered, so they are listed here and not asked for one by one. Connect with a Pipedrive admin.

Matching, and what is never changed

• A person is matched on email, an organization on name, a product on code, before anything is created. You can pick another match key on the Fields step.
• A record that matches one you already had is linked to, not written: its values are yours, and a cancel never removes it. The run counts them.
• Rows that share a match value in one run become one record.

API limits

Pipedrive meters every request against your company's daily token budget (30,000 tokens x your plan's multiplier x seats) and a short burst window. Shuttio waits out the burst window. When the daily budget is spent, the run pauses and says so; press Resume after it resets (midnight, Pipedrive's server time). A migration of tens of thousands of records can take more than one day on a small plan.

Known limits

• A logged email is written as an activity of the Email type, not as a mail message: Pipedrive's API has no way to create a mail message.
• No lists and no custom objects: Pipedrive has neither. A file over 50 MB, and a file that is only a link, is listed as a failed row and not copied.
• A date-and-time value becomes a date: Pipedrive has no date-and-time field. Text longer than 255 characters is cut in a short text field (the run counts them).
• A person's job title needs Pipedrive's contact sync; without it the title is left out and the run says so.
• A record keeps the time it was imported as its created time.
• A rollback removes what the migration created: files, records, notes, activities, and the custom fields, stages, pipelines and activity types it added. Deals go to Pipedrive's deleted items for 30 days. An option added to a field you already had stays.