Migrating from Pipedrive to Zoho CRM

Migration from Pipedrive to Zoho CRM is carried out using APIs and Instance URLs only. You can initiate the migration by entering the API key. The entire migration will take place in the backend and you will be sent an email notification once its completed. You can undo or rerun the migration 3 times.

Get API Token from Pipedrive

To get API token

Log in to your Pipedrive account.
Click the account profile icon and go to Settings.
In the User Settings page, click Personal > API.
Copy your personal API token.

Migrate data from Pipedrive

To migrate data from Pipedrive

Go to Setup > Data Administration > Import.
In the Data Migration page, do the following:
- Choose Pipedrive.
- Enter the API Token.
  The instance URL will be auto-populated.
- Click Migrate Now.
  You will be notified when the migration is complete via a pop-up and an email.

For your kind reference: The following table lists the supported Zoho modules and fields equivalent to that of Pipedrive's modules and fields. Refer this table as you migrate to achieve a successful, error-free migration.

Notes: Zoho CRM does not support custom modules in API migrations.

Pipedrive Module	Zoho Module	Pipedrive Fields	Zoho Fields

Organizations	Accounts	Name	Account Name
		Route	Billing Street
		Owner	Owner
		Locality	Billing State
		Postal Code	Billing Code
		Country	Billing Country
		People Count	Employees
		Owner	Created By
		Owner	Modified By
		Add Time	Created Time
		Update Time	Modified Time
		Address	Address (Custom Field)

Persons	Contacts	First Name	First Name
		Last Name	Last Name
		Phone	Phone
		Organisation	Account Name
		Email	Email
		Owner	Created By
		Owner	Modified By
		Owner	Owner
		Add Time	Created Time
		Update Time	Modified Time
		Last Activity Date	Last Activity Time

Deals	Deals	Deal Title	Deal Name
		Deal Value	Amount
		Pipeline Stage	Deal Stage
		Next Activity Id	Next Step
		Person Name	Contact Name
		Organisation Name	Accounts Name
		Expected Close Time	Closing Date
		Creator User Id	Created By
		User id	Modified By
		User Id	Owner
		Add Time	Created Time
		Update Time	Modified Time
		Last Activity Date	Last Activity Time

Activities (type='Task')	Tasks	Done(true or false)	Status("Completed" or "Not Started")
		Due Date	Due Date
		Subject	Subject
		Person Id	Who Id
		Organisation/Account	WhatId
		Due Time	Closed Time
		Creator User Id	Created By
		User id	Modified By
		User Id	Owner
		Add Time	Created Time
		Update Time	Modified Time

Activities	Events (Everything other than Task and Calls are Events like Meeting,Lunch, Deadline etc) **Custom Activities if any will also come here	Subject	Event Title
		Due Date + Due Time	StartDateTime
		(Due Date + Due Time) + Duration	EndDateTime
		Person Id	Who Id
		Organisation/Account	WhatId
		Type (to diff type of event ie., Meeting or Lunch or Deadline etc)	Type (Custom Field)
		Creator User Id	Created By
		User id	Modified By
		User Id	Owner
		Add Time	Created Time
		Update Time	Modified Time

Activities (type=call)	Calls	Done(true or false)	Status("Completed" or "Not Started")
		Marked As Done Time	Closed Time
		Duration	Call Duration
		Due Date + Due Time	Call StartDateTime
			Call Type (By default we have set as "Outbound")
			Call Status (Decided based on StartTime and Duration)
		Creator User Id	Created By
		User id	Modified By
		User Id	Owner
		Add Time	Created Time
		Update Time	Modified Time

Products	Products	Name	Product Name
		Code	Product Code
		Active Flag	Product Active
		Currency	Currency
		Price	Unit Price
		Tax	Tax
		Owner	Created By
		Owner	Modified By
		Owner	Owner
		Add Time	Created Time
		Update Time	Modified Time

Users	Users	Name	Last Name
		email	Email
		icon_url	$PhotoUrl

Pictures

Photos (Record Images) (Only Supported for Contacts and Users module)

Files Attachments

Check Data Accuracy

After the data is migrated you will be notified through an email. Kindly check if the files are imported correctly into the Zoho CRM account by visiting the Import History (Setup > Data Administration > Import > Import History). Read more about Import history.

If you are not satisfied with the import or field mapping results, you can delete the imported records and re-import.

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