Migrating from Pipedrive | Online help - Zoho CRM

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

Migrate data from Pipedrive

To migrate data from Pipedrive

  1. Go to Setup > Data Administration > Import.
  2. 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 ModuleZoho ModulePipedrive FieldsZoho Fields
OrganizationsAccountsNameAccount Name
RouteBilling Street
OwnerOwner
LocalityBilling State
Postal CodeBilling Code
CountryBilling Country
People CountEmployees
OwnerCreated By
OwnerModified By
Add TimeCreated Time
Update TimeModified Time
AddressAddress (Custom Field)
PersonsContactsFirst NameFirst Name
Last NameLast Name
PhonePhone
OrganisationAccount Name
EmailEmail
OwnerCreated By
OwnerModified By
OwnerOwner
Add TimeCreated Time
Update TimeModified Time
Last Activity DateLast Activity Time
DealsDealsDeal TitleDeal Name
Deal ValueAmount
Pipeline StageDeal Stage
Next Activity IdNext Step
Person NameContact Name
Organisation NameAccounts Name
Expected Close TimeClosing Date
Creator User IdCreated By
User idModified By
User IdOwner
Add TimeCreated Time
Update TimeModified Time
Last Activity DateLast Activity Time
Activities (type='Task')TasksDone(true or false)Status("Completed" or "Not Started")
Due DateDue Date
SubjectSubject
Person IdWho Id
Organisation/AccountWhatId
Due TimeClosed Time
Creator User IdCreated By
User idModified By
User IdOwner
Add TimeCreated Time
Update TimeModified Time
ActivitiesEvents (Everything other than Task and Calls are Events like Meeting,Lunch, Deadline etc) **Custom Activities if any will also come hereSubjectEvent Title
Due Date + Due TimeStartDateTime
(Due Date + Due Time) + DurationEndDateTime
Person IdWho Id
Organisation/AccountWhatId
Type (to diff type of event ie., Meeting or Lunch or Deadline etc)Type (Custom Field)
Creator User IdCreated By
User idModified By
User IdOwner
Add TimeCreated Time
Update TimeModified Time
Activities (type=call)CallsDone(true or false)Status("Completed" or "Not Started")
Marked As Done TimeClosed Time
DurationCall Duration
Due Date + Due TimeCall StartDateTime
Call Type (By default we have set as "Outbound")
Call Status (Decided based on StartTime and Duration)
Creator User IdCreated By
User idModified By
User IdOwner
Add TimeCreated Time
Update TimeModified Time
ProductsProductsNameProduct Name
CodeProduct Code
Active FlagProduct Active
CurrencyCurrency
PriceUnit Price
TaxTax
OwnerCreated By
OwnerModified By
OwnerOwner
Add TimeCreated Time
Update TimeModified Time
UsersUsersNameLast Name
emailEmail
icon_url$PhotoUrl
PicturesPhotos (Record Images) (Only Supported for Contacts and Users module)

FilesAttachments


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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