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.
- Choose Pipedrive.
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 | 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 | 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 | What Id | ||
Due Time | Closed Time | ||
Creator User Id | Created By | ||
User id | Modified By | ||
User id | Owner | ||
Add Time | Created Time | ||
Update Time | Modified Time | ||
Subject | Event Title | ||
Activities | Events
(Everything other than Task and Calls are Events like Meeting, Lunch, Deadline etc)
**Custom Activities if any, will also come here | 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 | ||
Call StartDateTime Call Type (By default we have set as "Outbound") Call Status (Decided based on StartTime and Duration) | |||
Due Date + Due Time | |||
Creator User Id | Created By | ||
User Id | Modified By | ||
User Id | Owner | ||
Add Time | Created Time | ||
Update Time | Modified Time | ||
Name | Product Name | ||
Code | Product Code | ||
Active Flag | Product Active | ||
Currency | Currency | ||
Products | Products | Price | Unit Price |
Tax | Tax | ||
Owner | Created By | ||
Owner | Modified By | ||
Owner | Owner | ||
Add Time | Created Time | ||
Add 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.