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.

Info
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.