Pipedrive migration
免費

Pipedrive migration

Move Pipedrive CRM data into Bitrix24 in one full migration

安裝
免費
  • 評分
    無評分
  • 安裝
    3238
  • 開發人員
    Bitrix24 Integrations
描述

Pipedrive migration is for sales teams switching to Bitrix24 who need their CRM data moved over without rebuilding it manually. It is designed for a full transfer of Pipedrive records into a new Bitrix24 account. This reduces migration time and keeps CRM history intact.

Why businesses use it

Manual CRM migration is slow and risks missing records when many entities must be moved at once. This app automates the transfer, tracks progress, and keeps teams informed while the import runs in the  background.

Business value

  • Faster CRM migration with minimal manual work
  • Preserves Pipedrive entity fields in Bitrix24
  • Clear progress tracking and status notifications
  • Fewer missed records through full‑scope import
Common use cases

  • Migrate users, organizations, persons, and currencies
  • Transfer deals, leads, lead sources, and labels
  • Import activities, calls, notes, and pipelines
  • Move products and stages
  • Re‑run migration after cleaning previously imported data
How it works

Install the app from Bitrix24 Market, enter your Pipedrive API token, and set import preferences; the only configurable option is the Bitrix24 department for imported users. It is best to run migration with Bitrix24 administrator permissions; if you cannot find the API section in Pipedrive, enable the API module. Import runs in the background and may take significant time; progress is shown in the app, and notifications (plus email) are sent after each entity is imported. The process cannot be paused or stopped unless the app is deleted. There is no duplicate control, and the app is intended for a new Bitrix24 instance; if you need to re‑import, delete previously imported data first. Some Pipedrive activities without customer contact data are not imported, and deals without a currency are assigned the Bitrix24 base  currency.

Learn more about the app.

FAQ

  • We need to rerun the migration. How do we avoid duplicates?
Delete previously imported data before starting a new import.

  • Can we pause or stop the migration once it starts?
No. The process cannot be paused or stopped unless the app is deleted.

  • We don’t see the API token settings in Pipedrive. What should we do?
Enable the API module in Pipedrive, then retrieve the API token and continue setup.

新增功能

版本 3 · 03.05.2024
Now Leads can be imported.
顯示版本歷程 →
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版本歷程

版本 3

Now Leads can be imported.
03.05.2024

版本 2

Increased data migration speed. Added error logging ability to export these logs to CSV file. Implemented migration pausing when Bitrix24 or Pipedrive authorization is lost (need to access the app to resume the process).
06.02.2018

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