Before you begin
A Pipedrive admin (or a user who can see every deal) — visibility settings limit what an export contains.
In Crittiks, open Settings › Migration and choose Pipedrive. Keep a copy of the original export. Invite the teammates who should own the imported records before matching owners.
Prepare your files
CSV or Excel exports of organizations, people and deals. Optional: activities and notes.
Open the export screen
In Pipedrive open the account menu, then Tools and apps > Export data.
Export each list
Export Organizations, People and Deals (and Activities if you want them). Keep the default columns: the names in “Organization” and “Contact person” columns are how Crittiks links them.
Drop the files in Crittiks
All at once. Won and lost deals keep their status; pipelines and stages are created to match yours.
What moves
- Organizations
- People
- Deals with pipelines, stages, won and lost
- Activities and notes
- Owners, matched to your team by email
- Custom fields
What stays in your old tool
- Email bodies and attachments
- Automations and workflows
- Reports and dashboards
- Products and deal products
- Leads Inbox items that never became deals
- Files attached to deals
Preview and test in Crittiks
- Upload your export files in Settings › Migration and choose Read my files.
- Review the proposed record types, field mappings, owners and stages. Resolve warnings and save any changes.
- Choose Test with 25 of each. Inspect the imported sample in the relevant customer, Sales or Projects screens.
- Choose Undo the test if the result needs correcting. When it looks right, choose Import everything and review the confirmation.
- Read the final report and check representative records, their relationships and record counts.
After the import
The run’s report shows any records that need attention. Undo is available for 30 days; records edited or linked since the import may be kept and listed instead of being overwritten.
Labels become tags.
An organization named on a person but missing from the export is created from its name.