Object Name | Export | Import | Important Information |
Companies | ✅ | ✅ |
|
Contacts | ✅ | ✅ |
|
Opportunities | ✅ | ✅ |
|
Products | ✅ | ✅ |
|
Opportunity Line Items | ✅ | ✅ |
|
Leads | ❌ | ❌ | Leads module in Pipedrive is equivalent to "Contacts" in other CRMs. Import of contact leads are supported. |
Calls | ✅ | ✅ | Export calls from active users only due to Pipedrive API restrictions. Call recordings are not supported. |
Emails | ✅ | ✅ | Export emails from active users only due to Pipedrive API restrictions. Emails must be "shared" to be exported. |
Meetings | ✅ | ✅ | Export meetings from active users only due to Pipedrive API restrictions. |
Notes | ✅ | ✅ |
|
Tasks | ✅ | ✅ | Export tasks from active users only due to Pipedrive API restrictions. |
Attachments | ✅ | ✅ |
|
Learn what record types can and cannot be migrated for Pipedrive migrations
Written by Ashley Milne
Updated over 2 months ago