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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to migrate records...
Customer experience | Sales, Customer Insights,...
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How to migrate records from Pipedrive to D365 Sales?

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Posted on by RH 333
There's a offshore team that has been using Pipedrive. We're trying to import their data (some at different stages in the BPF, some that are Lead, Opportunities, etc.)
Is it possible to also import their corresponding emails/activities as well from Pipedrive to the D365 Sales Timeline? 

Has anyone done this using just CSV? 
 
Thanks in advance!
Categories:
Microsoft Dynamics CRM
Dynamics 365 Sales
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  • RH Profile Picture
    RH 333 on at
    How to migrate records from Pipedrive to D365 Sales?
    Hey Tom,
     
    Yeah let's say it's up to 5000 according to your example. However, the native import model does not support emails/activities so then we'd be stuck or does it? The stages would be the BPF stages. Some are leads, some are opportunities, and for example, some opportunities are in the different or last BPF stage. Would we be able to import accordingly or need to manually then trigger the stages/steps? In reality it makes sense but technical wise I'm not sure if this is possible. I don't think we need Quotes and all that for now. 

    Where can I grab the GUID and does that matter when attaching the emails?

    So far I have imported Leads, Opportunities, and mapped them for the US team (based on existing Excel spreadsheets) but I have not attached any Emails and/or Activities to them nor have I imported them at different stages/steps of the BPF. These would be from Pipedrive which I'm having a meeting tomorrow with them to export some data to see what it would look like.
     
    Thanks!
  • Suggested answer
    Tom_Gioielli Profile Picture
    Tom_Gioielli 2,180 Super User 2025 Season 2 on at
    How to migrate records from Pipedrive to D365 Sales?
    Using SSIS would be a much more formal process. If you are looking at hundreds of thousands of records, you will want to use a formal tool. If we are talking about a few hundred up to about 5,000 records, you should be fine getting away with CSV. XRM toolbox may have some data import tools to help, but the native process isn't too bad once you are used to it. You'll want to do the following:
     
    • Take your original data and break it down by stage. You'll want to import leads first, then opportunities, quotes, and then orders (assuming you are using each sales stage in CRM). 
      • You need to decide if you want to build out a full pipeline or not, meaning if you have a Quote, do you want to create a Lead, Opportunity, and the quote record? Or just create the quote and know it won't link back to any earlier record types?
    • Any information you need to reference on an import should be done first.
      • Do you have all of the customer accounts or contacts in the system? If not, those should go in first (or you should map them to existing records in CRM)
      • Any activities linked to sales records need to be imported after the sales records themselves are created
      • Make sure you have unique identifiers for any and all lookup fields. You can define your own custom value, or try to grab the GUID of the records after they are created in CRM
    The planning, mapping to unique IDs, and waiting on the imports are all the hardest parts of the process. The below link should help walk through the process as well. It says on-premise, but the process is the same as online.
     
  • RH Profile Picture
    RH 333 on at
    How to migrate records from Pipedrive to D365 Sales?
    Would it be a two step process if using CSV? First import the leads/opportunities and then import their corresponding Activities/Email using templates?

    Also I'm not sure what SSIS integration is or how that fits into the migration but would XrmToolBox qualify for this matter?
     
    Thanks again!
  • Suggested answer
    Tom_Gioielli Profile Picture
    Tom_Gioielli 2,180 Super User 2025 Season 2 on at
    How to migrate records from Pipedrive to D365 Sales?
    CSV can work, but it's not very efficient for large numbers of records and it takes some manual mapping to work properly. Depending on volume, it could certainly be an option.
     
    More robust options would be:

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