Migrating from Pipedrive to 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.

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. 

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