How to Migrate from Pipedrive to Mautic and Deal Flow

The short answer

Move the data in controlled stages: preserve a dated source copy, create a working CSV, define how amount, close date, stage, and contact references should map into Mautic, configure the destination pipeline, test a representative import, and reconcile results before the full cutover. Keep the source system available during validation, and assign one owner for every exception. If sales still depends on Pipedrive workflows, keep Pipedrive authoritative and integrate it with Mautic instead of forcing a migration.

Deal Flow supplies the destination pipeline, ordered stages, deal records, and multi-contact associations inside Mautic. The migration remains a controlled data project: the importer does not replace a written map or a human review.

Scope: this guide provides a destination worksheet and a documented import path. It does not claim particular Pipedrive export steps or automatic transfer of fields, relationships, or workflows.

Inventory the source before mapping

Start with a dated, untouched copy of the source data available to your team. Make cleanup changes in a separate working file, retain source identifiers for reconciliation, and record the system and export date with the migration archive.

Use Pipedrive's published product details as inventory prompts. Pipedrive says users can create custom fields and multiple custom pipelines. Record the business meaning of every field, pipeline, and stage present in your own data instead of assuming two labels mean the same thing.

Pipedrive also says deals in its pipeline view are sorted by next activity date, and that its Automations feature can send a personalized email when a deal is created or reaches a specified stage. Inventory activity-driven priorities and stage-triggered actions as workflow decisions to test separately from the data import.

Competitor details verified 2026-09-01 from the vendor's published documentation. This guide is produced independently and is not endorsed by Pipedrive.

Build a destination mapping worksheet

Treat this table as a planning worksheet, not as a list of accepted CSV headers. Confirm the importer options in your installed version before you rename or remove a source column.

Source meaning	Destination decision	Validation check
Deal name or title	Choose the value that should identify the Deal Flow record.	Compare a sample of titles with the source copy.
Amount and currency	Document the source units and map them to the destination value fields.	Check decimals, currency, blanks, and representative large values.
Expected close date	Normalize the date format in the working file and confirm its destination meaning.	Review blank dates, time zones, and boundary dates.
Pipeline and stage	Map each source label to a destination pipeline ID and stage ID after setup.	Sample every destination stage and review open, won, or lost status.
Contact references	Retain stable identifiers such as email addresses for later matching to Mautic contacts.	Reconcile the people associated with each representative deal.

Do not infer importer behavior: this worksheet does not assert required columns, automatic stage mapping, automatic contact association, validation behavior, or a response shape.

Configure pipelines and stages first

Create the destination structure before importing deals. A Deal Flow pipeline contains ordered, named stages. Each stage uses an open, won, or lost type.

Preserve the source data. Keep a dated, untouched source copy and clean a separate working file.
Build the mapping worksheet. Document how amount, close date, stage, and contact references should map to the destination.
Configure the pipeline and stages. Create the destination pipeline, order its stages, and assign each stage an open, won, or lost type.
Prepare contacts. Make the required contacts available in Mautic and retain the identifiers needed for reconciliation.
Run a representative deal import. Send a representative CSV to the documented bulk route and inspect the resulting records.
Reconcile and cut over. Compare titles, values, stages, and contact relationships before importing the approved remainder.

Record the destination pipeline and stage IDs beside the source labels in your worksheet. Resolve ambiguous labels before import; do not guess when the same label appears in more than one pipeline.

Import a representative CSV, then validate

The documented bulk ingestion path is POST /api/dealflow/deals/import with Mautic Basic Auth and a multipart CSV file. Keep credentials in local environment variables:

curl --user "$MAUTIC_USER:$MAUTIC_PASSWORD" \
  --request POST \
  --form "file=@deals.csv" \
  "$MAUTIC_URL/api/dealflow/deals/import"

Use a small, representative file first. Inspect the created deals in Mautic and compare titles, amounts, close dates, pipelines, and stages with the working worksheet. Use the contact identifiers you preserved to reconcile associations. Proceed with the approved remainder after the representative set passes review.

For the detailed preparation and reconciliation sequence, use the CSV deal import guide. Preserve the original source copy until the business owner accepts the new operating record.

Cutover checkpoint: document record counts, sampled values, stage placement, contact matches, held rows, and the person responsible for each exception.

When keeping Pipedrive is the right answer

Do not force a migration when sales already works effectively in Pipedrive or when the team's established operating process depends on the current system. In that case, keep Pipedrive authoritative for deals and design an explicit handoff to Mautic.

For every shared field, define the system of record, direction of change, stable identifier, conflict rule, retry owner, and reconciliation check. The Mautic with an external CRM guide provides the architecture checklist, while Mautic and Pipedrive together covers the operating-model decision.

Build the destination deal process in Mautic

Deal Flow adds pipelines, ordered stages, deal records, and buying-committee context to Mautic.

See Deal Flow options Try free for 7 days

Frequently asked questions

Can I migrate every Pipedrive field automatically?

No automatic field coverage is asserted here. Use a mapping worksheet, confirm the importer options in your installed version, and hold any unclear value for review.

How do I import a deal CSV into Deal Flow?

Use a representative file first. The documented bulk route is POST /api/dealflow/deals/import with Mautic Basic Auth and multipart file=@deals.csv.

Do contact associations transfer automatically?

Do not assume automatic association. Preserve contact identifiers, match the relevant Mautic contacts, and reconcile each deal relationship after import.

When should I keep Pipedrive alongside Mautic?

Keep Pipedrive authoritative when the sales team still depends on its established operating process. Define ownership and synchronization rules instead of forcing a cutover.

Do Pipedrive automations move with the data?

This guide does not assume they do. Inventory every stage-triggered action, assign a destination owner, and test the replacement workflow separately from the data import.