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twenty-migrate-pipedrive

v1.0.0

Published

CLI migration tool for Pipedrive to Twenty CRM

Readme

Twenty Pipedrive Migration Tool

CLI migration tool for Pipedrive to Twenty CRM.

Installation

npm install -g twenty-migrate-pipedrive

Usage

Basic Migration

twenty-migrate-pipedrive \
  --source-token YOUR_PIPEDRIVE_API_TOKEN \
  --twenty-url http://localhost:3000 \
  --twenty-key YOUR_TWENTY_API_KEY

Dry Run (Preview)

twenty-migrate-pipedrive \
  --source-token YOUR_PIPEDRIVE_API_TOKEN \
  --twenty-url http://localhost:3000 \
  --twenty-key YOUR_TWENTY_API_KEY \
  --dry-run

Select Objects

twenty-migrate-pipedrive \
  --source-token YOUR_PIPEDRIVE_API_TOKEN \
  --twenty-url http://localhost:3000 \
  --twenty-key YOUR_TWENTY_API_KEY \
  --objects persons,organizations

Features

  • Pipedrive API Integration - REST API v1 for data extraction
  • Paginated Extraction - Handle large datasets efficiently
  • Schema Mapping - Pipedrive → Twenty CRM field mapping
  • Batch Processing - Process records in configurable batches
  • Progress Tracking - Real-time migration progress
  • Dry Run Mode - Preview migration without changes
  • Error Handling - Detailed error logging and recovery
  • Duplicate Prevention - Check for existing records

Migration Mapping

| Pipedrive | Twenty | |-----------|--------| | persons → name, email, phone | people → name, email, phone | | organizations → name | companies → name | | deals → title, value, currency, status | opportunities → name, amount, stage | | activities → subject, note, type | activities → subject, note, type | | notes → content, person_id, org_id | notes → body, person/company links |

What Migrates

Supported Objects:

  • Persons → People (name, email, phone, organization)
  • Organizations → Companies (name, address)
  • Deals → Opportunities (title, value, currency, status)
  • Activities → Activities (subject, note, type)
  • Notes → Notes (content, associations to persons/organizations/deals)

What Doesn't Migrate:

  • Custom fields
  • File attachments
  • Activity history and logs
  • Pipeline stages (mapped to status)
  • Currency conversion (stored as pipeline)
  • Users and owners
  • Webhooks and integrations

Command Line Options

Options:
  -s, --source-token <token>  Pipedrive API token (required)
  -u, --twenty-url <url>      Twenty CRM URL (required)
  -t, --twenty-key <key>      Twenty CRM API key (required)
  -d, --dry-run              Preview migration without writing data
  -o, --objects <objects>    Objects to migrate (comma-separated)
  -b, --batch <number>        Batch size for API calls (default: 60)
  -h, --help                 Show help
  -v, --version              Show version

Environment Variables

Create a .env file:

# Pipedrive API Configuration
PIPEDRIVE_API_TOKEN=your_pipedrive_api_token_here
PIPEDRIVE_API_URL=https://api.pipedrive.com/api/v1

# Twenty CRM Configuration
TWENTY_URL=http://localhost:3000
TWENTY_API_KEY=your_twenty_api_key_here

# Migration Settings
BATCH_SIZE=60
RATE_LIMIT_DELAY=600
DRY_RUN=false
OBJECTS=persons,organizations,deals,activities,notes

Rate Limiting

  • Pipedrive API: 100 requests per minute
  • Automatic delay: 600ms between requests
  • Batch processing: 60 records per batch
  • Retry mechanism: Automatic retry on failures

Reports

Migration Report

{
  "timestamp": "2026-04-04T14:30:00.000Z",
  "migration": {
    "tool": "twenty-migrate-pipedrive",
    "version": "1.0.0",
    "objects": ["persons", "organizations", "deals", "activities", "notes"],
    "dryRun": false
  },
  "summary": {
    "total": 1000,
    "success": 985,
    "errors": 15,
    "successRate": "98.50%"
  },
  "objectResults": {
    "people": {
      "attempted": 500,
      "success": 495,
      "errors": 5,
      "successRate": "99.00%"
    },
    "companies": {
      "attempted": 200,
      "success": 198,
      "errors": 2,
      "successRate": "99.00%"
    },
    "opportunities": {
      "attempted": 150,
      "success": 147,
      "errors": 3,
      "successRate": "98.00%"
    },
    "activities": {
      "attempted": 100,
      "success": 97,
      "errors": 3,
      "successRate": "97.00%"
    },
    "notes": {
      "attempted": 50,
      "success": 48,
      "errors": 2,
      "successRate": "96.00%"
    }
  },
  "errors": [],
  "recommendations": []
}

Error Log

Batch 1 (people): Duplicate email detected - [email protected]
Batch 2 (companies): Invalid organization format - "Tech & IT"
Batch 3 (opportunities): Invalid amount format - "$50,000"

Examples

Large Dataset Migration

twenty-migrate-pipedrive \
  --source-token 1234567890abcdef \
  --twenty-url https://your-company.twenty.com \
  --twenty-key twenty_api_key_1234567890 \
  --batch 30 \
  --objects persons,organizations,deals

Test Migration

twenty-migrate-pipedrive \
  --source-token 1234567890abcdef \
  --twenty-url http://localhost:3000 \
  --twenty-key twenty_api_key_1234567890 \
  --dry-run \
  --objects persons

Pipedrive API Token Setup

  1. Login to Pipedrive
  2. Go to SettingsPersonal PreferencesAPI
  3. Generate API Token
  4. Copy the token and use it in the migration

Development

# Clone repository
git clone https://github.com/deliveredbyai/twenty-migrate-pipedrive.git
cd twenty-migrate-pipedrive

# Install dependencies
npm install

# Build project
npm run build

# Run tests
npm test

# Start development
npm run dev

Contributing

  1. Fork the repository
  2. Create feature branch
  3. Make your changes
  4. Run tests
  5. Submit pull request

License

MIT License - see LICENSE file for details.

Troubleshooting

Common Issues

"Pipedrive API connection failed"

  • Check API token validity
  • Verify Pipedrive account permissions
  • Ensure API token has proper scopes

"Rate limit exceeded"

  • Increase batch size delay
  • Reduce concurrent requests
  • Check Pipedrive API limits

"Duplicate records"

  • Tool automatically prevents duplicates
  • Check existing data in Twenty CRM
  • Use dry-run to preview duplicates

"Invalid field mapping"

  • Review field mapping table
  • Check Pipedrive field names
  • Verify Twenty CRM field requirements

Support

Acknowledgments