> ## Documentation Index
> Fetch the complete documentation index at: https://octolane.com/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Migrating from Pipedrive

> Step-by-step switch from Pipedrive.

1. Export Organizations, People, Deals, Activities, and Notes as CSV from Pipedrive.
2. Connect Gmail and Calendar.
3. [Import each CSV](/managing-data/importing). Pipeline stages map directly.
4. Re-create any custom fields.

Most Pipedrive workspaces migrate in under an hour.