Migrate from Accelo to Nutshell

Accelo Companies map directly to Nutshell Accounts. The Accelo company name becomes the Account name, address fields map to Account billing address, and industry categories map to Account categories if configured. Custom fields on Accelo Companies transfer to Nutshell Account custom fields via the API. The company ID is preserved for audit purposes.

Accelo Contacts map to Nutshell People. The contact's first name, last name, email, phone, and title transfer directly. The contact-to-company affiliation (Affiliation in Accelo) becomes the People record's Account link. Custom fields on Accelo Contacts map to Nutshell People custom fields. Email serves as the dedupe key during import.

Accelo Deals map to Nutshell Opportunities. The deal name becomes the Opportunity name, value maps to Amount, close date maps to Close Date, and stage names map to Nutshell pipeline stage values. Accelo deal owners resolve to Nutshell User records by email lookup. Custom fields on Deals transfer to Opportunity custom fields.

Accelo Jobs have no direct Nutshell equivalent since Nutshell does not include a native project object. We create a structured text note attached to the associated Account that captures the Job title, description, status, phases, milestones, assignees, and dates. This preserves the Job as readable historical record without requiring a separate project management tool in Nutshell.

Accelo Tasks map to Nutshell Activity records. Tasks associated with a Job carry a reference to the Project note created from that Job. Task status (pending, in progress, completed), due date, and assignee transfer. Task checklists migrate as bulleted text within the Activity description. Tasks without a parent Job become standalone Activities linked to the associated Contact or Account.

Accelo Tickets map to Nutshell Cases. The ticket subject becomes the Case subject, description maps to the Case body, and status maps to Case status values. Priority and assignee transfer to Case priority and owner. Custom fields on Accelo Tickets that are accessible via CSV export transfer to Case custom fields; API-inaccessible custom fields are flagged for manual post-migration entry.

Accelo Time Entries map to Nutshell Activity records as activity log entries. The entry description, duration, billable flag, and date transfer. Since Nutshell has no native time tracking object, these entries appear as logged Activities on the associated Contact or Account. Billable flag status is preserved in a custom field for reporting. Hourly rate metadata migrates to a custom field if the destination Nutshell plan supports custom fields.

Accelo Staff records map to Nutshell Users. Staff email addresses serve as the match key. Accelo Staff with no corresponding Nutshell User go to a reconciliation queue for the customer's admin to provision before record migration proceeds.

Attachments on Accelo Jobs, Tasks, and Tickets download individually via the API and re-upload to the linked Nutshell record (Account, People, or Case). Filename and linked object association are preserved. Large file attachments may require chunked download and upload due to API rate limits.

Accelo Leads with no associated Company map to Nutshell People records without an Account link. Leads with a Company association map to People linked to the corresponding Account. Lead source and status transfer to People custom fields or Activity records.