Migrate from Acquaint CRM to Nutshell

Acquaint contacts map directly to Nutshell People. Name, email, phone, and address fields translate one-to-one without transformation. Role and relationship data such as Buyer, Tenant, Vendor, or Landlord migrates as a custom pick-list field (Contact_Role__c) on the Person record since Nutshell has no native relationship or contact-type field on its Person object. This custom field preserves your segmentation logic in the new system.

Acquaint companies map to Nutshell Companies with direct field translation for name, website, and address. Branch associations in Acquaint become custom fields or tags in Nutshell depending on the structure — your admin decides whether to use a custom pick-list or a tag-based approach.

Acquaint deals map to Nutshell Deals with deal name, amount, and close date translating directly. The Acquaint deal stage maps to a Nutshell Pipeline Stage; we assign each Acquaint deal to a Nutshell pipeline based on deal type or branch mapping before import.

Acquaint property records have no Nutshell equivalent. We map property fields — bedrooms, floor area, EPC rating, tenure type, asking price, property type — as custom fields on the linked Nutshell Company record. Photos and floor plans become Nutshell Files attached to that Company record.

Enquiries in Acquaint that are not yet clients map to Nutshell Leads. If an enquiry already has a linked deal, we create both a Nutshell Lead and a Deal and link them. Enquiry source (portal, website, referral) migrates as a custom field.

Acquaint tasks and reminders map to Nutshell Tasks. Original due dates, assignees (resolved by email match to Nutshell users), and task body text are preserved during migration. Completed status carries over as a closed task in Nutshell. Overdue status flags are evaluated based on the original due date against the migration date. Recurring task patterns in Acquaint are noted as reference for manual recreation in Nutshell's automation tools.

Acquaint notes attached to contacts, companies, or deals map to Nutshell Activity records linked to the corresponding Person, Company, or Deal. Timestamp and owning user are preserved during the transfer. Internal comments and private notes in Acquaint migrate as activity notes with an 'internal' flag if your Nutshell plan supports activity visibility controls. Rich-text formatting is simplified to plain text to ensure compatibility.

Property brochures, floor plans, EPC certificates, and other documents stored as attachments in Acquaint are downloaded via the API and re-uploaded to Nutshell Files, then linked to the target Company record. Each file's original filename and upload timestamp are preserved. Large files exceeding 25MB may require chunked upload or manual re-link post-migration to avoid API timeout errors during the bulk load phase.

Acquaint users are resolved to Nutshell users by email address match. Unmatched owners are flagged before migration — your team either creates Nutshell accounts first or assigns those records to a fallback owner. Staff without Nutshell access become 'inactive owner' records preserved as a custom field.

Acquaint's lettings management (tenant references, tenancy status, rent amounts, deposit handling) has no Nutshell equivalent. We preserve the data as custom fields on the linked Person and Company records, but tenancy tracking and accounting logic must be handled outside Nutshell or rebuilt as custom fields and workflows.

Acquaint's client accounting module covering bank imports, trust accounting, invoice generation, and payment tracking sits entirely outside Nutshell's CRM scope. Financial records including ledgers, transaction histories, and account balances are not migrated. We strongly recommend adopting a dedicated accounting platform such as Xero, QuickBooks, or FreeAgent for post-migration financial operations. All contact and company demographic data migrates normally — only the accounting module records remain behind.