CRM migration
Field-level mapping, validation, and rollback between Actimo and Nutshell. We move data and schema; workflows are rebuilt natively in Nutshell.
Actimo
Source
Nutshell
Destination
Compatibility
9 of 10
objects map 1:1 between Actimo and Nutshell.
Complexity
BStandard
Timeline
48–72 hours
Overview
Actimo is built around employee communication, training paths, and pulse surveys — not sales pipeline or deal tracking. Nutshell's core model is People, Companies, Leads, and Deals. FlitStack AI extracts Actimo contacts and organizational data via API, maps them to Nutshell's People and Companies objects, and preserves Actimo engagement metrics (last-active timestamps, training-completion flags) as custom fields on each record. Actimo's learning paths and workflow automations cannot map to any Nutshell construct — they are documented in a rebuild-reference export for your admin. Activity history (messages sent, surveys completed) migrates as Nutshell Tasks linked to the corresponding Person record. The migration uses scoped API read access on Actimo; your team keeps using Actimo through cutover, with a 24–48h delta pickup capturing any records modified during the switch. This approach ensures your CRM launch reflects the final state of Actimo data at go-live, with no retroactive corrections needed post-cutover.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Actimo object lands in Nutshell, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Actimo
Contact (Actimo Employee)
Nutshell
Person
1:1Actimo contacts map directly to Nutshell People. The Person object receives name, email, phone, job title, and address fields from Actimo's standard contact record. Employees without a designated organization link to a placeholder Company in Nutshell until a match is confirmed by your admin during reconciliation.
Actimo
Organization
Nutshell
Company
1:1Actimo organizations (employer entities or departments) map to Nutshell Companies. Company name, domain, and industry fields transfer directly. Multi-department structures in Actimo flatten to a single Company unless you specify a parent-child mapping rule during planning.
Actimo
Contact
Nutshell
Lead
1:manyActimo contacts flagged as external — contractors, partners, or training participants who are not employees — can be routed to Nutshell Leads rather than People. This split is configurable by your admin; routing rules are defined in your migration plan before data moves.
Actimo
Training Path Completion Record
Nutshell
Custom Field on Person + Task
1:1Actimo learning-path completions are not a native Nutshell object. We map each completed path to a custom pick-list field on the Person record (e.g., Onboarding_Completed__c with value 'Yes') and create a historical Task with subject = 'Training: [Path Name]' and the completion date as the Task date.
Actimo
Message / Announcement
Nutshell
Task
1:1Actimo messages sent to contacts do not map to any standard Nutshell object. We create a Nutshell Task linked to the Person with subject = 'Engagement: [Message Title]' and the send timestamp. The message body itself is preserved in a custom long-text field if you opt in.
Actimo
Pulse Survey Response
Nutshell
Custom Field on Person
1:1Actimo pulse-survey responses map to custom Number or Pick-list fields on the Nutshell Person. We create fields named after the survey question (e.g., Q3_Satisfaction_Score__c) and populate the response value. Survey metadata (date, completion rate) is logged as a separate custom field.
Actimo
Engagement Score
Nutshell
Custom Number Field on Person
1:1Actimo's composite engagement score, if enabled on your plan, maps to a custom number field Engagement_Score__c on Nutshell People. Scores transfer as integers representing the calculated value at migration time. Nutshell does not natively recalculate Actimo-style engagement scores — this is a static historical snapshot.
Actimo
User (Actimo Admin)
Nutshell
User (Nutshell)
1:1Actimo admin users who should become Nutshell reps are matched by email to Nutshell user accounts. Email-matched users receive OwnerId assignment on migrated records. Unmatched users are flagged in the migration report for your team to create Nutshell accounts before the full migration runs.
Actimo
Attachment / File (training content)
Nutshell
No Equivalent
1:1Actimo training materials (videos, guides, presentations) are content assets that have no meaningful equivalent in Nutshell's CRM model. We export the file list and URLs as a reference document for rebuilding content in your chosen LMS or document management system. Files themselves are not migrated.
Actimo
Custom Property (Actimo Contact Field)
Nutshell
Custom Field on Person / Company / Lead
1:1Actimo custom properties on contacts (beyond standard fields) are translated to Nutshell custom fields. We match property names and data types: text → text, number → number, pick-list → pick-list. Custom properties that have no mapping are exported to a JSON blob attached to the record for manual review.
| Actimo | Nutshell | Compatibility | |
|---|---|---|---|
| Contact (Actimo Employee) | Person1:1 | Fully supported | |
| Organization | Company1:1 | Fully supported | |
| Contact | Lead1:many | Fully supported | |
| Training Path Completion Record | Custom Field on Person + Task1:1 | Fully supported | |
| Message / Announcement | Task1:1 | Fully supported | |
| Pulse Survey Response | Custom Field on Person1:1 | Fully supported | |
| Engagement Score | Custom Number Field on Person1:1 | Fully supported | |
| User (Actimo Admin) | User (Nutshell)1:1 | Fully supported | |
| Attachment / File (training content) | No Equivalent1:1 | Fully supported | |
| Custom Property (Actimo Contact Field) | Custom Field on Person / Company / Lead1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Actimo gotchas
No public API means migration relies on UI exports
Learning Path media assets are not data records
Workspace isolation means no cross-org analytics export
Integration credentials are not portable
Nutshell gotchas
Contact tier limits enforced on import
No bulk API endpoint requires paginated extraction
Email sequences not exportable via API
Foundation plan disables key sales features
Pair-specific challenges
Migration approach
Extract Actimo data via API and audit custom properties
FlitStack AI authenticates against Actimo's REST API using scoped read credentials. We extract all Person records, Organization records, training-path completions, message logs, and survey responses. We then run a data audit comparing field counts per record against Nutshell's standard field inventory. The output is a custom-property manifest listing every Actimo field that will require a Nutshell custom field and whether its data type is text, number, pick-list, or datetime.
Create Nutshell custom fields before migration loads
Before any data moves, your Nutshell admin (or our team via your API credentials) creates the custom fields listed in the manifest. Training-completion fields, survey-response fields, engagement-score fields, and source-system ID fields are all pre-created on the Person object. Standard Nutshell fields (name, email, phone, title, company) require no action. This step prevents migration-day field-missing errors that would halt data loads.
Run sample migration and field-level diff
A representative slice of Actimo records — typically 100–300 contacts spanning multiple organizations and engagement levels — migrates first. We generate a field-level diff comparing source values against the populated Nutshell fields. You review engagement-score preservation, survey-response mapping, training-path flags, and owner resolution before the full run commits. Sample failures trigger manifest revisions before bulk loading.
Full migration with delta-pickup window
The full Actimo dataset loads into Nutshell People, Companies, and Leads based on your configured routing rules. A 24–48h delta-pickup window captures any records created or updated in Actimo during the cutover. Audit logs record every operation. One-click rollback is available if reconciliation counts show unexpected gaps after the delta window closes.
Deliver workflow rebuild reference and pipeline setup guide
After migration, FlitStack AI delivers a JSON export of Actimo workflow definitions (learning-path structure, automation triggers, enrollment rules) and a pipeline-setup template for Nutshell. Your admin uses these to rebuild engagement logic in Nutshell Pro+ sequences or a third-party LMS. The export is not a migration artifact — it is a rebuild specification that documents your existing Actimo automation logic for manual reconstruction.
Platform deep dives
Actimo
Source
Strengths
Weaknesses
Nutshell
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Actimo and Nutshell.
Object compatibility
1 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Actimo: Not publicly documented.
Data volume sensitivity
Actimo doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during Actimo to Nutshell migration scoping. Not seeing yours? Book a call.
Walk through your Actimo to Nutshell migration with a real engineer — 30 minutes, free, written quote within 24 hours.
Book a free 30 minute consultationAdjacent paths
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