Migrate from Acumen to Nutshell

Acumen Person records map directly to Nutshell People. We resolve the primary company link by selecting the most-recently-modified company association in Acumen as the primary Company in Nutshell. Additional company associations in Acumen are preserved as Nutshell Account Contact Relations if your Nutshell plan supports that feature.

Acumen Company records map to Nutshell Companies. Parent-child company hierarchies in Acumen map to Nutshell's Parent Company field. Circular or orphaned references (Acumen companies without a parent that reference a non-migrated parent) are flagged before migration so your team can resolve them manually.

Acumen Lead records map 1:1 to Nutshell Leads. Nutshell separates Leads from People (Contacts) — if your Acumen setup uses a single contact pool, contacts without a deal association route to Nutshell Leads by default. Lead status values are mapped via value mapping against Nutshell's default Lead Outcome pick-list.

Acumen Deal records map to Nutshell Deals. Deal stage values map to Nutshell Milestone names within your Nutshell pipeline. Each Acumen deal retains its close date, monetary amount, owner assignment, and any custom fields. Deals without a stage value are assigned to the first Milestone in the target Nutshell pipeline.

Acumen pipelines map to Nutshell Pipelines. The pipeline name becomes the Nutshell Pipeline name, and each Acumen stage within that pipeline becomes a Milestone in Nutshell. Stage probability values from Acumen are not directly transferable to Nutshell Milestones; we surface the mapping plan so your Nutshell admin can set Milestone probabilities post-migration.

Acumen call logs map to Nutshell Tasks with Type='Call'. Email records map to Tasks with Type='Email'. Meetings map to Nutshell Events with original start/end times and attendees preserved. Notes map to Nutshell Notes. All activity timestamps, owner assignments, and parent record links (person, company, deal) are preserved from Acumen.

Acumen custom fields on People, Companies, Leads, and Deals create equivalent custom fields in Nutshell via the Nutshell API. Field types map as follows: text → Nutshell text, number → Nutshell number, date → Nutshell date, pick-list → Nutshell dropdown. If Acumen uses a field type that Nutshell does not support (e.g., formula fields), we create the closest Nutshell equivalent and flag the field for post-migration review.

Acumen stores DEX metrics (experience scores, session counts, digital well-being indicators) that have no native equivalent in Nutshell's CRM model. We preserve these as read-only custom fields on the Person record in Nutshell so the data is accessible during the transition. Teams rebuild dashboards in Nutshell's native reporting or connect a BI tool for ongoing analytics.

Acumen user accounts are resolved against Nutshell users by email address match. Unmatched Acumen owners are flagged before migration; your team either creates Nutshell user accounts for them first or assigns their records to a designated fallback owner. No record lands in Nutshell without a valid owner assignment.

Acumen file attachments on People, Companies, or Deals are downloaded and re-uploaded to Nutshell as Files on the corresponding record. File size limits from Acumen's export are respected; any file exceeding Nutshell's upload limits is flagged and delivered as a downloadable reference package. Inline images in Acumen notes are extracted and hosted in Nutshell's file storage.

Acumen workflow rules, task triggers, and SLA escalation configurations do not migrate to Nutshell. Nutshell's automation is scoped to email sequences on Pro+ plans and task assignment rules — it does not have a general-purpose workflow builder. We export the Acumen workflow definitions as a structured reference document for your team to rebuild automations in Nutshell or a connected automation tool.