Migrate from AddressTwo to Nutshell

Data extraction and scoping

We initiate contact with AddressTwo support to request an API key and a full account export including Contacts, Deals, Activities, Notes, and campaign membership. While awaiting approval, we use the CSV export path (requested via support ticket) as a parallel fallback. We audit the exported data for record counts, custom field definitions, pipeline stage names, activity volume, and tag vocabulary. We also confirm the address-two company's per-user pricing tiers and whether the customer plans to use Nutshell's Engagement suite (for email campaign rebuild scope) or only the CRM layer.

Schema pre-creation in Nutshell

Before any data loads, we create any missing Nutshell custom fields on Person and Opportunity to match AddressTwo custom field names and types. We configure the Nutshell pipeline to match AddressTwo's stage names, setting stage probabilities to match the original deal values. If the customer uses multiple pipelines in AddressTwo, we replicate each as a separate Nutshell pipeline. Tags are preserved as-is; no pre-creation is needed since Nutshell creates tags dynamically on import.

Company reconstruction and Person import

We extract all distinct company names from the AddressTwo Contact export, deduplicate them, and insert them as Nutshell Company records first. Then we import all AddressTwo Contacts as Nutshell People, resolving each Person's accountId to the corresponding Company record via a lookup table built during the company extraction phase. We run a de-duplication pass on email addresses before import to catch any duplicate Contacts that arose from AddressTwo's BCC sync behavior. Owner email matches against the Nutshell User table; unresolved owners are flagged for the customer admin.

Opportunity import with pipeline mapping

We import AddressTwo Deals as Nutshell Opportunities using the stage and pipeline mapping configured in step two. Each Opportunity is linked to the Account (reconstructed Company) and the resolved Owner. Closed-won and closed-lost values preserve their original deal amount and close date. Any custom fields on AddressTwo Deals map to the pre-created Nutshell custom fields on Opportunity. We emit a row-count reconciliation report comparing AddressTwo Deal count to Nutshell Opportunity count before declaring this phase complete.

Activity history and notes import

We import AddressTwo Activities as Nutshell Tasks, preserving the original timestamp as the due date, the activity type in a custom field, and the owner via email lookup. Notes migrate as Nutshell Notes linked to the Person record. BCC email thread content migrates as a single Note per Contact with a header identifying it as BCC email history. Campaign membership migrates as Nutshell People Lists, with each campaign member resolved to the migrated Person record.

Cutover, validation, and automation inventory delivery

We freeze AddressTwo writes during the cutover window and run a delta migration of any records modified since the initial extract. We deliver a row-count validation report comparing source and destination record totals across Contacts/People, Companies/Accounts, Deals/Opportunities, and Activities/Tasks. We deliver a written automation inventory listing every AddressTwo workflow, reminder, and follow-up sequence with a rebuild recommendation for Nutshell. We support a 72-hour post-cutover window for data quality issues; we do not rebuild automations inside Nutshell as standard scope.