Migrate from Altcraft to Nutshell

Altcraft Profiles are the central record containing behavioral data, channel subscriptions, device metadata, and all custom fields. We export via CSV through Albato or UI-based export, then map each Profile to a Nutshell Person. The HubSpot-style Profile ID is preserved in a custom field for audit. Channel subscription preferences (email, SMS, push) map to the Nutshell Person's email and phone fields with subscription status tracked in a custom field.

Altcraft embeds company data within the Profile record. We extract the company name, domain, industry, address, and employee count into a separate Company record in Nutshell before importing the Person, so that the Person.Company lookup resolves at import time. The company domain becomes the Company website field.

Altcraft Deals linked to Profiles migrate to Nutshell Deals with the Person and Company lookups resolved. Deal stage names from Altcraft's pipeline map to Nutshell's stage values. If Altcraft has multiple deal pipelines, we use Nutshell's Loss Reasons and Tags to preserve pipeline context because Nutshell does not have native multi-pipeline support.

Altcraft Campaigns with send history, open and click analytics, and channel assignment do not have a native Nutshell equivalent. We attach campaign metadata as a Note on the relevant Person record, tagging the Note with the campaign name and date so that sales reps can see outreach history without opening a separate marketing tool.

Static segments are straightforward list transfers. We assign all Profiles in a static segment a corresponding Tag in Nutshell, and optionally create a Nutshell List with the segment name for list-based campaign targeting. Dynamic segments are documented with their criteria logic for manual rebuild in Nutshell.

Altcraft Products migrate to Nutshell Products with SKU, name, description, and pricing. Nutshell Products are used in Deal line items, so we create the Product records before Deal import so that the lookup is satisfied.

Altcraft Order history is linked to the Profile at migration time. If the order volume is small (under 1,000 records), we embed order summaries as custom fields on the Nutshell Person record (last order date, total orders, total revenue). For high-volume order history, we document the order table schema for export to a separate data warehouse or BI tool.

Altcraft user-defined custom fields on the Profile object export as structured columns in the profile CSV. We map each field to a Nutshell custom field of equivalent type (text, number, date, dropdown). Boolean and multi-select fields from Altcraft map to Nutshell checkboxes and multi-select picklists respectively. The API name in Altcraft is preserved in the Nutshell custom field description for audit.

Altcraft email engagement records (send, open, click, reply) attach to the Profile as behavioral history. We migrate the most recent 90 days of email engagement as Activities in Nutshell linked to the Person record, with the engagement type and timestamp preserved. Older engagement history is documented in a CSV export for reference.

Altcraft Control Group assignments are tied to Profile IDs. We export the Control Group membership as an explicit attribute and reapply it as a Tag on the Nutshell Person record (e.g., 'Control Group A') after the Person ID is established. The customer should configure comparative campaign reporting in their marketing analytics tool post-migration.