Migrate from Apptivo to Nutshell

Apptivo Contacts from the CRM app map to Nutshell Contacts with standard fields (name, email, phone, address) transferred 1:1. We resolve any per-app custom attributes defined in the CRM app's Master Layout to Nutshell custom fields on Contact, using the attribute label as the field name. Multi-value custom attributes (dropdowns, checkboxes) map to Nutshell's equivalent picklist or multi-select fields. Email is used as the dedupe key during import.

Apptivo Lead records merge into Nutshell's unified Contact object. The Apptivo Lead's lead_status, lead_score, and lifecycle_stage properties migrate as custom fields on the Nutshell Contact so that the customer's lead qualification history is preserved. If the same person exists as both an Apptivo Lead and an Apptivo Contact, we deduplicate by email and preserve both histories as activity records on the single Nutshell Contact.

Apptivo Customers from the Customers app map to Nutshell Companies. The company name, billing address, shipping address, and industry classification transfer directly. We link the Apptivo Customer's associated Contacts to the new Nutshell Company via the People field on the Company record. Any custom attributes in the Customers app's Master Layout map to Nutshell Company custom fields.

Apptivo Opportunities map directly to Nutshell Opportunities. The opportunity name, amount, expected close date, and stage name transfer 1:1. We map Apptivo pipeline stage names to Nutshell pipeline stage values during import. The associated Contact and Customer links resolve via the email dedupe key and the Company name match respectively. Lost-won reasons from Apptivo custom fields migrate as a custom picklist field on the Nutshell Opportunity.

Apptivo email engagements on Contacts and Leads migrate as email activities on the corresponding Nutshell Contact record. Email subject, body, sender, and recipient transfer. The original timestamp is preserved on the activity so the Contact's timeline reflects the full history. We resolve the parent Contact by email match before inserting.

Apptivo call engagements migrate as call activities on the resolved Nutshell Contact. Call duration, disposition, and any notes transfer as custom fields on the activity record. Original timestamp and owner assignment carry forward. If the Apptivo call record includes a recording URL, we note it in the activity but do not migrate the binary attachment; the URL is preserved in a custom field for the admin to handle separately.

Apptivo meeting engagements migrate as meeting activities on the Nutshell Contact. Title, date, location, and attendee list transfer. Attendees without existing Contact records in Nutshell are created as new Contact records and linked to the meeting activity. Original timestamp is preserved for timeline ordering.

Apptivo task engagements on Contacts and Leads migrate as tasks on the resolved Nutshell Contact. Task subject, due date, status, and owner assignment transfer directly. The owner resolves via email match to a Nutshell User. Completed task notes from Apptivo transfer as the task description.

Apptivo notes on Contacts and Leads migrate as notes attached to the resolved Nutshell Contact. Note body, author, and creation timestamp transfer. If the Apptivo note includes file attachments, the attachments are migrated separately as file links and associated to the same Nutshell Contact record.

Apptivo Cases from the Helpdesk app map to Nutshell Cases. Case status, priority, owner, subject, and description transfer. Conversation threads (customer and agent replies) migrate as email message records linked to the Case. The associated Customer record resolves to the Nutshell Company by name match. Custom fields from the Cases app Master Layout map to custom fields on the Nutshell Case object.

Each Apptivo app has its own Master Layout with independent custom attribute sets. During discovery, we enumerate all custom attributes across all active apps and build a per-app mapping table. Text, number, date, and dropdown custom attributes map to Nutshell custom fields on the corresponding object. Multi-select dropdowns map to Nutshell multi-select fields. Custom attributes that have no equivalent in Nutshell are flagged in the mapping table for the customer to decide whether to create a custom field or drop the data.

Apptivo workflow rules are configuration artifacts bound to app-specific object IDs and stage transitions. They do not export as data and have no equivalent in Nutshell's workflow model. We do not migrate workflow rules. We deliver a written inventory of every active workflow found in each Apptivo app during scoping, including its trigger, conditions, actions, and a recommended Nutshell workflow equivalent. The customer's admin rebuilds these in Nutshell's workflow builder post-migration. This is documented scope, not automated migration.