Migrate from Aritic Sales CRM to Nutshell

Aritic Contact maps to Nutshell Person. The key migration challenge is resolving Aritic's flexible relationship model (any Contact linked to any unrelated Company) into Nutshell's Company-People hierarchy. We assign a primary Company to each Contact during import, record additional Company associations in a custom text field aritic_secondary_companies__c, and flag any Contact linked to three or more Companies for manual verification post-import. Email, phone, address, lifecycle stage, and custom properties map to Nutshell's standard Person fields or custom fields pre-created during scoping.

Aritic Company maps directly to Nutshell Account. Company name becomes Account name, domain becomes Website, address maps to the Account address fields, and industry maps to a custom or standard industry picklist. Account is imported first to establish the foreign-key reference for downstream Person imports. Multiple Contacts pointing to the same Aritic Company consolidate into a single Account with multiple Person records linked.

Aritic Deal maps to Nutshell Opportunity. The Aritic pipeline and stage assignment maps to Nutshell's pipeline and stage using a pre-configured stage name mapping created during scoping. Deal fields (name, value, close date, probability, created date, owner) map to Nutshell Opportunity fields. Aritic's 360-degree deal view data and milestone notes migrate as Opportunity notes or custom fields. Closed-won and closed-lost reasons map to custom fields in Nutshell.

Aritic pipelines map to Nutshell pipelines with stage names preserved. Nutshell Starter and Professional plans are limited to one pipeline; if Aritic has multiple active pipelines, we recommend upgrading to Nutshell Advanced ($42/user) or consolidating pipelines during migration. Stage order, names, and win/loss criteria are mapped during configuration. Stage-level automation triggers in Aritic do not transfer and are documented in the workflow inventory for rebuild in Nutshell Automations.

Aritic Tasks map to Nutshell Activity records linked to the resolved Person and Account. Due date, assignee, completion status, and description preserve. Open and closed tasks migrate with full status history. Completed task history is preserved; any activity log beyond the task record itself may not carry forward in full detail.

Aritic call, email, and meeting engagements merge into Nutshell's unified Activity feed. Each engagement type retains its category marker (call, email, meeting) so the activity timeline remains readable. Activity timestamp, participant (Person), related Company, and owner preserve. Meeting location and attendee data migrate as Activity notes or custom fields if Nutshell's standard fields do not capture the detail.

Aritic lead score values export as static numbers and migrate to a pre-created custom numeric field (aritic_lead_score__c) on the Nutshell Person record. The active scoring rule model (rules, weights, triggers, conditions) is proprietary to Aritic and does not export. We deliver a scoring-rule inventory sheet so the customer can recreate their model in Nutshell using custom fields and Nutshell Automations, typically one to two hours per complex scoring rule.

Aritic tags applied to Contacts and Deals export as comma-separated lists and map to Nutshell Labels on the Person or Account record. Segmentation rules built in Aritic (behavioral segmentation, dynamic lists) do not export and require manual rebuild in Nutshell or a third-party segmentation tool. Tags used for deal categorization migrate as Opportunity Labels or a custom multi-select field depending on Nutshell's current field structure.

Aritic custom fields on Contacts, Companies, and Deals are enumerated during scoping. We map each to a pre-created Nutshell custom field of matching type (text, number, date, dropdown). Dropdown fields require a value mapping if Aritic uses picklist values not present in Nutshell. Any Aritic formula-type fields or calculated fields are flagged as read-only; the calculated value at migration time imports as a static number or text field, and the customer documents whether the formula needs rebuilding in Nutshell.

Aritic Owner records map to Nutshell User by email match. Active owners resolve directly; inactive owners are preserved as read-only User records to maintain historical assignment on Deals, Tasks, and Activities. Any Owner in Aritic without a matching email in Nutshell goes to a reconciliation queue for the customer's admin to provision the User before record import continues.