Migrate from ArkCase to Nutshell

ArkCase People map 1:1 to Nutshell People. First name, last name, email, phone, address, and title fields carry over directly. Owner assignment resolves by email match to Nutshell users. Primary organization link maps to Nutshell's Company association, maintaining the relationship between contacts and their employer.

ArkCase Organizations map to Nutshell Companies. Name, website, industry, employee count, and address fields translate directly. Parent-child organization hierarchies in ArkCase collapse to a single Parent Company link in Nutshell, preserving the primary hierarchy. This ensures that the organizational structure is maintained at the top level while simplifying the data model.

ArkCase Complaints map to Nutshell Leads. The complaint type, status, and description fields become Lead source, status, and notes respectively. Filing date preserves as original create date in a custom field since Nutshell Leads do not retain separate creation timestamps by default.

ArkCase Case Files map to Nutshell Deals. Case number becomes deal name, case status maps to deal stage (with value mapping per your configured stages), and case value maps to deal amount. Open cases become open deals; closed cases become closed-won or closed-lost deals based on disposition.

ArkCase Tasks migrate as Nutshell activities. Task type (call, email, meeting) determines the Nutshell activity type. Original timestamps, assignees, and descriptions carry over. Completed tasks preserve completion status and notes. All activity records maintain their original creation dates to ensure historical accuracy in your sales reporting and compliance documentation.

ArkCase documents download from source storage, re-upload to Nutshell Files, and link to the corresponding Person or Company record. Version history collapses to the current revision. ArkCase's check-in/check-out metadata stores as a custom note field in Nutshell, preserving file locking information for audit purposes even though the locking mechanism itself does not transfer.

ArkCase custom objects that are simple key-value pairs map to Nutshell custom fields on the relevant Person, Company, or Lead object. N:N custom object relationships require custom field or note-based representation since Nutshell does not support junction objects for custom objects.

ArkCase Tags migrate as Nutshell Tags applied to the corresponding Person, Company, Lead, or Deal record. Tag names preserve exactly; no value transformation occurs. This direct tag mapping ensures that your categorization and segmentation logic remains intact after migration, allowing your sales and marketing teams to continue using existing tag-based workflows without any manual re-tagging efforts.

ArkCase time entries and cost tracking records have no direct Nutshell equivalent. We preserve them as custom fields on the mapped Deal record — your team decides whether to use Nutshell's built-in billing integration or export to a separate time-tracking tool.

ArkCase user accounts resolve to Nutshell users by email address match. Unmatched ArkCase owners flag before migration — either invite them to Nutshell first or reassign their records to a fallback user. This resolution process ensures that every migrated record maintains proper ownership attribution and audit trails, preventing orphaned records in your new Nutshell CRM environment.