Migrate from Atollon Lagoon CRM to Nutshell

Atollon Folders classified as client, potential client, or partner map to Nutshell People records. We preserve the folder classification in a custom field on the Person record. Each Folder is resolved individually against its parent Firm (Company) reference to populate the Company link in Nutshell. The Folder's full name, email addresses, phone numbers, address fields, and any custom column values migrate directly.

Atollon Firms map to Nutshell Companies 1:1. We use the Firm name as the Company name and carry forward any custom classification columns, industry tags, and address data. A Company record is created first so that the People-to-Company relationship is satisfied at the moment of Person insert. Firms without a clear name default to a placeholder and are flagged for manual review post-migration.

Nutshell has no native Projects module. We map Projects as Nutshell Notes with a classification prefix indicating the subtype (Contract, Business case, Service contract, Consultation) and a reference link back to the related Firm (Company) or Folder (Person). For customers on Nutshell Growth or higher plans, we can create a Project custom object with a subtype picklist, a Firm lookup, and custom fields carrying project-specific data. Projects without a clear template default to a generic Note mapping. Each project subtype is classified before mapping so that the correct field schema is applied.

Atollon Activities (calls, emails, meetings) linked to Folders or Firms migrate to Nutshell Activity records on the corresponding Person or Company. We preserve the activity type, timestamp, owner, direction (inbound/outbound), and body content. If Atollon stores call duration or meeting attendees, these migrate to custom fields on the Activity record. The activity ordering is preserved by setting the timestamp to the original Atollon Activity timestamp.

Atollon Milestones tracking timeline checkpoints within Projects or Activities map to Nutshell Tasks linked to the corresponding Note or Person/Company. Milestone order, due date, and completion status migrate as Task fields. Any custom field values on the Milestone are parsed via formvalue and mapped to Task custom fields.

Atollon custom forms attached to Folders, Projects, Activities, or Milestones store field values in separate formvalue records linked by formID and context. We parse each formvalue record individually, resolve the field schema via the corresponding formID, and map each field value to a Nutshell custom field on the relevant object (Person, Company, or Note). Because the formvalue-to-form relationship is not always 1:1, we aggregate all formvalues for a given parent into a single set of custom field values, with multi-value fields migrated as comma-separated values or a custom text area.

Atollon service and support ticket records map to Nutshell Cases if the customer is on a plan supporting Cases, or to Person records with a custom status field if Cases are not available. We preserve ticket status, priority, assigned agent reference, and the linked Firm/Project relationship as custom fields or linked Notes.

Workflow Automation in Atollon is an Advanced-tier feature gated at EUR 496/month and is not accessible via the public API. We do not migrate automation rules. We audit which automations existed during the scoping call, document the trigger, conditions, and actions for each, and provide a written rebuild guide mapped to Nutshell's workflow rule builder as part of the migration package.

Atollon Campaign Management (Ultimate tier) records including campaign name, status, and linked targets migrate to Nutshell as a combination of Person tags and a linked Note describing the campaign. Marketing automation actions do not migrate; we provide a rebuild guide for any marketing sequences that existed in Atollon.