Migrate from Bigin by Zoho CRM to Nutshell

Bigin Contacts map directly to Nutshell People. Standard fields (name, email, phone, address) migrate with type matching. Bigin's lifecycle fields (Created Time, Last Modified Time) preserve as People creation and update timestamps. Owner assignment maps from Bigin Owner (by email) to Nutshell user. We validate email uniqueness for dedupe before insert.

Bigin Companies (API name: Accounts) map to Nutshell Companies with a direct name-to-name field mapping. Website, industry, phone, and address fields map directly. Company is created before any linked People import to satisfy the People.Company lookup. Any custom Company fields from Bigin map to Nutshell custom fields created during scoping.

Bigin stores Contact-Company linkage via the Companies field on Contact. We resolve this at migration time by querying the Companies module first, then matching the Company ID or name on each Contact record before inserting People. Unmatched Companies are held in a reconciliation queue.

Bigin Deals map to Nutshell Deals with the pipeline stage flattened from the sub-pipeline structure. Each sub-pipeline in Bigin becomes a Nutshell pipeline or a stage within the default pipeline depending on scoping. Deal amount, closing date, owner, and stage status map directly. Bigin's deal closing reason (custom field) migrates to a Nutshell custom field.

Bigin Pipelines contain sub-pipelines containing deal stages. Nutshell has a flat pipeline model with stage columns. We map each Bigin sub-pipeline to a named stage group in Nutshell, or create multiple Nutshell pipelines if the customer uses separate Pipelines for different business lines. Stage names and probabilities are preserved from Bigin.

Bigin Products (name, unit price, tax, description) map to Nutshell products. Standard price fields migrate directly. Products are imported before Deals so that line items can reference them at migration time. Any custom product fields map to Nutshell custom product fields.

Bigin Tasks linked to Contacts, Companies, or Deals map to Nutshell Activities logged on the corresponding People, Company, or Deal record. Due date, status (open, completed), priority, and owner assignment preserve. Task description migrates as activity notes.

Bigin Events (calendar meetings) map to Nutshell Activities with type set to Meeting. Start time, end time, location, and description migrate. Recurring events from Bigin (which Bulk Read collapses into a single entity) are expanded back to individual Nutshell Activity records per occurrence if the recurrence pattern is parseable; otherwise a single summary record is created.

Bigin Call logs (duration, subject, outcome) map to Nutshell Activities with type set to Call. Duration in seconds, call outcome, and notes migrate. Call recordings stored as attachments in Bigin migrate as Nutshell file attachments linked to the Activity.

Bigin Notes are excluded from Bulk Read API and must be retrieved via individual record API calls. We query each Contact, Company, and Deal record individually to fetch its Notes module, then log them as Nutshell Activity notes on the parent record. This step consumes credits at a higher rate than bulk export and is budgeted separately during scoping.

Bigin file attachments (excluded from Bulk Read) are retrieved via individual API calls and uploaded to Nutshell as file attachments linked to the parent People, Company, or Deal record. We flag any file exceeding Nutshell's attachment size limit during scoping and discuss handling options (chunking, URL reference, or exclusion).

Bigin Owner records (user name, email, role) are matched by email against Nutshell users. Owners without a matching Nutshell user are held in a reconciliation queue for the customer admin to provision. Active status in Bigin maps to active status in Nutshell unless the admin specifies otherwise.