Migrate from Black Ice CRM to Nutshell

Black Ice Accounts map to Nutshell Companies. Company name, address fields, and phone map directly. We require a pre-migration export sample to identify any custom fields on the Account module that need to be created as Nutshell custom fields before import. Account is imported before any People records so the Company lookup is satisfied at insertion time.

Black Ice Contacts map to Nutshell People. Email, phone, name, title, and address fields migrate directly. The contact-to-account relationship maps to the People-Company association in Nutshell, which we resolve after both Company and People imports are complete. Any custom contact fields identified in the pre-migration audit create Nutshell custom fields on the Person object before data loads.

Black Ice Leads map to Nutshell Leads. We use a pre-migration field audit to capture the actual lead fields active in the deployment, as Black Ice lead fields vary by installation. Lead status, source, and owner assignment map to Nutshell's lead_status, lead_source, and assignee fields. Leads that have already been converted to Contacts in Black Ice are handled as Contacts in Nutshell to avoid duplication.

Black Ice Potential Tracking records map to Nutshell Deals. The pipeline stage name from Black Ice maps to the Deal's status field in Nutshell, and estimated value maps to deal_value. We capture any custom stage names used in Black Ice and map them to existing or new Nutshell Deal statuses during the scoping call.

Black Ice Quotes map to Nutshell Quotes where the customer holds an active Quotes module. Quote header fields (quote number, date, total) map directly, and line items migrate as Quote Line Items linked to the Quote. If the customer does not hold the Quotes module in Black Ice, this object is omitted. Quote PDF attachments migrate as file links against the Quote record.

Black Ice Orders do not have a direct Nutshell equivalent because Nutshell is a CRM rather than an ERP. We map Orders as Nutshell Deals with a custom field order_number__c and a Deal status that reflects the order's fulfillment state (e.g., Awaiting Fulfillment, Shipped, Delivered). Line items from the Black Ice Order migrate as Deal Products attached to the Deal. This is a semantic configuration, not a field-for-field map, and we document the mapping logic in the migration spec.

Black Ice Invoices similarly do not have a native Nutshell equivalent. We map Invoices as Nutshell Deals with a custom field invoice_number__c, a Deal status reflecting payment state (e.g., Invoiced, Partially Paid, Paid), and a monetary amount field carrying the invoice total. Payment status from Black Ice migrates as a custom field on the Deal. This approach preserves the financial record context in the CRM without requiring an accounting integration.

Black Ice Product records (name, SKU, price) map to Nutshell Products. Product descriptions and any custom fields on the Black Ice Products module migrate as Nutshell Product custom fields. We note that Nutshell Products do not include automated stock tracking; current stock quantities from Black Ice migrate as a custom field stock_quantity__c on the Nutshell Product, and the customer configures any reorder logic manually in Nutshell post-migration.

Black Ice stock levels and reorder thresholds do not have a native Nutshell equivalent. We carry forward the current stock quantity as a custom field on the Nutshell Product record and the reorder threshold as stock_reorder_threshold__c. These are static values at the time of migration; live inventory updates are not supported in Nutshell CRM and require a third-party inventory management tool or a custom integration post-migration. We flag this distinction during scoping so the customer plans accordingly.