Migrate from BoomTown to Nutshell

BoomTown People map 1:1 to Nutshell People. All standard person fields (name, email, phone, address) transfer directly. BoomTown's owner assignment resolves to a Nutshell user by email match. Records with no assigned owner land under a migration-system fallback owner. During migration, any missing owner is mapped to a designated system account, ensuring all records have an accountable user.

BoomTown Companies map to Nutshell Companies. Company name, domain, address, and industry fields transfer directly. Parent-company hierarchies in BoomTown map to Nutshell's parent-company field. Multi-contact companies in BoomTown attach all associated People to the same Nutshell Company record. If multiple companies share the same domain, we consolidate them into a single Nutshell Company to avoid duplicate entries.

BoomTown Leads map directly to Nutshell Leads. The Lead status value (Active, Contacted, Qualified, etc.) transfers as-is. If BoomTown uses a custom status pick-list, those values are preserved as custom field values in Nutshell and your admin applies the correct Nutshell status labels after migration.

BoomTown Deals map to Nutshell Deals. Deal name, value, close date, and associated Person and Company all transfer. The BoomTown pipeline stage name maps to a Nutshell Deal stage — if BoomTown uses multiple pipelines, all stage names from all pipelines are consolidated into Nutshell's single pipeline stages by your admin-defined mapping table.

BoomTown call logs migrate as Nutshell Tasks with Type set to 'Call'. Original call duration, timestamp, owner, and linked Person or Deal are preserved. The call subject defaults to 'Call with [Person Name]' if BoomTown stored no subject. If the Person name is unavailable, the subject falls back to a generic 'Call logged' placeholder, ensuring every task has a title.

BoomTown email logs become Nutshell Tasks with Type set to 'Email'. The email subject, body text, and timestamp transfer. Linked Person and Deal associations are preserved through Nutshell's task-entity relationship model. If the email lacks a subject line, a default placeholder 'Email from BoomTown' is used to ensure the Nutshell task has a readable title.

BoomTown notes migrate as Nutshell Notes attached to the corresponding Person, Company, Lead, or Deal. Rich-text formatting in BoomTown notes is converted to plain text in Nutshell. Note create date and owner are preserved as metadata on the Nutshell Note record.

BoomTown's native lead status values (Active, Converted, Dead, etc.) have no exact Nutshell equivalent. We create a custom field on the Nutshell Lead object called 'BoomTown Lead Status' to preserve the source value. The field is a pick-list matching BoomTown's exact value set. Your Nutshell admin maps these to Nutshell's native status after migration.

BoomTown lead scoring values transfer as a custom numeric field called 'BoomTown Lead Score' on the Nutshell Lead object. The score is preserved for reporting and segmentation reference. Nutshell does not compute lead scores natively — if you rely on this for routing, your admin rebuilds the scoring logic in Nutshell or a connected tool.

Any BoomTown custom field on Person, Company, Lead, or Deal creates a corresponding custom field in Nutshell. Field type is inferred from BoomTown's API field metadata: text maps to Nutshell text, number maps to Nutshell number, date maps to Nutshell date. Nutshell's custom field creation UI requires manual setup or API calls — we include the field creation plan in the migration package.

BoomTown user records are matched to Nutshell users by email address. Matched users receive ownership of their records in Nutshell. Unmatched BoomTown users — those with no corresponding Nutshell account — are flagged before migration. You either provision their Nutshell seat first or reassign their records to a designated fallback owner.

BoomTown drip campaigns and automated follow-up sequences do not migrate. These are platform-configured logic with no schema-level export. We deliver a JSON export of your BoomTown workflow definitions — trigger conditions, step sequences, delay rules — so your Nutshell admin has a rebuild reference. Nutshell Pro+ supports personal email sequences but the logic is manual and step-based, not a campaign builder.