Migrate from Brevo Marketing Platform to Nutshell

Brevo Contacts map directly to Nutshell People. The contact email address serves as the dedupe key during import. Standard Brevo attributes (first name, last name, phone, city, country, date of birth) map to equivalent Nutshell Person fields. Custom attributes stored as Brevo contact properties migrate to Nutshell custom fields on Person. We extract via GET /contacts with cursor-based pagination (36,000 requests per hour limit applies); we do not use daily exports since that feature was deprecated May 30, 2025.

Brevo Companies map to Nutshell Companies with a 1:1 relationship. The Brevo company domain becomes the Company Website field and is used as a secondary dedupe signal alongside email domain matching. We export Companies first so that the Nutshell Person-Company link (the 'Works at' relationship) is satisfied at the moment of Person insert, avoiding orphaned person records.

Brevo Deals map to Nutshell Deals with pipeline and stage preserved. The Brevo dealstage property maps to a Nutshell Stage that we configure in the destination account before migration. Closed-Lost and Closed-Won reasons from Brevo custom properties map to Nutshell custom fields on Deal. We export Deals via the CRM Deals API or CSV from the Brevo UI.

Brevo pipelines (up to multiple per account on Standard/Professional/Enterprise) map to Nutshell Stage definitions. Each Brevo pipeline becomes a separate Nutshell Stage set. Custom stage names, stage order, and stage probabilities migrate as Nutshell stage configuration before Deal import begins. We use the CRM API to export pipeline configuration.

Brevo tags (flat key-value labels on Contacts) map to Nutshell CRM tags. Tags are exported as a list per contact and inserted as tag values on the corresponding Nutshell Person record. Tag names with spaces or special characters are normalized to Nutshell's tag format during transform.

Brevo automation workflows (Journeys) are documented as a written inventory capturing the trigger event, condition branches, delay steps, and action types (send email, update property, assign owner, etc.). Brevo's new automation editor (2024) has a separate migration path where partially migratable workflows mark unsupported steps as inactive rather than failing outright. We audit every workflow post-transfer and flag any inactive steps so the customer can rebuild manually in Nutshell or document for a workflow implementation partner. We do not migrate workflow logic as executable code to Nutshell.

Brevo email campaign content (subject, sender, HTML content blocks) exports as HTML and recreates as Nutshell email templates. Campaign statistics (open rate, click rate, bounce rate) do not migrate as reports — we preserve them in a written campaign performance summary document. Nutshell's email template model supports the HTML content and merge field structure from Brevo campaigns.

Brevo SMS campaigns export with the same logic as email campaigns, but Nutshell does not include native SMS delivery. SMS campaigns are documented in the campaign inventory with sender ID and credit consumption noted. The customer must provision a separate SMS account (Brevo SMS credits do not transfer) and recreate SMS campaigns in a dedicated SMS platform if SMS continues to be required.

Brevo Custom Objects are only available on Enterprise or Pro plans and can only be created via API. If the source account has Custom Objects, we map them to Nutshell in one of three ways depending on data structure: (1) as custom fields on the related Person or Company record, (2) as a separate Nutshell custom object equivalent (via third-party integration or related record table), or (3) as a JSON blob in a notes field with a schema reference. The customer selects the strategy during scoping.

Brevo Owners map to Nutshell Team Members by email address match. Brevo seat assignments ($9/month per marketing seat) are a billing configuration rather than a data migration artifact. We export all Owner records referenced on Contacts, Companies, and Deals, resolve them to Nutshell Team Members, and flag any Owners without a matching Nutshell account for the customer's admin to provision before Deal import begins.