Migrate from Bushel CRM to Nutshell

Bushel Contact maps to Nutshell Person — the primary person record holding name, email, phone, title, and address. All standard contact fields carry over directly. A Person is linked to a Company record via the Company field in Nutshell. Unassigned contacts (no linked account in Bushel) land as standalone Nutshell People.

Bushel contacts that have never been qualified into a deal — identified by the absence of a deal link and a contact status of Prospect — split to Nutshell Lead rather than Person. Your team specifies the qualification criteria during scoping so we apply the correct routing rule before migration.

Bushel Company maps to Nutshell Company directly — name, website, industry, employee count, and annual revenue fields map field-by-field. Bushel's ERP-linked fields (ERP_customer_id, ERP_location_id) migrate as Nutshell custom fields so the ERP linkage reference is preserved even after the CRM migration.

Bushel Deal maps to Nutshell Deal — name, amount, stage, and close date carry over. Pipeline names in Bushel map to Nutshell pipeline names. Bushel deal owner (owner_id) resolves by email match against Nutshell users. Deals without a matching Nutshell user are assigned to a fallback owner and flagged for manual reassignment.

Bushel pipelines map 1:1 to Nutshell pipelines. Each pipeline's stage names map to Nutshell stage names within that pipeline. Stage probability values in Bushel do not have a direct Nutshell equivalent — they are stored as a custom float field (Stage_Probability__c) for reporting continuity.

Bushel stores farm-specific data — crop_type, acreage, storage_capacity, delivery_destination, field_count — on the Company record. These fields migrate as Nutshell custom fields on the Company record. Bushel's farm_id field migrates as a custom text field so each Nutshell Company carries the original Bushel farm identifier for traceability.

Bushel grain contracts (contract_id, contract_type, bushels_contracted, pricing_basis, delivery_window) are not a standard Nutshell object. We map them as a custom section on the Nutshell Deal record — storing contract_id, bushels, and pricing basis as custom fields. Contract documents are re-uploaded as Nutshell File Attachments on the Deal.

Bushel scale tickets (ticket_id, gross_weight, tare_weight, net_weight, bushels_delivered, moisture_pct) do not have a Nutshell equivalent. Each scale ticket migrates as a Note attached to the relevant Deal or Company, capturing ticket_id, weight data, and delivery date. The original timestamp and receiving-location fields are preserved in the Note body.

Bushel prepay and booking records (prepay_id, bushels_prepaid, pricing_locked, expiry_date) link to the Bushel Deal. We map these as custom fields on the corresponding Nutshell Deal record. Multiple prepays against a single deal are stored as a newline-separated list in a custom text field.

Bushel activity entries — calls, emails, meetings, and notes — map to Nutshell Tasks (for calls and emails), Events (for meetings), and Notes (for text notes). Original timestamps, owners, and parent-record links are preserved. ERP-event log entries (scale ticket created, contract updated) that have no CRM equivalent are stored as Nutshell Notes.

Bushel file attachments on records re-upload to Nutshell as File Attachments on the corresponding record. File size limits are checked against Nutshell's attachment limits (25MB per file). Files with sizes exceeding the limit are split or flagged for alternative storage with a reference link stored in Nutshell.

Bushel owner_id values are resolved by matching the owner's email address against Nutshell user accounts. A pre-migration owner resolution report is generated so your team can invite any unmatched Bushel owners to Nutshell before the migration runs. Records assigned to unresolved owners are flagged and held for manual assignment.

Any Bushel custom field not covered by the standard mappings above — including custom properties on any object — is created as a Nutshell custom field on the corresponding record type. Nutshell supports custom fields on People, Companies, and Leads. We generate a custom field creation plan based on the full Bushel property inventory before migration data lands.