Migrate from CaseManager to Nutshell

Nutshell has no native case object. If your CaseManager cases represent sales opportunities, they map to Nutshell Deals with case metadata (status, priority, case type) stored as custom fields on the Deal. If cases are service records, they map to People with case fields as custom fields on the People record. We determine the correct routing during the discovery phase before the migration plan is finalized.

CaseManager contacts map 1:1 to Nutshell People. The contact's name, email, phone, job title, and address fields map to their Nutshell equivalents. Each People record receives a Source_System_ID__c custom field storing the original CaseManager contact ID for traceability and delta-run de-duplication.

CaseManager company records map directly to Nutshell Company records. Company name, domain, industry, employee count, and annual revenue map to their Nutshell equivalents. Nutshell Company stores a primary address; if CaseManager stores multiple addresses per company, the primary address migrates and secondary addresses are preserved as a custom text field.

CaseManager allows multiple contacts to be associated with a single case. Nutshell links a People record to one primary Company. We migrate the primary contact-company link directly and surface any additional company associations as Nutshell Account Contact Relationship records, which your admin can review and activate post-migration.

CaseManager email activities map to Nutshell Tasks with type = Email. The task subject, body, timestamp, and owning user are preserved. The task is linked to the corresponding People or Deal record in Nutshell based on the CaseManager case it was attached to.

CaseManager call logs migrate as Nutshell Tasks with type = Call. Call duration, direction (inbound/outbound), and outcome stored in the task body or as custom task fields. Original timestamps and call owners (resolved by email match) are preserved on each Task record.

CaseManager meeting records migrate to Nutshell Events. Start time, end time, location, attendees, and meeting notes are preserved on the Event. The Event is linked to the corresponding People or Deal record in Nutshell. Nutshell's calendar integration (Google Workspace, Office 365) allows Events to surface in users' native calendars post-migration.

CaseManager notes attached to cases or contacts migrate as Nutshell Notes. The note body, author (resolved by email match), and create timestamp are preserved. Nutshell Notes attach to the corresponding People or Deal record. Rich-text formatting in CaseManager notes is flattened to plain text to ensure compatibility with Nutshell's note display.

CaseManager file attachments on cases or contacts are downloaded from CaseManager storage and re-uploaded to Nutshell Files. Each file is linked to the corresponding People, Company, or Deal record. Nutshell enforces a 25MB per-file size limit; files exceeding this are flagged for manual chunking or alternative delivery.

Each CaseManager custom field on Cases, Contacts, or Companies requires a corresponding custom field in Nutshell. We create the custom field on the correct Nutshell object (People, Company, or Deal) with a matching data type (text, number, date, pick-list, or checkbox) before the migration run. Pick-list value mappings are built value-by-value where the source and destination pick-list options differ.

CaseManager stores owner as a user ID. We resolve each owner ID to a Nutshell user account by matching the CaseManager owner's email against Nutshell user emails. Unresolved owners — those with no matching Nutshell account — are flagged before the migration runs, and their records are assigned to a designated fallback owner until accounts are provisioned.

CaseManager workflow rules and auto-assignment logic have no direct equivalent in Nutshell. Nutshell's automation model applies to Deals, not cases. We export the CaseManager workflow definitions as a structured reference document your Nutshell admin can use to rebuild equivalent routing logic in Nutshell's automation tools.