Migrate from Chakra Sales CRM to Nutshell

Chakra Sales CRM Contacts map directly to Nutshell People records. Standard fields (name, email, phone, address) map 1:1. Chakra Contact custom properties migrate as Nutshell custom fields that must be pre-created in the destination before the load phase. The migration tool creates a field inventory during discovery, matches each Chakra custom field to a Nutshell custom field by name and type, and flags any Chakra fields without a Nutshell equivalent for manual mapping or new field creation.

Chakra Sales CRM Accounts (Companies) map to Nutshell Organizations. The Account name becomes the Organization name, domain becomes the website field, and address fields map to Organization address. Custom fields on Accounts map to Nutshell Organization custom fields pre-created during the discovery phase. Account-Contact parent-child relationships are preserved by creating Organizations before People and resolving the Organization lookup on each Person record at load time.

Chakra Sales CRM Leads with an unqualified status map to Nutshell People records with the lead status flag set, or optionally to the Nutshell Lead object if the destination account uses Lead management. The decision between People-with-lead-flag and separate Lead records is made during scoping based on the customer's post-migration workflow. Lead source, qualification fields, and custom properties map as with Contacts.

Chakra Sales CRM Deals map to Nutshell Accounts with a deal value, expected close date, and pipeline stage assignment. The Deal name becomes the Account name or a related deal name field depending on Nutshell's configuration in the destination account. We preserve deal amount, expected close date, stage name, owner assignment, and any deal-level custom fields.

Chakra Sales CRM pipeline stages are stored as field values on Deals, not as a separate schema object. Stage names and ordering are documented during the discovery call by querying all unique Deal stage values. We configure the Nutshell pipeline stages in the Nutshell pipeline editor to match the Chakra stage sequence before migration, preserving stage probability percentages where applicable. Each Chakra stage name maps to the nearest Nutshell stage by business meaning, not by name match.

Chakra Sales CRM Tasks (due dates, assignees, statuses, associations) map to Nutshell Activity records. Task subject becomes Activity title, due date becomes Activity due date, assignee resolves by email against Nutshell Users, and the association links the Activity to the related Person or Organization. Completed status maps from Chakra task status to the appropriate Nutshell Activity completion state.

Chakra Sales CRM email engagement records migrate as Nutshell Activity entries of email type, linked to the related Person or Organization. Email subject, body content, timestamp, and sender-recipient details map to the corresponding Nutshell Activity fields. Email threading is preserved by linking multiple activities to the same Person record in chronological order.

Chakra Sales CRM call engagement records migrate as Nutshell Activity entries of call type. Call duration, disposition, direction (inbound/outbound), timestamp, and associated Person map to Nutshell Activity fields. Call recording URLs migrate as Activity attachments if the Chakra export includes the file reference.

Chakra Sales CRM meeting engagements map to Nutshell Activity records of meeting type. Meeting title, start and end time, location, attendees, and notes migrate to the corresponding Nutshell Activity fields. Attendees are linked to Nutshell People records by email match where a matching Person exists.

Chakra Sales CRM workflow automation rules — including lead nurturing sequences, automated assignment rules, and event-triggered actions — are stored in the platform configuration layer and do not export via the Cloud API. We document each active automation during discovery: its trigger, conditions, sequence of actions, and affected record types. We then deliver a written automation inventory with a recommended Nutshell automation builder equivalent for each Chakra rule. The customer's admin or a Nutshell implementation partner rebuilds the automations post-migration. This is a reconstruction, not a code migration.

Chakra Sales CRM custom fields on Contacts, Accounts, Leads, and Deals do not export with a schema file. We perform a field-level inventory during the discovery call by querying the source account's field definitions. Each Chakra custom field is matched to a Nutshell custom field by name and data type (text, number, date, picklist, checkbox). Fields without a direct Nutshell equivalent are flagged for manual mapping or new field creation. Custom field definitions must be created in Nutshell before the data load phase begins.