Migrate from ChartMogul to Nutshell

ChartMogul's parent Customer record (with name, website, country, state, city, owner, tags, and custom attributes) decomposes into a Nutshell Company record and a primary Nutshell Person record. The ChartMogul customer_uuid maps to an external_id custom field on both the Company and Person so that the relationship remains queryable post-migration. We set the Company name from ChartMogul's company field and create the primary Person from ChartMogul's contact data if present; additional contacts from ChartMogul's contact list become Person records linked to the same Company.

ChartMogul's per-billing-source child Data Source Customer records (Stripe, Chargebee, Recurly, PayPal) do not have a direct Nutshell equivalent. We extract the billing source name, external_id, and currency from each child record and write them into a set of Company-level custom fields: billing_source__c, billing_source_id__c, and currency__c. This preserves which billing system owns the subscription without creating orphaned child records in Nutshell.

ChartMogul Subscriptions (plan_id, quantity, billing cycle, status) migrate as a group of Company custom fields: subscription_plan__c (text), subscription_quantity__c (number), subscription_interval__c (dropdown: monthly/annual/quarterly), subscription_status__c (dropdown: active/trial/cancelled/past_due), and subscription_mrr__c (currency). We derive subscription_mrr__c from the ChartMogul plan's mrr field at migration time. Closed or cancelled subscriptions migrate with their original status so that churn history is visible on the account record.

ChartMogul Plan definitions (name, interval, amount, currency, trial period days) migrate as Company custom field values rather than as separate records, because Nutshell has no Plans object. We write plan_name__c, plan_interval__c, plan_amount__c, and trial_days__c onto the Company record at migration time. If the customer has multiple active plans, we write the primary plan as the default and include additional plan names in plan_name__c as a text list.

ChartMogul Invoice records (line items, amounts, taxes, transaction fees, dates) cannot be fully represented in Nutshell's standard CRM schema. We write a summary record onto the Company: last_invoice_date__c (date), total_invoiced_amount__c (currency), and invoice_count__c (number). For accounts where invoices represent key relationship milestones, we attach the invoice data as a note on the Company record with the invoice number, amount, and date in structured text format. Full invoice line-item detail requires a separate document management approach.

ChartMogul Transactions (payments, refunds, chargebacks) migrate as aggregate summary fields on the Company: last_payment_date__c, total_payments_received__c (currency), and total_refunds__c (currency). Transaction fee handling for Google Play and PayPal sources is read from ChartMogul's fee setting and noted in a fee_handling_note__c text field so the customer can verify alignment with their accounting records. Individual transaction rows are not imported because Nutshell has no transaction ledger.

ChartMogul tags on parent Customer records migrate to Nutshell Tags on the corresponding Company or Person. Tags are flat string labels in both platforms, so the mapping is direct. Tag counts for segmentation filters migrate as part of the tag set; the Nutshell Tags feature supports filtering by tag so segmentation intent is preserved. If ChartMogul tags contain hierarchical separators, we flatten them to a flat tag set in Nutshell.

ChartMogul Customer-level custom attributes (key-value pairs of type String, Integer, Boolean, Date, or Timestamp) migrate to Nutshell custom fields of matching type on the Company object for company-scoped attributes or on the Person object for contact-scoped attributes. String attributes map to Nutshell text fields; Integer attributes map to number fields; Date and Timestamp attributes map to date fields; Boolean attributes map to Nutshell checkbox fields. We pre-create all custom fields in Nutshell before migration begins using the custom field API.

ChartMogul CRM Opportunities (deal stage, value, owner) map to Nutshell Opportunities with stage, amount, and user preserved. ChartMogul's opportunity stages map to Nutshell pipeline stages by name; the Nutshell pipeline and stage values are configured before migration. Closed-won and closed-lost opportunities migrate with their original status. ChartMogul's MRR contribution per opportunity does not map directly; we write the opportunity amount and note the MRR impact in a custom field.

ChartMogul Notes and Call Logs on Customer records migrate to Nutshell Notes attached to the corresponding Company or Person. Note body text migrates as-is. Call log metadata (duration, disposition, recording URL if present) migrates to a custom note format: structured text including call duration, date, and any disposition field. Nutshell's AI call logging creates new Notes automatically after migration, so call logs migrated from ChartMogul appear alongside any new AI-logged calls in the same timeline.