Migrate from Cirrus CRM to Nutshell

Cirrus CRM Contacts map directly to Nutshell People. We map name fields, email addresses, phone numbers, and physical addresses with standard field mapping. The Contact-to-Company relationship in Cirrus CRM maps to the Person-to-Company link in Nutshell. Custom fields on Contacts require type validation (text, number, date, picklist) in a test batch before full import because Cirrus CRM custom field schemas vary per tenant.

Cirrus CRM Company records map to Nutshell Companies with direct field mapping on company name, address, and geographic data. Credit information and built-in geographic enrichment from Cirrus CRM's Swedish-market features migrate to custom fields in Nutshell unless the customer confirms the destination fields already exist.

Cirrus CRM Deals map to Nutshell Deals with the deal name, monetary value, expected close date, and current stage label preserved. Stage labels transfer as text fields; the pipeline stage order and automation triggers do not migrate because Cirrus CRM stores pipeline configuration separately from deal records. We validate the stage label mapping with the customer before import.

Cirrus CRM pipeline definitions (stage order, win/loss criteria, automation triggers) are stored at the pipeline level, not on individual Deal records. We treat stage labels as static text fields in Nutshell. If the customer wants a structured pipeline in Nutshell, we configure Deal stages in Nutshell's pipeline settings and map Cirrus stage labels to the corresponding Nutshell stage names during migration.

Cirrus CRM Quotes carry line items referencing Products and are linked to Deals. Nutshell has no native Quote object. We map Quotes to the parent Nutshell Deal with line items represented as a JSON-formatted custom field (quote_lines__c) or as separate Deal-linked custom records depending on the customer's reporting needs. Quote-to-Deal linkage is preserved at migration time by resolving the parent Deal reference before inserting the Quote representation.

Cirrus CRM Orders are generated from Quotes and linked to ERP invoice records. Order-to-Quote relationships must be mapped explicitly during migration to avoid breaking the linked ERP data chain. We represent Orders in Nutshell as Deal records with an order_status__c custom field and order_amount__c carrying the monetary value. If the customer uses a separate order management system, we document the Order-to-ERP linkage in the migration manifest for reconnection post-migration.

Cirrus CRM Activities (calls, emails, meetings, tasks) tied to Contact or Deal records migrate to Nutshell Activities attached to the corresponding Person or Deal. Activity timestamps, disposition notes (for calls), and attendee lists (for meetings) preserve. Activity display format may differ between source and destination; we map the activity type to Nutshell's activity subtype before import.

Cirrus CRM Campaigns track objectives and campaign-level metrics. Nutshell does not have a native Campaign object at the SMB tiers. We map Campaigns to a combination of Nutshell Activities (for campaign-level tracking notes) and Tasks (for campaign member follow-ups). If the customer needs campaign member tracking, we recommend a dedicated marketing integration or a custom CRM setup in Nutshell Enterprise.