Migrate from Clarify CRM to Nutshell

Discovery and credit audit

We audit Clarify across credit consumption, AI-enriched fields, custom field definitions, pipeline stage names, activity volume, and tag usage. We identify records with high AI credit consumption that may carry incorrect or stale enrichment. We pair this with Nutshell plan selection: Foundation ($16/user/mo annual) covers basic CRM; Pro ($42) unlocks multiple pipelines and advanced reporting; Power AI ($52) adds Nutshell's own AI features. The discovery output is a written migration scope including the AI-field preservation decision and Nutshell plan recommendation.

Schema design and field mapping

We design the Nutshell destination schema before any data moves. This includes creating equivalent pipeline stages, mapping Clarify custom fields to Nutshell custom fields with type validation, configuring Nutshell pipeline views, and defining how Clarify's lifecycle stage values translate into Nutshell Contact fields or tags. Any Clarify field types that cannot map directly to Nutshell are flagged for the customer to resolve. Schema is validated in Nutshell's sandbox or trial environment before production migration begins.

Data quality assessment and cleansing

We run a data quality assessment against Clarify's exported records. We identify duplicate Contacts (matched by email), incomplete records missing required fields (name, email), AI-enriched fields that may contain incorrect data, and inconsistent formatting (phone numbers, addresses). We present a cleansing report to the customer and perform deduplication and format normalization as a separate preprocessing step before migration. Cleansing prevents dirty data from multiplying in Nutshell.

Staged migration in dependency order

We run production migration in record-dependency order: Companies (first, as they are referenced by Contacts), Contacts (with Company lookups resolved), Deals (with Contact and Company lookups resolved), Pipeline stages (configured before Deals import), Activities (Calls, Emails, Meetings, Tasks with Contact/Company lookups resolved), AI-generated summaries (as Note attachments on corresponding Activities), and Tags (applied to the records they label). Each phase emits a row-count reconciliation report before the next phase begins. We throttle exports to 15 req/s per Clarify's API limit with exponential backoff on 429 responses.

Cutover, delta sync, and validation

We freeze Clarify writes during cutover, run a final delta migration of any records modified during the migration window, then enable Nutshell as the system of record. We validate record counts, spot-check 25-50 random records against the Clarify source, and confirm that all activities, notes, and tags transferred correctly. We deliver the automation and workflow inventory document to the customer's admin team for rebuild in Nutshell's workflow builder.

Hypercare and handoff

We support a three-day hypercare window following cutover where we resolve any reconciliation issues raised by the customer's sales team. We do not rebuild Clarify Workflows or AI agents as Nutshell automations inside the migration scope; that work requires a separate engagement or internal admin task. We deliver the full migration log, the field mapping spreadsheet, and the automation inventory as part of the standard handoff package.