Migrate from Claritysoft to Nutshell

Claritysoft Contacts map directly to Nutshell People. Standard fields (name, email, phone, address, company association) transfer directly. The Claritysoft contact-to-account link resolves to the Nutshell Company lookup. We flag any Contacts without an associated Account since Nutshell People can exist without a Company link, but the customer should decide whether to require company association post-migration.

Claritysoft Accounts map to Nutshell Companies 1:1. Company name, website, address, industry, and revenue fields transfer directly. Nutshell Companies do not have a separate type field; we map Claritysoft's Account Type to a Nutshell custom field or leave blank if the customer prefers a flat structure.

Claritysoft Leads transfer to Nutshell Leads with lifecycle stage preserved. Claritysoft's New, Contacted, Qualified stages map to Nutshell's Lead status values, with the original stage stored in a custom field for audit. Any lead scoring values transfer as a numeric custom field.

Claritysoft Opportunities map to Nutshell Deals. Deal amount, stage, probability, expected close date, and owner transfer directly. Claritysoft pipeline stage names map to Nutshell pipeline stage names; if the names differ significantly, we document the mapping and the customer configures the pipeline stages in Nutshell before migration begins.

Claritysoft Activities (Calls, Meetings, Tasks) map to Nutshell's activity timeline entries. Timestamps, owners, linked record associations, and disposition data transfer directly. Note that Nutshell's activity model is simpler than Claritysoft's; detailed call disposition codes without a Nutshell equivalent become custom fields.

Documents attached to Claritysoft records (Contacts, Accounts, Opportunities) are extracted and re-attached to the corresponding Nutshell People, Companies, or Deal records. Attachment storage conventions differ between platforms; we flag the count and total size of attachments during discovery and warn if the total exceeds typical Nutshell attachment limits.

Claritysoft Custom Fields on Contacts, Accounts, Leads, and Opportunities map to Nutshell customFields. Nutshell stores custom fields in a dedicated customFields dictionary per record, so we reformat the field schema during transform. Calculated Custom Fields from Claritysoft Accelerator or Enterprise have no Nutshell equivalent; we migrate the calculated values as static data and document the calculated-field logic for manual rebuild.

Claritysoft Custom Modules (available on Accelerator and Enterprise tiers) have no direct Nutshell equivalent. We migrate the module data as a set of custom fields on the nearest standard object (typically People or Companies) or as a separate entity documented for the customer to review. If the Custom Module has lookup relationships to standard objects, we map those to Nutshell custom field lookups where the data model supports it.

Claritysoft Workflows do not migrate as automation code. We export the full workflow definition including triggers, conditions, actions, and date-based logic during discovery. Nutshell's Workflow Management feature (available on Sales Growth and above) handles task automation and lead routing differently; we deliver a written workflow inventory with recommended Nutshell equivalents and the customer rebuilds manually post-migration.