CRM migration
Field-level mapping, validation, and rollback between Click and Nutshell. We move data and schema; workflows are rebuilt natively in Nutshell.
Click
Source
Nutshell
Destination
Compatibility
6 of 8
objects map 1:1 between Click and Nutshell.
Complexity
BStandard
Timeline
3-5 weeks
Overview
Moving from ClickDimensions to Nutshell is a structural migration that requires sourcing data from two places: the underlying Microsoft Dynamics 365 CRM (where ClickDimensions actually stores contacts, accounts, and leads) and the ClickDimensions layer itself (which annotates those records with marketing attributes like email engagement, event registrations, web tracking, and survey responses). Nutshell has no native marketing automation objects, so ClickDimensions marketing activity records migrate as Notes or Tasks with structured metadata rather than as native equivalents. We extract via the Dynamics 365 Web API, map ClickDimensions custom field annotations onto standard Nutshell fields, and load through Nutshell's native import tools or API. Workflows, email sequences, event registrations, and web tracking configurations do not migrate; we deliver a written inventory of these for the customer's admin to evaluate for rebuilding in Nutshell's automation tools or a separate marketing platform.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Click object lands in Nutshell, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Click
Contact (from Dynamics 365)
Nutshell
Contact
1:1Contacts reside in the underlying Microsoft Dynamics 365 instance, not in ClickDimensions itself. We extract contacts from Dynamics 365 via the Web API using the customer's Dynamics credentials, then load into Nutshell as Contact records. ClickDimensions custom field annotations (email consent flags, engagement scores) migrate as standard Nutshell contact fields or custom fields depending on the field type. The Dynamics contact ID is preserved in a custom field for reconciliation.
Click
Account (from Dynamics 365)
Nutshell
Account
1:1Accounts migrate from Dynamics 365 to Nutshell Account. The Dynamics Organization ID and Account ID are preserved in custom fields for reconciliation. Account-to-Contact relationships are resolved during import by matching the Dynamics parentaccountid reference to the newly created Nutshell Account records.
Click
Lead (from Dynamics 365)
Nutshell
Lead
1:1Leads from Dynamics 365 migrate to Nutshell Lead. ClickDimensions lead-scoring attributes stored as custom fields on the Dynamics Lead record migrate to Nutshell custom fields on Lead. Lead status from Dynamics maps to Nutshell's Lead status field.
Click
Opportunity (from Dynamics 365)
Nutshell
Deal
1:1Dynamics Opportunities map to Nutshell Deals. The Dynamics pipeline and stage names map to Nutshell pipeline and stage names, which we configure before migration. Closed-Won and Closed-Lost reasons migrate as custom fields on Deal if they exist in Dynamics.
Click
Activity (from Dynamics 365)
Nutshell
Task
1:1ClickDimensions creates Task and Event records in Dynamics 365 for email engagement, form submissions, and other interactions. These are standard CRM activity objects that migrate cleanly to Nutshell Task. ActivityDateTime preserves the original timestamp for timeline ordering. Activity type (call, email, meeting, task) maps to Nutshell Task category or a custom field.
Click
Note (from Dynamics 365)
Nutshell
Note
1:1Notes attached to contacts, accounts, leads, or deals in Dynamics migrate to Nutshell Note records linked to the corresponding Nutshell record. Rich text formatting is preserved. Note attachments migrate as separate file references if the customer can provide the attachment URLs.
Click
Email Send (ClickDimensions)
Nutshell
Note
1:manyClickDimensions Email Send records annotate Dynamics contacts with campaign send history. Since Nutshell has no native email send object, we merge send metadata (campaign name, send date, open count, click count, bounce status) into a structured Note on the corresponding Contact. The Note body contains campaign and engagement summary; individual open and click events are not split into separate records.
Click
Event Registration (ClickDimensions)
Nutshell
Note
1:manyClickDimensions Event Registrations store attendee records linked to Dynamics contacts. Registration status, session choices, and custom registration fields migrate as a structured Note on the Nutshell Contact. Multiple event registrations for the same contact merge into a single Events Note with all registration records listed.
| Click | Nutshell | Compatibility | |
|---|---|---|---|
| Contact (from Dynamics 365) | Contact1:1 | Fully supported | |
| Account (from Dynamics 365) | Account1:1 | Fully supported | |
| Lead (from Dynamics 365) | Lead1:1 | Fully supported | |
| Opportunity (from Dynamics 365) | Deal1:1 | Fully supported | |
| Activity (from Dynamics 365) | Task1:1 | Fully supported | |
| Note (from Dynamics 365) | Note1:1 | Fully supported | |
| Email Send (ClickDimensions) | Note1:many | Fully supported | |
| Event Registration (ClickDimensions) | Note1:many | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Click gotchas
Custom Field write limit on Free Forever plans
ClickDimensions does not store contacts independently
Export and Import tools move Click records between Dynamics environments
Nutshell gotchas
Contact tier limits enforced on import
No bulk API endpoint requires paginated extraction
Email sequences not exportable via API
Foundation plan disables key sales features
Pair-specific challenges
Migration approach
Discovery and Dynamics access confirmation
We audit the ClickDimensions layer for active entities (email sends, event registrations, web tracking events, survey responses) and the underlying Dynamics 365 instance for CRM record volumes, custom fields, pipelines, and user count. We confirm the customer's ability to provide Dynamics 365 API access (Azure AD app registration with read scope on Contact, Account, Lead, Opportunity, Task, and Note entities). The discovery output is a written migration scope listing record counts per entity, the ClickDimensions entity types in scope, and the Dynamics access method.
Schema design and pipeline configuration
We design the Nutshell destination schema: custom fields to receive ClickDimensions annotations (campaign name, event registration status, engagement counts), pipeline and stage names mapped from Dynamics Opportunity, and any lead scoring fields to carry over from Dynamics. We configure Nutshell pipelines and stages before any record import so that Deal stage values land in the correct dropdown on insert.
Sandbox migration and reconciliation
We run a full migration into a Nutshell trial or sandbox environment using a representative data sample (minimum 500 records per object). The customer reviews record counts, spot-checks field mapping accuracy, and verifies that ClickDimensions annotations appear correctly on Contact Notes. Mapping corrections happen in this phase before production migration begins.
Dynamics 365 CRM extraction and contact-account resolution
We extract contacts, accounts, leads, and deals from Dynamics 365 via the Web API. Accounts are loaded first (since Contact requires an Account reference). Contacts are loaded with the AccountId lookup resolved by matching Dynamics parentaccountid to the Nutshell Account record created in the previous phase. Leads and Deals follow in dependency order.
ClickDimensions annotation layer import
We extract Email Send records, Event Registration records, and relevant Survey Response records from ClickDimensions via its API. Each record is linked to a Dynamics contact (identified by email address match), which we resolve to the corresponding Nutshell Contact created in the previous phase. Records are transformed into Note format with structured metadata and inserted against the resolved Contact.
Cutover, delta sync, and handoff
We freeze writes to the source Dynamics and ClickDimensions environment during cutover, run a final delta migration of any records modified during the migration window, then enable Nutshell as the system of record. We deliver a written inventory of ClickDimensions entities not migrated (event registration sessions, web tracking behavioral data, survey question-answer detail) with recommendations for rebuilding or replacing in Nutshell or a separate marketing platform.
Platform deep dives
Click
Source
Strengths
Weaknesses
Nutshell
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 2 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Click and Nutshell.
Object compatibility
2 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Click: Inherits Microsoft Dataverse and Power Platform service-protection limits (per-user request quotas published by Microsoft). The vendor does not publish Click-specific limits beyond those..
Data volume sensitivity
Click exposes a bulk API — large-volume migrations stream efficiently.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
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