Migrate from Close to Nutshell

Close Lead records migrate directly to Nutshell Lead. We preserve the lead status label, owner assignment (via email match to Nutshell User), and all standard fields (name, email, phone, address). Close's lead status values map to Nutshell's Lead Status picklist, and any custom Lead Custom Fields are pre-created in Nutshell before the import phase begins.

Close Contact records migrate to Nutshell Contact, linked to the corresponding Nutshell Company (the Close Organisation becomes the Nutshell Company). The Contact-Company lookup is resolved at migration time by matching the Close Organisation name to the Nutshell Company record created in the previous phase. Contact owner resolves by email match to Nutshell User.

Close Organisation records map to Nutshell Company. Company name, domain, address, and industry fields migrate 1:1. We create the Company record first so that Contact imports can resolve the Company lookup immediately. If multiple Close Contacts share the same Organisation, they all link to the single Nutshell Company record.

Close Opportunities map to Nutshell Opportunities with value, stage, expected close date, and owner preserved. The Close pipeline reference maps to Nutshell's single pipeline structure. If the Close account has multiple pipelines, we consolidate them into one Nutshell pipeline and document the original pipeline name on a custom field for reference. Close Custom Fields on Opportunities are pre-created in Nutshell before Opportunity import.

Close Pipelines are containers for stages. Nutshell supports one pipeline per workspace, so if the Close account uses multiple pipelines, we create a single Nutshell pipeline and map each Close pipeline to a named group within it, preserving the original pipeline name as a custom field on each Opportunity. Stage order and probability weights migrate to Nutshell stage configuration.

Close Pipeline Stages migrate as Nutshell Stages within the consolidated pipeline. Stage display names and ordering are preserved. Stage probability weights map to Nutshell's stage probability field. If a Close pipeline has custom stage columns beyond the standard name and probability, those migrate as Opportunity Custom Fields.

Close call logs migrate to Nutshell Call records linked to the parent Contact or Lead. We use the JSON export from Close because CSV export omits all activity data. Call duration, disposition, direction (inbound/outbound), and the recording URL migrate to Nutshell Call fields. Activity timestamps are preserved to maintain the chronological timeline.

Close email engagements migrate to Nutshell Email records. The email body, subject, direction, and timestamp migrate. Recipients and CC addresses resolve to Nutshell Contact or Lead records via email address matching. If the recipient Contact has not yet been migrated, the email is held in a queue until the Contact import completes.

Close SMS engagements have no direct Nutshell equivalent, so we migrate them as Nutshell Email records with the SMS label flagged or as Note records with the sms_source__c custom field set. The customer chooses the preferred representation during scoping. We always use Close's JSON export to capture SMS; CSV does not include it.

Close Tasks migrate to Nutshell Task records with status, priority, due date, and assigned owner preserved. Task assignment resolves by email match to the Nutshell User. Open and completed task status carries over directly. Task body migrates as the Nutshell Task description.

Custom Fields exist per-object in Close (Lead Custom Fields, Contact Custom Fields, Opportunity Custom Fields). We read the field definition — type (text, number, date, picklist, checkbox), choice options, required flag — via the Close API and create matching fields in Nutshell before importing any records. Picklist choice labels are preserved; the customer confirms label parity during scoping.

Close Custom Activities are user-defined activity types with their own schema. Nutshell does not have a Custom Activity Type registry, so we migrate Custom Activity instances as Nutshell Note records with a custom field nut_custom_activity_type__c carrying the original Close activity type name, and any type-specific Custom Fields carried as additional custom Note fields. We sequence the import as: create Nutshell custom fields, then import Custom Activity records. This is the highest-effort object in the mapping.