Migrate from Cloze to Nutshell

Cloze People records map directly to Nutshell Contacts. Standard fields (first_name, last_name, email, phone, address, social URLs) map to Nutshell's Contact fields. Custom fields on People transfer to Nutshell custom Contact fields. The Cloze Stage property (Lead, Potential, Active, Inactive, Past, Lost) maps to a combination of Nutshell's Contact Status field and a custom lifecycle_stage__c field for audit clarity.

Cloze Company records map to Nutshell Company records with a direct field-to-field translation. Address, social links, industry, and website fields align to Nutshell's standard Company fields. Company-level custom fields migrate as Nutshell custom Company fields. The People-to-Company link in Cloze becomes the Nutshell Contact-to-Company relationship established during Contact import.

Cloze Projects (aliased as Deals or Properties depending on the customer's naming config) map to Nutshell Deals. The Cloze Stage field (Potential, Active, Done, Lost) maps to Nutshell's pipeline stage values, which we configure to match the customer's existing stage labels during migration. Custom fields on Projects transfer to Nutshell custom Deal fields. Real estate-specific stage labels (e.g., Under Contract, Listed) are normalized to the destination stage model.

Cloze Segments and Audience memberships are preserved by mapping each contact's segment assignment to a custom multi-select picklist field in Nutshell (e.g., segment__c). Segments like Customers, Leads, Prospects, Inactive map to the corresponding values in the custom field. Multiple segment memberships on a single contact result in comma-separated values in the Nutshell multi-select field.

Cloze tags on People and Companies are preserved as a custom multi-select picklist tag__c field in Nutshell. Teams with over 100 unique tags may prefer a tag-strategy decision during scoping: either a multi-select field (cleaner UI, easier filtering) or a Note record per contact listing all original tags (preserves full tag history without field length constraints). The customer chooses the strategy during discovery.

Cloze custom fields on People, Companies, and Projects (text, number, date, choice field types) map to Nutshell custom fields of the equivalent type. Choice fields map to Nutshell picklist fields. We flag any deprecated or deleted custom fields in Cloze that may contain stale data and exclude them from migration to prevent clean data from being contaminated by orphaned field definitions.

Cloze Timeline records (emails, calls, texts, meetings, notes) migrate as Nutshell Activities. Call logs map to Nutshell Task with Call type; meeting records map to Nutshell Task with Meeting type; email metadata maps to Nutshell Email records linked to the Contact. Note content migrates to Nutshell Note records linked to the parent Contact, Company, or Deal. We preserve the original timestamp from Cloze as the Activity date. Raw email body content may be truncated depending on what Cloze retained; we flag this as a data completeness caveat during discovery.

Cloze Owners map to Nutshell Users by email address match. We extract all distinct owner references from People, Company, and Project records and match against the destination Nutshell account's User table. Any Cloze Owner without a matching Nutshell User enters a reconciliation queue for the customer's admin to provision the corresponding user account before the final migration run.

Cloze Campaigns (available only on Cloze Business Platinum) are migrated as a written record inventory, not as an active campaign engine in Nutshell. Nutshell does not include a native campaign feature, so we preserve campaign definitions (name, audience criteria, stage triggers) as a custom Report in the destination for the customer's admin to evaluate against Nutshell-compatible alternatives (e.g., email marketing platform integrations).