Migrate from Combit CRM to Nutshell

Combit Contacts migrate to Nutshell People records with standard fields (name, email, phone, title) preserved. The Combit contact's link to its parent Address (Anschrift) record is resolved during transform: the primary address fields (street, city, postal code, country) are embedded into Nutshell's address fields on the Person record, and any secondary addresses are stored in a custom text field for manual reconciliation.

Combit Addresses are separate records that can link to multiple Contacts, unlike Nutshell where address is embedded. We resolve the primary address for each Contact by following the Combit address relationship, embed those fields into the Nutshell Person record, and flag any Contact with multiple linked Combit Addresses for manual review at the destination because Nutshell does not support multiple address records per Person.

Combit Company records map directly to Nutshell Company records. Company name, domain (if present), phone, and industry classification migrate as standard fields. The Company record is created before any linked Person import so that the Person-to-Company relationship is satisfied at insert time. Any Combit custom fields on Company are mapped to Nutshell custom fields or stored as text notes.

Combit Projects migrate to Nutshell Deals with a custom field project_name__c carrying the original Combit project name for audit. Project status maps to the closest Nutshell pipeline stage (Open, Won, Lost), and project budget or value maps to Deal value. Projects spanning multiple contacts transfer as a single Deal with the primary contact linked; secondary contacts are added to a custom text field for manual relationship rebuild.

Combit Deals map to Nutshell Deals with pipeline stage, value, owner, and expected close date preserved. Combit's configurable deal pipelines map to Nutshell pipeline stages that we configure in the target account before migration. Any deal-specific custom fields map to Nutshell custom fields on Deal.

Combit Activities (calls, meetings, tasks, notes) migrate to Nutshell Activity records on the relevant Person, Company, or Deal. Activity type, date, duration, and description are preserved. Calls map to Nutshell call entries, meetings map to meeting entries, and standalone notes map to note entries. The parent record reference is resolved during transform using the Combit activity-to-contact and activity-to-project relationships.

Combit allows user-defined fields across Contacts, Companies, Deals, Projects, and Activities. We identify all custom field definitions during discovery, translate German field labels, map data types to Nutshell field types (text, number, date, picklist), and pre-create the custom fields in Nutshell before data load begins. Any Combit field types without a direct Nutshell equivalent (for example, complex multi-select hierarchies) are stored as text fields with a migration note for the customer.

Combit users map to Nutshell users by email address. Owner assignments on Contacts, Deals, and Activities are resolved by matching Combit owner email to Nutshell user email. Any Combit user without a matching Nutshell account is held in a reconciliation queue for the customer's admin to provision before record import resumes. Inactive Combit users are mapped to inactive Nutshell users to preserve historical assignment.

Combit file attachments are extracted to a file store, assigned original filenames, and uploaded to Nutshell's file attachment support on the relevant Person, Company, or Deal record. We map the attachment by record type and Combit record ID to the target Nutshell record during load. Large attachments (over the Nutshell file size limit) are flagged for manual re-upload post-migration.

Combit categorical tags on records migrate to Nutshell tags. Multi-value tag fields from Combit are split and applied as individual Nutshell tags on the mapped record. If the Combit taxonomy uses hierarchical categories (parent-category/sub-category), the full path is preserved as a tag string and can be reorganized in Nutshell post-migration.