Migrate from CompanyHub CRM to Nutshell

CompanyHub Contacts map to Nutshell People records. Standard fields (name, email, phone, address) migrate directly. Custom fields on CompanyHub Contacts map to Nutshell custom fields on People, subject to the destination plan's custom field limit. We validate the field count against the customer's Nutshell plan tier during scoping and flag if the plan upgrade is required before migration begins.

CompanyHub Companies map to Nutshell Accounts. The Company name becomes the Account name, domain maps to the Website field, and industry/tags migrate as Account-level custom fields. Account is created before any Person import so that the relationship linkage is satisfied at Person insert time.

CompanyHub Deals map to Nutshell Deals. The deal name, amount, expected close date, owner, and associated Company (Account) link migrate directly. We resolve the Company lookup by name match against the Nutshell Account table before Deal import. Custom fields on Deals migrate to Nutshell Deal custom fields, again subject to plan-tier limits.

CompanyHub pipeline stages (drag-and-drop customizable) map to Nutshell pipeline stage labels. We capture the full stage list during discovery, map each to the equivalent Nutshell stage, and configure the Nutshell pipeline before Deal import. If the customer has stages that do not map cleanly to Nutshell's default labels, we create custom stage names to preserve the original sales process language.

CompanyHub Custom Tables (Properties, Courses, Payments, etc.) do not have a direct Nutshell equivalent because Nutshell does not support custom objects. During scoping we ask the customer to identify which Custom Table fields are critical to preserve. High-value fields are flattened into Account-level or People-level custom fields; low-priority fields are documented for manual re-entry or a custom database outside the CRM. This decision is made jointly with the customer during discovery.

CompanyHub Tasks map to Nutshell Tasks. Due date, assigned owner (resolved by email match), linked Contact (resolved to People), and task status migrate directly. Tasks created by UTrons automations in CompanyHub migrate as standard Tasks without the automation logic, which must be rebuilt in Nutshell's automation engine.

CompanyHub Quotes map to Nutshell Quotes on Pro, Business, and Enterprise tiers. Quote templates do not migrate; the customer rebuilds templates in Nutshell's customizable template editor. Line items migrate as Quote Line Items with product name, quantity, unit price, and total.

CompanyHub Users map to Nutshell Users. We match by email address. Owners without a matching Nutshell User go to a reconciliation queue for the customer admin to provision before record import resumes. Inactive CompanyHub users migrate as inactive Nutshell users to preserve the owner attribution on historical records.

CompanyHub email activity logs migrate as Nutshell Activity entries linked to the corresponding People record. We note that CompanyHub API responses may truncate email body content; we flag any gaps in the migration report and offer to supplement from the customer's email platform export if available.

CompanyHub Notes migrate as Nutshell Notes linked to the parent record (People, Account, or Deal). Note body text migrates as rich text. Notes attached to Custom Tables without a Nutshell equivalent are linked to the associated Company or Contact record at the customer's direction.