Migrate from Composity CRM to Nutshell

Composity Accounts map directly to Nutshell Companies. The Account name, address fields, industry, and status migrate as typed Company fields. Any custom properties defined in Composity's Custom Data module reverse-engineered during scoping map to Nutshell custom fields on Company. The Company record is created first so that Contact imports can resolve the Company lookup immediately.

Composity Contacts map to Nutshell People. First name, last name, email, phone, title, and role migrate as typed Person fields. The Account-to-Contact relationship in Composity becomes the Person-to-Company relationship in Nutshell at migration time. Any custom contact fields from Composity's Custom Data module map to Nutshell custom fields on Person.

Composity Leads from the Campaign & Lead Management module map to Nutshell Leads with status, source, and qualification data preserved. Lead status values are mapped to Nutshell's Lead Status picklist. Composity's custom lead scoring fields map to a Nutshell custom numeric field for post-migration use.

Composity Opportunities and Deals from the Sales submodule map to Nutshell Deals. Deal name, value, stage, and expected close date migrate. Composity stage names are user-configurable per organization; we map each custom stage to a Nutshell Deal status value during scoping. Owner assignments on Deals migrate by resolving Composity owner email to Nutshell User.

Composity's custom pipeline stages (defined in CRM settings) are exported as stage name and order pairs. We recreate them as Nutshell Deal status values during migration setup, preserving stage order and win/loss flags. Loss reason fields from Composity custom properties map to Nutshell Deal loss reason where supported.

Composity product catalog entries with name, SKU, price, and description map to Nutshell Products. Product-to-quote associations preserve through the Product reference on the imported Quote. Custom pricing rules or tiered pricing from Composity require manual configuration in Nutshell's Product pricing rules post-migration.

Composity Quotes and Sales Orders from the Sales module map to Nutshell Quotes. Line items, tax codes, and totals migrate. Partially settled invoices require balance carry-forward notation in a custom Quote field since Nutshell Quotes are linked to Deals rather than invoiced directly. Nutshell's built-in Quoting tool can regenerate finalized quotes from Deal data post-migration.

Composity Invoices (with line items, payment status, and totals) have no direct Nutshell object. We import invoice headers and totals as a Note attached to the related Deal, with payment status and outstanding balance preserved in custom Deal fields. Fully paid invoices migrate as closed Notes; partially paid invoices are flagged with a reconciliation note for the customer's accounting team.

Composity activities logged against Contacts and Accounts map to Nutshell Activities. Activity type, date, description, and linked record migrate. Call disposition and duration from Composity call logs map to Nutshell custom fields on the Activity record. Nutshell's timeline view consolidates calls, emails, meetings, and notes per Person and Company record. We preserve activity ordering by setting the Nutshell Activity date to the original Composity timestamp.

Composity Users with login credentials, roles, and permissions are matched to Nutshell Users by email address. Owner assignments on Contacts, Accounts, and Deals migrate by resolving the Composity owner reference to the Nutshell User ID. Any Composity Owner without a matching Nutshell User goes to a reconciliation queue for the customer's admin to provision the account before record import resumes.

Composity custom fields defined in the Custom Data module and applied to any object are reverse-engineered during scoping. We create equivalent Nutshell custom fields on the corresponding object (Company, Person, Deal, Lead, Activity) before migration begins. Field type mapping is validated: text to text, number to number, date to date, picklist to picklist. Multi-select picklists in Composity map to Nutshell multi-select custom fields.

Composity Document Storage exports files individually (no bulk download). We build a file inventory during discovery, download each file in parallel where possible, and reattach to the correct Nutshell record using filename or metadata matching. File upload dates and uploader metadata migrate as Note content. This is a manual-heavy step; large document inventories (hundreds of files) extend the migration timeline and are flagged during scoping.