Migrate from ConSol to Nutshell

Consol CM incidents and service requests have no direct Nutshell equivalent. Open incidents map to Nutshell Leads so they appear in the sales pipeline; closed incidents map as historical Lead records with status='Closed - Migrated'. SLA metadata, assignment groups, and priority levels are preserved as custom fields on the Lead.

Consol CM person records map 1:1 to Nutshell People. Name, email, phone, address, title, and owner assignment carry over directly. Multi-address records collapse to a single primary address; secondary addresses are appended to a custom text field. The original Consol CM person ID is preserved in a source_id custom field for traceability and delta-run de-duplication.

Consol CM company records map to Nutshell Companies. Name, website, industry, employee count, and annual revenue transfer directly. Parent-company hierarchies in Consol CM map using Nutshell's parent-company field when available; deep hierarchies surface as a custom field for manual reorganization.

Consol CM change requests are treated as pipeline opportunities in Nutshell. The change ID, risk level, and approval status are preserved as custom fields. Approved and implemented changes land as Won Deals; rejected changes become Lost Deals with the rejection reason stored in a custom field.

Consol CM problem records have no Nutshell equivalent and must transfer as custom fields on a linked Deal or Lead record. The problem ID, root-cause description, known-error-flag, and any associated incident linkage data are preserved as text fields in Nutshell. This preserves traceability so your Nutshell admin can manually reconnect problem relationships using Nutshell's native linking capabilities post-migration.

Consol CM assignment groups (queues) map to Nutshell users by email match. When an assignment group contains multiple members, records distribute to the group owner or the user specified in the Consol CM routing rule. Unmatched groups are flagged before migration so your team can pre-create Nutshell users.

Consol CM knowledge-base articles have no Nutshell equivalent. Articles are exported as a structured CSV with full metadata (title, body, author, created date, tags) and can be imported into Nutshell's built-in document storage or linked to a dedicated knowledge-base tool. Article IDs are preserved in the CSV for traceability back to the original Consol CM system.

Consol CM activity logs (calls, emails, notes) map to Nutshell Tasks. Task type, subject, body, start time, duration, and owner transfer directly. Parent-record links to Consol incidents are preserved as custom fields on the Task so the relationship is visible in Nutshell.

Consol CM file attachments are exported to a secure cloud-storage bucket (S3-compatible) and linked via a URL custom field on the target Nutshell record. File metadata including original filename, upload date, file size, and MIME type is serialized in the same custom field to preserve full context after migration.

Consol CM BPM process-instance state — including step position, process variables, stage timestamps, and active workflow chain — has no Nutshell equivalent. The full process-instance state is extracted as a JSON blob and stored in a long-text custom field on the associated Deal or Lead record. This provides a complete reference for your Nutshell admin to manually reconstruct workflows using Nutshell's automation tools or a separate workflow engine.