Migrate from ContactDB to Nutshell

CSV export coordination

We coordinate with the customer to extract the full ContactDB export package from the portal. The customer downloads the CSV or delimited file and shares it with us via a secure transfer mechanism. We validate the file structure against the expected field layout (name, title, email, phone, company, industry, country, segment criteria columns) and confirm the row count. If the export is incomplete or missing required columns, we request a re-export before proceeding. This step is the critical path dependency for the entire migration.

Data profiling and quality audit

We ingest the ContactDB export and run a profiling pass to identify field覆盖率, email format validity, duplicate rows, and company name variance. We produce a data quality report showing the count of valid records, records with malformed emails, records missing required fields, and records with duplicate company name variants. The customer reviews this report and provides direction on exclusion thresholds (e.g., exclude records with invalid emails, include records with outdated titles). This step ensures the customer makes the inclusion decision before any data enters Nutshell.

Nutshell schema setup

We configure the Nutshell target schema before any data import. This includes creating custom People fields to hold segment membership categories (confirmed during scoping), setting up company type values if the customer uses them, and configuring any tag taxonomy the customer wants to apply post-migration. We also verify that the Nutshell account has sufficient user seats for the team that will manage the migrated records.

Company normalization and deduplication

We extract all distinct company names from the ContactDB contact rows, normalize them by stripping legal suffixes (Inc, LLC, Ltd, Corp) and standardizing spacing and capitalization, and deduplicate into a unique company list. Each deduplicated company becomes a Nutshell Companies record with the industry and SICCODE mapped from the source firmographic data. This step produces the Companies layer that the People records will link to.

People import with company linkage

We import ContactDB contact records as Nutshell People in batches. After each batch, we run a linkage pass that matches each Person's company name against the deduplicated Companies list and populates the Company field on the People record. Email format validation errors from the profiling step are withheld from import and presented to the customer for a final exclusion decision. The original ContactDB record ID is stored in a custom field for reconciliation.

Validation and handoff

We deliver a final reconciliation report comparing the exported ContactDB row count against the Nutshell People and Companies record counts, with any exclusions documented. We flag any People records that could not be linked to a Company due to unrecognized or missing company names. We do not configure pipeline stages, ownership assignments, or integrations as part of this migration scope; those are Nutshell admin tasks that follow go-live. We provide a written summary of the migrated record set and the segment field configuration for the customer's records.