Migrate from Corteza CRM to Nutshell

Corteza Account records map to Nutshell Company. Industry classification, address data, and social media URLs transfer to the corresponding Nutshell Company fields. Account-industry and account-type picklist values are mapped to Nutshell's custom field options. We create Companies before any related People or Deal records so that the People-Company relationship is satisfied at insert time.

Corteza Contact records map to Nutshell Person with the first name, last name, email, phone, job title, and job level fields transferring directly. The Contact-Account relationship maps to Nutshell's Person-Company link. If the source Contact has no associated Account, we create a placeholder Company record to satisfy Nutshell's relationship model.

Corteza Leads map to Nutshell People in an unqualified state. The lead rating and lead source transfer to Nutshell custom fields. We flag converted vs unconverted Leads during migration: converted Leads that follow the Corteza lead-conversion workflow (creating Account, Contact, and Opportunity) map through the standard Account-Contact-Opportunity path above. Unconverted Leads become Nutshell People with a lead_status custom field preserved for segmentation.

Corteza Opportunities map to Nutshell Deals with stage, amount, probability, and expected close date transferring directly. The Opportunity-Account relationship maps to the Deal-Company link. OpportunityContactRole records from Corteza become Nutshell People linked to the Deal. Loss reason and win reason custom fields map to Nutshell's loss_reason and notes fields.

Corteza Campaigns map to a Nutshell custom object or tag structure. Because Nutshell does not have a native CampaignMember object equivalent, we link Campaign membership to People via a tag or custom multi-select field. Campaign member status (sent, opened, responded) is preserved in a custom field on the Person record. If the customer requires CRM-native campaign reporting, we document the Campaign-to-Deal attribution model as a separate reporting configuration task.

Corteza Cases map to Nutshell Cases. Status, priority, origin, and resolution fields transfer directly. Case-Account and Case-Contact relationships map to the Nutshell Case-Company and Case-Person links. Case milestones migrate as Case comment entries or a custom timeline field depending on the milestone granularity required.

Corteza Contract records with line items (ContractLineItem) map to Nutshell Deals with a contract_status custom field and contract terms stored in the Deal description or a custom long-text field. ContractContactRole records link the relevant People to the Deal. If the customer requires a formal contract object, we create a Nutshell custom record type on Deal with fields for contract start date, end date, and renewal terms.

Corteza Tasks (standalone or related to any parent record) map to Nutshell Activities linked to the corresponding Person or Company. Task status, due date, assignee, and description transfer directly. We resolve assignee by email against Nutshell User records and hold any unresolved assignees in a reconciliation queue for the customer to provision.

Corteza Events (meetings, calls) map to Nutshell Activities with datetime, duration, and location preserved. Attendee references from Corteza map to Nutshell Person links on the Activity. We set the Activity type to meeting or call based on the Corteza event type field.

Corteza custom modules (created via the low-code module builder) require flattening into Nutshell's standard objects. We audit each custom module during discovery, extract its field definitions and types, and propose a mapping to Nutshell custom fields on the appropriate standard object (Person, Company, or Deal). Custom module relationships are resolved as custom lookup fields or tag-based associations. Nutshell's Foundation and Pro tiers support custom fields; custom record types require Enterprise tier.