Migrate from Creatio to Nutshell

Creatio Account records map to Nutshell Company records. The Account Name becomes the Company name, and address fields map to the standard Nutshell address block. Industry, phone, website, and custom fields transfer as custom Company fields in Nutshell. We use the Company name as the dedupe key during import. Accounts with no name are flagged for manual review before writeback.

Creatio Contact records map to Nutshell Person records. The Contact Name splits into first_name and last_name; email, phone, and mobile map directly. Lifecycle stage and owner assignment transfer as custom Person fields. We resolve the parent Account to a Nutshell Company via the lookup relationship before inserting each Person, so the Person-Company link is satisfied at writeback rather than patched afterward.

Creatio Lead records map to Nutshell Lead records. Lead status and source fields migrate as custom fields on Nutshell's Lead object. If the customer's Nutshell plan includes the Leads feature, we map Leads directly. If the customer has disabled Leads in favor of adding Contacts directly, we migrate Leads as Persons with a custom field lead_source__c to preserve the source attribution.

Creatio Opportunity records map to Nutshell Deal records. The opportunity name, amount, stage, probability, close date, and owner migrate directly. Creatio's configurable pipeline stages map to Nutshell's Deal stage values, and we capture the active pipeline schema during discovery to ensure stage names match the destination. If the customer uses multiple pipelines in Creatio, we create Nutshell custom fields for pipeline attribution rather than using separate Deal record types.

Creatio Case records have no direct Nutshell equivalent because Nutshell is a sales CRM without native service case management. We discuss the customer's priority during scoping: Cases can migrate as Nutshell Leads (if the customer uses Leads for post-sale service tracking), or as custom fields on the related Person record with case status and priority preserved. The preferred approach depends on whether the customer plans to use a separate helpdesk platform post-migration.

Creatio Activity records of type Call, Email, and Task map to Nutshell Activity records with type differentiation. We separate by Creatio ActivityType at writeback. Activity timestamps (CreatedOn and ModifiedOn) preserve as the Nutshell Activity date. The related Contact or Account resolves to the corresponding Nutshell Person or Company at migration time via the lookup map built during discovery.

Creatio Products map to Nutshell Product records with SKU, name, price, and unit of measure. Multi-currency pricing in Creatio requires currency conversion or a base-currency writeback decision during scoping. Nutshell Products do not support multi-currency pricing natively, so the customer chooses whether to write back the base currency value or the converted value.

Creatio custom objects do not have a direct Nutshell equivalent because Nutshell does not support custom object creation. During scoping we audit each custom object's column count, relationship type (lookup to base entity or standalone), and usage frequency. Standalone custom objects with few fields map to custom fields on the nearest standard object. Custom objects with complex lookup chains or high field counts are flagged as requiring a different destination platform or a post-migration data dictionary for manual reference.

Creatio file attachments migrate to Nutshell as native attachments on the related record (Person, Company, or Deal). The key complexity is storage mode detection: Creatio v8.3.2+ supports dual storage (in-database or external S3/Azure Blob). We detect the UseEntityFileApi flag during discovery and route file extraction accordingly. Files stored externally require download from the configured S3 or Azure Blob bucket before writing to Nutshell. Attachments exceeding Nutshell's size limit are flagged for compression or host-link substitution.

Creatio Users map to Nutshell Users by email match. We extract every distinct owner referenced on Account, Contact, Opportunity, and Activity records during the owner audit phase. Owners without a matching Nutshell User go to a reconciliation queue, and the customer's admin provisions missing Users before record import resumes. Inactive Creatio users map to inactive Nutshell users if historical attribution must be preserved.