Migrate from Delta Sales CRM to Nutshell

Delta Contact records map directly to Nutshell Person records. We preserve the full name, phone, email, address, and company linkage. Delta's lifecycle or status property maps to a custom Nutshell Person field if the customer requires the historical segmentation; otherwise contacts land with default Nutshell status. Owner assignment resolves by email match against Nutshell Users.

Delta Company records map 1:1 to Nutshell Company records. The company-contact relationship is preserved as a link on the Nutshell Person record. Company name, address, domain, and any custom fields migrate directly. We create the Company record before Person import so the lookup is satisfied at insert time.

Delta Lead records with unqualified status map to Nutshell Lead. Lead status, source, and owner assignment migrate directly. Any Delta Leads that are already sales-qualified and attached to a Company may be candidates for pre-conversion to Nutshell Person/Account during migration; the customer decides the strategy during scoping based on their pipeline definition.

Delta Deal records map to Nutshell Opportunity. Deal amount, probability, close date, and owner assignment migrate directly. Delta pipeline stage names map to Nutshell pipeline stage values that we configure during the schema design phase. The deal-company and deal-contact linkages migrate as Opportunity-Company and Opportunity-Person lookups.

Delta's multiple pipeline configurations (stage names, stage order, stage probabilities) are extracted as configuration metadata and rebuilt as Nutshell Pipelines. On Nutshell Foundation (1 pipeline) the stages map into a single pipeline; Growth and above support multiple pipelines at no extra cost. We map stage probabilities to Nutshell's stage weighting for accurate forecast reporting.

Delta Activities (tasks, meetings, calls, notes, reminders) are distributed to the appropriate Nutshell Activity type: tasks and calls map to Nutshell Task with TaskSubtype preserved, meetings map to Nutshell Event, and notes map to Nutshell Note. Date ordering is preserved by setting the original timestamp. Assignee mapping resolves by email match against Nutshell Users. Large activity histories are chunked by rep and date range to avoid timeout during CSV import.

Delta Products (name, price, unit, description) map to Nutshell Products. Products are migrated before Deals so that the product linkage on Nutshell Opportunities is satisfied at import time. SKU and pricing fields migrate directly to Nutshell's product name and price fields.

Delta Beat Plans assign route sequences to field reps and are a unique feature with no direct Nutshell equivalent. We export Beat Plan records as structured data (route name, assigned rep, stop sequence, customer visit assignments, and schedule) and recreate them as a Nutshell Custom Object with fields for route_name, assigned_rep, stop_order, customer_name, visit_date, and visit_notes. Nutshell's 10-Custom Object limit is checked during scoping; if the customer has fewer than 10 custom object types across all Delta custom objects, the Beat Plan conversion fits. The route-sequence visualization logic is not migratable and requires a rebuild in Nutshell or a third-party route-planning tool.