CRM migration
Field-level mapping, validation, and rollback between Digital BSS and Nutshell. We move data and schema; workflows are rebuilt natively in Nutshell.
Digital BSS
Source
Nutshell
Destination
Compatibility
6 of 10
objects map 1:1 between Digital BSS and Nutshell.
Complexity
BStandard
Timeline
2-4 weeks
Overview
Digital BSS and Nutshell are fundamentally different platforms serving different teams. Digital BSS is a telecom Business Support System built for CSPs and MVNOs managing subscribers, OCS buckets, PCRF rules, service plans, and real-time rating across voice, data, IPTV, and IoT. Nutshell is a B2B sales CRM built around Contacts, Accounts, Deals, Pipelines, Engagements, and custom objects for sales and marketing teams. There is no native object-level equivalence between them for most Digital BSS records. We scope each migration by asking what the customer needs Nutshell to do, then map only the Digital BSS data that has a legitimate CRM analog: subscriber records to Contacts and Accounts, service plan assignments to Deals or custom objects, and invoice history to Notes. We do not migrate OCS buckets, PCRF policy rules, AAA/HSS records, or network element identifiers because these have no Nutshell equivalent. We deliver a written inventory of what could not migrate for the customer's admin to rebuild manually or via a separate engagement.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Digital BSS object lands in Nutshell, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Digital BSS
Subscriber
Nutshell
Contact
1:1Digital BSS Subscriber records carry IMSI, MSISDN, service type, plan assignment, status, and balance properties. We map subscriber name and contact details to Nutshell Contact fields. The original subscriber plan assignment is preserved in a custom field for the sales team to reference. Active and suspended statuses map to Contact status flags. Subscriber records with no contactable person (machine-to-machine IoT SIMs) are not migrated because Nutshell has no device-record object equivalent.
Digital BSS
Billing Account
Nutshell
Account
1:1Digital BSS Billing Accounts link subscribers to payment methods, invoicing preferences, and AR records. We map the billing account name to Nutshell Account and payment contact details to the Account's primary contact fields. AR balance and credit limit transfer to custom fields on the Account because Nutshell does not have a native AR object. Tax configuration does not migrate and must be rebuilt in Nutshell settings.
Digital BSS
Service Plan / Tariff
Nutshell
Deal or Custom Object
lossyDigital BSS Service Plans define rating rules, chargeable events, and bundle allowances. We assess whether the plan should become a Nutshell Deal (for active commercial agreements) or a custom object (for plan catalog reference). Plan-to-plan mapping is not automatic because bundle codes, allowance formulas, and cross-service discounts are vendor-specific. We generate a plan mapping specification that the customer's product manager reviews before activation.
Digital BSS
Product Catalog
Nutshell
Custom Object
lossyThe Digital BSS product catalog defines which services are offerable with relationships to plans, pricing, and bundle constraints. We extract the catalog tree and map it to Nutshell custom fields or a linked custom object. The customer decides whether the catalog is a reference dataset (custom object) or is rebuilt entirely in Nutshell's product management area during the onboarding phase.
Digital BSS
Orders / Subscriptions
Nutshell
Deal (with custom fields)
1:1Order records for plan activations, changes, and cancellations map to Nutshell Deals with custom fields for order type, plan name, and effective date. Order history and status timestamps migrate. Closed orders preserve their status. Active orders that represent ongoing subscriptions migrate as open Deals with the plan name as the Deal name.
Digital BSS
Usage Records / CDRs
Nutshell
Note (attached to Contact or Account)
1:1Call Detail Records and usage events are typically archived rather than migrated as live records. We flag the last-billed usage date on the subscriber record as a custom field to ensure no gap in rating when the new system goes live. If the customer requires usage history visible in Nutshell for account management purposes, we attach a structured Note summarizing high-level usage totals per service type.
Digital BSS
Invoice
Nutshell
Note (attached to Account or Deal)
1:1Historical invoices can be exported as PDFs or structured records from Digital BSS. We map invoice line items to a structured Note attached to the Account or Deal and preserve the open AR balance on the Account as a custom field. Invoice PDFs attach as files to the Account. Closed invoices with zero balance are migrated as historical records only.
Digital BSS
Custom Fields / Extensions
Nutshell
Custom Fields
lossyDigital BSS frequently uses custom fields for operator-specific data on subscriber, account, and order records. We detect all custom field definitions, export their values per record, and create equivalent custom fields in Nutshell before migration. Field type mapping from Digital BSS types (numeric balances, date fields, text codes) to Nutshell custom field types is performed during schema design.
Digital BSS
OCS Bucket (Prepaid Balance)
Nutshell
Custom Field (on Account or Contact)
lossyPrepaid balance buckets carry live monetary value and require careful handling. We do not migrate OCS buckets as a record type into Nutshell because Nutshell has no charging or balance-tracking capability. Instead, we record the bucket balance as a custom field on the Account for the sales team's reference, and we provide a balance verification manifest for the customer's billing team to reconcile against the destination OCS separately. The OCS cutover itself is a network operations task outside the CRM migration scope.
Digital BSS
PCRF Policy Rules
Nutshell
Not migrated (no equivalent)
1:1PCRF policy rules govern QoS, data caps, and policy enforcement in the Digital BSS network layer. These have no Nutshell equivalent and are not migrated. We export the raw rule definitions and present them as a translation manifest for the operator's network team to configure in the destination network policy system. This manifest is delivered as a written document, not as an automated data load.
| Digital BSS | Nutshell | Compatibility | |
|---|---|---|---|
| Subscriber | Contact1:1 | Fully supported | |
| Billing Account | Account1:1 | Fully supported | |
| Service Plan / Tariff | Deal or Custom Objectlossy | Fully supported | |
| Product Catalog | Custom Objectlossy | Mapping required | |
| Orders / Subscriptions | Deal (with custom fields)1:1 | Fully supported | |
| Usage Records / CDRs | Note (attached to Contact or Account)1:1 | Mapping required | |
| Invoice | Note (attached to Account or Deal)1:1 | Fully supported | |
| Custom Fields / Extensions | Custom Fieldslossy | Mapping required | |
| OCS Bucket (Prepaid Balance) | Custom Field (on Account or Contact)lossy | Fully supported | |
| PCRF Policy Rules | Not migrated (no equivalent)1:1 | Mapping required |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Digital BSS gotchas
Legacy BSS data inconsistency blocks clean migration
PCRF and HSS rule translation requires manual work
Prepaid OCS bucket cutover must be atomic
Custom product bundles do not auto-map between vendors
Nutshell gotchas
Contact tier limits enforced on import
No bulk API endpoint requires paginated extraction
Email sequences not exportable via API
Foundation plan disables key sales features
Pair-specific challenges
Migration approach
Scope definition and data audit
We audit the Digital BSS environment to identify every object type: subscribers, billing accounts, service plans, product catalog entries, order history, invoice records, OCS buckets, usage records, and any custom fields. We pair this with a scoping conversation with the customer to understand what Nutshell is expected to manage. We then define the migration scope as the intersection of what Digital BSS holds and what Nutshell can represent. Objects with no Nutshell equivalent are documented in a written 'not-migrated' register with recommended manual-rebuild actions for the customer's admin.
Telecom-to-CRM mapping design
We design the destination schema in Nutshell. This includes creating any custom fields needed to carry telecom-specific data (plan names, service types, balance references, bundle codes) on Contact, Account, and Deal records. We design the mapping from Digital BSS Subscriber fields to Nutshell Contact fields, from Billing Account to Account, and from active Service Plans to Deals. We document the lookup resolution for subscriber-to-account relationships and flag any subscriber records that represent non-contactable devices (IoT SIMs) for exclusion.
Custom object and field provisioning
We provision all custom fields in Nutshell before any data import. This includes fields for plan assignment, balance reference, service type, bundle code, and any operator-specific attributes detected during the audit. If the customer requests a custom object for service plan catalog or bundle reference, we create it with appropriate fields and relationship types. All custom schema is validated in Nutshell's field management area before production migration begins.
Data extraction, transformation, and reconciliation
We extract subscriber, billing account, service plan, order, and invoice data from Digital BSS. The extraction uses the platform's available export interfaces. We run a pre-migration reconciliation pass on subscriber and balance records, flagging any record with a discrepancy for the customer's billing team to resolve before cutover. We transform field values to match Nutshell's expected types (date formats, numeric precision, text encoding) and prepare the import files.
Production migration in dependency order
We run production migration in record-dependency order: Accounts (from Billing Accounts), then Contacts (from Subscribers, with AccountId resolved), then Deals (from active Service Plans and Orders), then Notes (from usage summaries and invoice records), then custom object records (for bundle catalog if applicable). Each phase emits a row-count reconciliation report before the next phase begins. We use Nutshell's import and API tools with appropriate rate-limit handling.
Cutover, validation, and inventory handoff
We freeze Digital BSS writes during cutover, run a final delta migration of any records modified during the migration window, then enable Nutshell as the system of record for commercial customer data. We validate record counts, spot-check mapped fields against the source, and deliver the not-migrated inventory document to the customer's admin team. We support a brief post-migration validation window where the customer reconciles record totals. We do not rebuild BSS workflows, charging rules, or network provisioning logic in Nutshell; those are outside CRM scope.
Platform deep dives
Digital BSS
Source
Strengths
Weaknesses
Nutshell
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Digital BSS and Nutshell.
Object compatibility
1 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Digital BSS: Not publicly documented; varies by deployment and operator contract.
Data volume sensitivity
Digital BSS exposes a bulk API — large-volume migrations stream efficiently.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
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FAQ
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