Migrate from Divalto weavy to Nutshell

Divalto weavy Company records map to Nutshell Company. We extract the company name, industry classification, billing and shipping addresses, and any custom fields defined in the Development Studio. The company name becomes the Nutshell Company name and the primary dedupe key. Development Studio custom fields on Company migrate as Nutshell custom fields created under Settings > Customize Fields > Companies before import.

Divalto weavy Contact records map to Nutshell Person. Standard fields (name, email, phone, title, address) migrate directly. Divalto weavy profile assignments (Standard, Sales, Technician, Full) are preserved in a Nutshell custom field profile__c for reference. Development Studio custom properties on Contact require pre-migration field creation in Nutshell and explicit mapping during the import phase.

Divalto weavy leads (suspect-to-prospect-to-client lifecycle) map to Nutshell Lead. Lead status and source attribution fields migrate to Nutshell's lead status and source picklist fields. If the customer uses Nutshell's People-first model where all prospects enter as Person records rather than separate Leads, we merge at migration time based on the customer's preference established during scoping.

Divalto weavy Deals represent revenue-generating opportunities tied to pipeline stages. In Nutshell, Deals attach to Company records. We map the deal name to a Nutshell Deal name, deal value to Amount, expected close date to Close Date, and the Divalto pipeline stage to a Nutshell pipeline stage. If the customer uses Nutshell's CRM Classic model, Deals migrate as Nutshell Deal records; if using CRM Classic with Accounts, we map to the Account object.

Divalto weavy configurable pipeline stages map to Nutshell pipeline stages. We extract the full stage list during discovery, including any custom stage names, and configure matching Nutshell pipeline stages before migration. Probability weights from Divalto weavy map to Nutshell stage probability percentages.

Divalto weavy Activities (calls, meetings, action items linked to contacts or deals) map to Nutshell Activities tied to the corresponding Person and Company. Activity type, date, description, and owner transfer directly. Activity history is migrated in full to preserve the customer interaction timeline for the sales team. The Nutshell REST API handles the activity insert with parent-record lookup resolution.

Divalto weavy user profiles (Standard, Sales, Technician, Full) map to Nutshell User records via email match. Divalto weavy profile assignment is stored in a custom field on the mapped Nutshell User record. Any Divalto weavy user without a matching Nutshell User goes to a reconciliation queue for the customer admin to provision before record import resumes.

Divalto weavy document attachments linked to companies, contacts, and deals are extracted and mapped to Nutshell's attachment model. Files attach to the correct parent record (Company or Person) and preserve the original filename and upload date. If Nutshell's file attachment limit is a concern, we discuss archiving larger files to a cloud storage link referenced in the record.

Divalto weavy Development Studio custom objects and their field definitions have no standard export mechanism. We conduct a pre-migration schema audit in the source environment, cataloguing every custom object and field definition manually, then pre-create equivalent custom fields in Nutshell under the relevant object (Company, Person, or Lead) before data import begins. Mapping rules are documented explicitly for each custom field with its source type, destination type, and any transformation logic.