Migrate from Eagle CRM to Nutshell

Eagle Contact maps directly to Nutshell People. Eagle stores name, email, phone, job title, address, and owner on every contact record. Nutshell People hold equivalent fields. Eagle contacts without a company link land as standalone People records in Nutshell, preserving all standard contact properties including any custom fields mapped from Eagle's property system.

Eagle Company maps 1:1 to Nutshell Company. Eagle company properties (name, domain, industry, employee count, revenue) map to Nutshell Company fields. Parent-child company hierarchies in Eagle use a custom Parent_Company_ID field; Nutshell stores this as a lookup link to the parent Company record.

Eagle Deal maps to Nutshell Deal — both share deal name, amount, stage, close date, owner, and associated company/person. Eagle deal pipelines map to Nutshell pipeline stages; each Eagle pipeline stage value maps to a corresponding Nutshell stage name via value mapping.

Eagle's pipeline construct maps to Nutshell's pipeline stage definitions. On Nutshell's Starter plan only one pipeline is available. Eagle setups with multiple pipelines require a Nutshell Pro or Enterprise plan before migration so all pipeline stage values can be preserved.

Eagle enquiry records have no direct Nutshell equivalent. All Eagle enquiries migrate as Nutshell Leads — name, email, phone, source, and any custom enquiry properties map to corresponding Lead fields. The enquiry's original creation date is preserved as a custom field for audit continuity.

Eagle call logs migrate as Nutshell Activities with type='Call', the original call date, duration if stored, and associated person/company link. Nutshell Activities support notes and owner assignment matching Eagle's call record structure. Call metadata such as direction (inbound/outbound) is preserved in the Activity notes field where applicable.

Eagle email activity records migrate as Nutshell Activities with type='Email', subject, date, and associated person or company. Email body content migrates to the Activity's notes field. The original email timestamp and thread references are preserved to maintain conversation continuity within Nutshell's activity history.

Eagle notes attached to contacts, companies, or deals migrate as Nutshell Notes. Original create date, last-modified date, and owner are preserved. Nutshell Notes support text content and are linked to the parent People, Company, or Deal record. Rich text formatting in Eagle notes converts to plain text for Nutshell compatibility.

Eagle custom properties on contacts require pre-created custom fields in Nutshell before migration. FlitStack creates People custom fields in Nutshell matching each Eagle property's data type (text, number, date, pick-list). Pick-list values are mapped value-by-value to ensure data integrity during the migration of contact-specific custom data.

Eagle company custom properties migrate to Nutshell Company custom fields. Both platforms support text, number, date, and pick-list field types — type mapping is direct. Multi-select pick-lists in Eagle map to Nutshell multi-value custom fields to preserve all selected options during the migration process.

Eagle user records resolve to Nutshell users by email address. If a Nutshell user account does not exist for an Eagle owner, the record is assigned to a designated fallback Nutshell user and the original Eagle owner is stored in a custom Source_Owner__c field for reference.

Eagle file attachments on contacts, companies, or deals are downloaded and re-uploaded as Nutshell file attachments linked to the target record. Nutshell's file size limits apply; large files are flagged before migration so your team can decide whether to attach or host externally.