Migrate from edge CRM to Nutshell

edge CRM Company records map directly to Nutshell Companies. The Company name becomes the primary field, and any domain or website data maps to Nutshell's Website field. We create Companies first in the migration sequence so that subsequent Contact imports can resolve the Company lookup relationship. edge CRM's per-company custom fields (if configured) map to Nutshell custom fields on the Company object, with type mapping from edge CRM field types to Nutshell field types during the transform phase.

edge CRM Contact records map to Nutshell People. The core properties (name, email, phone, title) map to standard Nutshell Person fields. We preserve the Contact-Company relationship by resolving the edge CRM contact-to-company link against the Nutshell Company created in the prior phase and linking via Nutshell's standard Person-to-Company relationship. Custom fields on Contacts map to Nutshell custom Person fields.

edge CRM's separate Lead object (distinct from Contact) maps to Nutshell's Lead object. Lead status and qualification data from edge CRM map to Nutshell's Lead Status field. If edge CRM contains AI-scored qualification values stored as custom fields, we migrate those to Nutshell custom fields on the Lead record. Leads are imported after Companies and People to ensure that any company association resolves at insert time.

edge CRM Deals map to Nutshell Deals with monetary value, expected close date, and owner preserved. The deal stage maps to Nutshell's pipeline stage values, which we configure to match the edge CRM stage names and ordering during the pre-migration schema phase. Custom fields on Deals migrate to Nutshell Deal custom fields.

edge CRM's custom stage names and ordering per pipeline are extracted during the audit phase and used to configure Nutshell's pipeline stages. We map each edge CRM stage to the nearest equivalent Nutshell stage, preserving stage sequence and win/loss probability where those values exist in edge CRM. Nutshell supports multiple pipeline views (List, Map, Chart, Board) which the customer configures post-migration.

edge CRM activity logs (calls, emails, meetings, and notes) tied to a Contact, Company, or Deal migrate to Nutshell's equivalent activity records. Calls map to Tasks with call disposition and duration preserved. Emails and meetings map to Nutshell Event records with timestamp and attendee data preserved. Notes migrate as Nutshell notes linked to the parent Person, Company, or Deal. We resolve the parent relationship by matching the edge CRM contact/company reference against the migrated Nutshell record at migration time.

edge CRM Tasks migrate to Nutshell Tasks with status, priority, due date, and assignment preserved. Completed and open tasks both transfer. Overdue status is stored as a date field in Nutshell rather than a system flag. Task assignment migrates by resolving the edge CRM owner reference against the User mapping built during the owner reconciliation phase.

edge CRM allows teams to define custom properties on Contacts, Companies, Deals, and Leads. We extract the full custom field schema during the audit phase, map each edge CRM field type to its closest Nutshell equivalent (text, number, date, dropdown, checkbox), and flag any edge CRM field types that require a custom field type to be created in Nutshell before migration begins. Custom field creation happens in the pre-migration configuration phase so that the schema is ready when data import starts.