Migrate from Empire SUITE to Nutshell

Empire Suite contacts map directly to Nutshell People. The Person object in Nutshell stores name, email, phone, job title, address, and custom fields. Owner assignment resolves by email match against Nutshell users before migration runs.

Empire Suite companies map to Nutshell Company records 1:1. Company name, domain, industry, employee count, and annual revenue transfer directly. Parent-company hierarchies in Empire Suite map to the Parent Company field in Nutshell.

Empire Suite leads map to Nutshell Leads with a value-mapping step on the status field. Empire Suite lead status values (e.g., New, Contacted, Qualified) map to Nutshell's status pick-list: New, Working, Dead, Qualified. Unmapped status values default to New.

Empire Suite deals migrate to Nutshell Deals with name, amount, expected close date, stage, and owner intact. Deal amount is a currency field in Nutshell. If Empire Suite stores deal probability separately, it migrates as a custom field since Nutshell calculates stage-based probability automatically.

Each Empire Suite pipeline maps to a Nutshell pipeline. Nutshell's Foundation plan supports one pipeline; Pro and above support up to five pipelines. We create Nutshell pipelines during the pre-migration setup phase and map stage names value-by-value.

Stage names in each Empire Suite pipeline map to Nutshell stage names in the corresponding pipeline. This mapping is pipeline-specific—one Empire Suite pipeline maps to one Nutshell pipeline with its own stage configuration. Stage order and probability are preserved as part of the pipeline definition.

Empire Suite call, email, meeting, and note records map to Nutshell Activities. Activity type, subject, body, date, and associated person or deal are preserved. Original activity timestamps transfer as the Activity Date in Nutshell.

Empire Suite custom fields on Company objects require pre-creation of matching custom fields in Nutshell's Company settings before import. Field type mapping applies: text → String, number → Number, date → Date, pick-list → Choice. Custom field API names in Nutshell follow the configured field label format.

Person-level custom fields from Empire Suite migrate to Nutshell Person custom fields. Nutshell's settings UI exposes these under Company Settings → Person Fields. Fields are created before the migration import step, and data populates during the import phase.

Empire Suite owner IDs resolve by email against Nutshell user accounts. Unmatched owners are flagged before migration with a fallback owner assignment option. Nutshell user records are identified by their email address in the JSON-RPC authentication model.

Empire Suite file attachments on records are downloaded and re-uploaded to Nutshell as file attachments linked to the corresponding Person, Company, Lead, or Deal. File size limits apply per Nutshell's upload constraints.

Empire Suite workflow rules, automated sequences, and trigger-based automations have no direct equivalent in Nutshell's automation model and cannot be exported. We provide a structured export of workflow definitions as a rebuild reference for your Nutshell admin.