Migrate from Essential MD Software Suite to Nutshell

Essential MD person records map directly to Nutshell People. Nutshell People store name fields, email, phone, address, and owner. All standard fields migrate as direct mappings; custom person properties migrate as Nutshell custom fields scoped to People. We also preserve the original record creation timestamp in a custom datetime field on the Nutshell People record to maintain historical accuracy.

Essential MD persons with a lead-status flag route to Nutshell Leads. Persons marked as converted contacts route to Nutshell People. The split is based on Essential MD's internal status field; we read the field value at migration time to determine the correct Nutshell target object.

Essential MD company records map to Nutshell Companies with direct field correspondence on name, domain/website, address, industry, and employee count. Multi-contact companies collapse to one primary Company record; additional associations are preserved as Nutshell People linked to the Company. The original company create date is stored in a custom datetime field on the Nutshell Company to preserve audit history.

Essential MD deals map to Nutshell Deals. Nutshell Deal fields (name, value, stage, close date, owner) correspond to Essential MD deal fields. Pipeline and stage names from Essential MD require value mapping to Nutshell's pipeline stage names. Each deal's original create timestamp is recorded in a custom datetime field for reporting continuity.

Essential MD pipelines become Nutshell Pipelines. Each Nutshell pipeline has named stages with individual probability weights. We create a matching pipeline in Nutshell for each distinct Essential MD pipeline and map stage names value-by-value. The mapping also transfers any custom stage probability values to the Nutshell stage probability field, preserving the original forecast logic.

Stage names from Essential MD are mapped to Nutshell stage names by value correspondence. Nutshell stages have built-in probability fields; we set these from the destination pipeline configuration or from Essential MD's stage probability metadata if available in the export.

Essential MD activity records (calls, emails, meetings) become Nutshell Tasks. Type field in Nutshell Task is set from the Essential MD activity type. Original timestamps, activity descriptions, and owner links are preserved as task fields. We also capture the original activity duration and attendee information in custom fields to maintain detailed interaction history.

Essential MD notes migrate as Nutshell Notes attached to the corresponding Person, Company, or Deal record. Rich-text content is preserved; inline file references are flagged for manual re-upload if the attachment was stored as a linked file. The original note creation date is stored in a custom datetime field to preserve historical context.

Essential MD custom objects and their fields require Nutshell custom fields to be created on the appropriate object (Person, Company, Lead, or Deal) before migration. We deliver a custom-field creation plan as part of the migration package so Nutshell is schema-ready before data lands.

Essential MD owner IDs are resolved by email match against Nutshell user accounts. Unmatched owners are flagged in a pre-migration report; your team either invites them to Nutshell or assigns records to a designated fallback owner before the migration run.

Essential MD file attachments do not have a direct upload API in Nutshell's standard endpoints. Files are downloaded from Essential MD storage, and re-upload links or instructions are provided. For large batches, we include a file manifest so your team can bulk-re-attach in Nutshell after migration.

Essential MD record IDs are stored in a custom field on each Nutshell record for traceability, delta-run de-duplication, and cross-reference during reconciliation. This field is created as a read-only text custom field on the target Nutshell object. During the delta-pickup window, this ID field enables precise matching of any updated records to their migrated counterparts.