Migrate from Exsalerate to Nutshell

Exsalerate Accounts map directly to Nutshell Accounts using Account Name as the dedupe key. The Account-Contact relationship is preserved at migration time. Exsalerate's flat model makes Accounts the primary entity — Nutshell uses the same structure, so no schema redesign is required at the Account level. Custom fields on Accounts migrate with type-aware field mapping (picklist values, date formats, numeric precision normalised at import).

Exsalerate Contacts map directly to Nutshell Contacts with the Account-Contact lookup preserved. We run duplicate detection on email address before import to flag potential overlaps. Nutshell Contacts inherit the Account relationship so that the Account-Contact-Opportunity triangle is intact in the destination. Owner resolution by email match against Nutshell users is applied before insert.

Exsalerate Opportunities map to Nutshell Opportunities with the Account link preserved and the Exsalerate pipeline stage mapped to the Nutshell stage name. Opportunity value, expected close date, and owner migrate as-is. Closed-won and closed-lost reasons from Exsalerate custom properties migrate to Nutshell custom fields if configured, or are flagged as fields requiring manual entry post-migration.

Exsalerate Pipelines map to Nutshell Pipelines using Pipeline Name as the identifier. Nutshell Pipelines contain ordered Stages and are the top-level container for Opportunity view. We preserve the Exsalerate pipeline sequence so that the Nutshell Kanban board reflects the original sales process order.

Exsalerate stage labels and their ordering map directly to Nutshell Stage values within the corresponding Pipeline. The colour-coding metadata attached to stages in Exsalerate has no native equivalent in Nutshell — we store the hex colour value in a custom text field on the Pipeline or in a custom field on the Stage if the Nutshell plan supports it, and we flag the limitation during scoping.

Exsalerate colour-coded activity tiles map to Nutshell Tasks with Status, Priority, and due date preserved. The tile colour value is stored in a custom field if the Nutshell plan exposes custom Task fields; otherwise it is appended to the Task description. Completed status and overdue flags are mapped to Nutshell Task Status values (Not Started, In Progress, Completed).

Exsalerate email history migrates to Nutshell Activities (stored as Tasks with a linked email reference). We preserve subject, body, timestamp, sender, and recipients. The email is linked to the target Account and Contact by email-address matching. Attachments require a separate file migration pass and are documented as an out-of-scope item for the customer's IT team to handle independently.

Exsalerate allows WorkflowMax quotes to be imported as Opportunities, creating a cross-reference that is stored as a custom attribute rather than a standard CRM field. This linkage has no direct equivalent in Nutshell. We store the WorkflowMax reference value in a custom text field on the Opportunity record if the Nutshell plan supports custom fields on Opportunities; otherwise we create a Note attached to the Opportunity with the cross-reference string. We flag the limitation and document the complete cross-reference list in a CSV delivered with the migration package.