Migrate from eZnet CRM to Nutshell

Discovery and export feasibility assessment

We audit the source eZnet CRM account across tier (Standard, Professional, Enterprise), record counts per object, available export mechanisms, custom field schema, and pipeline configuration. Because eZnet CRM lacks a documented public API, we test available export paths (CSV, direct database query if permitted, or manual extraction) during discovery before committing to a migration approach. We also confirm the customer's Nutshell account is provisioned and identify any Nutshell custom fields that need pre-creation.

Schema design and custom field reconstruction

We design the Nutshell destination schema before data extraction. This includes creating any custom fields on Nutshell People, Companies, Leads, and Deals that correspond to eZnet CRM custom fields, matching data types (text, number, date, drop-down) and drop-down option lists. Pipeline stages from eZnet CRM are configured as a Nutshell Deal pipeline with equivalent stage names and ordering. The schema design is documented in a field mapping sheet reviewed by the customer before extraction begins.

Test export and data quality audit

We run a test extraction of a sample dataset (typically 50-100 records per object) to validate the export mechanism, confirm field coverage, and identify any data quality issues (missing required fields, inconsistent formats, duplicate records). Data quality findings are reported to the customer with a recommended cleanup phase before full extraction. This step is critical given eZnet CRM's sparse documentation and the likelihood of legacy data accumulated over years of use.

Full data extraction and transformation

We run the full extraction of Accounts, Contacts, Leads, Opportunities, Activities, and Documents metadata in dependency order. Accounts are extracted first to establish the Company parent records. Contacts are extracted with their parent Account reference and transformed to carry the corresponding Nutshell Company name as a lookup key. Opportunities are extracted with their parent Account and owner references. Activities are extracted as a separate batch with their parent record reference carried forward.

Production import and reconciliation

We import into the production Nutshell environment in record-dependency order: Companies (from Accounts), People (from Contacts with CompanyId resolved), Leads, Deals (with pipeline and stage resolved), and Activities (linked to the correct Company, People, or Deal). Each phase emits a row-count reconciliation report showing records imported, skipped, and errored. The customer spot-checks a sample of records against the source before sign-off.

Cutover and documentation handoff

We freeze eZnet CRM writes during cutover, run a final delta migration of any records created or modified during the migration window, then mark Nutshell as the system of record. We deliver a written inventory of eZnet CRM workflows, email marketing campaigns, and document library contents for the customer's admin to rebuild in Nutshell. We support a three-day post-cutover window to resolve data issues raised by the team. We do not rebuild automations as Nutshell workflows inside the migration scope.