Migrate from Fame Service to Nutshell

Direct field-to-field mapping for standard contact properties. Nutshell People records store name, email, phone, address, and title. Owner resolution happens by matching Fame Service owner email against Nutshell user email addresses. Unmatched owners flagged before migration commits. The mapping preserves the original contact record identity in the target system so reporting continuity is maintained.

Fame Service contact roles (e.g., Decision Maker, Influencer, Technical Buyer) have no direct Nutshell equivalent. We create a Role__c pick-list custom field on the People object and populate it from Fame Service role data. Your team maps this to Nutshell's person type (Lead vs. People) during onboarding.

Direct map from Fame Service companies to Nutshell Companies. Company name, website, industry, employee count, and address fields map directly to their Nutshell equivalents. Parent-child company hierarchies in Fame Service map to Nutshell's parent Company field when the destination hierarchy is configured. All company records are loaded first in the migration sequence to establish the relationship tree before People records attach to them.

Direct map from Fame Service deals to Nutshell Opportunities. Deal name, amount, stage, close date, and owner transfer directly. Fame Service deal custom fields map to Nutshell custom fields on the Opportunity object if native fields do not cover the data.

Fame Service deal stage values map to Nutshell Opportunity Stage values via a value-mapping worksheet your team completes during planning. We capture the source stage entered date as a custom datetime field (Stage_Entered_Date__c) for reporting continuity. Any custom stage names require explicit value-by-value mapping before migration runs to avoid defaulting to Nutshell's first active stage.

Fame Service call logs migrate as Nutshell Tasks with Type='Call', Subject, Description, and original completion timestamp preserved. Owner assignment matches by email against Nutshell user accounts. Call duration and outcome notes transfer to the Task Description field to maintain complete call history in the target system.

Fame Service email activities migrate as Nutshell Tasks with Type='Email'. Subject line maps to Task Subject; email body content transfers to Description. Attachments are downloaded from Fame Service and re-uploaded to Nutshell Files linked to the associated People record by email match on the sender and recipients.

Fame Service meeting records migrate as Nutshell Events with original start time, end time, location, and description preserved. Meeting title maps to Event Subject. Invitees resolve to Nutshell People records by email match to maintain the attendee list correctly in the destination system.

Fame Service notes migrate as Nutshell Notes attached to the parent record (People, Company, or Opportunity). Rich-text formatting is preserved where Fame Service exports support it. Note create date transfers as a custom field (Created_Date__c) for audit trail continuity across both platforms.

File attachments on Fame Service records download and re-upload to Nutshell Files. Each file links to the parent record (People, Company, or Opportunity) in Nutshell. File size limits apply per Nutshell's standard limits; large files flagged for manual handling if they exceed platform thresholds. All attachment links are validated post-migration to confirm successful reattachment.

Fame Service custom contact fields that have no Nutshell native equivalent become custom fields on the People object. We pre-create these in your Nutshell account during the setup phase. Custom field type mapping (text, number, date, pick-list) follows Fame Service's field type definition to preserve data integrity.

Fame Service deal-level custom fields migrate as custom fields on the Nutshell Opportunity object via Settings > Custom Fields. Numeric and currency fields map directly without transformation. Pick-list fields require value-by-value mapping if the allowed values differ between Fame Service and Nutshell to ensure selections transfer correctly.

Fame Service user records resolve to Nutshell users by email address matching against Nutshell user accounts. Only users with active Nutshell accounts receive migrated records and maintain owner attribution. Inactive Fame Service owners are flagged and assigned to a designated fallback Nutshell user or admin during migration to prevent orphaned records.