Migrate from Floww.ai to Nutshell

Discovery and export coordination plan

We audit the Floww.ai account by reviewing the customer's pipeline configurations, stage definitions, Custom Object schema, active Flows, and record volumes for Contacts, Leads, Deals, and Activities. Because Floww.ai has no API, we work with the customer to map out the exact export sequence: which exports to run first, how to handle pagination limits, and how to validate record counts against the platform's in-app totals. The discovery output is a written migration scope, an export sequence document, and a custom field mapping spreadsheet that the customer reviews and approves before any data moves.

Schema design and custom field mapping

We design the Nutshell destination schema based on the export data. This includes provisioning custom fields in Nutshell for any Floww.ai custom properties that do not have a native equivalent, mapping Floww.ai pipeline stages to Nutshell Pipeline stages, and resolving the deal-to-Lead mapping strategy based on deal status. We also map Floww.ai Custom Object properties to their destination custom fields, flagging any relationship fields that require a separate resolution step. Schema design happens in a Nutshell trial or sandbox environment for validation before production write.

Customer-led CSV export with FlitStack AI validation

The customer runs the Floww.ai exports following our export sequence document. We validate each export file against the record counts reported in the platform, check for duplicate records, verify that required fields are populated, and merge multiple export files where row limits required segmentation. Any discrepancies are raised with the customer for re-export or manual correction before the write pass begins.

Custom Object relationship resolution

We process Floww.ai Custom Objects by first extracting the schema map the customer provided, then resolving any foreign-key references between Custom Objects. Many-to-many junction tables are flattened into a delimited field format, and cross-object lookups are resolved to their destination Nutshell record IDs before the import write pass. This step is the most complex in a Floww.ai migration because the platform's non-standard relationship cardinalities do not map cleanly to Nutshell's flat field model.

Production migration in dependency order

We run production migration in record-dependency order: Users (validated by email match), Persons (from Floww.ai Contacts), Leads (with the deal-status mapping applied), Deals (as closed or open Leads per the mapping strategy), Activities (via Nutshell API in batches with rate-limit handling), Custom Object records (with relationship fields resolved), and Tags. Each phase emits a row-count reconciliation report before the next phase begins. We use Nutshell's REST API with controlled write intervals to avoid overloading the destination.

Cutover, validation, and Flow rebuild handoff

We freeze Floww.ai writes during the cutover window, run a final delta migration of any records modified during the migration period, then enable Nutshell as the system of record. We deliver the Flow and filter inventory document to the customer's admin team, with each Flow documented by name, trigger, conditions, and recommended Nutshell equivalent action. We do not rebuild Flows in Nutshell as part of the migration scope; that work is handled by the customer's admin using Nutshell's task and automation tools. We support a three-day hypercare window for reconciliation issues raised by the customer's team.