Migrate from Friday CRM to Nutshell

Friday CRM Company records map directly to Nutshell Company records. Standard fields (company name, domain, address, phone) migrate 1:1. Custom fields defined on the Friday CRM Company interface (up to nine field types) require type mapping: radio selects convert to Nutshell dropdowns, multi-checkboxes may convert to multi-select or multiple boolean fields depending on destination configuration, and single checkboxes convert to Nutshell checkbox fields. We document the full field type mapping during scoping and confirm acceptable semantic conversions with the customer before migration.

Friday CRM Contact records map to Nutshell Person records. Standard fields (first name, last name, email, phone, address) migrate 1:1. Friday CRM supports tagging on Contacts, which maps to Nutshell Person tags with deduplication applied during import. Custom Contact fields follow the same type-mapping rules as Company custom fields: radio selects to dropdowns, multi-checkboxes to multi-select or booleans, single checkboxes to Nutshell checkbox. The Friday CRM Company-Contact relationship is preserved by resolving the company name or domain as a lookup match in Nutshell.

Friday CRM Deals map to Nutshell Deals with pipeline stage names and ordering preserved. Deal value, expected close date, and custom fields migrate 1:1 with the same type-mapping rules applied to custom fields on Deals. Friday CRM's kanban-style pipeline stages map to Nutshell pipeline stages by display order. If Friday CRM uses stage probability values, we capture these as custom fields in Nutshell since standard Nutshell Deals do not have a probability field at the object level.

Friday CRM pipeline stages (the kanban columns) map to Nutshell pipeline stages by their display order and label. If Friday CRM has N stages and Nutshell has M stages, we align by name where possible and document any stage count differences for the customer to resolve before migration. Stage ordering is preserved based on the Friday CRM stage index.

Friday CRM's nine custom field types require semantic mapping to Nutshell's supported types. Radio selects map to Nutshell dropdowns. Multi-checkbox fields map to Nutshell multi-select picklists or split into separate boolean fields depending on the checkbox semantics. Single checkbox maps to Nutshell checkbox. Text, number, date, and URL field types map 1:1. We produce a custom field mapping matrix during scoping that documents each Friday CRM field name, its type in Friday CRM, its mapped type in Nutshell, and the customer sign-off on each conversion.

Friday CRM notes and activity history attached to Contacts and Deals migrate as Nutshell Note records linked to the parent Person or Deal. Activity timestamps are preserved in the Nutshell Note creation date. We audit the Friday CRM CSV export before migration to confirm which activity types are included; Friday CRM does not publicly document export coverage for activity logs, so we flag any missing activity types and recommend manual export of critical note history if the CSV does not capture it fully.

Friday CRM tags on Contacts and Deals appear as comma-separated values in the export. We parse these tags, deduplicate them, and import them as Nutshell tags associated with the relevant Person or Deal record. Tag normalization (trimming whitespace, removing duplicates) is applied during the transform phase.

Friday CRM Owner references on Contacts, Companies, and Deals are resolved by matching the owner email address to an active Nutshell User. We extract all distinct owner emails from the Friday CRM export and match them against the destination Nutshell org's user list. Any Friday CRM owner without a matching Nutshell User goes to a reconciliation queue for the customer's admin to provision before record import resumes.