Migrate from GBuilder to Nutshell

Direct field-level map. All standard person properties—name, email, phone, address—transfer to Nutshell Person. Owner assignment resolves via email match to Nutshell users; any unmatched owners are flagged before migration to prevent orphaned record assignments, and ensure data integrity throughout the process.

Direct field-level map. Company name, domain, industry, employee count, and annual revenue transfer to Nutshell Company. GBuilder's parent-child company hierarchies preserve via Nutshell's parent company lookup. Multi-company contact associations collapse to a primary company per person, for cleaner record management.

Direct field-level map. Deal name, amount, close date, and owner transfer to Nutshell Deal. GBuilder pipeline stages map to Nutshell stage IDs via value mapping—the actual stage names and probabilities are reconciled during the migration plan before the run commits.

Pipeline structure transfers as a set of deal categories in Nutshell. GBuilder's stage-to-stage ordering preserves in Nutshell's stage configuration. Probability percentages transfer per stage or fall back to Nutshell defaults based on your approval during the mapping review phase, and validation.

Direct field-level map. Lead status and source information transfer via value mapping—GBuilder's status values map to Nutshell's lead status field. Open, Qualified, and Lost statuses align between systems; custom status values are preserved as custom field values for reference, in Nutshell.

GBuilder calls, emails, and meetings collapse into Nutshell's unified Activity object. Type, subject, date, duration, description, and linked Person or Deal transfer. Original timestamps and owner assignment preserve across both platforms, ensuring accurate history and accountability for each interaction throughout the migration process.

Note body transfers to Nutshell Note and attaches to the linked Person, Company, or Deal record. GBuilder's note creation timestamps and owner assignment preserve in Nutshell. Rich-text formatting in notes is preserved where GBuilder exports support it, for future reference.

Task subject, due date, completion status, and linked Person, Company, or Deal transfer to Nutshell Task. Completed/incomplete status maps directly. Task owners resolve via email match to Nutshell users just like Contact and Deal owners, ensuring accurate assignment and follow-up.

GBuilder custom fields require pre-creation as custom fields in Nutshell before migration. Nutshell stores custom fields under Settings > Data > Custom Fields for People, Companies, and Leads. Field type conversion applies: text fields map to Nutshell short text, pick-lists to Nutshell choices, dates to Nutshell date fields.

File attachments associated with GBuilder records transfer to Nutshell Files. Each file re-uploads to Nutshell's file storage and links to the original record (Person, Company, or Deal). File size limits and inline image handling follow Nutshell's upload constraints, and compliance.

GBuilder owner records match to Nutshell users by email address. Email-match resolution links the owner ID to the corresponding Nutshell user record. Any owners without a matching email in Nutshell are flagged before migration so your team can create the user account or reassign records to a fallback owner.