Migrate from GENIEE to Nutshell

Export coordination with GENIEE account management

We initiate contact with the customer's GENIEE account manager to request a data export of the SFA/CRM subsystem (Contacts, Accounts, Deals, Campaigns, Users, Attachments, and any custom properties). We provide GENIEE account management with a precise list of data fields and objects required, formatted in a spreadsheet so the account team can confirm whether the data is extractable from their system. If screen-scraping of GENIEE export interfaces is required, we deploy our data engineering team to extract records programmatically. This step typically takes one to three weeks depending on GENIEE account management responsiveness.

Field discovery and Japanese label translation

We receive the GENIEE data export and perform field discovery: cataloging every standard and custom field, identifying data types, checking for required fields in Nutshell, and mapping Japanese field labels to English equivalents. Any ambiguous field labels are escalated to the customer's GENIEE admin for clarification. The output is a field map spreadsheet with source field (Japanese name + English translation), destination Nutshell field (People, Company, or Deal object), data type, and any transformation notes. This step extends the timeline by one to two weeks compared to English-first platforms.

Nutshell schema preparation

We create the destination schema in the customer's Nutshell instance. This includes: creating custom fields on People, Company, and Deal objects for any GENIEE custom properties that do not have a native Nutshell equivalent; configuring Deal stages to match the GENIEE pipeline stage names and probabilities; mapping GENIEE Users to Nutshell Users by email; and preparing any custom objects (Enterprise tier) if the customer has elected to store DSP metadata. Schema is prepared in the production Nutshell environment or a sandbox if the customer prefers validation before production migration.

Data transformation and validation

We transform GENIEE records into Nutshell-compatible format: Japanese field names replaced with English labels, date formats standardized, owner email addresses resolved to Nutshell User IDs, and any required field defaults applied (e.g., Deal status if GENIEE stage is unmapped). We run a validation pass checking record counts, required field completeness, and referential integrity (Contact-to-Company links, Deal-to-Contact links) before loading into Nutshell. Any records with invalid references are flagged for the customer's admin to resolve.

Production migration in dependency order

We load data into Nutshell in record-dependency order: Users (validated against existing Nutshell Users), Companies (from GENIEE Accounts), People (from GENIEE Contacts with AccountId resolved), Deals (with PersonId, CompanyId, and OwnerId resolved), Attachments (linked to the migrated People, Company, or Deal records), and Campaign records with attribution data. DSP and SSP data is exported as structured CSV files separately and delivered alongside the migration report. Each phase emits a reconciliation count before the next phase begins.

Cutover, delta sync, and handoff documentation

We freeze GENIEE data writes during cutover and run a final delta migration for any records modified during the migration window. We deliver a written migration report: record counts per object, any records that could not be migrated and the reason, a field map for admin reference, and a separate inventory of GENIEE MA automations and workflows that require rebuild in Nutshell's workflow builder. We do not rebuild GENIEE workflows, sequences, or marketing automation inside Nutshell; that work is documented for the customer's admin to handle. DSP and SSP CSV exports are handed off to the ad operations team.