Migrate from Genoo to Nutshell

Genoo Leads map to Nutshell Contacts. We use email address as the dedupe key during import. Genoo Lead fields (first_name, last_name, email, phone, company, website, source) map to standard Nutshell Contact fields. Any custom Lead properties in Genoo map to Nutshell custom Contact fields that we pre-create in the destination account before import.

Genoo Contacts from landing page captures and imported lists map to Nutshell Contacts using email as the dedupe key. Name, email, phone, and custom properties migrate directly. Where the destination Nutshell account uses a unified Contact model (rather than separate Lead and Contact objects), all Genoo records land in the Contact object with their original record type preserved in a custom field for reporting.

Genoo Account records link to Leads and Contacts in Genoo and map to Nutshell Accounts. Account name, website, industry, and phone migrate directly. The Account object in Nutshell must be created before Contact import so that the Account lookup is satisfied at the moment of Contact insert. We resolve the Account-Contact relationship by matching the email domain extracted from the Contact's email address against the Account's website domain.

Genoo Campaigns (drip programs and email nurture sequences) map to Nutshell Campaigns. Campaign name, status, start_date, and end_date migrate directly. Campaign membership (which Leads entered which Campaigns) migrates to Nutshell Campaign Members linked by email address match against the imported Contact records. Genoo's drip program steps do not migrate as automation; we document each Campaign's step structure and recommended Nutshell automation equivalent.

Event registrations in Genoo are stored as Activity-type records linked to Leads. We import registration data (event name, registration date, status) as Nutshell Activities attached to the corresponding Contact record. Post-event attendance and session data similarly migrate as Activity records with a custom event_type field. We cannot migrate the event platform's native attendance records (Zoom, GoToWebinar, etc.) if those were not also stored in Genoo.

Genoo landing pages and microsites are stored as HTML and template blobs with no structured field extraction documented. We extract the page URL and form field list as a manifest of pages requiring rebuild in the destination CMS or marketing tool. Nutshell provides embeddable web forms but does not include a landing page builder; teams typically rebuild Genoo pages in a separate landing page tool or in Nutshell's form embed feature. We deliver a written page inventory with the URL, form fields, and any associated thank-you page URLs.

Genoo email templates are HTML-based with platform-specific merge tags and styling. Modern email builders use drag-and-drop blocks that do not map cleanly to raw HTML templates, and Genoo does not expose a structured template export. We extract the template subject line and a plain-text body as a reference document for the customer's admin to recreate in Nutshell Campaigns or a dedicated email marketing tool. HTML template bodies are preserved as text notes in the template manifest but not imported as active templates.

Genoo lead scores are calculated values generated by the platform's behavioral scoring engine. These scores are displayed in the Genoo UI but are not included in any export format, and the scoring rule weights and demographic factors cannot be extracted. We do not migrate lead scores. During discovery we document the scoring configuration (demographic weights, behavioral thresholds, score tiers) and advise the customer to replicate the model using Nutshell's built-in lead scoring or a third-party scoring add-on. We preserve any numerical score stored as a custom field on the Lead record if that data appears in the export.

The Genoo content library stores images, PDFs, and campaign files. Genoo provides no bulk file download endpoint or API for assets. We do not migrate binary assets automatically. We generate a manifest of all referenced content library URLs during discovery and instruct the customer to download files manually from the Genoo UI or via a scripted browser session before the account is closed. Assets referenced in email templates that are not pre-downloaded will result in broken images in any downstream email tool.