Migrate from GleanView to Nutshell

GleanView Contact records map directly to Nutshell Contact (People in the UI, Contacts in the API). We use email as the dedupe key. Standard fields including name, email, phone, lifecycle stage, and owner transfer 1:1. GleanView's custom contact properties require per-field mapping; we read the source CSV headers and present a field-mapping worksheet before migration begins. Contacts are inserted after Account creation so the AccountId lookup is satisfied at insert time.

GleanView Company records map to Nutshell Account (Companies in the UI, Accounts in the API). Address, industry, website, and custom company fields transfer directly. We resolve any duplicate company names before import using a normalized name comparison. Account is the first record type inserted in migration so that Contact imports have a valid parent lookup.

GleanView Lead records including source, status, and owner map to Nutshell Lead. GleanView's lead lifecycle stages (Subscriber, Lead, MQL, SQL, Opportunity, Customer) are preserved as a custom field on the Nutshell Lead so the customer's original stage semantics remain visible for reporting. We flag any custom GleanView lead statuses without a direct Nutshell equivalent for the admin to remap.

GleanView Deals map to Nutshell Opportunity. Deal stage names map to Nutshell Stage values (Prospecting, Qualification, Proposal, Negotiation, Closed Won, Closed Lost), and we preserve GleanView's closed-won and closed-lost reasons in Nutshell's Loss Reason and Win Reason fields. Amount, close date, and owner transfer directly. Opportunities are staged after both Account and Contact creation so that the AccountId and primary ContactId lookups resolve at insert time.

Each GleanView pipeline and its stage definitions map to a Nutshell sales process and stage configuration. Stage probability percentages transfer as Nutshell stage probabilities. Stage order is preserved. If GleanView uses custom stage names with no clear Nutshell equivalent, we map by stage sequence and flag the discrepancy in the scope worksheet.

GleanQuote product records including base price, cost, margin, and attributes are flagged for manual re-entry in Nutshell or a third-party CPQ integration. Nutshell's standard product catalog (Product2 equivalent) handles simple price books but does not natively support formula pricing, conditional bundles, or cost-plus-markup rules. We provide a structured product re-entry template with every GleanQuote product's attributes listed for the customer's admin to recreate.

GleanView Quotes (headers and line items from GleanQuote) cannot migrate automatically because Nutshell's Quote object does not support the full quote structure exported from GleanView. Quote headers reference products, customers, and pricing rules that require the Product re-entry step above. We extract quote metadata (customer, date, status, total) into a CSV and provide a quote-recreation guide; line items require manual re-entry in Nutshell or a CPQ tool.

GleanView email logs, calls, and notes attached to Contacts or Deals export as Activities. Calls map to Nutshell Task with Call subtype and disposition preserved. Meetings map to Nutshell Event with start and end times preserved. Notes map to Nutshell Note records linked to the parent Contact or Opportunity. We chunk large activity batches to stay within Nutshell's rate limits on get requests and apply retry logic with exponential backoff.