Migrate from Goals.com to Nutshell

Goals.com Leads (inquiry capture, grading, and qualification stages) map directly to Nutshell People records. The lead's generation source, grade, and qualification status transfer as custom fields or as values in the built-in status fields available on People. Owner lookup resolves by email match to the corresponding Nutshell User record. If Goals.com stores any territory or team assignment on the lead, we map that to a custom field or Nutshell Team assignment post-import.

Goals.com Deal records map 1:1 to Nutshell Deals with deal value, stage name, owner, and close date preserved. Pipeline stages in Goals.com map to Nutshell pipeline stage values in the configured Nutshell pipeline. Custom stage labels from Goals.com require explicit mapping to Nutshell stage names during the scoping phase. Closed-won and closed-lost status and dates transfer as-is.

Goals.com Sales Goals (call volume targets, email targets, revenue targets) have no native Nutshell equivalent. We export goal definitions, target values, and the associated time period (monthly, quarterly, annual). During migration we create custom fields on Person, Deal, or Company records to hold these target values, with a naming convention that preserves the original goal name and period. Progress percentages are recalculated post-import based on actual activity logged in Nutshell.

Goals.com pipeline stages map to Nutshell pipeline stage values in the configured Nutshell pipeline. Stage order and probability (if stored in Goals.com) transfer as stage metadata in Nutshell. We preserve the stage history log from Goals.com as custom activity records or linked notes on the Deal so the full pipeline journey is visible post-migration.

Goals.com commission records (payout amounts, associated deals, rep assignments, payout dates) export as data. We import these as custom fields on the linked Nutshell Person and Deal records, creating a commission history that shows payout amounts and associated deal outcomes. Active payout rules, tiered commission structures, and incentive scoring logic do not transfer; these require manual rebuild post-migration, and we provide a commission schema template to guide that work.

Goals.com user accounts with role assignments (manager vs rep) migrate to Nutshell Users. Owner lookups on Leads, Deals, and Activities resolve by email match to Nutshell User records. We extract the team membership data from Goals.com and map it to Nutshell Teams or Groups. Any Goals.com user without a matching email in the destination Nutshell org is held in a reconciliation queue for the customer's admin to provision before the record import phase begins.

Goals.com notes, reminders, and customer interaction logs migrate as Nutshell Activities attached to the corresponding Person or Deal. We extract the activity type, timestamp, author, and content. Because Goals.com does not store a full audit trail of every system event, historical activity completeness depends on what is available in the Goals.com export. We document any gaps in the activity history in the pre-import gap report provided to the customer.

Goals.com contest definitions and historical results export as data. Active contest scoring rules, point allocations, and leaderboard logic are application-level rules that do not transfer and require manual re-creation at the destination. We provide a contest schema template with historical results included so the customer's admin can configure the same contest logic in Nutshell or a dedicated incentive compensation tool post-migration. Leaderboard history migrates as a custom object with rep name, contest period, points earned, and rank.