Migrate from Higher Logic Thrive to Nutshell

Higher Logic Thrive Contact and Member records map to Nutshell Contact. Standard fields (name, email, phone, address) transfer directly. Community group affiliations stored in Higher Logic Security Groups migrate as Nutshell custom multi-select fields or tag fields so the customer's team can filter and segment by group without a separate lookup table. We preserve any AMS-synced demographic fields that were uploaded via integration. Higher Logic's 30-slot custom field inventory maps to Nutshell custom fields, audited during scoping to drop any orphaned or deprecated fields.

Higher Logic Community Groups drive membership, feature access, and segment-based email lists. Nutshell has no group concept. We map each distinct Community Group to a Tag in Nutshell and attach it to all member Contacts. During scoping, we extract the full group roster and the group-to-member mapping so that tags are assigned atomically during the Contact import phase. Group Manager dashboard widgets and email list definitions do not migrate.

Higher Logic Security Groups control access permissions and visibility within the community. They export as a list of Higher Logic Key and Legacy Key affiliations per contact. We convert each distinct Security Group to a Nutshell Tag. If the customer needs permission-gated data handling, the tag strategy allows list-based segmentation for manual access management post-migration.

Discussion posts are community-native content with no Nutshell equivalent. We export discussion content as structured JSON or CSV files: author email, post body, timestamp, parent thread, @mentions, and #hashtags. We deliver these files as a written export alongside the migration, not as a live CRM object. The customer's team can attach discussion export files to the relevant Contact record in Nutshell or store them in a linked document system. Inline images export as file attachments with path references preserved.

Resource Libraries hold documents and media attached to communities. Nutshell has no library object. We export the file directory with full paths per library entry, map each file to its parent record by email address or contact ID, and deliver a structured dataset describing the library structure (community name, section, entry title, file path, upload date). Files export as a compressed archive. Re-linking files to Nutshell Contacts requires manual steps or a secondary import via Nutshell's file attachment API.

Higher Logic Events with registration lists, attendance tracking, and reporting exports map to Nutshell Activities (meetings or tasks) linked to the relevant Contact records. Registration status and attendance history migrate as custom fields on the Activity record or as structured notes. Event-level reporting and agenda content export as files. Nutshell does not support event registration workflows natively.

Marketing automation campaigns and message content in Higher Logic Thrive do not have a Nutshell equivalent. Nutshell CRM does not include an email marketing or campaign automation engine. We export campaign names, message subject lines, and send dates as a structured CSV for the customer's records. Trigger conditions and automation workflows are documented in a written inventory for the customer's team to evaluate in a dedicated marketing automation tool (Mailchimp, HubSpot Marketing, Klaviyo, or similar).

Higher Logic Thrive Landing Pages are data-collection forms with Custom Field zones. Nutshell does not support landing page creation. We export landing page field definitions, form structure, and any collected lead data as structured CSV records that can be imported as Nutshell Contacts with the relevant custom field values. Landing page content and layout are not transferable.

Higher Logic User Lists built with List Builder criteria, Group Manager email lists, and dashboard lists do not have a Nutshell equivalent. Nutshell does not have a dynamic list or segment object. We export list definitions and criteria as a written description for the customer's admin to rebuild as static Nutshell lists or tag-based segments post-migration.

Higher Logic pre-built community engagement reports export as static datasets with the columns visible at the time of export. Report definitions themselves—filters, custom columns, scheduling—are not transferable to Nutshell's reporting model. We deliver exported data as CSV files and document each report's name, object type, and column structure so the customer's team can recreate equivalent views in Nutshell Reports.