Migrate from Honcho CRM to Nutshell

Honcho Lead records map to Nutshell Lead objects. Standard fields (name, email, phone, company, lead source, status) migrate directly. Any Honcho custom fields on Leads are detected during scoping and recreated as matching Nutshell custom fields on the Lead object before import. We resolve the owner assignment by email match against Nutshell Users.

Honcho Contact records map to Nutshell Person objects. Name, email, phone, title, and address fields migrate directly. Company association migrates as the Nutshell Person's Company field, which we resolve by company name match after Companies are loaded. Custom contact fields in Honcho are recreated in Nutshell before import.

Honcho Companies map to Nutshell Companies directly. Company name is the dedupe key. We load Companies first in the migration sequence so that the Company lookup is satisfied when Contacts and Leads are imported. Website, industry, address, and custom fields migrate as typed fields.

Honcho Deals map to Nutshell Opportunities. Deal name, value, stage, expected close date, and owner all migrate directly. The Honcho deal's associated Company and Contact are resolved to their Nutshell equivalents during the Opportunity insert using the relationship chain established during the Company and Contact loads.

Honcho pipeline stage names and order are extracted from the pipeline configuration during scoping. We create matching stages in Nutshell's pipeline before Opportunities are imported. If Honcho uses custom stage names not present in Nutshell's defaults, we add them as custom stage values during pipeline configuration.

Honcho Deal Timeline is a proprietary activity tracker with no direct Nutshell equivalent. We flatten each timeline entry into a dated activity row with the deal reference, action description, and timestamp. These land as Nutshell Notes attached to the corresponding Opportunity. Users should verify post-migration that the activity history meets their requirements, as the timeline loses its native deal-centric presentation.

Honcho custom fields on Contact records are detected during scoping. Field types are preserved (text, number, date, picklist) and recreated as matching Nutshell custom fields on the Person object before the Contact-to-Person import phase begins.

Honcho custom fields on Company records are similarly detected and recreated in Nutshell before the Company load. All custom field definitions are documented in the scoping artifact so the customer can verify field type accuracy before migration begins.

Honcho User records contain name, email, and role. We export user assignments from Deals and Contacts and resolve owners in Nutshell by email match. Any Honcho Owner without a matching Nutshell User is held in a reconciliation queue for the customer's admin to provision before record import resumes.