Migrate from improveit 360 to Nutshell

improveit 360 Person records map directly to Nutshell People using a one-to-one field mapping. All standard contact fields including name, email address, phone number, job title, and physical address transfer as-is with no transformation required. improveit 360 people records that have no linked company association land as standalone Nutshell People records rather than being discarded or incorrectly associated with a placeholder company.

improveit 360 people records that are associated with active or historical deals map to Nutshell Lead records instead of Person records. The company link and all contact details including name, email, phone, and title are preserved during this transformation. This mapping strategy separates pipeline-driven parties from pure contact records, aligning with Nutshell's object model where Leads represent opportunities in the sales pipeline.

improveit 360 Company records map one-to-one to Nutshell Company records without requiring transformation logic. Fields including company name, website URL, industry classification, employee count, annual revenue figures, and complete address information map directly to their Nutshell counterparts. Parent-company relationships transfer as a reference field with circular-dependency checking to prevent infinite loops when parent companies reference each other.

improveit 360 Lead records map directly to Nutshell Lead records. Lead name, status, monetary value, source, owner, and custom fields transfer as-is. Lead status pick-list values are mapped to Nutshell's lead status options — custom statuses require value-mapping setup during schema configuration.

improveit 360 Deals map to Nutshell Lead records. Deal name becomes the Lead name, deal amount maps to the monetary value field, and deal stage maps to Nutshell Lead status via a value-mapping table. improveit 360 deal ID preserved as a custom field for traceability.

improveit 360 pipeline stages map to Nutshell Lead status values through a value-by-value mapping table defined during schema configuration. Stage-entry timestamps from improveit 360 are preserved by storing them as custom datetime fields on the Nutshell Lead. Stage probability data also transfers as a custom number field on the Lead record, enabling reporting continuity for pipeline forecasts and deal analytics in Nutshell.

improveit 360 lifecycle stage labels (Subscriber, Lead, MQL, SQL, Customer, Evangelist) have no native Nutshell equivalent. We create a custom pick-list field (Lifecycle_Stage__c) on Nutshell Leads with the same values so your team can filter and report on prospect progression after migration.

improveit 360 logged email activities transfer as Nutshell Tasks with Type set to 'Email' to distinguish them from other task types. The email subject line becomes the task name, the body content populates the task description field, and the original timestamp and owner assignment are preserved on the task record. The original improveit 360 activity ID is stored as a custom field on the Nutshell Task to support delta-run deduplication and prevent duplicate email records from appearing during subsequent migration runs.

improveit 360 call and meeting activities map to Nutshell Tasks with Type set to 'Call' or 'Meeting' respectively. The original start and end timestamps, duration in minutes, subject line, and owner assignment all carry over to the corresponding Nutshell task fields. Activity notes and outcomes recorded in improveit 360 append to the task body field in Nutshell, preserving the full context of each customer interaction.

improveit 360 notes migrate as Nutshell Notes with the full rich-text content preserved including any formatted text, bullet points, or embedded links. File attachments such as photos, contract documents, proposals, and other files are re-uploaded to Nutshell's attachment store, with the original filename and a reference link preserved on the parent record so users can access the files directly from the Nutshell interface.

improveit 360 custom fields and custom properties are created as Nutshell custom fields under the appropriate object tab (Person, Company, or Lead) based on their source configuration. Multi-value custom fields from improveit 360 map to Nutshell's multi-select pick-list field type, preserving all selected values. Fields that have validation rules defined in improveit 360 are flagged for admin review before migration to ensure data integrity in Nutshell.

improveit 360 project records have no native Nutshell object. We convert project data to Nutshell Tasks with custom fields capturing project stage, budget, and contract value. Your team reviews the converted records and rebuilds the project view in Nutshell's Activities or a project management integration.