Migrate from Inception to Nutshell

Inception Person records map directly to Nutshell People. Nutshell People store contact fields (name, email, phone, address) and link to a Company record. We map all standard fields and attach the People record to its mapped Company. During migration, we preserve the original created date and owner information, ensuring a complete history in Nutshell.

Inception Company records map 1:1 to Nutshell Company records. Company name, domain, industry, employee count, and revenue fields migrate directly. Parent-company hierarchies in Inception map to Nutshell's parent-company relationship field. We also transfer the company's primary contact information and any associated custom fields to maintain full context.

Inception Lead records migrate to Nutshell Leads with status and source fields preserved. Leads without a converted status in Inception land as Nutshell Leads; leads already converted to Person map to Nutshell People with a flag indicating prior conversion. This ensures accurate lead routing and historical tracking in Nutshell.

Inception Deal records map to Nutshell Deals with deal name, amount, stage, and close date transferred. The Inception pipeline stages map to Nutshell pipeline stages — we apply a stage-value mapping table built from your Inception stage configuration during the discovery phase.

Inception calls and emails map to Nutshell Activities with type, subject, date, duration, and linked record preserved. Meetings map to Nutshell Activities with start/end time and attendees. Notes migrate as Nutshell note entries attached to the relevant Person, Company, or Deal.

Inception custom fields on Person records that have no direct Nutshell equivalent are created as Nutshell custom fields on People before migration. We preserve the field label, data type, and pick-list values from Inception and recreate them in Nutshell settings.

Inception Company custom fields migrate as Nutshell Company custom fields. If a custom field in Inception stores a value type (e.g., multi-select pick-list) that Nutshell does not support natively, we store the value as a text custom field and flag it for your team to review post-migration.

Inception Deal custom fields migrate as Nutshell Deal custom fields. We capture the field type from Inception and recreate it in Nutshell. For Inception fields that store numeric identifiers (e.g., sample lot IDs), we preserve them as text fields since Nutshell Deal custom fields do not have a dedicated ID type.

Inception territory assignments are stored per deal or per user and have no direct Nutshell equivalent. We preserve the territory value as a custom text field on the Deal record so your team can use it for reporting or to drive Nutshell workflow rules.

Inception sample tracking records (lot numbers, HCP dispensing records, compliance logs) have no Nutshell equivalent. We extract these records and store them as a JSON payload in a Nutshell custom field on the associated Deal or Person, preserving the data for reference even though Nutshell cannot process it natively.

Inception file attachments on People, Companies, or Deals are extracted and re-uploaded to Nutshell as file attachments linked to the target record. File size limits apply per Nutshell's upload constraints. We flag any file exceeding Nutshell's limit for manual handling.

Inception owner IDs resolve to Nutshell users by email address match. Unmatched owners are flagged before migration — your team can either invite them to Nutshell first or reassign their records to a designated fallback user. No record lands without a valid Nutshell owner.