Migrate from Insightly CRM to Nutshell

Insightly Leads map directly to Nutshell Leads. Lead status, source, owner, and custom fields migrate. Any lead scoring or rating fields map to Nutshell's built-in lead rating scale or to a custom numeric field.

Insightly Organizations map 1:1 to Nutshell Companies. Organizations are imported first as parent records before Contacts to satisfy the Company lookup reference. The Organization's name becomes the Company name, and the domain or website maps to the Nutshell Company URL.

Insightly Contacts map 1:1 to Nutshell People. Standard fields (name, email, phone, address) migrate directly. All custom fields on Contact require a FIELD_NAME lookup via /CustomFields/Contacts before writes to prevent silent field drops. After Organizations are created and Contacts are imported, we reconstruct the Contact-to-Organization link using Nutshell's People-Company association mechanism.

Insightly Opportunities map to Nutshell Deals. Pipeline stage names migrate as Nutshell Deal stage values, with a stage name mapping table applied at migration time. Monetary value, probability, expected close date, owner, and custom fields transfer directly. The Opportunity-to-Organization link becomes the Deal-to-Company association in Nutshell.

Insightly pipeline stages are custom-named strings per pipeline. We build a stage name mapping table at discovery and configure corresponding Deal stages in Nutshell before importing any Opportunities. Probability percentages transfer per stage, and any custom stage order is preserved.

Insightly Projects have no direct Nutshell equivalent. We import Project records as a custom object in Nutshell or convert them to Deals if the project scope maps to a revenue milestone. If the customer's post-migration workflow uses a dedicated project management tool, we flag Project records for routing to that system. Project tasks migrate as Tasks linked to the parent Project record.

Insightly Tasks map to Nutshell Tasks. Task status values (Not Started, In Progress, Completed, Deferred) map to Nutshell Task status equivalents. Owner, due date, priority, and custom fields transfer. Tasks linked to Opportunities carry the Deal association into Nutshell.

Insightly Notes (Comments) map to Nutshell Comments. Note body, author, and creation date transfer. The Note's link to the parent record (Contact, Organization, or Opportunity) is reconstructed in Nutshell as a Comment on the corresponding Nutshell record.

Insightly Custom Objects migrate to Nutshell Custom Objects with equivalent schema. We pre-create the destination schema including all custom fields, field types, and lookup relationships before any data import. Nutshell's custom object configuration interface handles the schema setup during the approach phase. Customers should confirm which custom objects carry critical business data during scoping.

Insightly Tags (flat string labels on Contacts, Organizations, Opportunities, Projects) migrate as Nutshell Tags. Tag arrays export as plain string lists and import as Nutshell Tag values on the corresponding record. Tag semantics are preserved as-is; no transformation is applied.

Insightly file attachments are stored as URL or blob references. We do not migrate attachment binary data. We export attachment metadata (filename, URL, associated record type and ID) and deliver it as a reference table so the customer's admin can relink or re-upload files in Nutshell post-migration.