Migrate from InTouch CRM to Nutshell

InTouch Contact records map directly to Nutshell People. The contact's name fields, email address, phone number, address, and any associated custom fields migrate as typed Nutshell People custom fields. We resolve the InTouch company link to a pre-created Nutshell Account record and set the Person's company association during import. Duplicate detection runs on email address as the primary key.

InTouch Company records map to Nutshell Account. The company name becomes the Account name, domain data maps to the Account website field, and any industry, employee count, or revenue fields migrate as Nutshell Company custom fields. Account is created before Person import so the company association is satisfied at the moment of Person insert.

InTouch Deals map to Nutshell Opportunities. The deal amount, close date, stage label, and owner migrate directly. We remap InTouch pipeline stage labels to Nutshell pipeline stage names that we configure before migration. If InTouch has multiple deal pipelines, each becomes a separate Nutshell pipeline with its own stage set.

InTouch pipelines and their stage definitions are pre-created in Nutshell before any Deal records migrate. Stage order, probability values (if used in InTouch), and stage names are translated one-to-one. Closed Won and Closed Lost stages map to Nutshell's Won and Lost stage equivalents with appropriate probability settings.

InTouch custom fields on Contact records are pre-created in Nutshell as People custom fields before migration begins. Field type translation applies: text fields become Nutshell text fields, currency fields become Nutshell currency fields, date fields become Nutshell date fields, and checkbox fields become Nutshell checkbox fields. InTouch long-text fields map to Nutshell long-text fields with the 225-character and paragraph limits respected.

InTouch custom fields on Company records pre-create in Nutshell as Company custom fields. Industry, employee count, annual revenue, and any other company-level attributes in InTouch map to the corresponding Nutshell field type. Fields that InTouch stores as free-text but represent categorical data are imported as Nutshell text with deduplication recommended post-migration.

InTouch custom fields attached to Deals pre-create in Nutshell as Opportunity custom fields. Deal-level attributes like internal order numbers, product categories, or referral sources migrate as text fields. We flag any InTouch fields that represent monetary amounts and ensure they import as Nutshell currency fields rather than text to preserve numeric filtering and reporting in Nutshell.

InTouch activity records linked to Contacts and Companies migrate as Nutshell Tasks and Events. Call activities import as Tasks with the Call disposition and duration preserved in custom fields. Meeting activities import as Nutshell Events with start time, duration, and attendee information. Email and task activity records migrate as Tasks with a note body containing the original message or task description. Original timestamps are preserved as the ActivityDate on the Nutshell record.

InTouch owners referenced on Contact, Company, and Deal records map to Nutshell User accounts. We match by email address. Any InTouch owner without a corresponding Nutshell User is held in a reconciliation queue for the customer's admin to provision before Person and Opportunity import continues.