Migrate from Intrix CRM to Nutshell

Intrix Client records map 1:1 to Nutshell Companies. Standard fields (company name, industry, address, phone, website) migrate directly. The Client ID is preserved as an external reference field so that the original Intrix record can be identified during reconciliation. Company is imported before any Person or Deal record to satisfy Nutshell's required link from People to Companies.

Intrix Contact records map 1:1 to Nutshell People. Each Contact carries a reference to its parent Client; we resolve this to the Nutshell Company ID during import and set the Company link on every Person record. First name, last name, email, phone, title, and custom fields migrate as typed properties. Contacts without a valid parent Client are imported with a flag for manual Company assignment.

Intrix Opportunities map directly to Nutshell Deals. Deal name, value, expected close date, stage, owner, and custom fields migrate 1:1. Stage names from Intrix are customer-specific and require a stage mapping table that we extract from the customer's active pipeline configuration and apply to Nutshell's Deal stage values.

Intrix pipeline stages are customer-configurable with custom names and order. We extract the full stage definition per pipeline (stage name, position, probability if set) from the Intrix export and configure matching Deal Stages in Nutshell before any Deal records are imported. Stage probabilities round to Nutshell's supported integer format.

Intrix Activities (calls, emails, meetings, tasks) logged against Clients, Contacts, or Opportunities migrate as Nutshell Activities. Each Activity carries the original timestamp, owner, and description. Calls and tasks from Intrix map to Nutshell Activity with the type field set appropriately. Emails and meetings migrate as notes-style Activities with the original content preserved in the description field since Nutshell does not store threaded email history in the same structure as Intrix.

Intrix Projects with task dependencies, deadline automation, and resource assignments have no native Nutshell equivalent. Nutshell is a sales CRM and does not include a project management module. We document every active Intrix Project as a written record with its tasks, dependencies, deadlines, and owners for the customer's admin to rebuild in their chosen project management tool post-migration.

Intrix Tasks with project dependencies cannot be imported as-is into Nutshell because Nutshell Tasks do not support predecessor dependency logic. We extract the full task list per project, including dependency order and completion status, and deliver it as a structured CSV inventory. The customer's admin recreates tasks manually or in their project management tool.

WHR data is only available on Intrix Advanced and Unlimited tiers. Nutshell has no native time-tracking module. We export WHR records as structured data and map them to a set of custom fields on Nutshell Person or Company records if the customer requires the data to remain in their CRM. Otherwise, we deliver a written WHR inventory with clock-in/clock-out timestamps, hours worked, and employee reference for manual entry or third-party time-tracking integration.

Intrix custom fields on Clients, Contacts, Opportunities, and Activities migrate to Nutshell custom properties on the corresponding object (Company, Person, Deal, Activity). We extract the full custom field schema per object, map field types to Nutshell's supported property types (text, number, date, dropdown, checkbox), and provision the custom properties in Nutshell before record import begins.

Intrix stores file attachments per Client, Contact, or Project. We download attachments individually from the Intrix UI export and re-upload them to the corresponding Nutshell Company, Person, or Deal record. File-per-record structure means we handle each attachment separately during import, which adds time for accounts with more than 500 attachments.