Migrate from iPresso to Nutshell

iPresso Contact records map directly to Nutshell Contact. The iPresso lifecycle stage property (e.g., subscriber, lead, customer) is preserved as a custom field nut_ipsso_lifecycle__c in Nutshell for reporting continuity. Standard fields including name, email, phone, address, and owner assignment migrate 1:1. Any behavioral event history (opens, clicks, page views) is summarized as activity note records or stored as a custom long-text field if the customer requires historical event preservation.

iPresso Company records map to Nutshell Account. Company name, domain, industry classification, employee count, and address fields migrate 1:1. Account is created before Contact import so that the Account lookup reference is satisfied at the moment of Contact insert. Custom fields on iPresso Company records require field-level mapping to Nutshell custom fields, which are available from the Nutshell Enterprise tier.

iPresso contact segmentation tags migrate to Nutshell as a multi-select text custom field on Contact, or as a dedicated Tag custom field if the customer configures one. Tag names and memberships transfer as comma-separated values or multi-checkbox values depending on the Nutshell plan. The customer selects the tag storage strategy during scoping.

iPresso campaign records containing audience segments, channel assignments, and performance metrics are migrated as Nutshell Campaign records with lookup relationships to the contacts who were members. Campaign performance data (send counts, open rates, click rates) is stored as custom fields on the Nutshell Campaign record. If the customer used iPresso campaign stages or segmentation logic, we document the segment criteria as a written note for the customer to replicate in Nutshell's campaign filtering.

iPresso multi-step workflow sequences do not migrate as executable automation. We extract a written inventory of every active iPresso workflow with its trigger conditions, time delays, actions, and channel assignments, and deliver this as a handoff document for the customer's Nutshell admin to rebuild using Nutshell's automation features. iPresso workflows that reference internal IDs require ID cross-referencing to map correctly after migration.

iPresso channel configurations (Email sender settings, SMS provider credentials, web push configurations) do not migrate directly. We document each iPresso channel with its settings so the customer can reconfigure the equivalent channel in Nutshell's Engagement Suite. Email templates from iPresso can be migrated as HTML content blocks for manual reassignment in Nutshell's template library.

Custom properties on iPresso Contacts and Companies map to Nutshell custom fields. Field types are evaluated for direct mapping: text fields map to Nutshell text, picklist values map to Nutshell picklist, date fields map to Nutshell date, and numeric fields map to Nutshell number. Multi-select or checkbox fields require the customer to configure an equivalent field type in Nutshell before migration.

iPresso email template HTML content migrates as content blocks for the customer's admin to reassemble in Nutshell's template library. Dynamic personalization tokens referencing iPresso contact properties require field reference updates in Nutshell's template syntax. We flag any template that contains tokens without direct field equivalents so the customer can address them during the rebuild phase.