Migrate from karmaCRM to Nutshell

karmaCRM People map directly to Nutshell People. The standard fields (name, email, phone, address, company association) migrate as typed Nutshell fields. Any karmaCRM custom fields applied to People records migrate as Nutshell custom fields (created during schema setup) with their original field labels preserved. The karmaCRM company association on each Person resolves to the corresponding Nutshell Account at migration time.

karmaCRM Company records map to Nutshell Account. The company name becomes Account Name, domain becomes Website, and address fields map to the standard Account address block. Any karmaCRM custom fields on Company records become Nutshell custom fields on the Account object with matching types.

karmaCRM Deal records map directly to Nutshell Deal. Deal name, value, stage, owner, and created/updated timestamps migrate as typed fields. The karmaCRM deal stage maps to the corresponding Nutshell pipeline stage; if the customer uses multiple karmaCRM pipelines, each maps to a separate Nutshell pipeline. Deals without an associated company in karmaCRM are flagged for the customer to assign an Account before migration.

karmaCRM Tasks map to Nutshell Tasks. Task title, description, due date, status, priority, and owner assignment migrate directly. The linked contact or company association on each karmaCRM Task resolves to the corresponding Nutshell People or Account lookup at migration time using the email and company name as matching keys.

karmaCRM Event records map to Nutshell Activity entries. Event title, start time, end time, location, description, and attendee list migrate as Activity fields. Attendees resolve to Nutshell People by email match and link to the Activity record. If Nutshell's Activity model supports attendee storage differently, the attendee list migrates as a custom field or note attached to the Activity.

karmaCRM email campaigns (available on Pro and Premium tiers) include audience lists, subject lines, send dates, and open/click statistics. Email campaign metadata and historical statistics migrate as a CSV of campaign records attached to the relevant People and Account lists. The actual email bodies, templates, and automated cadence require rebuilding in Nutshell's campaign tools or a third-party email integration. We document which campaigns were active at migration time so the customer admin can assess rebuild priority.

karmaCRM User records (name, email, role) migrate to Nutshell Users. Owner assignments on Deals, Tasks, and Events resolve by matching the karmaCRM user email to the Nutshell User email at migration time. Any karmaCRM user without a matching Nutshell account goes to a reconciliation queue for the admin to provision before record import resumes. Role structures differ between platforms and require manual reassignment post-migration.

karmaCRM supports fully customizable fields across screens, labels, tabs, and background colors. Custom field definitions and values migrate as Nutshell custom fields (People and Account objects on Pro tier and above). We map the karmaCRM field label to the Nutshell field label and the karmaCRM value type (text, number, date, dropdown) to the equivalent Nutshell field type. The customer admin reviews and approves the custom field mapping schema before migration begins.

karmaCRM tags applied to People and Company records migrate as tags in Nutshell. Tags stored as multi-checkbox properties in karmaCRM map to multi-select custom fields or native tags in Nutshell depending on the customer's preference. The customer chooses the tag strategy during scoping, and we apply it consistently across all migrated records.