Migrate from Kartra to Nutshell

Kartra Contacts (renamed from Leads in October 2024) map to Nutshell Person records. Standard fields — first name, last name, email, phone, address — map cleanly. We export the Kartra CSV oldest-to-newest to preserve lead creation order and replay it as the person.joined_at timestamp in Nutshell. GDPR Status and GDPR Status Date from the Kartra CSV map to Nutshell's subscription tracking fields. The Kartra contact ID is preserved in a custom field for cross-reference during reconciliation.

Kartra does not have a native Company object, but contacts may contain a company name field. We extract company names from the Kartra contact CSV, deduplicate them, create Nutshell Company records, and link Person records to the corresponding Company via the person.company_id lookup. If the Kartra export does not contain company data, we flag this during scoping and the customer decides whether to populate it from another source or leave persons unlinked.

Kartra Tags are stored as comma-separated strings within the contact CSV. We parse and split them into individual Tag records in Nutshell, then create TagAssignment records linking each tag to the corresponding Person. We audit the customer's tag taxonomy during scoping to identify behavioral tags (form completed, webinar registered, membership accessed) that indicate engagement data that may otherwise be absent from the export. Tag names are normalized to lowercase with hyphens replacing spaces for consistency.

Kartra Lists are exported as comma-separated values per contact. We split list memberships and create Nutshell List records, then assign each Person to the relevant lists via List membership. If Nutshell Lists do not match the customer's segmentation logic, we document the gap and propose a List-to-Segment reconfiguration before migration so the segmentation model is intentional in the destination.

Kartra supports five custom field types: input_field (text), text_area, drop_down, radio_button, and checkbox. We read the Kartra field schema via the Kartra UI to determine types, then create matching Nutshell custom fields on the Person, Company, or Lead object before import. Drop-down and radio button fields map to Nutshell dropdown or multi-select picklist fields with the same value options. Checkbox fields map to Nutshell checkboxes. Note: Kartra's standard contact fields and custom field labels must be reviewed manually because field names in the CSV export header row may differ from the display labels.

Kartra exports transactions as a separate CSV from the contacts export. We map transaction fields — amount, product name, purchase date, and payment method — to Nutshell Activity log entries attached to the corresponding Person. The Kartra transaction ID is preserved in a custom field on the activity for reconciliation. Note: Kartra does not export total customer spend as a single field; if the customer requires a lifetime value calculation in Nutshell, we compute it from the transactions CSV and write it to a custom person.lifetime_value__c field.

Kartra Subscription records (active, cancelled, paused status with start date and associated product or membership) export separately from contacts. We map subscription status and start date to Nutshell Activity log entries on the Person record. Subscription revenue and MRR figures are not available in the Kartra export. We document this gap and recommend that the customer track subscription status manually in Nutshell or via a third-party integration if real-time subscription data is required.

Kartra affiliate sign-up events are tracked via tags or the API events system. We map affiliate relationships to a dedicated Nutshell tag (e.g., affiliate) or a custom person.affiliate_status__c dropdown field, depending on whether the customer needs to track affiliate status as a label or a structured field. If the customer requires a full affiliate tracking system, we recommend a dedicated affiliate management tool post-migration.