Migrate from Knack to Nutshell

Knack Tables storing individual contact records map to Nutshell Person. Standard text fields (name, email, phone) map to Nutshell's built-in Person fields (name, emails, phones). Custom fields (industry, job title, source) map to Nutshell custom Person fields. We resolve the Knack Table name during discovery to determine whether the table holds contacts or companies before mapping.

Knack Tables storing organizational records map to Nutshell Company. Company name, address, website, and industry fields map to Nutshell Company fields. If the Knack Table has no organizational records, this mapping is skipped. We use the Company name as the dedupe key during import to avoid duplicate Accounts.

Knack Tables tagged during discovery as holding unqualified prospects map to Nutshell Lead. Status fields from Knack (new, contacted, qualified, unqualified) map to Nutshell's Lead status values. If the Knack Table is named 'Leads' or contains a status field with the values above, we treat it as a Lead table rather than a Person table.

Knack Tables holding deal or project records map to Nutshell Opportunity. Deal value, stage, close date, and owner fields map to Nutshell Opportunity fields. Pipeline stages from Knack become Nutshell pipeline stages, which we configure before import. Owner assignment resolves by email against the Nutshell User table.

Knack Connection fields linking one Table to another (such as a Deal linked to a Person or Company) become Nutshell Linked Records. We resolve the target record by matching on the dedupe key (email for Person, name for Company) at migration time. Many-to-many Connection fields become multi-select linked record fields in Nutshell.

Knack file fields storing documents, images, and PDFs are downloaded from Knack's signed-URL storage and re-uploaded to the corresponding Nutshell record as a file attachment. We preserve the original filename and link the attachment to the parent record (Person, Company, or Opportunity) at the correct API endpoint. Files larger than Nutshell's attachment size limit are flagged for the customer.

Knack Record History (available 1 month on Pro, 2 months on Corporate, 3 months on Enterprise) is exported as Activity records on the target Nutshell object with a descriptive note field capturing the field change and timestamp. History beyond the available plan tier is not available for export from Knack. We flag the history window size during discovery.

Knack Views are saved filtered or sorted subsets of a Table. We document each View's filter conditions and field order during discovery, then replicate the logic as a Nutshell saved view on the target object. Views that apply to Tables with no direct Nutshell equivalent are flagged for manual rebuild in Nutshell's filter builder.

Knack roles control page and record access. We export role names and permission scopes as metadata. Nutshell uses Teams and individual User assignments; we map Knack role names to Nutshell Teams or individual User records and document the permission mapping for the customer's admin to finalize in Nutshell's settings.