Migrate from LeadPrime to Nutshell

LeadPrime Leads migrate directly to Nutshell Leads. Standard fields (name, email, phone, source) map 1:1 to Nutshell's Lead fields. Any custom fields on the Lead object are read during scoping, mapped to equivalent Nutshell Lead custom fields (text, long text, currency, date, or checkbox per Nutshell's supported types), and pre-created in the destination before import. Lead status and owner assignment migrate as-is. Where LeadPrime used a Lead Finder enrichment result stored as a custom field, that value migrates as a text field because Nutshell has no enrichment credit system to carry it forward.

LeadPrime Contacts map to Nutshell People (the standard Nutshell term for individual contact records). Name, email, phone, title, and address fields migrate 1:1. Custom fields and tag assignments on the Contact are mapped to equivalent Nutshell People custom fields and tags. Any Lead-to-Contact conversion linkage in LeadPrime is preserved as a Person record with the original lead source tracked in a custom field.

LeadPrime Company records map directly to Nutshell Companies. Company name, industry, size, website, and address fields migrate 1:1. Custom fields on the Company object are pre-created in Nutshell before import. The Nutshell Company record is created before any linked Person records to satisfy the company-people relationship at insert time.

LeadPrime User records (sales reps, admins, managers) map to Nutshell User accounts by email match. Active/inactive status and any role assignments are preserved in a custom field. Owners without a matching Nutshell User are held in a reconciliation queue for the customer's admin to provision before record import resumes.

LeadPrime's multiple pipeline configurations map to Nutshell Pipelines. Foundation tier supports one pipeline; Pro ($42/user/mo) supports up to 5 pipelines; Enterprise ($79/user/mo) supports unlimited. We export the full pipeline topology from LeadPrime and recreate it in Nutshell with stage names and sequence preserved. If the customer requires more than one pipeline and is on Foundation, we flag this as a tier upgrade requirement before migration.

Each LeadPrime pipeline stage becomes a Nutshell pipeline stage with the same name and order. Stage-specific routing triggers in LeadPrime (stage-specific assignment rules) do not migrate as logic; they are documented as part of the distribution rule inventory for manual re-implementation in Nutshell's stage automation features.

LeadPrime's Round Robin, Blind, Shark Tank, Hybrid, and territory-based distribution rules are stored as platform configuration, not as data records. We export the full rule definitions during scoping (criteria, weights, capacity limits, rep assignments, territory mappings) and deliver a written inventory document mapping each LeadPrime rule to a recommended Nutshell Round Robin or territory assignment configuration. Nutshell Growth and above support Round Robin; Nutshell Business and Enterprise support territory and team assignment. The customer's admin re-implements the rules post-migration based on the inventory.

Calls, emails, meetings, and notes logged against leads or contacts in LeadPrime migrate as Nutshell Activities. Activity type, timestamp, description, and owner assignment are preserved. Nutshell supports activity logging as a standard feature; engagement history migrates in chronological order by the original activity timestamp. If LeadPrime stored enrichment lookup results as a note or activity entry, those migrate as plain-text notes in Nutshell with the original timestamp preserved.

LeadPrime custom fields on Leads, Contacts, and Companies are per-organization schema elements. We read the full field list during scoping, identify each field's data type, and map to the equivalent Nutshell custom field type (text, long text, currency, date, checkbox, dropdown). Nutshell Foundation supports custom fields; Enterprise tier includes unlimited custom fields. We pre-create the destination fields before any record import to avoid schema mismatch errors.

LeadPrime tags migrate as flat label assignments on the respective Nutshell record (Lead, Person, or Company). Nutshell's tag system is flat rather than hierarchical, so any LeadPrime tag taxonomy with grouping or hierarchy is flattened to a flat label list and documented for the customer to reorganize in Nutshell if needed.

LeadPrime Lead Finder Credits are a platform-internal billing token for enrichment lookups and have no data equivalent in Nutshell. They do not represent contact records, historical enrichment results, or any migratable data artifact. We confirm the credit balance at cutover and recommend the customer download their credit purchase history separately for financial records. Any enrichment data already written to lead records (verified email, phone number) migrates as part of those records as standard custom fields.