Migrate from LeadSmart Channel Cloud to Nutshell

LeadSmart Lead records map to Nutshell People. The Lead Status field from Salesforce maps to a custom People status field that we create during migration setup to distinguish converted (Contact) from unconverted (Lead) records. We preserve the original Lead Score if present as a custom People field. Email, phone, company name, address, and owner transfer directly. LeadSmart's Lead object is the first object imported because People is the primary entity in Nutshell.

LeadSmart Contact records map to Nutshell People using email as the dedupe key. We apply the same status-field strategy as for Leads, setting the custom People status to Contact for records where the source object type was Contact. If a Lead and Contact share the same email address (common post-conversion in Salesforce), we merge into a single People record and preserve both originating record IDs in custom fields for audit. LeadSmart's industry-specific custom contact fields require individual mapping to Nutshell custom fields or supplemental CSV export.

LeadSmart Account records map to Nutshell Company. The Account Name maps to Company name, and website maps to the Company web address field. Account hierarchies (parent-account relationships for manufacturer-distributor-dealer chains) do not have a native equivalent in Nutshell; we store the parent Account ID in a custom field on the child Company record and recommend the customer manually rebuild the hierarchy in Nutshell's Company list or use a naming convention to reflect the relationship. We extract all Account custom fields for mapping or supplemental export.

LeadSmart Opportunity records map to Nutshell Deal. The Opportunity Name becomes Deal name, Amount maps to Deal value, CloseDate maps to expected close date, StageName maps to a Nutshell pipeline stage, and OwnerId resolves to the Nutshell User by email match. We configure the Nutshell pipeline stages to match the LeadSmart opportunity stage names before migration so that Deals land in the correct status. Discount and probability fields migrate as custom Deal fields.

LeadSmart Task and Event records map to Nutshell Activity. Completed tasks migrate with subject, status, priority, and activity date preserved. Events (meetings) migrate with start time, end time, location, and description. Call logs from LeadSmart as Task subtype Call migrate as Nutshell Activities with a call type flag. Each Activity is linked to the parent People or Deal by resolving the WhoId and WhatId from Salesforce to the migrated Nutshell IDs. Large activity histories (over 100,000 records) are chunked and loaded via Nutshell's bulk CSV import with pagination.

LeadSmart Partner Portal records represent external channel partners (reps, brokers, dealers, distributors) with distinct sharing-rule visibility. These have no native Nutshell equivalent. We map them to Nutshell People records and assign a custom role field (e.g., Distributor, Dealer, Broker, Manufacturer Rep) to preserve the partner classification. We do not migrate the Partner Portal's sharing-rule configuration because Nutshell lacks a sharing-model equivalent; the customer documents their visibility requirements for post-migration admin setup.

LeadSmart Campaign records map to Nutshell Campaign. Campaign name, type, status, and start/end dates migrate directly. Campaign Member records (contacts and leads enrolled in a campaign) migrate as Campaign Member records linked to the corresponding Nutshell People records. LeadSmart's custom marketing automation fields on campaigns require individual field mapping against Nutshell's campaign object columns.

LeadSmart's Genius Feed AI records store proactive customer issue and growth opportunity insights in a proprietary format tied to the platform's recommendation engine. Nutshell has no AI insights feature and no equivalent object schema. We document each Genius Feed record with its associated People and Deal IDs and deliver it as a supplemental export file. The customer can review this data manually or use it as input for rebuilding insights in a separate AI tool. This exclusion is signed off before migration begins.

LeadSmart Files and Attachments (stored in Salesforce as ContentDocument with ContentDocumentLink) migrate to Nutshell Attachments. We extract file content, file name, and the parent record type and ID, then link each attachment to the corresponding migrated Nutshell People, Company, or Deal record. Large binary attachments are chunked for transfer. PDF and image attachments preserve content type metadata.

LeadSmart User records map to Nutshell Users by email match. We extract name, email, role, and active status from the Salesforce User object. Any LeadSmart User referenced as an Opportunity or Task owner without a matching Nutshell User goes to a reconciliation queue for the customer's admin to provision before the migration continues. Inactive LeadSmart Users migrate as inactive Nutshell Users to preserve historical assignment.