Migrate from LeadTrac to Nutshell

LeadTrac leads map 1:1 to Nutshell Leads. Nutshell Lead records include status, source, owner, and custom fields. We preserve the original lead create date as Created Date and map LeadTrac owner email to Nutshell user lookup. Any custom fields on the LeadTrac lead become Nutshell custom fields on the corresponding Nutshell Lead record.

LeadTrac people (contacts) map to Nutshell People. Name, email, phone, address, title, and custom properties transfer directly. Nutshell People can be linked to a primary Nutshell Company via the Company lookup field. If a LeadTrac person has multiple company associations, the primary company link transfers first.

LeadTrac company records map to Nutshell Companies. Company name, domain, address, industry, and employee count fields transfer directly. Parent-company hierarchies in LeadTrac map to Nutshell's parent Company lookup if configured, preserving organizational structures within the migrated dataset.

LeadTrac associates people with leads via a linking table. In Nutshell, leads can have an associated Person record. We attach the mapped Nutshell Person to the Nutshell Lead to preserve the original relationship, using the most recently modified person or a specified primary person rule.

LeadTrac call logs migrate as Nutshell Activities with type='Call'. Original call date, duration note, outcome, and owner transfer. The activity is linked to the parent Nutshell record (Lead, Person, or Deal) to maintain the full interaction history in context.

LeadTrac email activity migrates as Nutshell Activities with type='Email'. Subject, body text, timestamp, and owner transfer. Links to the parent Nutshell record (Lead, Person, or Deal) are preserved so each email appears in the correct record timeline after migration.

LeadTrac notes migrate as Nutshell Notes on the parent record. Note content, create date, and author transfer. Nutshell Notes display inline on the record timeline alongside activities, preserving the full narrative history of each Lead, Person, or Company.

LeadTrac meeting or appointment records become Nutshell Activities with type='Meeting'. Start/end time, location, title, and attendee notes transfer. The activity links to the parent Nutshell record (Lead, Person, Company, or Deal) to keep appointments visible in context.

LeadTrac lead status values (New, Contacted, Qualified, Lost, etc.) map to Nutshell's lead status pick-list. Any custom LeadTrac statuses that have no direct Nutshell equivalent become custom status options created in Nutshell before migration begins, ensuring no status values are lost.

LeadTrac lead source attribution (Web Form, Referral, Trade Show, etc.) maps to Nutshell's Source pick-list. Custom source values in LeadTrac require custom source options to be created in Nutshell first, so your source attribution data transfers completely without manual re-entry.

LeadTrac custom fields on leads — such as internal case numbers, settlement amounts, or product interest — require corresponding Nutshell custom fields to be created on the Lead object before migration. We create these via Nutshell's API or guide your admin through manual setup using the Nutshell Settings UI.

LeadTrac custom fields on people — e.g., preferred contact method, birthday, spouse name — migrate as Nutshell Person custom fields. Field type mapping (text, date, number, pick-list) is preserved from LeadTrac's field definition, maintaining data integrity across all contact custom properties.

LeadTrac's document management and reference attachments, including signed agreements via DocuSign integration, have no direct Nutshell equivalent. We export file URLs, file names, and DocuSign envelope IDs as a custom reference field on the Nutshell record for manual retrieval by your team after cutover.