Migrate from Legrand Cloud CRM to Nutshell

Legrand Accounts export cleanly via the built-in Excel export with standard address, type, and owner fields intact. We ingest Companies first in Nutshell so subsequent Person imports can reference the parent Company via the company_id field. The Account Name maps to Nutshell's name field, and Account type maps to a Nutshell custom text field if the customer requires type classification.

Legrand Contacts export with full name, email, phone, role, and parent Account linkage preserved in the CSV. We map the parent Account to Nutshell's company_id on the Person record during import. Nutshell's Person object supports name, email, phone, and custom fields. The Legrand Contact role field maps to a custom text field in Nutshell because Nutshell does not have a native role field on Person.

Legrand's Lead Inbox module feeds into the same Contact object in Cloud CRM; we separate these records as distinct Leads in Nutshell during migration. Lead source, status, and owner fields map to Nutshell's lead_source, status, and assigned_to fields. Custom lead fields require manual field-level mapping during the Nutshell custom field schema setup phase before Lead import begins.

Legrand Opportunities export with stage, value, expected close date, and owner assignment. We map Opportunity stage names to Nutshell pipeline stage values during the import transform. If Legrand uses custom stage labels that differ from Nutshell defaults, we create custom stage names in Nutshell before migration. Deal value and expected close date migrate as monetary_amount and close_date respectively.

Legrand Sales Quotes are an add-on module on On-Premise and export with line items, revision history, and conversion status. Nutshell does not have a native Quotes object; we migrate quote PDFs as file attachments on the corresponding Deal record and capture the quote body text as a Note on the Deal. The Quote-to-Order linkage does not transfer automatically; we document it for the customer's admin to rebuild in Nutshell.

Legrand Service Desk is an add-on module with ticket boards, custom fields, and asset linking. Internal agent comments do not export via the standard Excel export, which means comment history cannot be guaranteed as a 1:1 transfer. We do not migrate Service Desk tickets as a standard object because Nutshell does not have a native service desk module. We deliver a written inventory of open tickets and a recommended helpdesk pairing (Zendesk, HubSpot Service Hub) for the customer's admin to evaluate.

Asset Tracking is a Legrand add-on module with serial number, linked customer, service history, and custom fields. Nutshell does not have a native Assets module. We migrate Asset records as a custom object in Nutshell if the customer requires asset data continuity, or we flag the asset inventory for manual re-entry if the record count is small. The Asset-to-Ticket linkage does not transfer; we document it as a rebuild item.

Legrand Documents export as individual files per record rather than a contiguous folder hierarchy. We script a bulk-rename pass to preserve the ContactID or AccountID filename prefix so files can be associated to the correct parent record during Nutshell import. Folder structure is not preserved by the Legrand export tool; we reconstruct it manually from the metadata where filename patterns allow. Files attach to the corresponding Company, Person, or Deal record in Nutshell via the Files API.

Legrand email and calendar data from Outlook and Google integration export as individual text files per activity rather than threaded conversations. We separate email bodies from attachments, then push email content as Nutshell activities linked to the corresponding Person or Company record. Calendar entries migrate as activity records with date, duration, and type preserved. Attachment files re-attach to the parent activity record after the parent Person or Company is confirmed in Nutshell.

Legrand Campaign records export with name, type, status, and target member count. Campaign member associations export as a separate sheet. We map Legrand Campaigns to Nutshell Target Lists for email marketing purposes. If the customer uses Nutshell's marketing features, we deliver the campaign member list as a CSV for import into the corresponding Target List. Campaign member status and UTM source data migrate as custom fields on the Target List records.

Legrand supports custom fields per module. Nutshell supports custom fields on Company, Person, and Lead objects. We audit the customer's Legrand custom field schema during discovery, then pre-create matching Nutshell custom fields with equivalent types (Text, Long Text, Currency, Date) before any record import. Custom fields that reference Legrand-specific objects (Assets, Service Desk) map to the corresponding custom object in Nutshell where applicable.