Migrate from Levitate to Nutshell

Levitate Contacts map to Nutshell People. Standard fields (name, email, phone, company, address) map directly. Levitate profile notes are requested from Levitate Support directly since they are not available in the self-serve CSV export. We preserve the original Levitate contact ID in a custom field levitate_id__c for reconciliation. Key Date values (birthday, renewal date) land in Nutshell custom date fields that the customer must pre-create during schema preparation.

Levitate Tags are the primary segmentation mechanism and drive automation triggers. We preserve the full tag taxonomy as a Nutshell multi-select picklist custom field on the Person object. Each contact's tag assignments map to the picklist values during import. If tag taxonomy exceeds the picklist size limits, we split tags across multiple custom fields or use Nutshell's tagging feature if applicable to the destination tier.

Levitate contacts optionally link to a company name; if present, we create a corresponding Nutshell Company record and resolve the lookup on the Person record during import. Levitate does not have a separate Account object, so companies are often stored as free-text on the contact record — we promote distinct company names into Nutshell Companies and link all contacts sharing that name.

Levitate Campaigns with aggregate engagement stats (open rate, click rate, send volume) migrate to Nutshell Campaigns. Individual email performance data is captured as aggregate Campaign statistics rather than per-contact engagement records. Last engagement date and overall engagement score migrate as custom fields on the Nutshell Campaign record.

Levitate automations are server-side workflow sequences with email steps, delays, conditional branches, and tag actions. The automation logic itself is not exportable — only enrollment state (which contacts are currently in which sequence) is extractable. We deliver a written inventory of every active Levitate automation documenting its trigger, conditions, delay rules, and action sequence. The customer's admin rebuilds these in Nutshell's automation builder; we provide the inventory as the rebuild reference document.

Levitate user accounts (owner, admin, member roles) are listed and matched to Nutshell Users by email address during migration. Role definitions and permission scopes are not fully exportable from Levitate. We flag the owner and active user list and document the Nutshell permission model equivalents so the customer's admin can configure roles post-migration.

Levitate engagement events (opens, clicks, replies, calls, meetings, notes) are captured as aggregate last-engagement dates and engagement counts on the contact record rather than as independent activity log entries. We migrate available engagement history as Activity notes attached to the Nutshell Person record with the timestamp preserved. SMS logs migrate as Activity entries with message direction and content.

Levitate Key Dates (birthday, renewal date, policy expiration, custom age milestones) are a Levitate-specific field type that drives date-triggered automations. We flag each Key Date field during discovery and confirm that the customer has created equivalent custom date fields in Nutshell before import. Key Dates land as typed date fields in Nutshell but will not trigger automations unless the customer rebuilds those triggers in Nutshell's automation builder.