Migrate from LionDesk to Nutshell

LionDesk contacts map 1:1 to Nutshell People. All standard fields (name, email, phone, address, title) transfer directly. Nutshell People require a Company link — contacts without a primary company in LionDesk attach to a placeholder 'Unassigned' company or get a placeholder company record created during migration.

LionDesk tracks drip enrollment status as a contact property. Nutshell has no native drip enrollment field. We preserve this as a custom checkbox field (Drip_Enrolled__c) on the Person object for reporting and to guide rebuild of sequences in Nutshell Sales Email.

LionDesk companies map directly to Nutshell Companies, preserving fields such as name, domain/website, address, industry, employee count, and phone. Parent‑company hierarchies are transferred to Nutshell's parent company field; when a parent does not exist, FlitStack AI creates a placeholder parent record. Multi‑company contacts are linked to their primary company, with any secondary associations stored in a custom field for reference.

LionDesk deals map to Nutshell Deals. Deal name, amount, stage name, and expected close date transfer directly. Stage names are mapped value-by-value to Nutshell pipeline stages. Deal owner maps to Nutshell user by email match. Nutshell supports up to 8 pipeline stages — LionDesk stages exceeding this require consolidation.

LionDesk deal stage values map to Nutshell pipeline stage values. Each LionDesk stage name is matched to the closest Nutshell stage; if no match exists, the stage is created as a new Nutshell stage. Stage order and probability weights are preserved as custom fields if Nutshell's default weighting does not match.

LionDesk tasks migrate to Nutshell Activities, preserving subject, due date, completed flag, and assigned user. Task type (call, email, meeting) is stored in the Activity type field, while any description or notes are written to the activity body. Owner resolution uses the email match logic; if a user is missing, the activity is assigned to the migration admin. Recurring tasks are treated as a series of activity records in Nutshell.

LionDesk notes migrate to Nutshell Notes attached to the matching Person, Company, or Deal record. The note body, author, and creation timestamp are transferred directly, and any HTML formatting is preserved as Rich when the export supports it. The linked record type (Person, Company, or Deal) is inferred from LionDesk's association, and if a note references multiple entities, FlitStack AI creates separate Note records for each link to keep context.

LionDesk email records become Nutshell Activity records of type email, preserving subject, body preview, send date, and recipient. If the export includes the HTML body, FlitStack AI stores it as a note attachment on the activity, and any file attachments are uploaded to Nutshell’s file storage. Emails are linked to the correct Person, Company, or Deal using LionDesk’s link data, and the sender is matched to a Nutshell user.

LionDesk call logs become Nutshell Activities of type call, transferring duration, call date, direction, and outcome notes into the activity description. The assigned owner is resolved by email match; if no match is found the activity is assigned to the migration admin. Call recordings are detected and flagged for manual upload to Nutshell’s file storage, and any associated notes are preserved as activity attachments to keep the full call context.

LionDesk drip campaigns have no direct Nutshell equivalent. Nutshell Sales Email (Pro tier) handles sequences differently — triggers are based on pipeline stage entry rather than campaign enrollment rules. We export drip campaign definitions as structured JSON including step order, delay intervals, and enrollment criteria for manual rebuild in Nutshell.

LionDesk SMS records have no native Nutshell equivalent. SMS threads can be preserved as Notes on the Person record, but Nutshell's built-in engagement tools do not include SMS. Teams using LionDesk texting should configure Nutshell's SMS integration separately after migration.

LionDesk custom fields carry explicit data_type metadata. Text fields map to Nutshell text custom fields; Number to Nutshell number fields; Date to Nutshell date fields; Dollar Amt to Nutshell currency fields. Each custom field is created on the corresponding Nutshell tab (Person, Company, or Lead) before the full migration runs.

LionDesk owner IDs resolve to Nutshell users by email address match. Unmatched owners are flagged before migration — teams either invite them to Nutshell or assign records to a designated migration admin user. This ensures no record lands without a valid Nutshell owner.

LionDesk video email attachments are stored as files in LionDesk's storage. These files download and re-upload to Nutshell's file storage, attached to the corresponding Person record. Video playback functionality is not preserved — Nutshell does not have a native video email player.