Migrate from Loyalistic to Nutshell

Loyalistic Contacts map directly to Nutshell Contacts. Standard fields (name, email, phone, company, address) migrate 1:1. We perform field-level sampling during discovery to identify all active custom properties and map them explicitly to Nutshell custom fields. Any non-standard property types (dates, checkboxes, multi-select) are typed to the equivalent Nutshell field type before load. Owner assignment resolves by email match to Nutshell User records.

Loyalistic Customer Profiles aggregate contact details with enrichment metadata. We extract the profile fields and attach enrichment provenance as custom properties on the Nutshell Contact record. The enrichment source (e.g., Clearbit, FullContact, or internal enrichment) migrates as a text field rather than a live data connection, since Nutshell does not have a native enrichment integration.

Loyalistic Segments define group membership based on behavioural or demographic rules. We export the segment names and member lists and apply them as flat tag labels on the Nutshell Contact record. The rule logic itself cannot migrate because Nutshell does not have a segment-engine. We deliver a written inventory of each Loyalistic Segment with its definition (criteria, operators, values) so the admin can recreate them as static tag groups or Nutshell-based filtering rules.

Survey response records link to the originating Loyalistic Contact. We migrate each response as a Note on the Nutshell Contact, preserving the question text and answer value. Survey branching logic (conditional paths) does not migrate and requires manual reconstruction if the customer rebuilds surveys in Nutshell. Nutshell does not have a native survey builder; if the customer needs surveys post-migration, they would use a third-party tool like Typeform or HubSpot Forms integrated via Zapier.

Loyalistic Campaign records (title, status, timing, type) migrate to Nutshell Campaign if the customer has Nutshell Marketing. If Nutshell Marketing is not active, we attach campaign membership as a Note on each contacted Contact with the campaign title and dates. Engagement events (opens, clicks, sends) migrate as Activity records (calls, emails, meetings, tasks) linked to the Contact. Campaign-level metrics (open rate, click rate) do not have a direct Nutshell equivalent and are noted in the reconciliation report.

Loyalistic Tags are flat labels applied to contacts. We migrate tag names and apply them as tags in Nutshell with a 1:1 mapping. Tags that represent lifecycle stage or lead quality (e.g., Hot Lead, Customer) are flagged during scoping so they can optionally map to a Nutshell custom picklist field for easier filtering in reports.

Loyalistic engagement events (opens, clicks, conversions, form submissions) extract as activity records linked to the Contact. Each event type maps to the closest Nutshell Activity type: email opens and clicks become Tasks, form submissions become Notes, and conversions with a monetary value become Deals attached to the Contact. We preserve the original timestamp for activity ordering.

Loyalistic custom fields on Contact migrate to Nutshell custom fields on Contact. We perform field-level sampling during scoping to identify every active custom property, its data type, and its usage frequency. Custom field options (for picklists) migrate as Nutshell picklist values. Custom field dependencies or conditional visibility rules do not migrate and must be recreated manually in Nutshell if needed.