Migrate from Manta Business Management Software to Nutshell

Manta BMS Contact records map to Nutshell Person records. Standard fields (name, email, phone, address) transfer directly. Contact-company linkage is preserved if the Manta export includes an account or company reference field; if not, we rebuild the linkage during import by matching company name against Nutshell Organizations. Any Manta custom fields on contacts are flagged as non-migratable due to the lack of a documented Manta BMS schema.

Manta BMS Company records map to Nutshell Organization records. Company name, industry, size, website, and address fields transfer directly. Organization is created before Person import so that the relationship lookup is satisfied at the moment of contact insert. If the Manta export includes multiple address fields (billing, shipping), we consolidate them into the primary address field in Nutshell and note the split address types in the reconciliation report.

Manta BMS Lead records map directly to Nutshell Lead. We preserve lead source, status, assigned owner, and any custom fields that can be identified in the export. Lead lifecycle stages are platform-specific; we map them to Nutshell's lead status values and document the mapping so the customer's admin can adjust status labels post-import. Owner assignment transfers by email match against Nutshell Users.

Manta BMS Deal records map to Nutshell Target records, which represent opportunities in Nutshell's pipeline. Deal name, value, stage, expected close date, and associated contact and company links transfer directly. Nutshell's pipeline stage values replace Manta's stage names; we document the stage mapping during scoping so the customer's admin confirms the mapping before import. Deal notes and custom fields are flagged if the Manta export schema does not expose them clearly.

Manta BMS Activity records map to Nutshell Activity records. Call logs map to Tasks with type = call, meeting records map to Events, and email records map to Email records. We preserve timestamps, duration, disposition, and associated contact or deal links where available in the export. If Manta BMS exports activities with a flat structure (no linked contact reference), we attempt to reconstruct the contact link by matching email addresses from the activity record against imported Persons.

Manta BMS User or Owner records map to Nutshell User. We match by email address and resolve role and active/inactive status. Any Manta User that has no matching Nutshell User goes to a reconciliation queue for the customer's admin to provision before record import resumes. Archived Manta users are migrated as inactive Nutshell users so that historical assignment records remain intact.

Custom fields defined in Manta BMS do not migrate. The platform does not expose custom field definitions through any documented export format or API, so we cannot reliably identify, extract, or remap them. We flag all custom fields during scoping with a note that the customer's admin should recreate them in Nutshell after migration. Nutshell supports custom fields on Person, Organization, Lead, and Target records from its settings panel.

Attachments stored in Manta BMS do not migrate. No public export endpoint or documented file storage access was found for Manta BMS, and binary file handling falls outside standard CRM migration scope. We recommend that customers export attachments manually through Manta's interface before the migration date and reattach them in Nutshell post-migration.