Migrate from Market Maker to Nutshell

Market Maker contact/person records map directly to Nutshell People. Name fields, email, phone, and address properties transfer as standard People fields. Primary company association maps to the Nutshell People-Companies relationship, and any custom person-level attributes become custom fields on the People object. Owner resolution by email match runs before records land, ensuring each contact is assigned to the correct Nutshell user.

Market Maker leads with status indicating unqualified or early-stage prospects map to Nutshell Leads. Source attribution, lead score (if numeric), and any custom lead properties migrate as Nutshell custom fields on the Leads object. Lead status values map value-by-value to Nutshell lead stages.

Market Maker company or account records map to Nutshell Companies. Company name, domain/website, industry, employee count, and annual revenue transfer as standard fields. Any custom company attributes become custom fields on the Companies object. Parent-child company hierarchies in Market Maker map to Nutshell's parent company reference if your account has that feature enabled, preserving corporate structure in the new CRM.

Market Maker deal or opportunity records requiring pipeline-stage tracking map to Nutshell's pipeline model. Each Market Maker pipeline stage becomes a Nutshell stage within your pipeline configuration. Deal amount, close date, and probability weight transfer; stage names require value-mapping if they differ from Nutshell defaults.

Market Maker activities (calls logged, emails sent, meetings scheduled) map to Nutshell Activities. Each activity records the type, date, linked person or company, and the user who logged it. Original timestamps and subject lines are preserved. Follow-up tasks generated from activities map as Nutshell Tasks.

Market Maker notes attached to contacts, companies, or deals transfer as Nutshell Notes. The note body, author, and timestamp map directly. Rich-text formatting is preserved where the source API returns it; plain-text fallback applies if HTML structures are not supported.

Market Maker file attachments linked to records are downloaded from the source API and re-uploaded to the corresponding Nutshell record timeline. File size limits apply per Nutshell plan — files exceeding limits are flagged for manual handling. Inline images in notes are extracted and re-hosted as attachments.

Market Maker custom objects or entities that have no direct Nutshell equivalent become custom fields on the nearest standard object (People, Companies, or Leads). We deliver a custom-field creation plan specifying field name, type (text, number, date, pick-list), and which Nutshell object receives the field before migration runs.

Market Maker owner IDs on records are resolved by matching the owner's email address to a Nutshell user account. Unmatched owners are flagged before migration — your team either creates Nutshell accounts or designates a fallback owner before the full run. No record lands without a valid Nutshell owner.

Market Maker tags or labels applied to contacts, companies, or deals migrate as Nutshell Tags. Tags are transferred as-is with no transformation. If a tag value in Market Maker does not exist in Nutshell, it is created during migration and associated with the relevant records.

Market Maker workflows, automation rules, and sequence logic do not transfer to Nutshell. Nutshell has its own automation capabilities that must be configured separately. We export your Market Maker workflow definitions as a structured document your Nutshell admin can use as a rebuild reference.

Market Maker saved reports and dashboards cannot be imported into Nutshell — the underlying data migrates, but the report definitions require recreation. Nutshell's reporting module supports custom reports; we provide a data dictionary of migrated fields to accelerate the rebuild.