Migrate from Marketing Creatio to Nutshell

Marketing Creatio Accounts map to Nutshell Companies. The Creatio Account Name becomes the Company name field, and any Account Website, Phone, Industry, or Address fields map to their Nutshell Company equivalents. Nutshell uses a flat Company object without subtypes, so multi-entity corporate structures in Creatio require a consolidation strategy agreed upon during scoping. Company is imported before People to satisfy any lookup-based linkage during People import.

Creatio Contacts map to Nutshell People. The Creatio Contact Name, Email, Phone, Job Title, and Address fields map directly to Nutshell Person fields. Each Person can be linked to a Company via Nutshell's 'works for' relationship. We preserve the Creatio Contact-to-Account linkage by resolving the Account ID to the corresponding Nutshell Company at migration time. Tags stored on Creatio Contacts migrate as Nutshell custom text fields or category tags depending on the customer's tagging strategy choice.

Creatio Leads map directly to Nutshell Leads. Lead Status, Lead Source, and any custom lead scoring fields migrate as Nutshell Lead custom fields. We map the Creatio Lead Status values (New, Working, Nurturing, Qualified) to Nutshell's Lead status model. Leads in Nutshell are distinct from People and are not automatically converted; the customer decides whether to convert specific Leads during or after migration.

Creatio Opportunities map to Nutshell Deals. The Deal Amount, Stage, Close Date, and Owner map to their Nutshell equivalents. Creatio's opportunity-account Lookup resolves to the corresponding Nutshell Company at migration time. The Creatio pipeline assignment maps to a Nutshell Deal pipeline that we configure before import. Closed-Won and Closed-Lost reasons from Creatio custom fields migrate as Nutshell Deal custom fields.

Creatio Cases have no direct Nutshell equivalent. Cases migrate as Nutshell Activities of type Task, with the Case Subject as the Task name, Case Description as the Task body, Case Status mapped to a custom Task status field, and Case Priority mapped to a custom Task priority field. We flag Cases referencing unmigrated Products or Contacts and hold them in a reconciliation queue for manual resolution. Customers needing full case management should consider Nutshell's integration with dedicated helpdesk tools like Zendesk or Freshdesk.

Creatio Orders are transactional records linked to Accounts, Contacts, and Products via Lookups. Nutshell does not have a native Order object. Orders migrate as Deals with custom fields capturing order number, order date, product lines, and total amount. We flag any Orders referencing Products not included in the migration scope and document them separately for manual re-entry or ERP reconnection post-migration.

Creatio Products define the items sold and are referenced in Orders and Opportunities. Nutshell supports line items on Deals. We migrate Products as Nutshell Deal line items, creating a product catalog in Nutshell's product list before the Deals migration. Product bundles or pricing rules that rely on Creatio-specific logic require manual reconfiguration in Nutshell. SKU and pricing information from Creatio Products migrates as Nutshell Product custom fields.

Creatio Marketing Campaigns are automation workflows tied to specific audiences. Nutshell does not have a native campaign automation object. We export the campaign structure, audience segment definitions, and campaign taxonomy as a reference document for reconstruction in Nutshell Marketing or Engagement suite. The campaign data itself does not transfer; the customer's marketing team rebuilds campaign logic in the destination. Email templates and audience filter criteria are documented at the field level to speed reconstruction.

Creatio's Object type schema allows unlimited custom objects built in the Creatio IDE, often carrying Lookup relationships to standard objects like Accounts and Contacts. Nutshell supports custom fields on Companies, People, and Leads but does not support custom object creation. We audit the customer's Creatio custom object schema during discovery, then map each custom object to one or more custom fields on the appropriate Nutshell standard object. Lookup relationships between custom objects are resolved as custom text or reference fields. Any custom object that cannot be represented as a custom field is flagged for a separate Nutshell partner scoping conversation.

Creatio file attachments on Contacts, Accounts, Cases, and other records are exported to a file store during migration. We re-link attachments in Nutshell by creating Activity records of type Task or Note on the target Person or Company with the file attached. Attachments are stored in Nutshell's native file management system and linked via ContentDocumentLink. File names and folder structure from Creatio are preserved as Activity names for traceability.

Creatio Activities include Tasks, Events, and Calls logged against Contacts, Accounts, and Cases. We migrate Activities to Nutshell Activities linked to the target Person or Company. Creatio Event dates and times map to Nutshell Activity dates, Event titles map to Activity names, and Event locations map to Nutshell Location fields. Call activities with disposition data migrate as Nutshell Activities with custom fields for call outcome and duration.

Creatio assigns Owner (User) records to Opportunities, Cases, and other objects via a UserId Lookup. We map the owner user list and resolve by email against the Nutshell destination's user list. Any Creatio Owner without a matching Nutshell User is held in a reconciliation queue for the customer's admin to provision before record import resumes. Inactive Creatio users map to inactive Nutshell users to preserve assignment history.