Migrate from MARS to Nutshell

MARS Contacts map directly to Nutshell People. The MARS contact name fields split into first_name and last_name per Nutshell schema. Email address serves as the dedupe key. Any MARS contact with a linked Company maps with the Nutshell Company lookup resolved at migration time. We preserve MARS owner assignment in the Person record for reconciliation.

MARS Companies map directly to Nutshell Companies. Company name is the primary key. Domain and address fields migrate as text fields. We resolve any Person-to-Company linkage from MARS at migration time and recreate the lookup in Nutshell. Nutshell does not have automatic domain-based dedupe for companies, so we use company name matching with manual review of near-duplicates.

MARS Deals map to Nutshell Deals. The MARS pipeline and stage assignment maps to a Nutshell pipeline with equivalent stage names. We preserve deal value, expected close date, owner assignment, and the linked Company as the Nutshell Company lookup. If MARS tracks deal probability, we store it in a custom numeric field in Nutshell since Nutshell does not have native probability weights on Deals.

MARS pipeline definitions map to Nutshell pipeline configuration. Each MARS pipeline becomes a Nutshell pipeline with stage labels recreated. Stage order and stage type (open, won, lost) map to Nutshell's stage definition model. We configure pipelines in Nutshell before Deal import begins.

MARS owners map to Nutshell users by email match. We extract every distinct owner referenced on Contact, Company, and Deal records and match against Nutshell users. Owners without a matching Nutshell user enter a reconciliation queue for the customer's admin to provision before Deal import continues.

MARS call engagements map to Nutshell Activities of type call. Call duration, disposition, and timestamp migrate to Nutshell Activity fields. The activity links to the Person record by email lookup. We batch calls in groups of 500 and insert via Nutshell's API with rate-limit handling.

MARS email engagements map to Nutshell Activities of type email. Email subject, body (plain text), and timestamp migrate. Attachments are not supported as native Nutshell activity fields; we store attachment file names in a custom text field and flag attachments for manual retrieval from MARS export files.

MARS meeting engagements map to Nutshell Activities of type meeting. Meeting title, date, location, and attendee list migrate. We link attendees to Nutshell Person records by email match. If MARS meeting records include notes, those migrate as the activity description.

MARS task engagements map to Nutshell Activities of type task. Task title, due date, completion status, and priority migrate. Owner assignment resolves via the User mapping. Completed flag maps to Nutshell completed status. We use original MARS timestamps for activity ordering.

MARS note engagements map to Nutshell Activities of type note. Note body migrates as the activity description field. We link notes to the Person, Company, or Deal record they were attached to in MARS via lookup resolution at migration time. Rich text formatting is converted to plain text.

MARS custom fields on Contact map to Nutshell custom fields on Person. We map field types: text to text, number to number, date to date, dropdown to dropdown, checkbox to checkbox. Any MARS field type without a direct Nutshell equivalent (such as multi-select or formula fields) is flagged for scoping and either converted to a compatible type or excluded with a written recommendation.

MARS custom fields on Company map to Nutshell custom fields on Company using the same type-mapped approach. Nutshell supports custom fields on Company, Person, and Lead entities independently, so MARS entity-specific custom fields map to their Nutshell equivalents.