Migrate from Mautic to Nutshell

Mautic Contacts with no associated Company map to Nutshell Lead. Mautic Contacts with an associated Company map to Nutshell Contact tied to an Account. We use Mautic's stage and lifecycle_status properties to determine qualification, and preserve the original Mautic stage in a custom field mautic_stage__c for audit. Tag membership migrates to custom multi-select fields or list membership based on customer preference.

Mautic Company records map directly to Nutshell Account. The company name becomes the Account name, and address, industry, revenue, and website fields map to their Nutshell equivalents. Mautic's many-to-one contact-to-company relationship becomes Nutshell's one-to-many Account-to-Contact relationship, with multiple Contact records linked to the same Account after migration.

Mautic Campaigns are automation workflows with trigger conditions, action steps, and contact membership. Nutshell's automation model is scoped to CRM records and pipeline events rather than campaign-based contact journeys. We export campaign definitions including trigger types, step sequences, and membership criteria as a written document for the customer's admin to rebuild in Nutshell Automation or email sequences. The campaign membership itself is preserved as tag and segment membership on the contact records.

Mautic Segments are dynamic contact lists filtered by field values, tags, behaviors, or combinations. We export the segment filter logic as a written definition specifying each filter condition, operator, and value. The customer recreates the segment in Nutshell as a List or Saved Filter using the same logic. Segment membership contact IDs are preserved as tag assignments so the admin can validate the rebuilt segment against the original membership.

Mautic Stages define contact lifecycle positions (Lead, MQL, SQL, Customer). We map stage names directly to Nutshell lifecycle stages if the destination uses a comparable model, or to pipeline stage positions on the Account/Contact records. Stage sequence order is preserved in the mapping documentation.

Mautic Tags are flat string labels applied to contacts and other objects. We export all unique tag strings and map them to Nutshell custom multi-select fields. Tag-based segmentation logic transfers as tag assignments on each contact record. Tags that represent categorical data (industry, product interest, account type) are mapped to dedicated custom fields rather than a catch-all tag field.

Mautic custom contact fields (user-defined properties beyond the standard schema) map to Nutshell custom fields with type matching: text to text, number to number, date to date, boolean to checkbox, and picklist to dropdown. Field alias from Mautic becomes the field name in Nutshell. We flag any fields approaching Mautic's ~150 field ceiling so the customer knows which fields were constrained before migration.

Mautic User records (internal user accounts with roles and permissions) map to Nutshell User records. We extract user email, first name, last name, and role. Password hashes do not transfer; we document the user list so the customer's admin provisions new Nutshell login credentials. Role and permission configurations map to Nutshell team roles as documented in the migration output.

Mautic Categories group assets, campaigns, emails, and contacts into hierarchical folders. We export the category hierarchy and map top-level categories to Nutshell Lists or tag groups for the admin to assign during post-migration cleanup.