Migrate from Mazrica Sales (formerly Senses) to Nutshell

Mazrica Sales Contact records map to Nutshell Person. We map name fields, email addresses, phone numbers, and address fields directly. The Mazrica Sales Lifecycle Stage property on Contact has no direct Nutshell equivalent, so we store it as a custom Person field (lifecycle_stage__c) for audit and reporting purposes. Owner assignment resolves by email match against Nutshell Users.

Mazrica Sales Company records map to Nutshell Company directly. Company name, website, industry, employee count, and annual revenue map to Nutshell's equivalent fields. We use the domain field as a deduplication key during import. Company records must exist before Contact import to satisfy the Person-to-Company relationship.

Mazrica Sales Opportunities (案件) map to Nutshell Deal. Stage name, amount, expected close date, owner assignment, and description migrate directly. Custom pipeline stages in Mazrica Sales require mapping to Nutshell Deal stages; we flag any stages that do not have a direct Nutshell equivalent and recommend stage name normalization during scoping.

Mazrica Sales Activities (行動) including calls, emails, meetings, and tasks map to Nutshell Activity records. Activity type, date, owner, related Person (via Contact lookup), related Deal (via Opportunity lookup), and notes content migrate. We preserve the full activity timeline ordering by setting the activity timestamp to the original Senses timestamp. Bulk activity migration uses batched API inserts with exponential backoff on rate limit responses.

Mazrica Sales Custom Objects have no native Nutshell equivalent. We work with the customer during scoping to identify which Custom Object fields are critical to preserve and map them to available custom fields on Person, Company, or Deal. Nutshell supports custom fields on its core objects, but the number of custom fields and the ability to create related-record structures is limited compared to Mazrica Sales Custom Objects. Low-priority Custom Objects are flagged for manual recreation or spreadsheet export post-migration.

The Mazrica Sales LifecycleStageSetting API exposes configurable lifecycle stage values (e.g., 新規, 見込み, 提案中, 成約, 失注) that are stored as a property on Contact. Nutshell does not have a built-in lifecycle stage model. We map the existing stage values to a custom Person field (lifecycle_stage__c) and document the full stage list in the migration scope for the customer's admin to use in Nutshell filtering and reporting.

Mazrica Sales User records carrying roles and team assignments map to Nutshell Users. We resolve owners by email address match. Any Senses Owner without a matching Nutshell User email goes to a reconciliation queue for the customer's admin to provision before record import resumes. Active/inactive status on the Nutshell User should match the Senses user's active status at migration time.

Mazrica Sales file attachments associated with Contacts, Companies, or Opportunities are not exposed via the documented v1 REST API (senses-open-api.mazrica.com). We do not migrate binary attachments through the API path. We advise customers to use the Mazrica Sales web interface to manually export any attachments that must be preserved, and recommend a shared drive or document management system as the post-migration storage location.