Migrate from Mekari Qontak to Nutshell

Qontak Contacts map to Nutshell People records. The primary key mapping uses email address as the dedupe anchor; phone number serves as secondary anchor for contacts without email. Custom Contact properties in Qontak map to Nutshell custom fields on People, with type conversion applied: Qontak date pickers become Nutshell date fields, checkbox properties become Nutshell checkboxes, and multi-select or tag-based properties become Nutshell text fields with semicolon-separated values. The original Qontak contact ID is preserved in a custom field qontak_id__c for audit and cross-reference.

Qontak Companies map to Nutshell Accounts. Qontak's company domain property becomes the Account Website field. Qontak's industry and company size properties map to Nutshell custom fields on Account since Nutshell Accounts do not have native industry or size fields. Account is created before any Person import so that the Person-to-Account link is satisfied at insert time.

Qontak Deals map to Nutshell Opportunities with the Account lookup resolved from the associated Qontak Company. Qontak dealstage values map to Nutshell stage values (Prospecting, Qualification, Proposal/Price Quote, Negotiation, Closed Won, Closed Lost) based on the customer's specific Qontak pipeline stage names. The deal amount, expected close date, and owner all migrate directly. Qontak pipeline is captured as a custom Opportunity field pipeline_name__c to preserve multi-pipeline context when Qontak Sales Suite or Qontak 360 was used.

Qontak Tickets map to Nutshell Activity records (Task type) linked to the Person and Account. Qontak ticket status (Open, Pending, Resolved, Closed) becomes a custom Activity field ticket_status__c; Qontak ticket priority becomes a custom field ticket_priority__c. The Qontak ticket ID is preserved as ticket_id__c. Multiple Qontak tickets for the same Contact merge into individual Activity records, one per ticket, preserving the full ticket history as a timeline rather than a single summary field. This approach is chosen because Nutshell does not have a native ticket object equivalent to Qontak's Service Suite.

Qontak custom Contact properties are extracted from the Mekari API with their field types preserved. Nutshell supports custom fields on People, Companies, and Activities via its field builder (text, number, date, checkbox, dropdown). We pre-create all destination custom fields via the Nutshell API before importing data, converting Qontak field types to the closest Nutshell equivalent. Qontak multi-checkbox properties (from tags or segmentation) become Nutshell text fields with comma-separated values unless the customer requests a different format during scoping.

Qontak Agent records (with Supervisor and Agent role assignments) map to Nutshell Users by email match. Qontak role hierarchy is preserved as a custom field qontak_role__c on the Nutshell User since Nutshell's role model uses a simpler active/inactive/integrator pattern. Any Qontak Agent without a matching Nutshell User email goes to a reconciliation queue for the customer's admin to provision before the Person and Activity import begins.

File attachments stored in Qontak's media CDN are downloaded during the export phase and re-uploaded to Nutshell as file attachments on the relevant Person or Activity record. Long-term media hosting becomes the customer's responsibility in Nutshell since Nutshell stores attachments on its own file system without a separate CDN layer. We flag any attachments exceeding Nutshell's size limits for manual handling during the handoff phase.

Qontak list membership and segmentation criteria are exported as structured definitions. Since Nutshell does not have a native dynamic segment object, list membership is re-created in Nutshell using a combination of saved filters (People filters by custom field values) documented during migration. Dynamic segment logic that recalculates based on current contact data does not carry over as an active rule; we document the criteria for the customer's admin to configure equivalent Nutshell filters manually.