Migrate from Membrain to Nutshell

Membrain Company records map directly to Nutshell Account records. Standard fields (name, address, industry, website, owner) transfer directly. We use the company name as the dedupe key during import to prevent duplicates if Accounts with the same name already exist in Nutshell. The owner assignment maps from Membrain's Full user owner to the corresponding Nutshell user by email match.

Membrain Contact records map to Nutshell Contact records attached to an Account. Email is used as the dedupe identifier. Title, phone, and custom field values transfer with GUID-prefixed names resolved via the Membrain custom field definition export. We preserve the company-to-contact link by ensuring Account import completes before Contact import so the AccountId reference is satisfied at insert time.

Membrain Prospects exist in the Prospecting module with their own lifecycle stages and automation enrollment. We apply a split rule during scoping based on the customer's Prospect stage matrix: Prospects at early stages (Lead, MQL) map to Nutshell Lead records; Prospects at later stages (SQL, Opportunity) map to Nutshell Contact records attached to an Account. We preserve the original Membrain Prospect stage in a custom field prospect_original_stage__c for audit and reporting continuity.

Membrain Sales Projects map to Nutshell Deals attached to an Account and Contact. The project value, expected close date, owner, and custom fields transfer directly. Custom stage names and probabilities from Membrain's per-project pipeline definition map to Nutshell pipeline stages by position and win-rate intent. Stage history exceeding Nutshell's stage-log capacity is logged as a Note attached to the Deal for audit trail preservation.

Membrain Account Growth Projects track account expansion and planning work at the Company level. We map these to Nutshell Deals with a custom deal_type__c field set to 'Account Growth' to distinguish them from new-business Sales Projects. Custom fields specific to the Account Growth module (territory assignments, expansion targets, renewal dates) migrate as custom Nutshell fields if the Business or Enterprise tier is licensed.

Membrain Activities cover Appointments, Calls, Notes, Emails, and Tasks, each with their own custom field schemas. We migrate activities in chronological order and preserve the activity-to-record link (Contact or Deal reference) by resolving the linked record's Nutshell ID at migration time. Email bodies transfer as Note records or Task descriptions; meeting invitations transfer as Nutshell Meetings with attendee links.

Membrain Full users map to active Nutshell user seats by email address. Lite users do not own records in Membrain and cannot trigger automations; we identify all records owned by Lite users during scoping and remap ownership to a designated Full user before import. If a Membrain Full user does not yet have a Nutshell seat, we place their records in a reconciliation queue for the customer's admin to provision the user before migration resumes.

Membrain Teams group users and can be assigned as record owners. We export the team-to-user membership explicitly and map team names to Nutshell Team names. If a Nutshell team with the same name does not exist, we create it before assigning any records. Team-level record ownership (as opposed to individual user ownership) is preserved where the destination supports it.

Membrain custom fields use the CustomField{GUID} naming convention in API payloads. We resolve each GUID by querying Membrain's custom field definitions first, building a GUID-to-label lookup table, then substituting human-readable field names during the Nutshell import. Custom field types (text, number, date, picklist, checkbox) are mapped to equivalent Nutshell custom field types at migration time. Each custom field belongs to a specific object context (Company, Contact, Sales Project, Activity), and we ensure the field is created in the correct Nutshell object before data import begins.

Membrain Sales Project pipeline stages are fully custom per project type with arbitrary names, probabilities, and step counts. We extract the complete stage definition (name, probability percentage, order) for each active pipeline in the source account, then map each stage to a Nutshell pipeline stage by position and win-rate intent. The stage probability percentage migrates to Nutshell's stage probability field. We configure Nutshell pipelines (up to 5 customizable pipelines on Pro; up to unlimited on Business and Enterprise) to accommodate different Sales Project types.