Migrate from Method CRM to Nutshell

Scoping and export preparation

We audit the Method CRM account to identify all active filters, visible columns, and record counts across Contacts, Companies, Opportunities, Activities, Estimates, and any custom tables. We instruct the customer to clear all grid filters, expand visible columns to full width, and export from an unfiltered state for each object. We cross-validate the exported row counts against API query results to confirm completeness before the migration scope is finalized.

QuickBooks linkage audit and transactional document scoping

We scan Method records for QuickBooks entity references, sync status flags, and QB linkage metadata. We flag Invoices and Sales Orders as out-of-scope for CRM migration and recommend a separate invoicing workflow in Nutshell or a dedicated accounting tool. We confirm with the customer whether Estimates should be migrated as Nutshell Quotes (with QB linkage metadata stripped) or treated as reference records only. This step resolves the largest data-loss risk before any records move.

Nutshell plan confirmation and schema preparation

We confirm the customer's target Nutshell plan tier and verify that the plan's custom field limits can accommodate the Method custom field inventory. If the plan limit is insufficient, we recommend an upgrade or work with the customer to prioritize the most business-critical fields. We create Nutshell pipeline stages matching the Method pipeline stage names and order, and configure the Deal model to match the source Opportunity structure.

User provisioning and owner reconciliation

We extract every distinct Method CRM owner referenced on Contacts, Companies, Deals, and Activities and match them by email against the Nutshell destination account's user list. Owners without a matching Nutshell user go to a reconciliation queue; the customer's admin provisions any missing users. Migration cannot proceed past this step because owner assignments on Deals and Activities require a valid Nutshell user ID.

Migration in dependency order

We run the migration in record-dependency order: Organizations (from Method Companies), People (from Method Contacts with Organization association resolved), Deals (with Person and User lookups resolved), Activities (calls, meetings, tasks, notes linked to the migrated Person, Organization, or Deal), and Quotes (from Method Estimates). Each phase emits a row-count reconciliation report before the next phase begins. We use Nutshell's Import2-compatible format or REST API for writes, with batch chunking and error logging.

Cutover, validation, and handoff

We freeze Method CRM writes during cutover, run a final delta migration of any records modified during the migration window, then mark Nutshell as the system of record. We deliver a written inventory of any Method records not migrated (Invoices, Sales Orders, QB-linked transactional documents), the custom fields that exceeded the plan limit, and the owner reconciliation queue. We support a one-week hypercare window for reconciliation issues. Workflow rebuild, customer portal reconfiguration, and invoicing workflow design are outside standard scope and require a separate engagement.