CRM migration
Field-level mapping, validation, and rollback between MobileAction and Nutshell. We move data and schema; workflows are rebuilt natively in Nutshell.
MobileAction
Source
Nutshell
Destination
Compatibility
6 of 8
objects map 1:1 between MobileAction and Nutshell.
Complexity
BStandard
Timeline
3-5 weeks
Overview
Moving from MobileAction to Nutshell is a cross-domain migration: MobileAction stores App Store Optimization and Apple Search Ads intelligence (tracked apps, keyword rankings, competitor benchmarks, campaign structures, creative assets); Nutshell is a CRM managing People, Companies, Leads, Deals, and Activities. There is no native equivalent in Nutshell for keyword ranking history, search volume estimates, or automation rules. We migrate what fits the CRM model directly (competitor companies to Nutshell Companies, campaigns to Deals, tracked apps to Custom Objects), export keyword and ranking history as a structured CSV archive delivered alongside the migration, and flag every time-series dataset that requires manual interpretation in the destination. Workflows and automated bid rules do not migrate; we deliver a written inventory for your admin to reference during rebuild.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a MobileAction object lands in Nutshell, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
MobileAction
Tracked Apps
Nutshell
Custom Object (app_name__c)
lossyMobileAction Tracked Apps map to a Nutshell Custom Object that we create during migration scope. The Custom Object includes fields for app_id, store (App Store / Google Play), visibility_score, and tracked_country_list. Nutshell's Custom Object supports text, currency, date, and dropdown types but does not support native time-series storage. Historical ranking snapshots per app are exported as a dated CSV archive delivered alongside the migration rather than stored as records.
MobileAction
Apple Search Ads Campaigns
Nutshell
Deal
1:1MobileAction Apple Search Ads campaigns map to Nutshell Deals. Campaign name becomes Deal name, campaign budget maps to a custom currency field campaign_budget__c, and ad group structure is preserved in Deal notes. Goal type ( installs, re-engagement, revenue ) is stored as a dropdown field. The Campaign status (active / paused / archived) maps to the Deal status field. Automated bid rules from MobileAction do not migrate to Nutshell's Deal model; we document them separately for the customer's admin to rebuild as Deal-level tasks or external automation.
MobileAction
Competitor Benchmarks
Nutshell
Company
1:1MobileAction competitor apps (user-curated sets) map to Nutshell Company records. App name becomes Company name, app store URL becomes Website, and the visibility_score and ranked_keyword_count are stored as custom number fields competitor_visibility_score__c and ranked_keyword_count__c. We preserve the user-curated competitor group as a named list in a custom text field competitor_group__c on each Company. Nutshell has no native competitor benchmarking dashboard, so the competitive context is available as record metadata but requires manual review.
MobileAction
Custom Product Pages
Nutshell
Note (linked to Tracked App Custom Object)
1:1MobileAction CPP metadata (screenshot URLs, video URLs, promotional text, associated keywords) migrates as Nutshell Notes linked to the corresponding Tracked App Custom Object. The raw creative file URLs point to MobileAction's infrastructure and are flagged with an expiration warning since they retire when the MobileAction account closes. We recommend the customer download creative assets before account cancellation.
MobileAction
Ad Creatives
Nutshell
File Attachment (linked to Deal)
1:1MobileAction creative assets (screenshot references, video URLs, impression share data) migrate as Nutshell file attachments linked to the corresponding Search Ads Campaign Deal. Impression share percentage and creative performance signals are stored in a custom number field creative_impression_share__c on the attachment note. The raw creative files are URLs, not binary blobs, so we export the URL reference and flag that assets may not persist after account cancellation.
MobileAction
Keyword Ranking History
Nutshell
CSV Archive (delivered alongside migration)
1:1MobileAction keyword ranking history is high-volume time-series data (daily or weekly snapshots per keyword-app-country) that has no native storage equivalent in Nutshell. We export this dataset as a structured CSV archive with columns for app_id, keyword, country, date, rank_position, and search_volume_estimate. The archive is delivered to the customer as a data artifact for import into a analytics platform or spreadsheet. We flag every volume field with an estimation-source tag per MobileAction's data documentation.
MobileAction
App Intelligence Metrics
Nutshell
CSV Archive (delivered alongside migration)
1:1MobileAction estimated downloads, revenue projections, and market share figures are third-party modeled estimates. We export these values as a CSV with an estimation_provenance tag and deliver the archive alongside the migration. These metrics do not map to any standard or custom Nutshell field because they represent aggregate market data rather than CRM-record attributes. The customer can link the archive to the corresponding Tracked App Custom Object via a URL field if needed.
MobileAction
Dashboard Settings
Nutshell
Custom Fields and Configuration Notes
lossyMobileAction user-level settings (tracked countries, notification preferences, team member assignments) export as a configuration summary document. We extract the settings blob and map relevant items (tracked_country_list, notification_email_recipients) to Nutshell custom fields on the Tracked App Custom Object or Company records. Automated alert configurations have no Nutshell equivalent and are documented for the customer's admin to rebuild as Nutshell email templates or external automation.
| MobileAction | Nutshell | Compatibility | |
|---|---|---|---|
| Tracked Apps | Custom Object (app_name__c)lossy | Fully supported | |
| Apple Search Ads Campaigns | Deal1:1 | Mapping required | |
| Competitor Benchmarks | Company1:1 | Mapping required | |
| Custom Product Pages | Note (linked to Tracked App Custom Object)1:1 | Fully supported | |
| Ad Creatives | File Attachment (linked to Deal)1:1 | Mapping required | |
| Keyword Ranking History | CSV Archive (delivered alongside migration)1:1 | Fully supported | |
| App Intelligence Metrics | CSV Archive (delivered alongside migration)1:1 | Mapping required | |
| Dashboard Settings | Custom Fields and Configuration Noteslossy | Mapping required |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
MobileAction gotchas
Plan tier gates access to key API endpoints and data volumes
Keyword volume and revenue estimates are modeled approximations
Ad creative asset URLs may not persist after account cancellation
No bulk export endpoint — API is paginated per object
Competitor sets are user-curated and not universally exported
Nutshell gotchas
Contact tier limits enforced on import
No bulk API endpoint requires paginated extraction
Email sequences not exportable via API
Foundation plan disables key sales features
Pair-specific challenges
Migration approach
Plan tier verification and export feasibility
We verify the customer's current MobileAction plan tier and document which API endpoints and data volumes are accessible. We check keyword history depth, competitor set size, campaign record count, and API pagination limits for the account. If the plan tier constrains export volume below the customer's expected scope, we request a temporary upgrade or negotiate an extended data export window with the customer before proceeding. This step produces a written Export Feasibility Report listing any objects that are fully accessible, partially accessible, or inaccessible at the current tier.
Discovery call and Nutshell schema design
We conduct a scoping call to understand which MobileAction objects the customer wants to migrate, which they want to archive, and whether Nutshell's native objects (People, Companies, Leads, Deals) or Custom Objects better serve their use case. We design the Nutshell schema: Custom Objects for Tracked Apps, custom fields on Deal for campaign metadata, custom fields on Company for competitor data, and file attachment strategy for creative assets. We deploy the schema into a Nutshell sandbox or staging environment for validation before production migration.
Data extraction and transformation
We extract data from MobileAction via the Dashboard API using cursor-based pagination. For each object (Tracked Apps, Competitors, Campaigns, CPPs, Ad Creatives), we pull the full record set within the plan tier limits and transform field names, types, and values to match the destination Nutshell schema. Keyword ranking history and App Intelligence metrics are extracted as separate dated exports and formatted as CSV archives. We flag estimation-source provenance on all volume fields and apply an expiration warning to all MobileAction infrastructure URLs.
Sample migration and reconciliation
We run a sample migration of 50-100 records per object type into the Nutshell staging environment. The customer reviews the migrated records against the source MobileAction data, confirms that custom field mappings are correct, verifies that Deal-to-Campaign associations are accurate, and signs off before full production migration begins. Any field mapping corrections, custom object field additions, or data transformation adjustments happen here.
Production migration in dependency order
We run production migration in record-dependency order: Companies (from competitor apps), Custom Objects (Tracked Apps with all custom fields), Deals (Search Ads Campaigns with campaign metadata and goal type), file attachments (Ad Creatives linked to Deals), Notes (CPP metadata linked to Custom Objects), and the keyword history + App Intelligence CSV archives. Each phase emits a row-count reconciliation report. Any records rejected by Nutshell validation rules are held in a retry queue and resolved before the next phase begins.
Cutover, delta sync, and automation inventory handoff
We freeze MobileAction writes during cutover and run a final delta migration of any records modified during the migration window. We deliver the keyword ranking history and App Intelligence CSV archives with a data dictionary. We deliver the written inventory of all MobileAction automated bid rules and alert configurations with recommended Nutshell equivalents (Deal tasks, email templates, or external SearchAds.com rebuild steps). We do not rebuild automations inside Nutshell as part of the migration scope. We support a three-day hypercare window for reconciliation issues.
Platform deep dives
MobileAction
Source
Strengths
Weaknesses
Nutshell
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across MobileAction and Nutshell.
Object compatibility
1 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
MobileAction: Not publicly documented.
Data volume sensitivity
MobileAction doesn't expose a bulk API — REST + parallelization used for high-volume runs.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
Answers to the questions buyers ask most during MobileAction to Nutshell migration scoping. Not seeing yours? Book a call.
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