Migrate from Monica CRM to Nutshell

Monica's flat Contact model maps to Nutshell's Contact plus Account structure. We create a default Account named after the contact's name when no Monica Company equivalent exists, then link the Contact to it. If the Monica contact has related contacts (spouse, child, colleague), those relationships are resolved by creating the related Contact record first and linking both to the shared Account or using a custom relationship field on the Contact. This creates a flat relationship graph in Nutshell that mirrors Monica's relationship pairs.

Monica stores named relationship types (spouse, child, parent, friend, colleague, pet) per contact with a relationship name field. We map these to a custom contact field (relationship_type__c) holding the role label, and optionally link the related Monica contact to the same Nutshell Account to preserve the connection. Pets in Monica without a corresponding human contact record are stored as labeled notes or a custom pet name field on the primary Contact.

Monica contact avenue entries (email, phone, WhatsApp, Twitter, LinkedIn, etc.) normalize into standard Nutshell contact fields. Each Monica contact_detail record with a label (home, work, mobile) maps to the corresponding Nutshell field or a custom labeled field if the channel type is not a standard Nutshell field. We preserve the channel label so users can see which phone number is personal versus work.

Monica Journal entries are timestamped activity logs with optional titles and rich text bodies. We convert them to Nutshell Activities with the original creation date preserved, the journal title mapped to the activity subject, and the body content in the activity notes field. Each activity is linked to the migrated Contact record.

Monica Reminders include birthday reminders (auto-populated), event reminders, and ad-hoc follow-ups tied to contacts. We convert these to Nutshell Tasks with the original due date, the reminder label as the task subject, and the contact linked via Nutshell's contact association. Completed status migrates as completed tasks; pending reminders migrate as open tasks with a future due date.

Monica tracks gifts given, wanted, and offered with estimated values and dates. We create a custom Gift object in Nutshell or map these to labeled notes depending on the customer's configuration preference during scoping. Gift value, gift status (given/wanted/offered), and date fields are preserved in custom fields or as structured note content so the history is retrievable in Nutshell.

Monica records debts owed to or by a contact with amount and currency. Most CRMs have no native debt object. We create a custom Debt object in Nutshell or map to labeled notes, preserving the amount, direction (owed to / owed by), currency, and status. This is scoped to configuration during discovery because some Nutshell plans support custom objects and others require the labeled-note approach.

Monica supports arbitrary tags per contact. Tags export as a string array and import into Nutshell's tag field on the Contact record. Tags are preserved verbatim with no transformation so that contact segmentation logic in Nutshell can reference the original Monica tags immediately after migration.

Monica tracks last contact date and prompts follow-ups based on configured stay-in-touch intervals. We map the last_contact_date to a custom field last_contact_date__c on the Nutshell Contact and create a pending follow-up Task if the stay-in-touch interval has elapsed at migration time. This ensures no relationship goes cold during the transition window.

Monica private notes per contact migrate to Nutshell Notes or activity log entries. We flag during scoping that Monica's private-note privacy model (owner-only visibility) does not have a direct Nutshell equivalent unless Nutshell's permission set configuration is used. The customer chooses whether private notes migrate as internal notes visible to all users or as standard notes with a privacy label.