Migrate from mQuest to Nutshell

mQuest contacts map directly to Nutshell People when the contact has an active customer or prospect relationship. Nutshell People records store name, email, phone, title, address, and association to a Company record. The direct mapping preserves all standard contact fields without transformation.

mQuest contacts marked as inactive, unqualified, or archived split to Nutshell Leads. Leads in Nutshell are separate from People and do not automatically convert until manually actioned by a sales rep. This split preserves your pipeline health by keeping unqualified contacts separate.

mQuest companies map directly to Nutshell Companies. The Company record stores name, domain, industry, employee count, revenue, and parent-company hierarchy if applicable. People associate to Companies via a primary link, maintaining your organizational structure in the destination.

mQuest deals map to Nutshell Deals — the central revenue-tracking object. Each Deal has a name, amount, stage, close date, owner, and optional associated People or Company links. This is your primary revenue visibility object in Nutshell after migration completes.

mQuest deal pipelines with named stages map to Nutshell Deal stages. Stage order and probability values are configured in Nutshell's pipeline settings. We map each mQuest stage name to the corresponding Nutshell stage label value-by-value during the migration preparation phase.

mQuest custom fields on contacts create equivalent custom fields in Nutshell People. Nutshell custom fields are created by the admin before migration; we provide a field-creation checklist as part of the migration plan to ensure all required fields exist before data transfer begins.

mQuest custom fields on companies create equivalent custom fields in Nutshell Companies. Nutshell Company custom fields support text, number, date, and choice types. The appropriate field type is specified in the pre-migration field-creation checklist delivered to your admin.

mQuest custom fields on deals create custom fields in Nutshell Deals. Deal-level custom fields capture order numbers, product lines, or internal tracking values that have no native Nutshell equivalent. These fields are preserved as custom fields on the Deal record type.

mQuest call records migrate as Nutshell Activities with type set to Call. Original timestamp, duration, owner, and notes are preserved. The activity links to the parent Person, Company, Lead, or Deal record, maintaining your complete communication history.

mQuest email activity migrates as Nutshell Activities with type set to Email. Subject line, body text, timestamp, and owner are preserved. Emails link to the associated Person or Lead record, keeping your email history attached to the correct contact record.

mQuest meeting records migrate as Nutshell Activities with type set to Meeting. Start time, end time, location, attendees, and notes transfer. The activity links to the parent record in Nutshell, preserving your full meeting history for reference after migration.

mQuest notes migrate as Nutshell Activity records with type set to Note. The note body, creation date, and owner transfer. Notes can be associated with People, Companies, Leads, or Deals, maintaining all your reference notes in the new system.

mQuest owner records resolve to Nutshell users by email address match. Owners without a matching Nutshell user are flagged before migration. Their records receive a fallback owner assignment based on admin-specified rules to ensure no data is orphaned.

mQuest file attachments on contacts, companies, or deals download and re-upload to Nutshell's file storage. File names, sizes, and upload dates are preserved. Nutshell's file viewer renders common formats inline for convenient access by your team.