Migrate your Nutshell data

People records are the core contact object in Nutshell, holding name, email, phone, address, and standard fields. We extract all standard fields via API and map them directly to Contacts or Leads in destination CRMs. Custom fields per Person are supported and mapped 1:1.

Companies represent organizations and serve as the parent record for People in Nutshell's flat hierarchy. We map Company records to Accounts in destination CRMs, preserving the company-level custom fields and any associated People links.

Leads in Nutshell are distinct records separate from People, with their own custom fields and lifecycle. We merge Leads into Contacts or map them to a separate Leads object depending on destination capabilities, preserving Lead source and status as custom Contact properties.

Activities capture calls, emails, meetings, and tasks tied to People or Companies. We extract the full activity timeline per record and recreate it as Activities or Engagements in the destination, maintaining the date, type, and notes.

Nutshell supports multiple pipelines, each with configurable stages. We extract pipeline definitions including stage names, order, and win/loss status, then recreate them in the destination CRM using the equivalent pipeline configuration interface.

Stage-level data including probability, stage order, and stage-specific automation triggers are extracted. We map these to destination stage definitions but note that probability percentages and automation triggers may require manual reconfiguration post-migration.

Custom fields can be created for Companies, People, and Leads via Settings. We enumerate all custom field definitions across objects before migration and create matching custom fields in the destination CRM, preserving field type and option lists.

The Nutshell API exposes attachment metadata and references but does not return binary file blobs directly. We export attachment filenames and URLs but cannot automatically download and re-upload files. Customers must manually re-attach files post-migration or use a separate file transfer method.

Nutshell uses a tag-based taxonomy for categorizing People and Companies. Tags are exported and mapped to Tags or Labels in destination CRMs, but tag hierarchy (if any) is flattened during transfer.

Users in Nutshell serve as record owners and appear in activity logs. We map Nutshell users to Owner or User records in the destination CRM. Users without email access in the destination may be mapped as historical owners rather than active seats.

Email sequences are stored as automation configurations on the Pro and Business plans. These are not exportable via API. We do not migrate sequences—we migrate the People and their activity history so follow-up can be restarted in the destination CRM.

Nutshell IQ provides contact and company data enrichment via a credit-based system. Enrichment data is not separately stored as a migrateable field—it is displayed inline in the Nutshell UI. We do not attempt to transfer IQ enrichment data.