Migrate from Nutshell to Freshsales

Nutshell People records map directly to Freshsales Contacts. Standard fields (name, email, phone, address) translate to Freshsales Contact fields. The primary_email becomes the Contact email, and we use email as the dedupe key during import to prevent duplicate Contacts. People records without an email address are flagged for manual review because Freshsales relies on email for duplicate detection and some automation triggers.

Nutshell Companies map to Freshsales Accounts. The company name becomes Account Name, and any company-level custom fields migrate to Freshsales Account custom fields. We create the Account in Freshsales before importing linked People records so the Account-Contact lookup relationship is satisfied at insert time. Nutshell Companies without a name are held for manual naming before Account creation.

Each Nutshell Person carries a reference to its parent Company. During migration we resolve the Company-Nutshell-ID-to-Account-ID mapping so that each Freshsales Contact receives the correct AccountId lookup. This parent-record resolution is critical: without it, Contacts import as unlinked and reps lose the company context on the Contact record.

Nutshell Leads are separate records with their own custom field definitions and lifecycle stage. During scoping we determine whether the customer's sales process uses Leads as unqualified prospects (mapping to Freshsales Lead) or whether all Nutshell Leads should merge into Freshsales Contacts. If Lead-to-Lead, we preserve Nutshell Lead status and source fields on the Freshsales Lead record. If Lead-to-Contact, we map the Nutshell Lead owner and any score fields to Freshsales Contact custom fields.

Nutshell Pipelines become Freshsales Deals scoped by Sales Process or Record Type. We extract each Nutshell pipeline definition including stage names, stage order, and win/loss status, then configure matching Freshsales Deal sales processes before migration. Probability percentages map to Freshsales Deal probability fields with rounding to the nearest whole number.

Nutshell Deals map to Freshsales Deals. The deal name becomes Deal Name, pipeline maps to the pre-created Freshsales Sales Process, and stage maps to the corresponding Freshsales Deal stage. We preserve close_date as the Freshsales Deal expected_close_date and amount as the Deal Amount. Owner assignment resolves via email match against Freshsales Users.

Nutshell call activities map to Freshsales Tasks with task_type set to Call. Duration, disposition, and call outcome from Nutshell translate to custom Task fields. The activity timestamp preserves as Task creation date for timeline ordering. We resolve the parent-contact lookup so the call appears on the correct Contact record in Freshsales.

Nutshell email activities map to Freshsales Tasks with the email body preserved in the Task notes or linked as an attachment. Email subject, sender, and recipient resolve to the appropriate Freshsales Contact. If the Nutshell account used the built-in email client, the email thread reference migrates as a linked note on the Contact timeline.

Nutshell meeting activities map to Freshsales Appointments with start time, end time, and location preserved. We resolve the attendee list by matching Nutshell contact references to Freshsales Contact records and create Appointment contact links for each attendee.

Nutshell task activities (as opposed to calls and emails) map to Freshsales Tasks with Status, Priority, and due date preserved. The task subject becomes the Task title. If the Nutshell task was assigned to a specific owner, we resolve by email to the corresponding Freshsales User.

Nutshell custom fields exist per object (Company, Person, Lead). We enumerate all custom field definitions during discovery, map each to a Freshsales custom field of equivalent type (text, number, date, dropdown), and create the destination field in Freshsales before any record import begins. Custom field API names translate from Nutshell's naming to Freshsales' convention during the transform phase.

Nutshell tags on People and Companies export as tag values and map to Freshsales Tags on the Contact or Account. Tag hierarchy (if configured in Nutshell) flattens during export since Freshsales Tags are a flat taxonomy. We apply tags in bulk after the primary record import completes.