Migrate from Nutshell to monday CRM

Nutshell People records map to Monday.com Contact items, either in a dedicated Contacts board or within a Deals board using the Contacts integration. We extract name, email, phone, address, and social fields via Nutshell's JSON-RPC API and map them to Monday.com Name, Email, Phone, and Location column types. The primary email address becomes the deduplication key during import. Custom fields on People migrate to Monday.com column equivalents, subject to Monday.com's restricted column type set during import.

Nutshell Company records map to Monday.com Organization items or to Groups within a board, depending on the customer's chosen structure. We preserve company-level custom fields and the company domain as the Website column. Company ownership (owner_id) maps to the Monday.com Person column or an Owner column if the customer enables the CRM-specific board type. The relationship between People and Companies requires pre-import of Company items so that the Linked Items or Relation column on the People item can be populated during migration.

Nutshell Leads are separate records from People with their own lifecycle and custom fields. We map them to Items in a dedicated Monday.com Leads board with a Status column representing the lead lifecycle stages. If the destination account uses Monday.com CRM's native Lead management, we configure the Lead board accordingly. Any lead-specific custom fields translate to Monday.com column types, with unsupported types requiring manual column creation before import.

Nutshell Deals map to Items in a dedicated Monday.com Deals board. The Nutshell pipeline assignment translates to a Status column with stage values matching the source pipeline stages. Deal amount, close date, and probability migrate to Number, Date, and Number columns respectively. We configure the Status column values before migration so that the stage mapping is preserved end-to-end.

Each Nutshell pipeline becomes a separate Monday.com board with a Status column containing stage values derived from the source pipeline. Stage probabilities migrate to a separate Number column if the customer wants to preserve them visually, since Monday.com Status columns do not natively carry probability percentages. Multiple Nutshell pipelines require multiple Monday.com boards, which increases the migration scope proportionally.

Nutshell Activities (calls, emails, meetings, tasks) attach to People, Companies, or Deals and migrate to Monday.com Updates on the related Items, or as Subitems if the customer prefers a separate Subitem structure. Call duration and disposition migrate as custom columns on the Subitem. Meeting details (start time, end time, location) map to Date, Time, and Location columns on the Subitem. Note: Monday.com Basic plan limits activity history to 1 week—Standard or Pro is required to preserve the full historical timeline.

Nutshell custom fields on People, Companies, and Deals migrate to Monday.com columns. Monday.com restricts the column types available during CSV import (Text, Numbers, Dates, Status, Dropdown, Checkbox, Email, Phone, URL, Currency, Location, Files). If Nutshell custom fields use types outside this set (such as formula fields or linked record fields), we create the columns manually in the Monday.com board before migration and map them during the data load rather than relying on the import wizard.

Nutshell tags on People and Companies map directly to Monday.com Tags on Items. Tags are flat in both systems, so no hierarchy flattening is required. We preserve the full tag set per record during migration and create the tag vocabulary in the destination board before import.

Nutshell Users map to Monday.com Users by email match. We extract all Nutshell user records and their assigned ownership on People, Company, and Deal records. Monday.com's user provisioning requires admin action in the destination account before migration begins, so we provide a user reconciliation queue listing all Nutshell owners that need Monday.com accounts provisioned.