Migrate from Nutshell to Odoo CRM

Nutshell People records map to Odoo Contact records attached to a Partner. We extract People with their associated Company, create the Odoo Partner first (using the Nutshell Company name and domain), then create the Contact child record linking to that Partner. Phone, email, address, and custom fields migrate to the Contact. The Nutshell Person's direct email and phone become the Contact's email and phone; the Nutshell Person's job title maps to Odoo Contact function field.

Nutshell Company records map to Odoo res.partner records with is_company=True. The Company name becomes Partner name, domain becomes website, and any industry classification maps to Odoo's industry field (if installed from base_setup). Address fields from Nutshell map to the Partner's street, city, state, country, and zip. Company-level custom fields migrate to the Partner as custom Char, Selection, or Float fields.

Nutshell Leads are separate records from People and map directly to Odoo's crm.lead model. We preserve lead name, contact information, lead source, and any custom fields. Nutshell Lead status maps to Odoo's lead stage (New, Qualified, Proposal, Negotiation, Won, Lost). The Odoo lead_type field is set to lead for all migrated Nutshell Leads; the customer can convert individual leads to opportunities post-migration which generates an Opportunity and creates the related Partner and Contact.

Nutshell Activities (calls, emails, meetings, tasks) linked to People or Companies migrate to Odoo's mail.message records linked to the corresponding Partner or Contact via res_id and model fields. Call disposition, duration, and outcome from Nutshell activity records map to custom fields on the Odoo message record. Activity timestamps are preserved to maintain the chronological timeline.

Nutshell pipelines map to Odoo crm.team records (one team per pipeline). Each Nutshell pipeline stage becomes an Odoo crm.stage within that team, preserving stage order and win/loss status. Stage probability percentages migrate as stage_sequence values. Teams that used multiple Nutshell pipelines for different lines of business configure each as a separate crm.team in Odoo for territory-level reporting.

Stage-level data including probability, stage name, and stage order migrate from Nutshell to Odoo crm.stage records. Closed-Won and Closed-Lost states from Nutshell map to Odoo's lost_reason and won_total fields on the lead. Stage-specific automation triggers in Nutshell have no direct Odoo equivalent and are documented for rebuild in Odoo Studio or Python server actions.

Nutshell custom fields for Companies, People, and Leads are enumerated during discovery, then created as custom fields on the Odoo Partner (for Company-level) and Contact (for Person-level) models. Custom field types map: Nutshell text to Char, number to Float, dropdown to Selection, date to Date, checkbox to Boolean. Field labels and help text are preserved for user clarity.

Nutshell Users map to Odoo res.users records by email match. Owner assignments on People, Companies, and Deals resolve to the corresponding Odoo user via this lookup. Any Nutshell Owner without a matching Odoo user is flagged in the reconciliation queue for the customer's admin to provision before record import proceeds.

Nutshell tags on People and Companies migrate to Odoo crm.tag records. Tags are linked to crm.lead via the tag_ids many2many relationship. Tag names are preserved exactly; tag hierarchy (if any exists in Nutshell) is flattened during transfer since Odoo crm.tag does not support hierarchical nesting.

Nutshell email sequences (Pro and Business plans) are automation configurations stored server-side and are not accessible via the JSON-RPC API. We do not migrate sequences. The People records and activity history migrate so the contact context is preserved, but the customer must rebuild email cadences in Odoo using CRM Sales subscription features or a third-party sales engagement tool integrated with Odoo. We document all active sequence names and step counts during discovery.

The Nutshell API exposes attachment metadata and URLs but does not return binary file blobs directly. We export attachment filenames and storage URLs but cannot automatically download and re-upload files to Odoo's ir.attachment storage. The customer receives a manifest of all attachments with their source record reference and must manually re-upload critical files post-migration, or configure a document management integration to link external storage.

Nutshell IQ provides contact and company data enrichment via a credit-based system. Enrichment data is not stored as a separate API-accessible field—it is displayed inline in the Nutshell UI and derived on request. We do not migrate enrichment data. If the customer uses a data enrichment provider, we can discuss integrating a new enrichment tool (such as Clearbit, FullContact, or LinkedIn Sales Navigator) with Odoo CRM post-migration.

Nutshell Deals map to Odoo crm.lead records with lead_type=opportunity. The Deal name becomes the Odoo lead name, amount becomes expected_revenue, and close date maps to date_deadline. Nutshell pipeline stage maps to Odoo crm.stage. The related Company (Partner) and Person (Contact) are resolved via the Partner and Contact mapping performed earlier. If Nutshell Deals have multiple line items, these map to Odoo sale.order.line records if the Odoo Sale app is installed.