Migrate from Nutshell to Zoho CRM

Nutshell People records map to Zoho CRM Contacts if the record is sales-qualified or has an associated Company. Unqualified Nutshell People with no company association and no deal history map to Zoho Leads. We compute the split at migration time using Nutshell's person_type property and any associated pipeline activity. The original Nutshell person_type and any owner assignment preserve in Zoho custom fields for audit. Phone, email, address, and social media fields map directly to Zoho's standard Contact fields.

Nutshell Companies map directly to Zoho CRM Accounts. The company name becomes Account Name, and domain information maps to the Website field. We use company name as the dedupe key during import. Account is created before any Contact import so that the Account-Contact lookup relationship is satisfied at Contact insert time. Multi-address Company records preserve the primary address in the Account and additional addresses in Account custom fields.

Nutshell's separate Lead records map directly to Zoho CRM Leads. Nutshell Lead custom fields migrate to Zoho Lead custom fields. Lead status values (New, Contacted, Qualified, Disqualified) map to Zoho Lead Status picklist values. We preserve the original Nutshell lead score in a Zoho custom field for sales prioritization after migration.

Nutshell Deals map to Zoho CRM Deals. The deal name, amount, expected close date, and owner migrate directly. We map Nutshell pipeline and stage names to Zoho Stage picklist values, creating new stage values in Zoho if the Nutshell stage names do not already exist. The deal's associated Company resolves to the Zoho Account lookup; the associated Person resolves to the Contact lookup.

Nutshell pipeline stages migrate as Zoho CRM Stage picklist values on the Deal module. Stage probability percentages migrate to Zoho Probability fields. Each Nutshell pipeline becomes a separate set of Stage values. If Nutshell stages include win/loss statuses, we map those to Zoho Stage values with the Closed Won and Closed Lost indicators set per Zoho's stage configuration.

Nutshell Activities map to Zoho Tasks (for calls and tasks) and Events (for meetings). Email activities transfer as Zoho Tasks with the email body preserved. The activity timestamp, duration, and outcome map to Zoho Task fields. Each Activity's associated Person and Company resolve to Zoho Contact and Account lookups. Activity history ordering preserves by setting the Zoho Activity Date to the original Nutshell timestamp.

Nutshell custom fields on People, Companies, and Leads enumerate and recreate as Zoho CRM custom fields before data import. Text fields map to Zoho Text, numeric fields to Zoho Number or Decimal, date fields to Zoho Date, and picklist fields to Zoho Picklist. Custom fields are created per module in Zoho before migration begins. Note that Zoho Standard tier does not include Lookup and Formula custom field types; we flag this and recommend Professional tier if the customer requires cross-module lookup fields.

Nutshell tags on People and Companies migrate to Zoho CRM Tags. Tags used for record categorization map to Zoho's native tagging feature. We flatten any tag hierarchy during transfer since Nutshell does not expose hierarchical tag structures via API. Tags that represent industry, segment, or lifecycle stage may alternatively map to Zoho custom picklist fields based on the customer's preference during scoping.

Nutshell Users referenced as record owners map to Zoho CRM Users by email match. We extract all distinct Nutshell owners from People, Companies, Deals, and Activities and match by email against the Zoho destination User table. Owners without a matching Zoho User go to a reconciliation queue for the customer's admin to provision before record import resumes. Inactive Nutshell owners map to inactive Zoho users with the OwnerId preserved in a custom field for audit.

The Nutshell API exposes attachment metadata (filenames, URLs, sizes) but does not return binary file blobs. We export attachment filenames, URLs, and record associations and deliver this as a structured re-attachment checklist. The customer's admin downloads files from Nutshell (via manual export or Nutshell's full backup tool) and re-uploads them to Zoho CRM after migration. This is a known limitation of Nutshell's JSON-RPC API and cannot be resolved programmatically.