Migrate from Oncourse CRM to Nutshell

Oncourse CRM Lead records (distinct from Contacts, with source and status properties) map directly to Nutshell Lead. We preserve lead source, lead status, and any custom field values during import. The Nutshell Lead object serves as the top-level unqualified prospect record, distinct from People which represent known contacts.

Oncourse CRM Contact records map to Nutshell People. Standard fields (name, email, phone, address) map without transformation. Organization values stored in Oncourse CRM's organization Contact property are held during import and used to create Nutshell Company records before People insertion.

Oncourse CRM does not have a distinct Account object; organization names live as a property on Contact. We extract every unique organization value, deduplicate (normalizing for case and whitespace), and create Nutshell Company records. Each People record is then linked to its Company via the People-Company lookup at insert time. This resolves the flat-to-normalized schema gap that would otherwise leave Nutshell People unassociated with any Company.

Oncourse CRM Deal records map directly to Nutshell Deal. We preserve deal name, monetary value, stage, and owner assignment. Closed-Lost and Closed-Won statuses migrate as the applicable Nutshell pipeline stage. Owner assignment maps from Oncourse CRM owner to Nutshell user by email match.

Oncourse CRM pipeline stages are per-account and customizable. We extract the customer's active stage names during scoping and create matching Nutshell pipeline stages before Deal import. Stage probability percentages are mapped if present in Oncourse CRM. If Nutshell does not have an equivalent stage name, we create it in the destination before migration begins.

Oncourse CRM tasks associated with Deals map to Nutshell Tasks linked to the corresponding Deal. Task subject, status (open/closed), due date, and owner assignment migrate directly. We resolve the parent Deal reference at migration time using deal name as the dedupe key.

Oncourse CRM records activity history as freeform Notes rather than structured Call/Email/Meeting records. These migrate as Nutshell Note records attached to the relevant People or Deal. This is a data-shape limitation: Nutshell will display the note content, but the native activity timeline (Calls, Emails, Meetings) cannot be reconstructed from Oncourse CRM source data. We flag this gap in the scoping document and recommend manual activity logging post-migration if a structured timeline is required.

Oncourse CRM custom fields on Contacts, Leads, and Deals are exposed via DSL export. We map each to a Nutshell custom property of equivalent data type (text, number, date, dropdown). Custom field names and API identifiers are preserved where possible. Nutshell's custom field UI handles field creation before data import begins.