Migrate from Onpipeline to Nutshell

Onpipeline Contacts with a lifecycle stage of customer or evangelist map to Nutshell Person. Contacts without a deal association or in early funnel stages map to Nutshell Lead. We apply the split using Onpipeline's lifecycle_stage property at migration time and preserve the original stage in a custom field op_original_stage__c on both Person and Lead for audit and reporting continuity.

Onpipeline Company records map directly to Nutshell Account. The company domain or website field becomes the Account's website for deduplication. Account is created before any Person import so that the Account-Person link is satisfied at the moment of Person insert. If Onpipeline Contacts are linked to a Company, we resolve the AccountId reference during Person import.

Onpipeline Deals map to Nutshell Opportunity. The deal value, stage, probability, and expected close date migrate directly. Onpipeline Pipeline Stages map to Nutshell Stage values, and we configure the stage probabilities in Nutshell's pipeline settings before migration. Closed-Lost and Closed-Won custom fields become Nutshell Loss Reason and Won Reason text fields.

Each Onpipeline pipeline and its custom stages are mapped to Nutshell Stage values. We capture the full stage hierarchy (stage name, probability percentage, order) and configure Nutshell's pipeline stages to match before Deal import begins. If the customer has multiple Onpipeline pipelines, we map them to separate Nutshell pipelines on Pro tier or above.

Onpipeline Events (calendar appointments with datetime, duration, assigned user, and description) migrate as Nutshell Activity records linked to the parent Person, Account, or Opportunity. Notes attached to Deals or Contacts migrate as Activity notes within the same record. Onpipeline's user-scoped calendar means each user's events import under that user's Activity feed in Nutshell. We preserve the original event timestamp as the Activity date.

Onpipeline Products (name, SKU, price, stock quantity) migrate to Nutshell Product. We preserve the product name, SKU, and unit price. Note that Nutshell's Sales Suite does not include native inventory management, so the stock quantity field is stored as a custom numeric field on the Product record rather than a live inventory count. If the customer relies on Onpipeline's inventory alerts, they should configure a separate inventory tracking solution post-migration.

Onpipeline Quotes with headers, line items, pricing, and e-signature status migrate to Nutshell Quote. Quote line items reference the migrated Product records via the Nutshell Product ID. The Quote status (draft, sent, signed) migrates directly. If the Quote PDF or e-signature document is stored in Onpipeline, we attach it as a file to the Nutshell Quote record.

Onpipeline Users are mapped to Nutshell Users by email address match. Any Onpipeline Owner referenced on a Deal without a matching Nutshell User is held in a reconciliation queue for the customer's admin to provision before record import resumes. Inactive Onpipeline users map to inactive Nutshell users to preserve historical attribution.