Migrate from Onsite CRM to Nutshell

Onsite CRM Contact records export via in-app CSV with fields including name, email, phone, and company association. We map these directly to Nutshell People records using the email address as the dedupe key. The company association from Onsite CRM resolves to a Nutshell Organization via the organization's name match on import. Any custom properties on the Contact record are flagged for field-by-field mapping during scoping because Onsite CRM's custom field structure varies by customer configuration.

Onsite CRM Company records map to Nutshell Organizations. We extract company name, address, domain, and any company-level custom fields from the CSV export. Organization is created before the People import so that the association lookup is satisfied at the moment of People insert. If the customer uses company-level tags or categories, these map to Nutshell Labels on the Organization record.

Onsite CRM Deal records map to Nutshell Deals. The deal name, value, close date, and associated contact and company relationships migrate. Deal stage names from Onsite CRM's pipeline map to Nutshell pipeline stages during the stage mapping phase, with stage order and probability percentages preserved where Nutshell supports them. We extract deal owner information and resolve it against the User mapping.

Onsite CRM's pipeline stages map to Nutshell pipeline stages. Each stage's name, position in the pipeline order, and win probability percentage transfer to Nutshell's stage definition. Nutshell Foundation is limited to one pipeline, so if the customer has multiple pipeline configurations in Onsite CRM, we consolidate to a single Nutshell pipeline and flag the mapping decision for customer review. Pro and Enterprise tiers support multiple pipelines.

Onsite CRM activities including calls, SMS messages, and emails export from the UI. We map these to Nutshell Activity records attached to the relevant People or Organization. The activity type (call, email, note, meeting) maps to Nutshell's activity_type field, and the timestamp preserves the original activity date for timeline ordering. Activity content and notes transfer to the activity description field.

Onsite CRM Task records migrate to Nutshell Tasks with assignee, due date, status, and description preserved. The task owner maps via email lookup against the Nutshell User records. If the task has a linked contact or deal in Onsite CRM, we resolve that association during the People and Deal import phase so the relationship is intact at Task import time.

Onsite CRM custom fields vary by customer configuration and require manual field-by-field mapping during scoping. We flag each custom field on Contact, Company, Deal, and Activity objects for review, then create corresponding custom fields in Nutshell before migration. Nutshell's custom field limits are plan-dependent; Foundation has fewer custom fields than Pro or Enterprise. If the customer's custom field count exceeds the Nutshell plan limit, we identify the highest-priority fields for migration and flag the remainder for post-migration manual entry or plan upgrade.

Onsite CRM User records (sales reps, admins) extract by email and name from the platform's user administration export. We resolve each user by email match against Nutshell User accounts. Any Onsite CRM user without a matching Nutshell account enters a reconciliation queue for the customer's admin to provision before record import resumes. Role and permission structures in Onsite CRM do not transfer 1:1 because Nutshell's permission model is plan-dependent.