CRM migration
Field-level mapping, validation, and rollback between Oracle Eloqua and Nutshell. We move data and schema; workflows are rebuilt natively in Nutshell.
Oracle Eloqua
Source
Nutshell
Destination
Compatibility
5 of 10
objects map 1:1 between Oracle Eloqua and Nutshell.
Complexity
BStandard
Timeline
2-3 weeks
Overview
Moving from Oracle Eloqua to Nutshell is a structural contraction, not a lateral move. Eloqua is an enterprise marketing automation platform built for complex B2B campaign orchestration, multi-touch lead scoring, and CRM-synced nurture programs. Nutshell is a sales CRM designed for small to mid-market teams who need contact management, pipeline tracking, and email integration without the overhead of a dedicated marketing ops function. We export Eloqua Contacts, Accounts, and Custom Data Objects via the Bulk API, map them to Nutshell People and Organizations, and preserve Custom Data Object records as either linked custom fields or note-based enrichment depending on the destination field architecture. Campaign metadata, Program Canvas workflows, and Lead Scoring models have no Nutshell equivalent; we document these in a written handoff inventory for your admin to evaluate and rebuild manually. We do not migrate automations, forms, landing pages, or email assets as code.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Oracle Eloqua object lands in Nutshell, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Oracle Eloqua
Contact
Nutshell
Person
1:1Eloqua Contacts map directly to Nutshell People. We export full contact records including standard fields (Email Address, First Name, Last Name, Phone, Job Title), custom fields, and contact dates. The Email Address field serves as the dedupe key during import. We flag unsubscribed, bounced, and non-opt-in contacts early so that their subscription status maps correctly to Nutshell's unsubscribe field to prevent unintended email sends post-migration.
Oracle Eloqua
Account
Nutshell
Organization
1:1Eloqua Accounts map to Nutshell Organizations. We export Account-level fields including company name, industry, website, and address data. Account-to-Contact associations are preserved during migration so that each Person record has the correct Organization link. Organization is created before Contact import so that the relationship field is satisfied at insert time.
Oracle Eloqua
Custom Data Object (CDO)
Nutshell
Custom Fields or Notes
lossyCDOs are customer-defined objects with their own schema. Each CDO has either a one-to-one or one-to-many relationship with Contacts or Accounts. We export CDO records and map them to Nutshell based on cardinality: one-to-one CDOs become custom fields on the linked Person or Organization; one-to-many CDOs (e.g., Purchase History, Event Attendance) are stored as Notes with structured formatting so that each related record is preserved. We document the CDO schema during discovery and present both options to the customer before migration begins.
Oracle Eloqua
Activity and Engagement Data
Nutshell
Notes on Person or Organization
1:manyEloqua tracks engagement events (email opens, clicks, form submissions, page visits) as activity records linked to Contacts. Nutshell does not have a native engagement tracking equivalent. We export engagement history and merge it into Notes attached to the corresponding Nutshell Person, with the engagement type, timestamp, and asset name preserved in the note body. This preserves the historical context without requiring a field for each engagement event.
Oracle Eloqua
Email Assets
Nutshell
Notes (template reference)
1:1Eloqua Email assets include HTML content, subject lines, sender addresses, and metadata. We export email configuration data including subject line templates, sender profiles, and HTML content. Nutshell does not have an email asset library; we deliver the exported HTML and configuration as a structured document that the customer's admin can reference when building emails in Nutshell's email editor or their preferred email tool.
Oracle Eloqua
Segments and Shared Lists
Nutshell
Tags or Saved Filters
1:1Eloqua Segments define dynamic contact audiences based on filter criteria; Shared Lists are static contact collections. Nutshell supports Tags on People and Organizations and Saved Filters for list-building. We export segment filter definitions and list memberships, then map static list memberships to Nutshell Tags. Dynamic segment logic must be rebuilt manually as Nutshell Saved Filters since the dynamic evaluation engine differs between platforms.
Oracle Eloqua
Campaigns and Programs
Nutshell
Written inventory only
lossyEloqua Campaigns and Program Canvas workflows are multi-step orchestration containers with conditional logic, wait steps, and trigger-based execution. Nutshell has no campaign orchestration or marketing automation equivalent. We do not migrate campaign logic as code. We export campaign metadata (name, description, targeting criteria, step count) and deliver it as a written inventory document with a rebuild recommendation for the customer's admin to evaluate. Program Canvas flows are similarly documented as process maps.
Oracle Eloqua
Lead Scoring Models
Nutshell
Written inventory only
lossyEloqua's weighted demographic and behavioral Lead Scoring models have no export mechanism and no Nutshell equivalent. We document the current scoring model structure during discovery, including score thresholds, demographic weights, and behavioral components, and deliver this as a written specification for the customer's admin to evaluate for manual rebuild or third-party scoring integration post-migration.
Oracle Eloqua
Forms and Landing Pages
Nutshell
Written inventory only
1:1Eloqua Forms capture contact data and can be embedded on landing pages. We export form field configurations and landing page metadata. Nutshell does not have native form building or landing page capabilities. We deliver a written inventory of active forms with field definitions and submission destinations, and recommend the customer evaluate third-party form tools (Typeform, HubSpot Forms, or similar) to replace Eloqua form capture.
Oracle Eloqua
Picklists
Nutshell
Custom Fields with defined values
lossyEloqua Picklists define controlled vocabulary for custom fields. We export picklist definitions as CSV including display names and stored values. Nutshell custom fields can be configured with predefined value lists that serve the same enumeration purpose. We map each Eloqua picklist to a corresponding Nutshell custom field with matching value options.
| Oracle Eloqua | Nutshell | Compatibility | |
|---|---|---|---|
| Contact | Person1:1 | Fully supported | |
| Account | Organization1:1 | Fully supported | |
| Custom Data Object (CDO) | Custom Fields or Noteslossy | Fully supported | |
| Activity and Engagement Data | Notes on Person or Organization1:many | Mapping required | |
| Email Assets | Notes (template reference)1:1 | Mapping required | |
| Segments and Shared Lists | Tags or Saved Filters1:1 | Mapping required | |
| Campaigns and Programs | Written inventory onlylossy | Mapping required | |
| Lead Scoring Models | Written inventory onlylossy | Not supported | |
| Forms and Landing Pages | Written inventory only1:1 | Mapping required | |
| Picklists | Custom Fields with defined valueslossy | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Oracle Eloqua gotchas
Contact-based pricing model inflates migration scope
No native export or migration tooling in Eloqua
Bulk API soft limits throttle large data transfers
5 GB import file size cap complicates bulk data loads
SOAP API deprecated; REST/Bulk APIs require endpoint caching
Nutshell gotchas
Contact tier limits enforced on import
No bulk API endpoint requires paginated extraction
Email sequences not exportable via API
Foundation plan disables key sales features
Pair-specific challenges
Migration approach
Discovery and data audit
We audit the source Eloqua instance across contacts, accounts, Custom Data Objects, picklists, active campaigns, and engagement volume. We identify which CDOs exist, their relationship cardinalities (one-to-one vs one-to-many), and which contacts have associated CDO records. We document the Lead Scoring model structure and active Program Canvas workflows for the written inventory. We also capture unsubscribe states, bounced records, and non-opt-in contacts for correct status mapping in Nutshell. The discovery output is a written migration scope with object-level mapping decisions confirmed by the customer.
Nutshell destination setup
We configure the Nutshell destination org before any data import. This includes creating custom fields on Person and Organization to receive mapped Eloqua custom fields, setting up predefined value lists for mapped picklists, and configuring Organization records as the parent for any CDO data that will be stored as structured notes. We work with the customer's Nutshell admin to confirm field types and ensure the schema accommodates the incoming data without truncation or type mismatches.
Sandbox migration and reconciliation
We run a full migration into a Nutshell sandbox environment using production-like data volume. The customer's team reconciles record counts (People in, Organizations in), spot-checks 25-50 random records against the Eloqua source, and reviews custom field populatedness. CDO mapping is validated specifically: one-to-one CDOs appear as populated custom fields; one-to-many CDOs appear as formatted notes on the correct Person. The customer signs off the mapping and field architecture before production migration begins.
Production migration in dependency order
We run production migration in record-dependency order: Organizations first (from Eloqua Accounts), then People (from Eloqua Contacts with Organization lookups resolved), then custom field data and structured notes from CDOs, then engagement history merged into Notes. Each phase emits a row-count reconciliation report before the next phase begins. We throttle API calls to stay within Eloqua Bulk API limits and handle 429 throttling responses with exponential backoff.
Cutover, validation, and inventory handoff
We freeze Eloqua writes during cutover, run a final delta migration of any records modified during the migration window, then enable Nutshell as the system of record. We deliver the written inventory of Campaigns, Programs, Lead Scoring models, Forms, and Landing Pages to the customer's admin team with rebuild recommendations. We do not rebuild marketing automation in Nutshell as that capability does not exist in the platform; we provide documentation for the customer to evaluate third-party alternatives if needed.
Platform deep dives
Oracle Eloqua
Source
Strengths
Weaknesses
Nutshell
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Oracle Eloqua and Nutshell.
Object compatibility
1 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Oracle Eloqua: Bulk API: 2,000 records/hour per sync type; REST API: 10-20 concurrent requests depending on tier.
Data volume sensitivity
Oracle Eloqua exposes a bulk API — large-volume migrations stream efficiently.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
Category
FAQ
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