Migrate from OrangeCRM to Nutshell

OrangeCRM Customer records are the primary account-level object and map directly to Nutshell Companies. We use the Customer name as the Company name, preserve the website and address fields, and carry any custom fields as Nutshell custom fields. The Company record is created first so that the People import can reference it via a lookup.

OrangeCRM Contacts map 1:1 to Nutshell People. Standard fields (name, email, phone, address) transfer directly. Multi-value phone and email fields are split into Nutshell's single-value phone and additional email fields. We resolve the parent Company reference using the Customer-CustomerID linkage from the OrangeCRM export.

Fulfillment records are a proprietary OrangeCRM concept tracking subscription or order fulfillment status tied to a Customer. Nutshell has no Fulfillment object, so we create a Deal record to represent the subscription or order, and attach Activity records to represent fulfillment milestones (status changes, shipment events, renewal dates). The original fulfillment status is preserved in a custom field on the Deal.

OrangeCRM Help Desk tickets with status, priority, assignee, and conversation history map to Nutshell Cases if the customer uses Nutshell's native case management, or to Activity records linked to the People or Company if cases are not enabled. Conversation threads convert to Activity notes. The customer decides the case vs. activity strategy during scoping.

OrangeCRM email campaign records and subscriber lists map to Nutshell Campaigns and People custom fields. Subscriber opt-in dates and campaign engagement metrics (opens, clicks) preserve as custom fields on the People record. Nutshell's Campaign object tracks campaign membership; email content does not migrate.

OrangeCRM Storefront orders and product records map to Nutshell Deals (representing the order) and Products (if the customer uses Nutshell's product catalog). Order totals, line items, and fulfillment status transfer to Deal fields and Activity notes. Any proprietary OrangeCRM product IDs are preserved in a custom field for audit.

OrangeCRM Banking module records (payment or ledger tracking) have no direct Nutshell equivalent. We map these to Deals representing invoices or payments, with the transaction amount, currency, and date preserved in Deal fields. Multi-currency handling is flagged during scoping, and the customer decides whether to store the original currency or convert.

Event registrations and attendee records map to Nutshell Campaigns (representing the event) and People custom fields (representing registration status, session selections, and attendance). We preserve attendee status, session selections, and any custom event fields as custom People fields. Event-specific data (session schedules, venue) stores as Campaign notes.

OrangeCRM user accounts and record owners map to Nutshell Users. We resolve owners by email match against the Nutshell destination. Any OrangeCRM Owner without a matching Nutshell User goes to a reconciliation queue for the customer's admin to provision before the record import continues.

File attachments on OrangeCRM records export as URL references or binary blobs depending on OrangeCRM's export method. We preserve the attachment URL or download and re-upload to Nutshell, maintaining the relationship to the parent People, Company, or Deal record. If OrangeCRM exports attachments as blobs, we coordinate with the customer on storage transfer.