Migrate from Perfectview to Nutshell

Perfectview Relations are the primary source object and conflate company and individual contact data. We split each Relation into one Company record (using the Relation's company name and address fields) and one or more Contact records (extracting role, direct phone, and email from the contact-specific subfields within the Relation). Multi-contact Relations require deduplication by email before inserting into Nutshell. The split logic must be validated against a live sample of at least 50 Relations before bulk migration to confirm that address and role fields are consistently populated.

Perfectview Activities (calls, emails, meetings, tasks) are well-structured with timestamps and owner references. We map these to Nutshell's activity types preserving the activity type, date, and owner link. The parent Relation is resolved to the split Company and Contact records so that activities attach to the correct Nutshell timeline. Activity ordering is preserved by setting the timestamp fields to the original Perfectview values.

Perfectview support Cases migrate to Nutshell's Case object if the destination Nutshell account includes Service Cloud features. Case status, priority, assignee, and conversation history migrate intact. The linked Relation reference is resolved through the Company-Contact split so Cases attach to the correct Nutshell Company record. If Nutshell Service Cloud is not enabled, we flag this during scoping and recommend enabling it before migration or scoping Cases as a separate phase.

Perfectview Quotes from the Sales module migrate to Nutshell Quotes with line items, pricing, and status preserved. Quote-to-Relation links are resolved through the Company mapping. Quote PDFs and attachments migrate as files linked to the Quote record. Nutshell Quotes require the Quote object to be enabled in the account settings before import.

Lead records in Perfectview (whether implemented as a distinct object or as a Relation lifecycle stage) migrate to Nutshell Lead with source, status, and score preserved. If Perfectview uses lifecycle stages within Relations rather than a distinct Lead object, we extract all Relations with a non-customer status as Leads and tag the original stage in a custom field for reconciliation.

Perfectview's built-in invoicing and billing records migrate with line items and payment status. Invoice numbers may conflict with Nutshell's numbering conventions or EU-specific format expectations. We flag all invoice records for customer review before insertion and recommend renumbering or archiving rather than inserting live invoices into Nutshell, which is not a native invoicing platform. The customer decides whether to migrate invoice history as archived records or exclude it from the migration scope.

Perfectview Documents migrate as files attached to the parent Company or Contact record in Nutshell. Document metadata (name, upload date, file type) transfers. We retrieve documents via API where enabled, falling back to the UI export for bulk downloads. Files exceeding Nutshell's attachment size limits are flagged for alternative handling.

Perfectview User records migrate as Nutshell Users. Owner-to-record links are preserved in the mapping file and reassigned to matching Nutshell users by email match. Any Perfectview user without a matching Nutshell account is held in a reconciliation queue for the admin to provision before record import resumes.

Perfectview custom fields on Relations and other objects are discovered during the discovery phase and mapped to equivalent Nutshell custom fields. Nutshell supports custom fields on Companies, Contacts, Leads, Deals, and Cases from its Growth tier upward. We pre-create all custom field definitions in Nutshell before any data migration begins, handling data type translation (date, number, text, picklist) from Perfectview's custom field schema.

Perfectview does not expose workflow rules, trigger conditions, or automated sequences through any export mechanism. All workflow logic must be documented manually during the discovery phase and rebuilt from scratch in Nutshell's native workflow builder. We deliver a written inventory of every active Perfectview workflow with its trigger, conditions, and actions, annotated with the equivalent Nutshell workflow configuration. Workflow rebuild is outside the data migration scope and is handled separately by the customer's admin or a Nutshell implementation partner.