Migrate from PipeRun CRM de Vendas to Nutshell

PipeRun Contacts map directly to Nutshell Person records. Each Contact carries name, email, phone, and a link to a Company. We export all standard fields plus any custom field values and apply a unique ID prefix to the Contact name field to prevent title collisions during Nutshell import. Email address is used as the dedupe key in Nutshell. The Contact-to-Company link is resolved after Company import completes.

PipeRun Companies are separate records from Contacts and map to Nutshell Company. The Company name becomes the dedupe key for Nutshell Company import. We extract industry, website, and address fields where populated, and apply the same unique ID prefix strategy used for Contacts to avoid name collisions.

PipeRun Deals are the primary revenue object and map to Nutshell Deal. Each Deal is linked to a Funnel and Pipeline Stage, carries a monetary value, expected close date, and owner assignment. We extract all deal fields and preserve the original Funnel and Stage names as metadata fields in Nutshell since Nutshell uses a single Pipeline model. Deal value migrates directly; currency formatting is normalized during transform.

PipeRun supports multiple simultaneous Funnels, each with independent stage definitions. Nutshell does not natively support multiple separate Pipelines; it uses a single Pipeline with configurable stages. We map each PipeRun Funnel to a separate Nutshell Pipeline and create matching stage names in the same order as the source. The number of Funnels is confirmed during discovery, as each additional Funnel adds configuration and testing scope.

PipeRun Activities (calls, emails, meetings, notes) logged against Contacts, Companies, or Deals map to Nutshell Tasks. Activity type, timestamp, owner, and free-text body transfer directly. Long free-text notes may be truncated to Nutshell's field length limits. Activity associations to Deals and Contacts are resolved via the unique ID prefixes we embedded during export pre-processing.

PipeRun's native CPQ module with ICP-Brasil electronic signature migrates to Nutshell Quote records. Proposal content, line items, and totals transfer. Signature status is preserved as a metadata field since Nutshell does not have native e-signature. PDF attachments linked to proposals are downloaded and reattached to the corresponding Quote record in Nutshell. Customers requiring continued e-signature capability should evaluate DocuSign or AdobeSign integrations post-migration.

PipeRun Users are assigned as Deal Owners, Activity owners, and stage assignees. We extract all User IDs and names from PipeRun and match them to Nutshell User accounts by email address during discovery. The customer provisions any missing Nutshell Users before migration begins. Owner mapping is validated before Deal and Activity import to satisfy the required OwnerId reference.

PipeRun supports custom fields on Contacts, Companies, Deals, and Activities. We export the full custom field schema (field name, type, and values) and map each to a corresponding custom field in Nutshell. Field types (text, date, dropdown, currency) are mapped to the closest Nutshell equivalent. Dropdown values are mapped as custom options in Nutshell. Custom fields are configured in Nutshell before record import begins.

PipeRun allows tags on Deals and Contacts. Tags migrate as Nutshell Tags, which apply to both Person and Company records. Where tags represent categorical data beyond simple labeling (for example, pipeline segments or lead sources), we map them to Nutshell custom fields or List memberships as agreed during scoping.

Files and attachments linked to Deals or Proposals are downloaded from PipeRun's web interface in batch and re-associated to the corresponding records in Nutshell after import. Attachment metadata (file name, upload date, file size) is preserved. Very large file batches may require additional delivery time.