Migrate from Ploomes CRM to Nutshell

Ploomes Contacts map to Nutshell Persons. We preserve name, email, phone, address, owner assignment, and all custom field values. The Ploomes CNPJ/CPF identification fields (used for Brazilian legal entity and individual taxpayer records) have no native Nutshell equivalent; we create a CNPJ_CPF__c custom text field in Nutshell and map these values during import. Lifecycle stage and contact type properties from Ploomes migrate as a Nutshell custom field for segmentation.

Ploomes Companies map directly to Nutshell Companies. The company name, website, industry, employee count, annual revenue, and address fields transfer. Any CNPJ (company taxpayer ID) stored on the Ploomes Company record maps to a CNPJ__c custom field in Nutshell. Company-contact associations are preserved via the Nutshell People-to-Company link after both objects are imported.

Ploomes Deals map to Nutshell Deals with deal name, value, stage, owner, expected close date, and pipeline assignment preserved. Ploomes' pipeline stage names map to Nutshell's customizable deal stages. Closed-won and closed-lost reasons migrate as custom fields if the customer has configured them in Ploomes. Ploomes' deal checklist items and SLA timers have no Nutshell equivalent; we document these in the migration inventory for manual rebuild.

Ploomes pipeline stages map to Nutshell deal stages. We extract the full stage list (names, order, probability percentages if configured) from Ploomes and create matching stages in Nutshell before the deal import begins. The stage order is preserved by setting the display sequence in Nutshell to match Ploomes' positional index.

Ploomes Products map to Nutshell Products. Product name, code (SKU), unit price, and unit type transfer. Ploomes product groups and parts hierarchies flatten to a flat product list in Nutshell because Nutshell does not support a nested product hierarchy. If the customer uses product-to-deal linking in Ploomes, we create Nutshell line items on the corresponding deals during deal import.

Ploomes Quotes (generated from Deals with product line items) have no direct Nutshell equivalent. Nutshell does not include a native proposal or CPQ module. We extract quote line items, totals, approval status, and custom quote properties and attach them as a structured CSV or PDF attachment to the corresponding Nutshell Deal. The customer's sales team reviews and rebuilds proposal templates manually in Nutshell or a linked document tool. We document the full quote schema in the migration inventory.

Ploomes Tasks map to Nutshell Tasks. Title, due date, completion status, owner assignment, task type, and associated contact or deal link transfer. Ploomes' API pagination cap of 300 records per request applies here; we chunk large task exports across sequential page requests. Task checklists within a Ploomes Task migrate as a text custom field in Nutshell because Nutshell Tasks do not support sub-checklist items.

Ploomes Tags (applied across Contacts, Deals, and Companies) map directly to Nutshell Tags. Tag names transfer as-is. Nutshell Tags are a flat tagging system, which matches Ploomes' flat tag model. We extract the full tag list and tag-to-record associations, then apply tags to migrated Persons, Companies, and Deals in Nutshell after record import.

Ploomes Users map to Nutshell Users by email match. We extract user name, email, role, and team membership from Ploomes. Ploomes requires admin-level API access via a User-Key header; we confirm the migrating user has admin permissions during discovery. Any Ploomes User without a matching Nutshell User goes to a reconciliation queue for the customer to provision before deal import.

Ploomes custom fields are defined via the API and referenced by Key property. Nutshell custom fields are created via the Settings UI before import. We extract all Ploomes custom field definitions (field type, label, Key API name) and create matching Nutshell custom fields of the appropriate type (text, number, date, dropdown). The custom field mapping document is the handoff artifact for this phase.