Migrate from Pro-Sales CRM to Nutshell

Pro-Sales CRM Contact records map to Nutshell People. The Contact's name, email, phone, and company association migrate directly. The lifecycle stage property from Pro-Sales CRM maps to a custom field lifecycle_stage__c on the Nutshell Person record because Nutshell uses a lead status workflow rather than a lifecycle stage property. We preserve the original stage string for reporting continuity. Owner assignment from Pro-Sales CRM maps to the Nutshell Person owner via email lookup against Nutshell Users.

Pro-Sales CRM Company records map to Nutshell Organizations. Address fields, industry, and company size migrate as typed Organization fields. The Organization record is created before any related Person records to satisfy Nutshell's organization-person lookup. Company records serve as the parent of migrated People records via the organization_id reference.

Pro-Sales CRM owner assignments on Contact, Company, and Deal records map to Nutshell Users by email match. Any Pro-Sales CRM owner without a matching Nutshell User is held in a reconciliation queue for the customer's admin to provision before record import begins. Owner is required on Person and Deal imports in Nutshell, so this step gates the production migration.

Pro-Sales CRM Deal records map to Nutshell Deals. The deal name, value (amount), close date, and stage name migrate directly. Pro-Sales CRM's custom stage names are mapped to Nutshell pipeline stages via a customer-defined mapping table built during discovery. The Pro-Sales CRM owner field maps to the Nutshell Deal owner via the User mapping above.

Pro-Sales CRM allows custom stage names with per-stage probability weights. We extract the active stage configuration from the source account and create equivalent Nutshell pipeline stages before any Deal import. Stage probability percentages are mapped to Nutshell's stage probability field with rounding to Nutshell's supported granularity.

Pro-Sales CRM activity records (call logs, notes, task completions) migrate to Nutshell Activities. We preserve the original timestamp to maintain the activity timeline ordering. Call disposition values from Pro-Sales CRM migrate as custom Activity fields in Nutshell. Date and timezone normalization is applied during staging because Pro-Sales CRM timestamps may use a different offset from the customer's Nutshell account timezone.

Tag assignments on Pro-Sales CRM records (Contacts, Companies, Deals) are extracted as string values and applied to the corresponding migrated Nutshell records (Person, Organization, Deal) after the base record import completes. We preserve tag strings exactly and do not normalize or deduplicate them; the customer decides whether to clean duplicate tags post-migration.

Pro-Sales CRM custom fields on Contacts and Deals are recreated as Nutshell custom fields before migration. Nutshell's custom field limits vary by plan: Foundation allows 10, Pro allows 20, Power AI allows 30, and Enterprise allows more. During discovery we inventory all Pro-Sales CRM custom fields and map them to Nutshell equivalents within the target plan's limit. Fields exceeding the plan cap are flagged and the customer either upgrades the Nutshell plan or accepts that those fields will not migrate.