Migrate from Promio to Nutshell

Promio Leads map to Nutshell People records. We extract lead records from the Promio CSV export including source attribution, campaign association, call-tracking metadata (phone number, call duration), and any custom property columns discovered during export inspection. The Nutshell Person record receives standard fields (name, email, phone, address) and any discovered custom properties as Nutshell custom fields. Promio leads without an associated business entity map directly to Person; leads with a business name receive the business as a Person note or link to a newly created Nutshell Company if a match is found.

Promio Customers map to Nutshell People linked to Nutshell Companies where a business entity is identified. The five lifecycle segment labels — New, Active, At-Risk, Lapsed, Lost — migrate as custom fields on the Person record. We preserve the exact Promio label names (New, Active, At-Risk, Lapsed, Lost) as a custom picklist field so the customer can maintain their existing segmentation logic in Nutshell reporting. Customer-level advertising attribution data (cost per acquisition per campaign) migrates as a custom text field on the linked Company for revenue reporting continuity.

Promio Campaigns bundle advertising channels with automated drip sequences and budget data. Since Nutshell does not have a native Campaign object at the CRM layer (Campaign is a Nutshell Marketing feature), we map campaign names to Nutshell Company records using a naming convention (e.g., prefix 'PromioCampaign-' on the Company name) and store campaign budget allocations, performance metrics (impressions, clicks, spend, conversions), and channel data as custom fields on that Company. The customer can report on these via Nutshell's custom reporting tools. Promio campaign sequences do not migrate as automations.

Google Ads and Bing Ads account credentials are linked to Promio through its managed-service layer and do not transfer during CRM migration. We document the current campaign structure, budget allocations, performance history, and keyword lists from the Promio export as a structured CSV and written summary. The customer independently re-grants access to their Google Ads and Bing Ads accounts outside of Nutshell and uses the documented campaign structure to rebuild ad campaigns directly in those platforms. This is outside CRM migration scope but we include the documentation as a migration artifact.

Promio's call-tracking feature stores audio recordings on Promio's own infrastructure and these files are not included in standard CSV exports. We flag this as a hard stop in the migration scope document: the customer must download all required call recordings directly from Promio's interface before the cutover date. We provide a checklist of call recording URLs from the Promio export metadata so the customer knows exactly which recordings to pull. We cannot migrate these post-cutover. This item appears in our pre-flight checklist and is a gating requirement before we begin the production data load.

Custom landing pages created in Promio are served from promio.com subdomains and are not exportable as portable HTML assets or redirect-configurable on migration. We inventory all active landing pages during scoping — recording the page URL, form field structure, associated Promio campaign, and estimated monthly submission volume — and deliver this as a page-by-page rebuild requirements document. The customer rebuilds landing pages in Nutshell Marketing, their own website, or a third-party landing page tool post-migration.

Promio aggregates review monitoring data (ratings, review site links, reputation scores) from third-party aggregators into its dashboard. We extract the aggregated scores and review site URLs from the CSV export as custom fields on the corresponding Nutshell Person record. Review ratings migrate as a custom number field; review URLs migrate as a custom URL field per review site. The customer uses these for reference and rebuilds any active review-response workflows in Nutshell manually.

Promio allows custom fields on Leads and Customers tied to its campaign attribution and lifecycle system. These are discovered during the extraction phase by inspecting the exported CSV column headers, as Promio does not publish schema documentation publicly. We create equivalent custom fields in Nutshell for each discovered Promio custom property, matching the data type (text, number, date, picklist) to the appropriate Nutshell custom field type. Any custom fields added in Promio after the export date will not be captured unless a second export is run; we schedule the final export as close to the cutover date as possible to minimize this gap.