Migrate from Prospect CRM to Nutshell

Prospect CRM Contact records map directly to Nutshell Contact. Standard fields (name, email, phone, address, company link) migrate cleanly. Any custom Contact properties from Prospect CRM are created as custom fields in Nutshell. RFM segment assignments (Prospect CRM's Recency, Frequency, Monetary scoring) migrate as a custom multi-select text property on the Nutshell Contact, preserving the original segment label (e.g., Champions, Loyal Customers, At Risk) so the customer's sales team retains the segmentation context without rebuilding it manually.

Prospect CRM Company records map to Nutshell Company (the Account-equivalent). The company name, domain, address, and associated contact links migrate as parent records before Contact import to maintain the Account-Contact relationship. Company-level custom fields migrate as custom properties on the Nutshell Company record.

Prospect CRM Deals map to Nutshell's pipeline-oriented Person and Company records with the Deal value stored as a custom numeric field and the deal stage represented through a custom status property. We capture the original Prospect CRM dealstage value, pipeline name, and stage order during extraction and write them to a structured custom field set in Nutshell. The customer reconciles the Nutshell pipeline stage values post-migration based on their preferred workflow.

Prospect CRM pipeline stages (e.g., Quoted, Awaiting Stock, Order Placed) require explicit mapping to Nutshell pipeline stages. We capture the original stage order, probability values, and stage names from Prospect CRM and create a corresponding stage set in Nutshell during migration setup. The stage IDs are not portable across CRMs, so the mapping is documented explicitly in the migration workbook.

Prospect CRM Activity records (calls, emails, meetings, tasks, notes) migrate to Nutshell Activity records. We preserve the activity type label, timestamp, associated Contact or Company link, and any notes or disposition data. Activity ordering is maintained by setting the Nutshell Activity date to the original Prospect CRM timestamp. Unmapped activity types (if any exist in the customer's custom Prospect CRM setup) are logged to a reconciliation field for the admin to assign post-import.

Prospect CRM's Problem Pipelines is a non-standard object for tracking delivery issues, returns, and complaints with Status, Outcome, and linked Customer fields. Nutshell has no native Cases or Tickets object. We extract Problem records and write them to Nutshell as a custom object (Problem__c) with Status, Outcome, Customer reference, description, and created date. The customer configures a custom tab or filter view in Nutshell to surface these records. We document the extraction logic and the recommended Nutshell view setup in the migration workbook.

Prospect CRM Product catalog data including SKU, product name, pricing, and description migrates to a Nutshell custom Product object. The stock-aware flag and live inventory linkage from Prospect CRM cannot be preserved in Nutshell since Nutshell has no native inventory integration. We document the original inventory sync source (Unleashed, DEAR, or TradeGecko) and flag it for manual re-establishment post-migration.

Custom fields on Contacts, Companies, and Deals in Prospect CRM migrate as custom properties in Nutshell. We capture the field type (dropdown, date, number, text, checkbox) during extraction and create the corresponding field type in Nutshell. Validation rules and conditional formatting in Prospect CRM do not migrate; these are recreated manually in Nutshell post-setup.

Prospect CRM User records including name, email address, and role assignments migrate as Nutshell Users. We resolve users by email match. The Start-Up plan's fixed 4-user ceiling does not constrain export; all active users migrate and the Nutshell plan seat count is adjusted post-migration based on the customer's new team size.

File attachments on Deals, Contacts, and Companies in Prospect CRM migrate as files in Nutshell. We export attachment URLs and re-upload them to Nutshell's file storage linked to the corresponding record. Nutshell does not impose strict attachment size limits on the Pro and Enterprise tiers, but the customer should verify any file size constraints on their chosen plan.