Migrate from Prospects CRM to Nutshell

Prospects People map 1:1 to Nutshell People records. Core contact fields including name, email address, phone number, physical address, and social media links migrate directly without transformation. Any custom fields defined on the Prospects People object become Nutshell custom fields attached to the Person object, with field types matched to their nearest Nutshell equivalents. The original Prospects record owner is resolved by matching the owner email address to an existing Nutshell user account during migration.

Prospects Companies map directly to Nutshell Company records. Company name, domain/website, industry classification, employee count, and annual revenue fields migrate as straightforward field-to-field transfers. Physical address components combine into Nutshell's compound address structure. Parent-company hierarchical relationships from Prospects transfer into a custom Parent_Company__c text field in Nutshell to preserve organizational structure reporting. Company record ownership resolves via owner email matching to Nutshell users.

Prospects Leads migrate directly to Nutshell Leads with full fidelity. Lead source attribution, current status, and assigned owner transfer as-is without transformation. All custom fields attached to Prospects Leads create corresponding custom fields on the Nutshell Lead object. Unconverted Prospects Leads route automatically into Nutshell's lead inbox queue where they await follow-up assignment by your sales team. Lead create timestamps and last modified dates preserve as custom datetime fields in Nutshell.

Prospects Deals map to Nutshell Deals with deal name, monetary amount, and current stage preserved exactly. Each Prospects sales pipeline becomes a separate Nutshell pipeline with pipeline-specific stage configurations. Stage names transfer value-by-value across the mapping. When Prospects Deals contain inventory item references from integrated accounting platforms, those external references are captured as line-item text in the Nutshell Deal description field for manual product entry after migration.

Prospects' N:1 relationship model where multiple People records can associate with a single Company migrates as Nutshell's person-to-company linking architecture. The primary company assignment on a Prospects Person record becomes the main Company link on the corresponding Nutshell Person. Any secondary company associations are flagged in the migration audit log as secondary links requiring admin review and potential cleanup in Nutshell after migration completes.

Prospects Deal-to-Person and Deal-to-Company association records migrate as Nutshell Deal links connecting to the corresponding Person and Company objects. All linked People appear on the Nutshell Deal record under its People tab for complete visibility. When a Prospects Deal links to multiple People and Companies, each association creates a separate link record in Nutshell preserving the full relationship graph from the source system.

Prospects Notes migrate as Nutshell Activity records with activity type set to 'Note'. The original Prospects create timestamp is preserved in a custom Created_In_Source__c datetime field on the Activity record. Note body content transfers as-is maintaining all text formatting. Each note links to its associated Person or Company record using Prospects' original record association identifiers to maintain the complete contextual thread of customer communication history.

Prospects logged calls and scheduled meetings migrate as Nutshell Activity records with the appropriate activity type ('Call' or 'Meeting'). Original start timestamps, end timestamps, duration measurements, and activity owner all transfer with full fidelity. Each activity links to its associated Person record in Nutshell using the original Prospects record association data. Call outcomes and meeting notes embedded in the Prospects activity records populate the Nutshell activity description field.

All custom fields defined on Prospects People objects migrate as Nutshell custom fields attached to the Person object. Field data types including text strings, numeric values, dates, checkboxes, and dropdown selections are matched to the closest available Nutshell field type equivalent. Each custom field is created in Nutshell before the migration execution phase begins, ensuring the field exists and is properly configured to receive data during the transfer process.

Prospects Deal-level custom fields including discount codes, internal order reference numbers, and shipping flags migrate as Nutshell Deal custom fields with appropriate type matching. When Prospects custom fields contain references to integrated inventory data from platforms like Unleashed or Xero, the field migrates as a text field and the underlying reference value surfaces in the Nutshell Deal description for manual product entry and reconciliation.

Prospects owner and user assignments resolve through email address matching to existing Nutshell user accounts during migration. When a Prospects owner email has no corresponding Nutshell user, records are assigned to a designated fallback Nutshell user account and flagged individually in the migration audit log. Admins receive a cleanup checklist identifying all records requiring owner reassignment after migration completes for proper accountability alignment.

Prospects workflow rules including automated task creation, stage-change triggers, and lead scoring updates have no direct equivalent in Nutshell's object model or automation framework. We export complete workflow definitions as a structured JSON reference file documenting each rule's trigger conditions, evaluation criteria, and resulting actions for your Nutshell administrator to rebuild equivalent automation using Nutshell's email sequences and task triggers.

Prospects' RFM (Recency, Frequency, Monetary) analysis scores and customer segment labels migrate as Nutshell Tags applied to the Person record for segmentation visibility. Numeric RFM component scores (recency days, frequency count, monetary value) preserve as custom number fields on Person enabling segment re-creation within Nutshell's reporting capabilities. Segment criteria documentation is included in the migration artifacts for reference during Nutshell segment rebuild.

Prospects' live inventory integration links including stock-on-hand quantities, reorder point thresholds, and supplier data from integrated platforms like Unleashed or Xero cannot migrate because they reference external system identifiers that no longer exist post-migration. We capture these inventory references as formatted text notes attached to the associated Nutshell Deal record for your team to manually enter product details and rebuild the product catalog in Nutshell.

File attachments associated with Prospects records including documents on Person, Company, and Deal objects as well as Activity records are downloaded from Prospects storage and re-uploaded to Nutshell as file attachments on the corresponding Activity or Person record. Standard Nutshell file size limits apply with a maximum of 25MB per individual file upload. File metadata including original filename and upload timestamp are preserved where supported by the Nutshell API.