Migrate from QuickDesk to Nutshell

QuickDesk Contacts migrate to Nutshell People records. All standard fields — name, email, phone, address — map directly. We extract the company name from QuickDesk's text-based company field and hold it for resolution during the Companies phase; the People-to-Company link is established after Company records are created. Custom contact fields migrate to Nutshell custom fields for People, which are available across all Nutshell paid tiers.

QuickDesk Leads map to Nutshell Leads. Lead source, creation date, status, and any custom lead form fields migrate as Nutshell Lead fields. If the customer uses QuickDesk's lead form custom fields, we map these to Nutshell custom fields on the Lead object. Nutshell Lead status values are configured to match QuickDesk lead stages during schema setup.

QuickDesk stores company name as a text field on contact records, not as a structured object. We extract all distinct company name values, deduplicate them (normalizing for whitespace and common abbreviations), and create Nutshell Company records. Multiple QuickDesk contacts sharing the same company name attach to the same Nutshell Company. The customer reviews flagged duplicates during scoping to confirm which company names to merge.

QuickDesk's Customer Pipeline maps to Nutshell Deals. Each pipeline stage in QuickDesk becomes a Deal in Nutshell or a stage value on a Deal record, depending on the customer's pipeline structure. We preserve the stage name, amount, expected close date, and assignee from each QuickDesk pipeline record. Pipeline rules governing stage progression are documented for manual rebuild in Nutshell.

QuickDesk custom fields on Leads and Contacts migrate to Nutshell custom fields on the equivalent object. We extract field definitions (name, type, required flag) and create the corresponding Nutshell custom fields before any data is written. Picklist-style custom fields in QuickDesk map to Nutshell drop-down fields; text fields map to Nutshell text fields.

QuickDesk activity records — calls logged, tasks set, and calendar entries — migrate as Nutshell Tasks. Call duration and outcome map to Nutshell Task fields. Activity dates and assignee information are preserved. Automated activity triggers (part of Customer Experience Automation) do not migrate as they are not exposed via API; we document which triggers exist for manual rebuild.

QuickDesk owners referenced on Contacts, Leads, and Pipeline records are resolved by email match against Nutshell Users. Any QuickDesk owner without a matching Nutshell User is held in a reconciliation queue for the customer's admin to provision before record import resumes. Owner records cannot be imported without a valid User reference in Nutshell.

QuickDesk's automation rules and Customer Experience Automation sequences are proprietary and not exposed via the API. We do not migrate automation logic. We deliver a written inventory of every active automation rule — including trigger conditions, sequence steps, and action types — with a recommended Nutshell Workflow equivalent. The customer's admin rebuilds each automation in Nutshell's Pro-tier Workflow builder post-migration.