Migrate from Rainbow CRM to Nutshell

Rainbow CRM Contacts export as flat records via CSV with name, email, phone, and address fields. We map these directly to Nutshell Person records. Lifecycle stage is not a native Rainbow CRM field and will not appear in exports. Email addresses are used as the dedupe key during import. We run a deduplication pass at import time and flag any duplicate email conflicts for customer review before records are written.

Rainbow CRM Companies export as flat records. We import them first in the migration sequence, before People, to enable company-name matching on person imports where Nutshell requires a Company lookup. The company name from Rainbow CRM becomes the Company Name field in Nutshell. Domain and industry fields migrate if present in the export.

Rainbow CRM Deals export with pipeline stage labels that use Rainbow CRM's internal naming conventions. These do not match Nutshell's default stage names. We present a stage mapping table during the scoping call, apply the agreed mapping before the first import batch, and preserve the original Rainbow CRM stage name in a custom field on each Nutshell Opportunity for audit and reconciliation.

Rainbow CRM Leads export as a separate object from Contacts. Leads may share email addresses with existing Contact records in Rainbow CRM. We run email deduplication during the transformation phase and flag duplicate email conflicts between Lead and Person for customer review before import. Lead status and source fields migrate where present in the export.

Rainbow CRM Tasks export as flat records without assignee user IDs. We map task titles, due dates, and descriptions to Nutshell Activity records. Assignee resolution requires a cross-reference against the Nutshell Users list during scoping. If a Rainbow CRM task references an assignee email not found in Nutshell, the task is imported without an assignee and flagged for manual assignment after migration.

Rainbow CRM activity history (calls, emails, meetings, notes) exports in a denormalized format. We reconstruct activity threads and attach them to the correct Person, Company, or Opportunity record during import. Activity type is preserved as a label on each Nutshell Activity record so the timeline displays the correct icon and description. Historical timestamps are preserved by setting the Activity date to the original Rainbow CRM timestamp.

Rainbow CRM exposes a subset of custom fields in its documented export format. Not all custom field types are included. We review the export schema during the discovery phase and flag any custom properties that do not appear in the raw export. For high-value custom fields that are missing, we coordinate with the customer on a supplemental export or manual data extraction. Nutshell supports custom fields for People, Companies, and Leads; we create the destination custom fields before migration begins.

Rainbow CRM does not expose file attachments or document records through its documented export format. Any linked files must be migrated separately via direct database access or manual re-upload in Nutshell. We document which records had attachments noted in the export metadata, but cannot guarantee completeness of this inventory. The customer should plan for a file re-upload session after migration cutover.