Migrate from Real Intelligence to Nutshell

Real Intelligence contact records map directly to Nutshell People. Each person receives a primary Company association (the most-recently-modified or admin-specified) set via Nutshell's relationship map. Additional company associations from Real Intelligence collapse to secondary Company links where Nutshell supports them, preserving the association history without duplicating records.

Real Intelligence company or account records map 1:1 to Nutshell Companies. Company hierarchies (parent/child structures) map to Nutshell's Parent Company field when available, and multi-contact companies in Real Intelligence preserve all associated People records via Nutshell relationship maps, maintaining the company-to-people association integrity.

Real Intelligence leads or unqualified prospects map to Nutshell Leads. Nutshell's Lead object supports status, source, and rating fields that can be populated from Real Intelligence lead properties. Converted leads in Real Intelligence route to People based on the converted flag and the associated contact record.

Real Intelligence deal or opportunity records map to Nutshell Deals. Deal name, value, stage, and expected close date map to Nutshell's Deal name, value, stage, and close date fields. Pipeline assignment in Real Intelligence maps to Nutshell's pipeline (if multi-pipeline is available on the plan) or default pipeline.

Real Intelligence pipeline definitions and stage names map to Nutshell pipeline and stage configuration. If Real Intelligence uses a single pipeline with multiple stages, this maps to one Nutshell pipeline with matching stage names. Stage order and probability percentages are preserved as configured on the Nutshell pipeline.

Real Intelligence call and email records map to Nutshell Activities or Tasks. Meeting or event records map to Nutshell Events with original start and end times preserved. Activity owner, timestamp, and associated contact or deal links are carried over. Note records map to Nutshell Notes.

Real Intelligence custom fields defined on contact records map to Nutshell custom fields on the Person object. FlitStack creates the custom field in Nutshell with the appropriate type (text, number, date, picklist) based on the source field definition. Multi-select or complex custom fields may require manual type review in Nutshell before migration.

Real Intelligence custom fields on company or account records map to Nutshell Company custom fields. Same approach as Person custom fields — FlitStack creates the Nutshell custom field, maps the type, and loads the values. Nutshell allows custom fields on Companies natively; no additional object creation required.

Real Intelligence custom fields on lead records map to Nutshell Lead custom fields. Nutshell supports custom fields on Leads out of the box. Value mapping for picklist-type custom fields is applied if the Nutshell picklist options differ from the Real Intelligence values.

Real Intelligence owner or user assignments resolve to Nutshell Users by email address match. Unmatched owners are flagged before migration — either the Nutshell account needs the user invited first, or records are assigned to a fallback owner designated by the admin. Source owner ID is preserved in a custom field for audit trail.

Real Intelligence file attachments on records (contacts, companies, deals) are re-uploaded to Nutshell as Files associated with the parent record. File size limits in Nutshell apply — files exceeding the limit are flagged for manual handling. Inline images in notes are extracted and rehosted as attachments.

Real Intelligence workflows, sequences, and automation rules do not migrate to Nutshell. These are destination-side automation constructs that must be rebuilt in Nutshell using Nutshell's automation tools (email sequences, task rules, workflow triggers). FlitStack exports the workflow definitions as a reference document for the Nutshell admin.