Migrate from Road Runner to Nutshell

Road Runner person records with email, phone, and address map directly to Nutshell Person entities. The person's name, contact details, and notes carry over intact. Company associations become the Nutshell Person's 'company' field reference. All standard address sub-fields (street, city, state, postal_code, country) transfer to the corresponding Nutshell Person address structure for complete location data continuity.

Road Runner contacts flagged as leads or with no engaged deal map to Nutshell Leads. Nutshell's lead-status field (New, Contacted, Qualified, Dead) receives the Road Runner lead status value via a value-mapping table; unclassified records default to 'New'. The original Road Runner lead creation date is preserved as a custom datetime field for audit trail continuity.

Road Runner company records map to Nutshell Company entities. The company name, domain, industry, employee count, and revenue fields carry over directly. Parent-child company hierarchies map via Nutshell's parent_company reference when present in Road Runner. Address and phone information transfer to maintain complete organizational contact details in the target system.

Road Runner deals map to Nutshell Deals with deal name, amount, stage, and expected close date. Stage names translate via a value-mapping table between Road Runner stage labels and Nutshell's pipeline stage pick-list. Probability percentages are applied to each Nutshell stage based on the destination pipeline configuration to maintain accurate weighted pipeline values.

Road Runner pipelines map to Nutshell Pipelines. If Road Runner uses a single pipeline with named stages, that becomes one Nutshell pipeline. Multi-pipeline Road Runner setups create corresponding Nutshell pipelines — each with its own stage set and board view.

Road Runner tasks map to Nutshell Tasks with subject, due date, status, and assigned user. Completed-at timestamps carry over as Nutshell 'completed_date'. Open tasks preserve their due-date and assignee for immediate actionability. Task priority levels map via value mapping if present in Road Runner to maintain urgency classification in Nutshell.

Road Runner logged calls, emails, and notes migrate as Nutshell Activities. Each activity links to the originating Person, Company, or Deal via Nutshell's 'related' field structure using entity type and ID references. Original timestamps, user attribution, subject, and body content are all preserved for timeline continuity and deal context in the new CRM.

Road Runner file attachments on contacts, companies, or deals re-upload to Nutshell as file attachments on the corresponding record. File size limits from Nutshell's storage tier apply; oversized files are flagged before the migration runs with a pre-flight report identifying any attachments that exceed Nutshell's 50MB per-file limit.

Road Runner custom fields on contacts, companies, and deals create corresponding Nutshell custom fields on the matching entity type. Field type mapping applies: text maps to text, number to number, date to date, and pick-list to pick-list with options preserved exactly. Required-field constraints are flagged for admin review post-migration to ensure Nutshell required fields have values for all incoming records.

Road Runner user and owner records resolve by email match against Nutshell Users. Matched users receive record ownership in Nutshell based on the resolved User ID. Unmatched owners are flagged before migration — teams either invite the user to Nutshell or assign records to a fallback owner designated during the pre-migration planning phase.

Road Runner tags on contacts, companies, and deals migrate as Nutshell Tags with exact label preservation. Tags are entity-scoped (a tag applies to a Person, Company, or Deal independently) and preserve all tag values for filtering and segmentation in Nutshell. Multi-value tag fields in Road Runner split into individual tag entries in Nutshell for consistent filtering behavior.

Road Runner automation rules, if any, do not have a Nutshell equivalent and cannot be imported directly. FlitStack exports workflow definitions as a structured JSON reference document for rebuilding in Nutshell's automation tools including automation rules, email sequences, and CRM goals. This export documents trigger conditions, actions, and filter logic from Road Runner for manual reconstruction.