Migrate from Sales Creatio to Nutshell

Creatio Accounts map directly to Nutshell Companies. Address fields, industry classification, type, and ownership transfer as-is. The Company record must exist before any Contact import so that the person-to-company link is satisfied at insert time. We use company name as the dedupe key during import.

Creatio Contacts map to Nutshell People. Name, email, phone, communication preferences, and owner assignment transfer directly. The link to parent Account maps to the Nutshell person-to-company relationship. Lifecycle stage from Creatio transfers as a custom text field on the Nutshell Person record.

Creatio Leads map to Nutshell Leads. Lead source, status, rating, and conversion date fields transfer as custom fields on the Nutshell Lead. Unconverted Creatio Leads remain Leads in Nutshell; leads that were partially converted before migration are flagged for manual review.

Creatio Opportunities map to Nutshell Deals. Pipeline stage, amount, probability, and close date transfer. Stage names from Creatio are preserved as-is in Nutshell's Deal stage field; if the stage names differ significantly from Nutshell defaults, we configure custom stage names during the pre-migration setup phase.

Creatio Activities (tasks, calls, emails, meetings) map to Nutshell Activity records. The activity type enumeration normalizes to Nutshell's activity types (Task, Call, Email, Meeting). Regarding lookups link to the migrated Person, Company, or Deal. Activity timestamps and owner assignments preserve throughout.

Creatio Cases map to Nutshell Cases if the Nutshell plan includes Case management. If Cases are not available on the target plan, we map case records to a combination of Activity notes and a custom Deal field tracking open issues. Priority, status, and resolution notes migrate as custom fields. SLA timers do not transfer as Nutshell lacks a native SLA engine.

Creatio Orders map to Nutshell Deals with line item detail preserved in the Deal description or a linked custom field. The order-to-product lookup resolves by matching Products to Nutshell Products during import. If the customer uses Nutshell Quotes, the order header migrates as a draft Quote rather than a closed Deal.

Creatio Products carry pricing, unit type, and tax categories that map to Nutshell Products. Product pricing migrates as Standard Price Book entries. Bundle and pricing rule support depends on Nutshell's quoting capabilities on the target plan.

Creatio custom objects have no direct Nutshell equivalent because Nutshell does not support standalone custom object types. We document every custom object schema (field list, types, relationships) and propose a mapping strategy: child records of custom objects may attach to a parent standard record as custom fields, or the customer accepts that the custom object data migrates as a CSV reference table outside Nutshell. This must be resolved during scoping.

Creatio custom fields on standard objects map to Nutshell custom fields on the equivalent People, Company, or Lead object. Nutshell supports Text (225 chars), Long Text, Currency, and Date field types. Complex Creatio field types (lookups, multi-select picklists) require transformation to a Nutshell-supported equivalent or a manual post-migration cleanup step.

Creatio user records map to Nutshell User accounts by email match. Owner assignments on Contacts, Accounts, Opportunities, and Activities resolve by matching Creatio owner email to Nutshell User email. Orphaned owners (Creatio users with no Nutshell match) are flagged in the reconciliation report for the customer's admin to provision before record import continues.