Migrate from Sales Infinite to Nutshell

Sales Infinite Contact records map directly to Nutshell Person records. Standard fields (name, email, phone, address) transfer cleanly. Owner assignment resolves by email cross-reference against Nutshell User records during import. Any Sales Infinite contact property that has no direct Nutshell Person field becomes a custom field on Person, subject to Nutshell's custom field type support (Text, Long Text, Currency, Date, Dropdown, Number, Checkbox, Website, User).

Sales Infinite Account records map 1:1 to Nutshell Company records. Industry, annual revenue, type, and website fields translate directly. Custom Account properties that exceed Nutshell's standard Company field set migrate as Company custom fields. Account-Contact relationships preserve in Nutshell as the Person-Company link.

Sales Infinite Opportunity records map to Nutshell Deals. Amount, CloseDate, and responsible User migrate directly. The Opportunity stage maps to a Nutshell deal stage that we configure during the pipeline reconstruction step. We flag any Opportunity record where the CloseDate has passed and the stage has not been set to Won or Lost; these require manual resolution or stage defaults before import.

Sales Infinite Lead records require a tier check on the Nutshell destination. On Nutshell Starter, there is no separate Lead object; we merge Lead records into Person records and preserve the original Lead_Status as a custom Person field. On Nutshell Pro and above, Lead records migrate to the dedicated Lead tab. We determine the correct destination during scoping based on the customer's chosen Nutshell plan and advise on any Lead data that requires different handling per tier.

Sales Infinite email activities migrate to Nutshell activity log entries linked to the relevant Person, Company, or Deal. Email content, timestamp, and direction (sent/received) preserve. We reconstruct the chronological activity timeline by setting the activity date to the original Sales Infinite timestamp. Large email sets require chunked API calls to avoid timeouts.

Sales Infinite call activities migrate to Nutshell activity log entries with the call disposition, duration, and outcome captured in available fields. We map the original call timestamp to the Nutshell activity date to preserve the timeline order.

Sales Infinite meeting activities migrate to Nutshell activity log entries. Meeting title, date, and related Person or Deal link preserve. Attendee information migrates as a text or note field if the destination Nutshell plan supports it.

Sales Infinite Task records migrate to Nutshell Tasks with Status, Priority, and due date preserved. Task assignment resolves by matching the Sales Infinite owner email to a Nutshell User. Completed vs. open task status transfers directly.

Sales Infinite Notes migrate as Nutshell Notes linked to the parent Person, Company, or Deal. Rich text content preserves where the destination field supports it. File attachments associated with notes download individually via API and re-upload to the linked Nutshell record; large attachment sets increase migration time proportionally.

Sales Infinite pipeline and stage configuration (stage labels, probabilities, and ordering) is not a record migration but a configuration rebuild. We extract the complete stage set from Sales Infinite during discovery and reconstruct the equivalent pipeline structure in Nutshell's pipeline editor before any Deal records are imported. Stage probability percentages round to the nearest integer allowed by Nutshell.