Migrate from Salesboom to Nutshell

Salesboom Leads map directly to Nutshell Leads. Lead Status, source, rating, and any custom Lead fields migrate as typed fields in Nutshell. If the customer uses the Lead-to-Contact conversion pattern in Salesboom, we document the conversion workflow separately because automated Lead conversion does not exist in Nutshell's standard feature set. The Salesboom Lead score property maps to a Number field in Nutshell.

Salesboom Account records map to Nutshell Company records. Account Name becomes Company name, billing and shipping addresses map to Nutshell address fields, and any custom Account fields (industry classification, employee count, annual revenue) map to typed Nutshell custom fields. Companies must exist before Contacts import so that the People-to-Company association is satisfied at insert time.

Salesboom Contact records map to Nutshell Person records. First name, last name, email, phone, title, and address fields migrate directly. The Contact-to-Account association resolves to the Nutshell Person-to-Company relationship during import. Custom Contact fields (department, birthday, spouse name, or other Salesboom-defined properties) map to Nutshell custom fields by type: Text fields under 225 characters become Nutshell Text; longer text becomes Nutshell Long Text.

Salesboom Opportunity records map to Nutshell Deal records. Deal name, amount, close date, stage, probability, and owner migrate directly. Salesboom stage names map to Nutshell pipeline stage values that we configure before migration. Closed-Won and Closed-Lost reasons from Salesboom become custom fields in Nutshell because Nutshell does not have a native Loss Reason or Win Reason field.

Salesboom Task records (subject, status, priority, due date, owner) map to Nutshell Activity records. Tasks linked to a parent Contact in Salesboom link to the corresponding Person record in Nutshell. Tasks linked to a parent Opportunity link to the corresponding Deal. Recurring Salesboom tasks are flattened into individual Activity records because Nutshell does not support native recurring task creation.

Salesboom Notes attached to Account, Contact, or Opportunity records migrate as Nutshell Notes linked to the corresponding Company, Person, or Deal. Note body text migrates as plain text. Rich-text formatting in Salesboom Notes is stripped to plain text during transform because Nutshell Notes do not support rich-text rendering. Note ownership is resolved to the matching Nutshell user by email.

Salesboom allows unlimited custom fields on Lead, Account, Contact, Opportunity, Case, and Task tabs with no per-field pricing. Nutshell supports custom fields on People, Companies, and Leads with types: Text (225 char max), Long Text, Currency, Date, Dropdown, Checkbox, Number. During field mapping, we identify any Salesboom custom fields that use unsupported types (multi-select picklist, formula, rollup summary) and flag them for the customer admin to redesign or drop before migration. All valid custom fields are pre-created in Nutshell before any record import begins.

Salesboom ERP add-on modules (Accounts Payable, HR Policy Tracking, Payroll, PTO Management) have no direct Nutshell equivalent. Nutshell is a pure CRM with no ERP, HR, or payroll functionality at any tier. We exclude ERP module records from the migration scope and deliver a written inventory of each ERP table's record count, schema, and relationship structure so the customer can plan a separate migration to a dedicated ERP system or document the data for archival purposes.