Migrate from Saleshiker to Nutshell

Saleshiker Leads map to Nutshell People records with the lead flag set. We preserve lead status, source attribution, owner assignment, phone number, and any custom properties. The original Saleshiker lead creation date transfers as a custom field for audit. If the destination Nutshell account uses People for both leads and contacts, we set a lead-specific flag field during import to distinguish from converted contacts.

Saleshiker Contacts map to Nutshell People records. We preserve name fields, email addresses, phone numbers, lifecycle stage values (mapped to Nutshell People fields or custom fields), and owner assignment. Lifecycle stage enum values from Saleshiker that have no direct Nutshell equivalent are stored in a custom text field for reporting continuity.

Saleshiker Organizations map to Nutshell Companies. The organization's name, domain, industry, address fields, and any custom properties migrate directly. We resolve the contact-to-organization association during import by matching on the organization ID and creating the People-Company link in Nutshell's data model before the Contact phase completes.

Saleshiker Deals map to Nutshell Deals with pipeline stage, monetary value, expected close date, owner, and associated People and Company links preserved. The pipeline stage mapping is confirmed against a customer-provided table during scoping. Closed-Lost and Closed-Won statuses from Saleshiker map to Nutshell's win and loss states with the reason field carried over.

Each Saleshiker pipeline becomes a Nutshell Pipeline with its stage names preserved. Nutshell supports multiple pipelines from the Growth tier onward. We configure the stage order and probability percentages from Saleshiker into Nutshell's pipeline editor before Deal records are imported.

Saleshiker Products (name, SKU, price, description) map to Nutshell Products. Product codes and pricing migrate directly. If the destination uses Nutshell's built-in product catalog for quotes, we create the Price Book entries during the product import phase.

Saleshiker Quotes map to Nutshell Quotes attached to the corresponding Deal. Quote headers, line items, totals, and status transfer directly. If the quote references Products that have not yet been imported, we stage the product import before the quote import phase.

Saleshiker Tasks (title, due date, status, assignee, related-to linkage) map to Nutshell Tasks. Assignment resolves by matching Saleshiker owner email to Nutshell user email. Tasks linked to specific People, Companies, or Deals carry the relationship forward in Nutshell.

Saleshiker Events (title, start/end datetime, type, assignee) map to Nutshell Events. Recurrence patterns from Saleshiker are stored as a custom text field in Nutshell if the destination does not support native recurrence. Attendee associations migrate as EventRelation records in Nutshell.

Saleshiker file attachments stored on Lead, Contact, Organization, and Deal records are downloaded from Saleshiker's storage, and the files are re-uploaded to Nutshell and linked to the corresponding People, Company, or Deal record. We preserve filename, file type, upload date, and uploader attribution during the re-link step.

Saleshiker Workflow definitions are not migratable. They reference internal WhatsApp trigger conditions and Saleshiker-specific action types that have no equivalents in Nutshell. We document every active Workflow and Scheduler in a structured inventory with trigger events, conditions, and action sequences so the customer's admin can rebuild them in Nutshell's automation rules or in a connected tool.

WhatsApp broadcast history and Meta conversation state are governed by Meta's Business API and are not migratable to Nutshell, which has no WhatsApp integration layer. Broadcast records, message logs, chatbot configurations, and template approval statuses are excluded from the migration scope and flagged during the discovery call for admin awareness.