Migrate from SalesNexus to Nutshell

SalesNexus Contacts map directly to Nutshell People records with all standard fields (name, email, phone, address, company) and custom fields preserved. We retrieve the full field schema via the get-all-fields endpoint, export each field with its integer field ID and current value, then map each field to the equivalent Nutshell field or create a custom People field for non-standard fields. Contact enrichment data (Nexi scores, tags, drip enrollment status) migrates as text fields. The Nexi AI suggestions stored in contact notes transfer as plain-text note content; the AI model state cannot migrate.

SalesNexus Company records map directly to Nutshell Company records. The company name, domain, address, phone, and industry fields transfer 1:1. We export companies first, then import them before contacts so that the company lookup is satisfied at the moment of contact import. Companies without contacts in SalesNexus migrate as standalone Nutshell companies with no further transformation required.

SalesNexus Pipelines (up to 3 on Free, 10 on Starter) map to Nutshell Pipelines. The pipeline name and stage count transfer 1:1. Nutshell supports unlimited pipelines on all paid plans, so there is no tier constraint on the destination side. We create pipelines in Nutshell before any deal or contact migration begins so that stage references are valid on import.

SalesNexus pipeline stages are ordered integer values within a pipeline. We export stage names, order, and probability percentages and recreate them as Nutshell pipeline stages with corresponding probability defaults. If the destination pipeline uses a different stage model, we map them by probability range during configuration. Stage names with special characters are preserved as-is.

SalesNexus Tasks map to Nutshell Activities. Due date, subject, completion status, and priority transfer directly. Owner assignment resolves by matching the SalesNexus user email to a Nutshell user; any unresolved owner goes to a reconciliation queue for the admin to assign. Open and completed tasks both migrate; task body migrates as activity notes.

SalesNexus email templates with HTML body and merge fields export in full. We convert common merge field patterns from SalesNexus double-brace syntax (e.g., {{contact.first_name}}) to Nutshell's format (e.g., [[contact.first_name]]). Templates with non-standard field references are flagged for manual review after import. The template subject line, sender name, and HTML body all transfer.

SalesNexus custom fields on Contacts and Companies identified by integer field IDs export with their labels, types, and values. We pre-create matching custom fields in Nutshell People or Company before the migration phase. Field types map from SalesNexus types (text, number, date, picklist, checkbox) to Nutshell equivalents (text, number, date, single-select, checkbox). Multi-select picklists in SalesNexus map to Nutshell multi-select fields.

SalesNexus user records (name, email, role) export for owner assignment resolution. We match by email to existing Nutshell users. Users without a matching Nutshell account go to a reconciliation queue for the customer's admin to provision before record import resumes. Inactive or archived SalesNexus users are flagged separately so the admin can decide whether to import their historical assignments.