Migrate from SalesSeek to Nutshell

SalesSeek Organizations map directly to Nutshell Companies. The organization name, address fields, industry, website, and custom properties migrate as Company fields. We use organization ID as the dedupe key during import to prevent duplicate companies. Any orphaned Organization records (no linked People) are flagged for manual review before import completes.

SalesSeek People map to Nutshell People. We preserve email, phone, title, lifecycle stage, owner assignment, and the link to the parent Organization. The Organization-to-Company relationship is resolved at migration time by matching organization ID before the Person insert batch runs, so every Person is attached to the correct Company.

SalesSeek Deals map to Nutshell Deals with the deal name, monetary value, expected close date, and probability preserved. The linked Organization and Person resolve to the newly created Company and Person records in Nutshell via the lookup tables built during earlier phases.

SalesSeek's multiple pipeline structures map to Nutshell's pipeline configuration. Each SalesSeek pipeline becomes a Nutshell Pipeline. Stage labels, sequence order, and probability percentages require manual re-entry in Nutshell during the configuration phase; we deliver a stage-mapping spreadsheet with the source stage names and probabilities for the customer's admin to input.

SalesSeek pipeline stages are configurable enumerations. We export stage labels and probabilities and map them to Nutshell Stage values within the corresponding Pipeline. Because Nutshell stages are re-created rather than imported, the mapping spreadsheet is the primary deliverable for this object.

SalesSeek Tasks map to Nutshell Tasks with status, priority, due date, and owner preserved. Task assignment migrates by resolving SalesSeek owner email against the Nutshell User table built during owner reconciliation. Completed and open tasks both migrate; we set the Nutshell status field to match the source.

SalesSeek engagement activities map to Nutshell Task or Note records depending on type. We export the activity type, timestamp, and associated Person. For meeting and call records, we create Nutshell Tasks with type indicated in the description field. Activity schema differences between CRMs require per-field mapping during the transform phase.

SalesSeek custom fields on Organizations, People, and Deals must be explicitly mapped to Nutshell custom fields. Text, number, and date field types map directly. Dropdown fields require enumerated value translation — we generate a custom field mapping spreadsheet listing each field name, SalesSeek type, options, and recommended Nutshell field type and picklist values for customer review before migration begins.

SalesSeek tags migrate to Nutshell Tags. We export tag names and reapply them as tags on the matching Companies, People, or Deals in Nutshell. Tag-to-multiple-record associations are preserved as tag memberships during import.

SalesSeek Filters that are not associated with a Group may have already been deleted before migration begins. We identify all active Filters and their Group associations during scoping, export the filter definitions, and provide a rebuild guide mapping each filter's criteria to Nutshell's saved view filter syntax. The customer's admin rebuilds these in Nutshell post-migration.

SalesSeek Groups are collections of records used for filtering and sharing. We export Group membership and recreate Groups as Teams or Lists in Nutshell depending on the customer's use case. Group-to-record membership associations migrate as People and Company list memberships.

File attachments associated with Organizations, People, or Deals in SalesSeek are downloaded and re-uploaded to Nutshell, with the linked record association preserved. We flag any attachment that exceeds Nutshell's file size limits for manual handling.