CRM migration
Field-level mapping, validation, and rollback between Selligent by Marigold and Nutshell. We move data and schema; workflows are rebuilt natively in Nutshell.
Selligent by Marigold
Source
Nutshell
Destination
Compatibility
4 of 8
objects map 1:1 between Selligent by Marigold and Nutshell.
Complexity
BStandard
Timeline
2-4 weeks
Overview
Selligent by Marigold and Nutshell occupy different segments of the martech stack, which shapes what can and cannot migrate. Selligent is a B2C marketing automation platform built around Universal Consumer Profiles, Action Lists, and dynamic behavioral segments; Nutshell is a sales CRM built around People, Companies, and Leads with a pipeline for Deals. The fundamental structural mismatch is that Selligent has no native Account concept—companies are stored as custom profile properties or tags—while Nutshell enforces a Company-to-Person relationship for all customer records. We resolve this by flattening Selligent's organizational data into Nutshell Company records and linking People accordingly. Action List records migrate as tagged People with custom fields created in advance from the FieldsDefinition array. Dynamic Segments do not export as logic; we migrate the member contact list and document the segment criteria for manual rebuild. Automated journeys, campaign templates, and content blocks are platform-native and do not migrate. We do not handle post-migration workflow rebuild or admin training as standard scope.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Selligent by Marigold object lands in Nutshell, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Selligent by Marigold
Contact (Individual)
Nutshell
Person
1:1Selligent Contact records with USERID map to Nutshell Person. Standard profile fields (email, first name, last name, phone) map directly to Person fields. Selligent custom profile properties extract from the FieldsDefinition array and write to pre-created Nutshell Person custom fields. Tags on the contact become Person tags. The Selligent email address serves as the dedupe key for upsert behavior.
Selligent by Marigold
Organization (stored as custom property)
Nutshell
Company
1:manySelligent stores organizational hierarchy as custom properties or relation tags rather than a native parent object. We extract company name, domain, address, and industry from Contact custom properties and relation tags, deduplicate by domain, create Nutshell Company records, then link the resolved Person records via Nutshell's Person-Company relationship. Organizations that appear across multiple Selligent Action Lists merge into a single Company record.
Selligent by Marigold
Action List
Nutshell
Person + Custom Fields
lossySelligent Action Lists contain LISTID-keyed records with USERID, ACTIONCODE, and arbitrary custom fields. Each unique Action List field schema (FieldsDefinition array) becomes a set of Nutshell Person custom fields registered before record import. Selligent records in the Action List write to Person with those custom fields populated and an Action List tag added for segmentation. We use the Individual API AddRecordsToActionList reference for record extraction.
Selligent by Marigold
Dynamic Segment
Nutshell
Person List (static)
1:manySelligent Dynamic Segments are defined by behavioral and demographic rule logic that is not exportable via API. We export the current member contact list (the segment's materialized membership) and write those contacts to a static Nutshell Person List. The segment criteria are documented in the migration inventory for the customer to rebuild manually using Nutshell's filter and list features.
Selligent by Marigold
Custom Fields
Nutshell
Person Custom Fields
lossySelligent's Individual API accepts custom field names as key-value props at write time without requiring upfront schema registration. Nutshell requires custom fields to be defined before data can be written. We extract the full FieldsDefinition array from every Action List during scoping, generate the corresponding Nutshell Person custom field creation API calls, and sequence record imports after field registration completes. Field types are mapped (text to Text, numeric values to Number or Currency, dates to Date).
Selligent by Marigold
Tag
Nutshell
Tag
1:1Tags drive personalization and segmentation in Selligent. We export tag assignments per contact and write them as Nutshell Person tags. Tags used for company-level classification extract from organizational properties and write to Company tags.
Selligent by Marigold
Engagement: Email Campaign History
Nutshell
Activity (Note on Person)
1:1Selligent campaign history (subject, send date, audience size) and contact-level engagement metrics (open, click) can be exported where the API exposes them. We write a summary Note on the Person record documenting the campaign name, send date, and engagement result. Full email content and template assets do not migrate and require rebuild at the destination.
Selligent by Marigold
Behavioral Events
Nutshell
Custom Fields or Activity
1:1Selligent tracks behavioral events (page views, product interactions, purchase events) via integration endpoints. These are available as recent event summaries but not as a standalone exportable object with full history. We migrate the most recent event summary per contact into Person custom fields or as a dated Note for sales rep context. Full event history requires a separate data warehouse export.
| Selligent by Marigold | Nutshell | Compatibility | |
|---|---|---|---|
| Contact (Individual) | Person1:1 | Fully supported | |
| Organization (stored as custom property) | Company1:many | Fully supported | |
| Action List | Person + Custom Fieldslossy | Fully supported | |
| Dynamic Segment | Person List (static)1:many | Fully supported | |
| Custom Fields | Person Custom Fieldslossy | Fully supported | |
| Tag | Tag1:1 | Fully supported | |
| Engagement: Email Campaign History | Activity (Note on Person)1:1 | Fully supported | |
| Behavioral Events | Custom Fields or Activity1:1 | Mapping required |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Selligent by Marigold gotchas
API rate limits are documented but not fully quantified publicly
Enterprise contracts are non-cancelable with no refunds mid-term
Journeys and campaign templates are not API-exportable
SDC bulk message limit of 100 per request caps throughput
Custom field schema must be pre-created at destination before import
Nutshell gotchas
Contact tier limits enforced on import
No bulk API endpoint requires paginated extraction
Email sequences not exportable via API
Foundation plan disables key sales features
Pair-specific challenges
Migration approach
Discovery and Selligent environment audit
We audit the source Selligent environment across Action Lists (count, FieldsDefinition per list), total contact volume, organizational data stored in custom properties, dynamic segment count and criteria, active campaign and journey count, engagement event volume, and custom field usage patterns. We also confirm the Selligent subscription tier (affecting API rate limits) and identify the contract renewal date to advise on timing relative to non-cancelable contract terms. The discovery output is a written migration scope, object mapping specification, and a timeline estimate.
Schema extraction and Nutshell custom field creation
We extract the complete FieldsDefinition array from every Selligent Action List to build a unified custom field manifest. We map each Selligent field type to the appropriate Nutshell custom field type (Text, Long Text, Currency, Date, Number, or Dropdown). We create all Nutshell Person and Company custom fields before any record import begins. If the customer requires Company-level organizational data, we also create Company custom fields for industry, address, and domain during this phase.
Organization deduplication and Company record creation
We extract organization data from Selligent contact properties and relation tags, normalize domain strings (stripping www, http, trailing slashes), and deduplicate into a unique organization list. For each unique organization, we create a Nutshell Company record. This phase runs before Person import so that the Company lookup is available at Person insert time. Any organization name variations require manual review during scoping; we flag these in the discovery report.
Person and Action List record migration
We migrate Selligent Contact records to Nutshell Person in batches of 2,000 per request, using email as the upsert dedupe key. Custom profile properties write to pre-created Nutshell Person custom fields. Action List membership writes as Person tags and custom field values from the corresponding LISTID schema. Tags from Selligent migrate as Nutshell Person tags. The Organization lookup on each Person resolves to the pre-created Company record by domain match.
Segment membership and engagement history migration
We export the current member list from each Selligent Dynamic Segment and write those contacts to static Nutshell Person Lists. We document the segment criteria (rule type, conditions, behavioral triggers) from the Selligent UI in the migration inventory for manual rebuild. Email campaign engagement history (send date, open, click) migrates as summary Notes on the relevant Person record. Full campaign assets and template content are excluded from migration scope.
Validation, cutover, and handoff
We run reconciliation reports comparing Selligent record counts against Nutshell Person, Company, and List counts. Spot-checks cover 25-50 records per object type, verifying custom field values, tag assignments, and Company links. We deliver the segment criteria inventory, journey count, and campaign asset inventory to the customer's team for manual rebuild planning. We do not rebuild automations, workflows, or content assets as part of the migration scope. Post-migration, we remain available for a one-week reconciliation window to address data quality issues identified during user acceptance testing.
Platform deep dives
Selligent by Marigold
Source
Strengths
Weaknesses
Nutshell
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Selligent by Marigold and Nutshell.
Object compatibility
1 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Selligent by Marigold: Not publicly quantified; connector documentation shows batched behavior at 2500 requests or 10-minute windows.
Data volume sensitivity
Selligent by Marigold exposes a bulk API — large-volume migrations stream efficiently.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
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