CRM migration

Migrate from Selligent by Marigold to Nutshell

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 logo

Selligent by Marigold

Source

Nutshell

Destination

Nutshell logo

Compatibility

50%

4 of 8

objects map 1:1 between Selligent by Marigold and Nutshell.

Complexity

BStandard

Timeline

2-4 weeks

Rollback included Accuracy guarantee Field-level validation

Overview

What this migration involves

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.

Field-level fidelity

Every standard and custom field arrives verified.

Schema-aware mapping

AI proposes the map; you confirm before any record moves.

Relationships preserved

Parent–child, lookups, and ownership stay linked.

Full activity history

Calls, emails, meetings — with original timestamps.

Attachments & notes

Documents, uploads, and inline notes move with the record.

Why teams make this switch

Two sides of the same decision

Leaving

Selligent by Marigold logo

Selligent by Marigold

What's pushing teams away

  • Enterprise pricing with non-refundable, non-cancelable contract terms creates sticker shock when teams need to downsize or pivot to a lower-cost platform.
  • Recent acquisition by Zeta Global in 2025 introduces uncertainty about product roadmap, support continuity, and long-term pricing for existing customers.
  • Platform complexity requires significant onboarding investment; smaller marketing teams report difficulty achieving full utilization without dedicated technical support.
  • Journey and campaign configuration is deep but not easily transferable, making migrations feel like rewrites rather than data moves and increasing switching costs.
  • API documentation and partner ecosystem are less extensive than dominant US-based platforms, leading to frustration when custom integrations are needed.

Choosing

Nutshell logo

Nutshell

What's pulling them in

  • Lowest cost entry point among mid-market CRMs—Foundation plan starts at $13/user/month, making it accessible for teams validating CRM fit before committing.
  • Integrated sales automation and email sequencing on Pro plans without requiring a separate email marketing platform, per verified Capterra reviews.
  • Consistently praised for intuitive interface and fast onboarding, with case studies reporting 100% team adoption rates within initial deployment periods.
  • Strong customer support responsiveness cited across G2 reviews, with dedicated support tiers available on Enterprise plans.
  • Native integrations with WhatsApp, Facebook Messenger, Instagram, and Slack reduce reliance on third-party middleware for common communication channels.

Object mapping

How Selligent by Marigold objects map to Nutshell

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)

maps to

Nutshell

Person

1:1
Fully supported

Selligent 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)

maps to

Nutshell

Company

1:many
Fully supported

Selligent 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

maps to

Nutshell

Person + Custom Fields

lossy
Fully supported

Selligent 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

maps to

Nutshell

Person List (static)

1:many
Fully supported

Selligent 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

maps to

Nutshell

Person Custom Fields

lossy
Fully supported

Selligent'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

maps to

Nutshell

Tag

1:1
Fully supported

Tags 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

maps to

Nutshell

Activity (Note on Person)

1:1
Fully supported

Selligent 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

maps to

Nutshell

Custom Fields or Activity

1:1
Mapping required

Selligent 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.

Gotchas + challenges

What specifically takes care here

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 logo

Selligent by Marigold gotchas

Medium

API rate limits are documented but not fully quantified publicly

High

Enterprise contracts are non-cancelable with no refunds mid-term

High

Journeys and campaign templates are not API-exportable

Medium

SDC bulk message limit of 100 per request caps throughput

Medium

Custom field schema must be pre-created at destination before import

Nutshell logo

Nutshell gotchas

High

Contact tier limits enforced on import

Medium

No bulk API endpoint requires paginated extraction

Medium

Email sequences not exportable via API

Medium

Foundation plan disables key sales features

Pair-specific challenges

  • Selligent's schemaless write vs Nutshell's field registration requirement

    Selligent's Individual API accepts custom field names as key-value properties at insert 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 the customer's Selligent Action Lists during scoping, generate Nutshell Person custom field creation calls for each unique field, and run field registration before any record import begins. Without this sequencing, record inserts fail silently or are rejected with a field-not-found error. This is the most common point of failure in Selligent-to-Nutshell migrations and is resolved during discovery, not during migration.

  • Organizations stored as custom properties require manual Company-Person split

    Selligent does not have a native Company object—organizational data lives in custom profile properties or relation tags on Contact. Nutshell enforces a Company-Lookup relationship for all business contacts. We extract organization name, domain, and address from Selligent contact properties, deduplicate by domain to create Nutshell Company records, then resolve the Person-Company link during the Person import phase. If multiple Selligent contacts share the same organization but store it inconsistently (variations in spelling, different domain formats), deduplication requires manual review during scoping. Skipping this step results in orphaned Person records with no Company link in Nutshell.

  • Dynamic Segment definitions are not exportable

    Selligent Dynamic Segments are defined by behavioral and demographic rule logic stored in the platform's segmentation engine, not in a data object accessible via API. We can export the current member contact list (the materialized membership at export time) but not the rule definition. The segment criteria must be documented from the Selligent UI during scoping and rebuilt manually in Nutshell using its filter and static list features. If the customer has dozens of complex segments, the rebuild scope can be significant and is scoped as a separate workstream.

  • Journeys, campaign templates, and content blocks do not migrate

    Selligent automated journey definitions, campaign message templates, and content library assets (images, blocks, dynamic content modules) are platform-native objects not accessible via the public REST or SOAP API for export. We migrate contact records and engagement history, but all automated journey logic, message content, and visual assets must be manually rebuilt in Nutshell or another destination platform. We deliver a written inventory of active journeys, campaign counts, and content asset types during scoping so the customer's team knows exactly what requires manual rebuild.

  • API rate limits and batch sizes constrain migration throughput

    Selligent's API rate limits are not publicly quantified in full, but the Tealium connector documentation shows example batch behavior of 2,500 requests per 10-minute window with a 20MB size cap. The SDC bulk message limit caps individual sends at 100 messages per request. We mitigate this by chunking contact lists into batches of 2,000 records per request, using exponential backoff on 429 responses, and parallelizing across multiple authenticated sessions where the Selligent subscription tier allows. Large contact databases (over 50,000 records) require extended migration windows and are scoped accordingly.

Migration approach

Six steps for a successful Selligent by Marigold to Nutshell data migration

  1. 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.

  2. 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.

  3. 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.

  4. 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.

  5. 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.

  6. 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

Context on both ends of the pair

Selligent by Marigold logo

Selligent by Marigold

Source

Strengths

  • Email deliverability rates consistently praised in user reviews across retail and media verticals.
  • Native support for GDPR, CCPA, and CAN-SPAM compliance with documented sub-processor list.
  • Flexible custom field and data modeling accommodates complex B2C schemas without schema locks.
  • Multichannel journey orchestration across email, SMS, push, and web personalization in one platform.
  • AI-powered audience selection and send-time optimization built into the core platform.

Weaknesses

  • Public API documentation lacks comprehensive rate-limit tables and bulk export endpoints.
  • Journey builder configurations are not exportable via API, making migrations require full manual rebuilds.
  • Non-refundable contract terms mean customers pay for the full order term regardless of early termination.
  • Platform complexity creates a steep learning curve compared to simpler email-focused tools.
  • Ownership transition to Zeta Global introduces uncertainty for existing Marigold/Selligent customers.
Nutshell logo

Nutshell

Destination

Strengths

  • Simple, intuitive interface with minimal learning curve for sales teams new to CRM
  • Per-seat pricing is transparent and predictable, with annual billing reducing monthly cost
  • Full data export tool available for all account data including backups
  • Open JSON-RPC API allows programmatic access to all core objects
  • Native multichannel engagement (email, SMS, WhatsApp) without third-party add-ons for communication

Weaknesses

  • Reporting and analytics are considered weak, requiring manual Excel exports for detailed analysis
  • No bulk API endpoint—migration requires paginated API reads that must be rate-limited carefully
  • JSON-RPC API is less common than REST, requiring custom integration code compared to standard REST CRMs
  • Add-on costs (Forms, Nutshell IQ, Email Marketing) are per-company charges that stack on top of per-seat pricing
  • Feature restrictions on entry-level plans mean teams often need mid-tier to get basic automation

Complexity grading

How hard is this migration?

Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.

B

Overall complexity

Standard migration

Derived from compatibility, mapping clarity, API constraints, and data volume across Selligent by Marigold and Nutshell.

  • Object compatibility

    B

    1 of 8 objects need a mapping; the rest are 1:1.

  • Field mapping clarity

    C

    Field mapping is derived from defaults — final spec confirmed during the sample migration.

  • Timeline complexity

    B

    8-object category — typical timelines run 2–7 days end-to-end.

  • API constraints

    B

    Selligent by Marigold: Not publicly quantified; connector documentation shows batched behavior at 2500 requests or 10-minute windows.

  • Data volume sensitivity

    A

    Selligent by Marigold exposes a bulk API — large-volume migrations stream efficiently.

Estimator

Estimate your Selligent by Marigold to Nutshell migration cost

Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.

Step 1

What are you migrating?

Pick a category, then your source and destination platforms.

Category

FAQ

Frequently asked questions about Selligent by Marigold to Nutshell data migrations

Answers to the questions buyers ask most during Selligent by Marigold to Nutshell migration scoping. Not seeing yours? Book a call.

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Small migrations under 10,000 contacts with a single Action List and no complex organizational data complete in two to three weeks. Medium scopes with 10,000-50,000 contacts, multiple Action Lists, and Company-Person split logic run four to six weeks. Large scopes with high-volume contact databases (over 50,000 records) or behavioral event history extend to seven to eight weeks. The primary time drivers are custom field schema extraction, organization deduplication, and batch-rate-limited API throughput from Selligent.

Adjacent paths

Related migrations to explore

Ready when you are

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