Migrate from Sellsation CRM to Nutshell

Sellsation Customers are the primary account-level records and map directly to Nutshell Company records. The Customer name, address, phone, website, and industry fields map to the corresponding Nutshell Company fields. We use the Customer's primary address as the Company address and preserve any geo map location metadata as a custom address field or note attachment. Company is the first object imported because all Contact Persons and Sales Projects reference their parent Customer.

Sellsation Contact Persons map 1:1 to Nutshell People records. Each Contact Person's name, email, phone, role, and linked Customer reference migrates to the Person record with the Customer-to-Company lookup resolved at import time. Full activity history including calls, meetings, and notes attaches to the Person record in Nutshell. Duplicate detection in Nutshell uses email as the dedupe key during import.

Sellsation Sales Projects map to Nutshell Deals. The pipeline stage name migrates as the Deal's pipeline stage, and Sellsation's automated potential analysis value maps to a custom field on the Deal. Sellsation's traffic-light stagnation flag (red/yellow/green deal status) maps to a custom Deal status field since Nutshell does not have a native traffic-light system. Closed-Lost and Closed-Won dates migrate as custom fields if the Nutshell account uses a Deal edition that supports them.

Sellsation Activities are individual records attached to Contact Persons or Sales Projects. Calls map to Nutshell Tasks with type set to Call and duration stored in a custom field. Appointments with date, time, and attendees map to Nutshell Events with attendee lists preserved as notes or custom fields. Notes map to Nutshell Task records with type set to Note. All activity timestamps migrate as ActivityDate to preserve the chronological timeline in Nutshell's People record.

Sellsation Tasks assigned to users with due dates map directly to Nutshell Tasks. Task status, priority, and the linked Contact Person or Sales Project reference migrate with the parent lookup resolved at import time. Completed tasks preserve their completion date; open tasks preserve the due date and assignment. Tasks without a resolved parent record are held in a reconciliation queue for the customer to clarify before import.

Sellsation's multi-level campaigns with conditional stage movements and automated task creation do not have a direct Nutshell equivalent. Nutshell supports basic campaign tracking for list-based email sends but does not support conditional stage movement automation or multi-level campaign structures natively. We export the campaign enrollment data and campaign structure as a CSV mapping document that the customer's Nutshell admin uses to rebuild campaigns using Nutshell's basic campaign lists or an external automation tool like Zapier.

Sellsation custom fields on Customers, Contact Persons, and Sales Projects map to Nutshell custom properties. We enumerate all custom fields during scoping, verify field types (text, number, date, picklist) during export, and create matching custom properties in Nutshell before import. Picklist-based custom fields from Sellsation require manual value mapping in Nutshell if the picklist values differ between systems.

Sellsation's geo map and heatmap data is stored as internal map state rather than standard geographic coordinates. We extract the linked Sales Project location data as standard address fields (street, city, region, postal code, country) and attach the original Sellsation location reference as a custom note on the Company record. The native heatmap visualization does not migrate since Nutshell does not support that visualization type.