Migrate from Simple Sales Tracking to Nutshell

Simple Sales Tracking Lead records map directly to Nutshell Lead. We preserve Lead source fields, status, and any custom Lead-level properties. Nutshell's Lead object supports custom fields for fields that do not map to standard properties. The migration resolver holds Lead records that reference unresolvable Owner IDs in a reconciliation queue for the customer to address before final import.

Simple Sales Tracking Opportunities map to Nutshell Deals with amount, stage, expected close date, and owner assignment preserved. The source pipeline stage name maps to the closest Nutshell pipeline stage; any custom stages with no direct equivalent are flagged for the customer to configure in Nutshell before migration completes.

Simple Sales Tracking Accounts store company-level data associated with Contacts and Opportunities. We migrate Account names, addresses, industry tags, and associated Contact relationships as a joined unit. Nutshell's Company object serves as the parent record for Person records, so we create Companies first and resolve the Company-Contact linkage before inserting Person records.

Simple Sales Tracking Contacts hold individual person records with name, email, phone, and address fields. We handle Contact-to-Account (Company) linking explicitly during import to avoid orphaned Person records in Nutshell. Where a Contact has no linked Account in Simple Sales Tracking, we create a placeholder Company record to satisfy Nutshell's data model.

Simple Sales Tracking Appointments include date, time, duration, title, and linked Contact reference. We migrate appointment records with their timestamps and linked Contact Person references. Destination calendar systems may require re-association of invitees; Nutshell Activities preserve the original date and duration and link to the associated Person or Company.

Simple Sales Tracking Tasks carry a due date, assignee, and completion status. We migrate open and completed tasks with their timestamps and assignee references. Task histories in Simple Sales Tracking do not include a full log of status changes, so we import the final status state without the intermediate transition history.

Simple Sales Tracking Notes are free-text records attached to Contacts or Opportunities. We preserve note content and timestamp but do not guarantee retention of rich-text formatting or embedded file links. Notes attach to the migrated Person, Company, or Deal record via Nutshell's note linking mechanism.

Simple Sales Tracking allows custom fields on Sales Records but exposes no schema endpoint to enumerate them. We reconstruct the field map during discovery by requesting a screen capture of the customer's custom field configuration page, then cross-reference a sample API response against those definitions. Each custom field is created in Nutshell as a typed custom field (Text, Long Text, Currency, Date, etc. per Nutshell's supported types at support.nutshell.com) before data migration begins.

Simple Sales Tracking users can define custom stage names and reorder pipeline stages. We capture the full stage sequence and map each named stage to the closest equivalent in Nutshell's pipeline configuration. Any stages with no direct equivalent are flagged with a severity note for the customer to create before final migration.

Simple Sales Tracking multi-level permissions map to Nutshell user roles. We export user records and role assignments by email match against the destination Nutshell account. Any Simple Sales Tracking user without a matching Nutshell account is placed in a reconciliation queue for the customer admin to provision before record import resumes.