Migrate from Simply CRM to Nutshell

Simply CRM contacts map to Nutshell People. The contact's name, email, phone, title, and address fields map directly to Nutshell's Person fields. If the Simply CRM contact has no associated company, a standalone Person record is created in Nutshell with no Company link.

Simply CRM companies map 1:1 to Nutshell Companies. The company name, website, industry, employee count, and annual revenue map to Nutshell's corresponding Company fields. Industry uses value-mapping because Simply CRM and Nutshell use different industry pick-list taxonomies.

Simply CRM deals map to Nutshell Deals with deal name, amount, stage, and close date preserved. Stage mapping uses value-mapping because Simply CRM stage names and Nutshell pipeline stage names rarely match exactly. Each Simply CRM deal's associated pipeline maps to a Nutshell pipeline.

Simply CRM's pipeline concept translates to Nutshell Pipelines. Each Simply CRM pipeline becomes a Nutshell Pipeline with its own stage set. Stage names, probabilities, and values are mapped value-by-value during migration planning. Simply CRM's single-pipeline-per-instance model maps to Nutshell's multi-pipeline model directly.

Simply CRM activities — calls, emails, meetings, and tasks — map to Nutshell Activities. Original timestamps, owners, and related-to record links are preserved. In Simply CRM, notes are a separate object; in Nutshell, notes are part of the activity feed on each record. We attach Simply CRM notes to the relevant Person, Company, or Deal record by matching the related-to reference.

Simply CRM custom fields on Contacts, Companies, and Deals require pre-creation in Nutshell before data loads. Nutshell's plan tiers limit custom field counts — we audit the target plan during scoping and surface any custom fields that exceed the plan cap for manual resolution before migration runs.

Simply CRM owner IDs are resolved by email match against Nutshell Users. Unmatched owners are flagged before migration — the team either creates Nutshell user accounts or assigns those records to a fallback owner. No record lands in Nutshell without a valid owner reference.

Simply CRM file attachments are downloaded and re-uploaded to Nutshell Files. File size limits apply (Nutshell's per-file limit is plan-dependent). We re-attach files to the corresponding Person, Company, or Deal record using the original attachment links.

Simply CRM workflows and automation rules do not migrate to Nutshell. Nutshell's automation model (triggers on stage entry, email sequences) uses a different configuration paradigm. We export your Simply CRM workflow definitions as a structured reference document your Nutshell admin can use to rebuild equivalent automation in Nutshell.

Simply CRM reports and dashboards do not migrate. The underlying data transfers — deal amounts, stage history, activity timestamps — but reporting configurations must be rebuilt in Nutshell's reporting module. We provide a data dictionary so Nutshell reports reference the migrated field names from day one.