Migrate from Smart CRM Online to Nutshell

Smart CRM Online Company records map directly to Nutshell Account. We import Accounts first in every run to satisfy the lookup requirement for Contacts and Deals. The Company name becomes Account name, and any Company phone, address, or domain fields map to the corresponding Nutshell Account fields. Company ID from Smart CRM Online is preserved as a reference field in a custom Account field for reconciliation purposes.

Smart CRM Online Contact records map to Nutshell Person. Name, email, phone, title, and company association transfer directly. The Company association is resolved by matching the Smart CRM Online Company ID to the Nutshell Account created in the prior step. Any Contact without a matching Company is flagged and attached to a default placeholder Account pending admin confirmation.

Smart CRM Online Deal records map to Nutshell Lead when the deal represents an unqualified prospect, or to Nutshell Lead (in sales pipeline context) when migrating into Nutshell's standard workflow. Deal name, value, stage, owner, and close date transfer directly. The Smart CRM Online dealstage maps to the Nutshell pipeline stage, and we create a Nutshell sales process matching the stage order from the source export.

Smart CRM Online pipeline stages export with the Deal record and are not stored as a separate object. We extract the distinct stage values from the Deal export, map them to Nutshell pipeline stages, and create a Nutshell sales process with matching stage names and order. Stage probabilities are preserved as a percentage field for reporting continuity.

Smart CRM Online custom contact fields have no published schema, so we identify them during discovery by comparing the CSV column headers against the standard Contact fields (name, email, phone, company). Any non-standard column is flagged as a custom property and presented to the customer for explicit mapping. Nutshell custom Person fields are created before import and mapped per the customer's decisions. Field types (text, date, currency, picklist) are inferred from data values in the export.

Smart CRM Online custom company fields follow the same discovery methodology as contact custom fields. We request a full export during discovery, identify non-standard columns, and present them for explicit mapping to Nutshell Account custom fields. Company-level custom fields are created before Account import begins.

Smart CRM Online custom deal fields require discovery-phase identification using the same column-comparison method. Any field not present in the standard Deal schema (name, value, stage, owner, close date) is flagged as custom and mapped to a corresponding Nutshell custom Lead field created before migration.

Smart CRM Online call activity logs map to Nutshell Task records with the activity type set to Call. Call duration, disposition, and timestamp transfer to the corresponding Task fields. The Who (Person) and What (Deal) associations are reconstructed by matching the Smart CRM Online Contact ID and Deal ID from the activity export against the migrated records.

Smart CRM Online email activity logs map to Nutshell Notes attached to the related Person record. Email subject, body, and timestamp transfer directly. The Note is linked to the Person by resolving the Contact ID from the activity export to the migrated Nutshell Person. If Nutshell's activity timeline model is preferred, emails can alternatively land as Task records with the email body in the description field.

Smart CRM Online meeting activity logs map to Nutshell Event records. Meeting title, start time, end time, location, and attendees transfer directly. Attendee resolution matches the Smart CRM Online Contact IDs to the migrated Nutshell Person records and links them to the Event.

Smart CRM Online task activity logs map directly to Nutshell Task records. Task subject, status (open/closed), due date, and assignment transfer directly. Owner resolution matches the Smart CRM Online owner email to the Nutshell User if the destination uses Nutshell's native user management, or the task is assigned to the importing admin if no owner match is found.