Migrate from SmartDesk to Nutshell

SmartDesk Leads map directly to Nutshell Leads. Lead Source and Lead Status stored as custom fields in SmartDesk migrate to Nutshell custom fields on the Lead object, which must be pre-created in the Nutshell admin panel before migration. Nutshell Lead custom fields support Text, Long Text, Currency, and Date types among others. We provide a custom field manifest listing every SmartDesk Lead property that lacks a native Nutshell equivalent so the customer can configure them in advance.

SmartDesk Contacts map 1:1 to Nutshell People. The mapping preserves name, email, phone, address, and lifecycle stage. Custom contact properties defined in SmartDesk migrate to Nutshell custom fields on People, which the customer pre-creates before migration. Nutshell People records can be linked to a Company record via a lookup relationship established during migration.

SmartDesk Accounts map to Nutshell Companies. Industry classification, employee count, and any custom properties attached to the Account migrate as custom fields on the Nutshell Company. Company is imported before People so that the Company lookup relationship is satisfied at the moment of Person insert.

SmartDesk Deals map to Nutshell Deals. Deal name, value, stage, expected close date, and owner migrate directly. Pipeline and stage names require reconciliation because SmartDesk allows fully custom Pipelines and Stages while Nutshell has a configurable but more structured stage set. We enumerate SmartDesk's pipeline stages first, map each to the nearest Nutshell stage or create a new one, and flag any stage mismatch for customer review.

SmartDesk Pipelines map to Nutshell Pipelines. Each SmartDesk pipeline becomes a Nutshell pipeline with its ordered stages. We perform a stage-name reconciliation pass before migration: stages that exist in Nutshell by default (New, Contacted, Qualified, etc.) are matched by name; stages with no Nutshell equivalent are created in the destination before Deals are imported. Stage probability values migrate as a custom field if required for reporting.

SmartDesk Tasks attached to Contacts or Deals migrate to Nutshell Tasks. Assignee, due date, status, and description preserve. Task linkage to the parent record (Person or Deal) is resolved at migration time via the Nutshell API relationship fields. Completed status maps directly from SmartDesk to Nutshell.

SmartDesk Activities (calls, emails, meetings, notes) logged against Contacts or Deals migrate to Nutshell Activities. Activity type, timestamp, body, and related person or deal migrate. Some SmartDesk activity metadata stored as custom fields requires pre-created custom fields in Nutshell. Activity timeline ordering is preserved by setting the activity timestamp to the original SmartDesk value.

SmartDesk Campaigns map to Nutshell Campaigns. Campaign name, type, status, start and end dates migrate. Email send and open tracking data does not migrate because it lives in the email delivery system rather than the CRM record. We recommend the customer configure email tracking separately in Nutshell after migration for future campaign performance data.

SmartDesk Email Templates migrate as static text assets with merge field placeholders preserved. Dynamic content or conditional logic embedded in templates may not function identically in Nutshell and requires manual post-migration review. We document every template with its merge fields and conditional logic so the customer can recreate or adapt them in Nutshell's template editor.

SmartDesk Users and Owners map to Nutshell Users by email address match. We extract every distinct owner referenced on Contacts, Companies, Deals, and Activities and attempt to match by email against the Nutshell destination. Users without a match enter a reconciliation queue for the customer's admin to provision in Nutshell before record import resumes. This step is a prerequisite for assigning Deals and Tasks to the correct owner.