Migrate from Socrates to Nutshell

Socrates People map 1:1 to Nutshell People. All standard fields — name, email, phone, address, job title — transfer directly. The primary company association from Socrates is resolved against Nutshell Accounts and set as the People record's Account link. Records with no company association land in Nutshell's Unassigned People list.

Socrates People records that have an Unqualified or Prospect status split to Nutshell Leads rather than People, preserving the original Socrates status as a custom field (Socrates_Lead_Status__c). This keeps the Socrates pipeline clean for teams that distinguish early-stage prospects from active contacts.

Socrates Companies transfer as Nutshell Accounts. Fields including name, website, industry, number of employees, annual revenue, and address map directly. Socrates company hierarchies map to Nutshell Account hierarchies via the parent-account field. Multi-company associations from Socrates collapse to primary account assignment per People record.

Socrates Deals map to Nutshell Deals with direct field mapping for name, amount, close date, and owner. Pipeline and stage names are mapped value-by-value. The deal's linked People record is established via Nutshell's deal-people association after People records are confirmed in Nutshell. Stage-entered timestamps are preserved as custom datetime fields for reporting continuity.

Socrates pipelines map to Nutshell pipelines 1:1. Each Socrates pipeline becomes its own Nutshell pipeline with a configurable stage set. Stage probability values are preserved as custom fields (Stage_Probability__c) since Nutshell's default stage model does not enforce probability per stage. Teams with multiple pipelines in Socrates receive one Nutshell pipeline per Socrates pipeline.

Stage names are mapped value-by-value from Socrates to Nutshell. Stages with identical names transfer directly; stages with no Nutshell equivalent are mapped to the closest matching stage and flagged for admin review. Stage probability and forecast category values are preserved as custom fields to maintain reporting continuity.

Socrates call logs transfer as Nutshell Tasks with Type = Call. The task body captures call notes, duration, and outcome. Original timestamps, owner email, and linked People or Deal association are preserved. Tasks are linked to the corresponding People record by Nutshell user resolution on the original owner email.

Socrates email logs become Nutshell Tasks with Type = Email. Subject, body, and direction (sent or received) are preserved in the task record. Recipients and CC addresses are stored in the task notes field for traceability. The task is linked to the corresponding People record after People resolution.

Socrates meeting records migrate as Nutshell Tasks with Type = Meeting and the meeting title as the task subject. Meeting notes, location, start and end times are stored in the task description field. The task is linked to the associated People or Deal record based on the Socrates meeting's entity associations.

Socrates custom fields on People, Companies, and Deals are created as custom fields in Nutshell on the corresponding entity. The mapping plan specifies the Nutshell field type that best matches each Socrates field — text fields become Nutshell text fields, date fields become Nutshell date fields, and pick-list fields are created as Nutshell choice fields with the Socrates values.

Socrates file attachments linked to People, Companies, or Deals are downloaded and re-uploaded to Nutshell as file attachments on the corresponding record. Original file names, MIME types, and upload timestamps are preserved. Files are associated to the correct People, Account, or Deal record using the Socrates file's entity link.

Socrates lead status values — such as New, Contacted, and Qualified — are mapped to Nutshell lead status values by value. Where no exact Nutshell match exists, we map to the closest available status and flag the mapping for admin review. The original Socrates status is stored as a custom field for historical reference.

Socrates owner IDs are resolved to Nutshell users by email address matching. Unmatched owners are flagged before migration with the option to invite them to Nutshell first or assign their records to a fallback owner. Owner history is preserved as a custom field (Original_Owner_Email__c) for audit purposes.