Migrate from Soffront to Nutshell

Soffront Contacts map to Nutshell People. Standard fields (name, email, phone, address) map directly. Soffront Group assignments and tags are preserved in Nutshell People as custom multi-select picklist fields if the Nutshell People custom field schema is extended during migration. Soffront lifecycle stage values map to Nutshell status values (Lead, Customer, etc.). The HubSpot-style contact-account relationship in Soffront maps to Nutshell People linked to Companies.

Soffront Accounts represent organizations linked to Contacts. They map to Nutshell Companies. The Account-Contact relationship becomes the Nutshell People-Company association. All standard fields including industry, size, and custom properties map to Nutshell Company custom fields.

Soffront Deals track opportunities through pipelines with custom stages, amounts, and owners. They map to Nutshell Opportunities. Stage names vary between Soffront instances so we perform a value-mapping exercise during discovery before import to align stage names and probabilities with Nutshell's pipeline stage values.

Soffront pipeline stages map to Nutshell pipeline stages. Each Soffront pipeline becomes a Nutshell pipeline. Stage probability percentages from Soffront map to Nutshell stage probability values. If Soffront has custom stage names (e.g., 'Proposal Sent - Awaiting Review'), we create matching Nutshell stages during the pre-migration configuration phase.

Soffront call activities map to Nutshell Call records. Duration, disposition, and outcome from Soffront map to Nutshell Call duration and result fields. Activity timestamps are preserved. Calls are linked to the target Person (from migrated Soffront Contact) at migration time.

Soffront email activities map to Nutshell Email records linked to the target Person. Email subject, body, and timestamp migrate directly. Attachments migrate as separate file references. Nutshell's email threading model associates emails with the relevant Person record.

Soffront meeting activities map to Nutshell Meeting records. Start time, end time, location, and title migrate directly. Attendees are resolved to Nutshell Person records via the contact mapping. Meeting notes from Soffront migrate as the Nutshell meeting description.

Soffront tasks map to Nutshell Task records. Status, priority, due date, and description migrate directly. Task assignment in Soffront is resolved to the Nutshell user match via owner email lookup. Completed-at timestamp is preserved.

Soffront Projects with milestones, resources, and due dates have no native Nutshell equivalent. Nutshell does not include project management. During scoping we assess whether the customer wants Projects reconstructed as Nutshell custom fields on Opportunities (for project-type deals) or migrated to a separate project management tool. Milestone names and due dates can be stored as a formatted text field or JSON blob on a custom Nutshell object if Enterprise API access is licensed.

Soffront support tickets with status, priority, assignee, and conversation history map to Nutshell Cases if the destination Nutshell account includes the customer service module. Ticket pipeline stages become Case status values. Conversation history migrates as Case comments or as linked Email records.

Soffront Knowledge Base articles storing solutions linked to ticket types have no Nutshell equivalent. Nutshell does not include a Knowledge Base. We export articles with their category assignments during discovery and deliver a written handoff document listing each article and its category for the customer's admin to recreate in a shared documentation tool (Confluence, Notion, or similar). This is not a code migration; it is a content inventory.

Soffront custom objects beyond the standard data model (e.g., Vehicles, Properties, Subscriptions) require schema inspection at the start of each migration. We map them to Nutshell custom fields on People, Companies, or Opportunities depending on the object's nature. If the custom object has relationships to standard objects, we replicate the relationship as a lookup custom field in Nutshell.