Migrate from SprintHub to Nutshell

SprintHub Lead records map directly to Nutshell Lead. We extract name, email, phone, status, owner assignment, and tag associations. The SprintHub lead status property maps to Nutshell Lead Status (New, Contacted, Qualified, Unqualified). Custom fields on SprintHub Leads migrate to Nutshell custom fields on Lead, which must be pre-created in Nutshell before migration using the Nutshell API or manually in the CRM settings per Nutshell's Help Center documentation on custom field creation.

SprintHub Contact records map to Nutshell Person. Contact details, email addresses, phone numbers, and custom properties transfer directly. Tag associations on SprintHub Contacts migrate to Nutshell Person tags. Nutshell distinguishes People (individuals) from Companies, and Contacts without an associated Company map to standalone Person records.

SprintHub Company records map to Nutshell Company. Company name, industry, size, website, and custom fields transfer. Companies are created before Contacts in migration order so that the Person-to-Company association is resolved at the moment of Person import.

SprintHub Deals map to Nutshell Opportunities. The deal name becomes the Opportunity name, deal value maps to Amount, and deal stage maps to Nutshell pipeline stage values. We extract stage order and probability per SprintHub pipeline and configure Nutshell's pipeline and stages to match before migration.

SprintHub pipeline definitions map to Nutshell Pipelines. Stage names, order, and probability percentages transfer as explicit configuration. Multiple SprintHub pipelines map to multiple Nutshell pipelines or, if Nutshell's pipeline count is limited on the selected tier, we consolidate them into a single pipeline with stage prefixes distinguishing the original pipeline origin.

Each SprintHub pipeline stage becomes a Nutshell pipeline stage with the original probability percentage and stage name preserved. Stage-specific custom fields in SprintHub map to Opportunity custom fields in Nutshell. We configure stages before any Opportunity records are imported.

SprintHub tags are global across the instance and attach to Leads, Contacts, and Deals. We extract the full tag list including color metadata and preserve tag-to-record associations during migration. Tags migrate as Nutshell tags and are re-associated to the corresponding Person, Company, Lead, and Opportunity records at migration time.

SprintHub custom field names, types, and picklist options vary per instance. We extract the full custom field schema alongside record values and map each to a corresponding Nutshell custom field with the closest available field type. Nutshell requires custom fields to be created before importing data (Nutshell Help Center guidance), so we pre-create all destination custom fields via the Nutshell API before any record import begins. This prevents mapping failures on the first import attempt.

SprintHub owners referenced on Lead, Contact, Company, and Deal records are resolved by email match against Nutshell Users. Owners without a matching Nutshell User enter a reconciliation queue for the customer's admin to provision before record import resumes. This is a blocking dependency for Contact and Deal migration since OwnerId is required on standard Nutshell records.

SprintHub engagement records (calls, emails, meetings, tasks) migrate to Nutshell activity log entries. Call duration and disposition map to Nutshell task notes. Email subjects and bodies map to Nutshell activity descriptions. Meeting start and end times and locations preserve. Nutshell's activity log is a unified timeline rather than separate objects, so we consolidate engagement types into Nutshell's task-based activity format with a type indicator field distinguishing call, email, and meeting origin.