Migrate from Streak to Nutshell

Streak's Box is a composite record bundling contact details, deal properties, stage, owner, tasks, and email thread references into one Gmail-attached entity. Nutshell separates People and Deals as distinct linked objects. We decompose each Box into a Nutshell Deal (carrying the Box name, monetary value, stage, owner, and any deal-level custom properties) and a Nutshell Person (carrying the contact name, email, company, and any contact-level custom properties), linked by the Person's email address. Gmail thread associations are preserved as a metadata field on the Deal rather than as a functional link.

Streak Pipelines define the workflow stages a Box moves through. Nutshell uses a single sales pipeline with configurable Stages. We map each Streak Pipeline to a Nutshell Stage name and position, and where multiple Streak Pipelines exist, we consolidate stage names into Nutshell's single stage sequence or use a custom text field on the Deal to carry the original Pipeline name for reporting clarity.

Streak Stages (ordered steps within a Pipeline) map to Nutshell Deal Stage values. Stage order and probability percentages migrate to Nutshell's stage configuration. Where a Streak stage name has no direct Nutshell equivalent, we create a custom Deal stage or flag it for the customer to name during schema review.

Streak Contacts (pulled from Gmail, stored alongside Boxes) map directly to Nutshell People. We extract name, email address, company affiliation, phone, and any custom contact properties. Gmail contact associations are preserved as a metadata note on the Person record. If a Streak Contact appears in multiple Boxes, we create a single Person record and link all associated Deals.

Streak custom Box properties (dropdowns, text, dates, numbers, checkboxes) vary per pipeline. Nutshell supports custom fields on People, Companies, and Leads, but not directly on Deals. We evaluate each Streak Box property and map deal-relevant properties to a custom text field on the Deal or to a linked Person custom field, depending on whether the property describes the contact or the opportunity. Nutshell's text field limit is 225 characters; long text properties require truncation or multi-field splitting.

Streak Tasks are Box-level action items with assignees and due dates. They are flat — no subtasks or dependencies. We map them to Nutshell Activities (Tasks) linked to the corresponding Deal. Task status, due date, assignee, and description migrate. Recurring tasks and conditional task logic do not have a Nutshell equivalent and are flagged in the migration inventory.

Streak Tags are flat labels applied to Boxes for filtering. We preserve all tag names and associations. Tags attached to a Box carry forward to the corresponding Nutshell Deal and Person as a comma-separated label field. Tags with no Boxes attached are included as empty label templates for reconstruction in Nutshell.

Streak User records include email, name, role, and permissions level. Shared pipeline access depends on the Pro tier. We map Users to Nutshell Users by email match. Archived Streak Users require reactivation before their Box data is accessible; we detect and flag archived users during the schema audit and prompt the customer to confirm reactivation before including those Box records in the export.

Streak Mail Merge Campaigns store recipient lists, email templates, send history, and open/reply tracking data. Nutshell does not have a native mail merge or sales engagement cadence feature. We export campaign metadata (campaign name, recipient count, send dates, template reference) as a Note on the primary Deal or Person and deliver a written campaign inventory document so the customer's admin can rebuild outreach sequences using Nutshell's email templates and broadcasts or a third-party sales engagement tool. Send logs and open/reply rates do not migrate as functional metrics.

Streak Snippets are templated email text blocks with merge variables. We export snippet content and variable syntax as a Note on the primary Deal. Merge variable naming conventions differ between Streak and any replacement tool, so we flag each snippet with its original variable syntax for manual reconstruction in Nutshell's email template builder.