Migrate from Striven to Nutshell

Striven Customer records map directly to Nutshell Person. Contact name, email address, phone number, mailing address, and custom fields transfer to the Person object. We resolve duplicate Persons during import using email as the dedupe key. If a Striven Customer has an associated Company record, we create the Nutshell Account first and link the Person via the accountId field to preserve the relationship structure.

Striven Company records map to Nutshell Account. Company name, website, address, industry, and custom fields transfer directly. Account is created before Person import so the lookup relationship is satisfied at Person insert time. Striven Companies without a Person relationship create standalone Nutshell Accounts for organization-level records.

Striven Deals map to Nutshell Opportunity. The deal name becomes the Opportunity name, deal amount transfers to the Amount field, and deal stage maps to the Nutshell pipeline stage via a pre-migration stage mapping configuration. We preserve deal open/closed status and assign the Opportunity to the resolved Account and Owner at migration time.

Striven global-level Custom Fields visible on all records of a type map to Nutshell custom fields on the corresponding entity. We pre-create custom fields in Nutshell during schema setup, matching field type as closely as possible (text to text, number to number, date to date). Field-level visibility scoping is resolved during discovery against the full Striven custom field audit.

Striven type-level Custom Fields scoped to specific entity subtypes require explicit mapping during migration. We audit the full custom field schema during discovery to identify type-level fields, then either create Nutshell custom fields scoped to the relevant entity or flag them for manual review if the scoping concept does not translate directly to Nutshell's entity-level custom field model.

Striven Items (products and services) map to Nutshell Products. Item name, SKU, unit price, and description transfer to the Product object. Products must exist in Nutshell before Deal line items referencing them can be created, so we sequence Product migration before Deal migration. Active/inactive status maps directly.

Striven Sales Orders map to Nutshell Opportunity with Product associations. Order headers transfer as Opportunity records, and line items referencing Items map to Nutshell Product entries on the Opportunity. Approval workflows attached to Sales Orders are not importable; we document them in the workflow inventory for manual rebuild.

Striven Projects have no direct Nutshell equivalent. For CRM-focused migrations where projects represent sales-related deliverables, we map project headers to Nutshell Opportunity and project tasks to Task records linked to the Opportunity. For operational projects (service delivery, internal work), we recommend archiving project records as Activity notes and rebuilding project management in a dedicated tool post-migration.

Striven Employee records are required prerequisites for accounting migration but have no Nutshell CRM equivalent. If the customer needs Employee data for HR purposes, we recommend a separate HR system migration. For CRM-layer migrations, we extract Employee records as a reference export (CSV) and use employee email addresses to match Owner/User records in Nutshell during contact and deal migration.

Striven Vendors have no direct Nutshell equivalent since Nutshell is a CRM and not an accounting system. We map Vendors to Nutshell Account records with a vendor flag custom field so the customer can distinguish supplier records from customer accounts. Full Accounts Payable history (Bills, Purchase Orders) does not migrate to Nutshell and should be archived or moved to a dedicated accounting platform.

Striven Chart of Accounts records are accounting infrastructure required for Striven's financial module but have no Nutshell CRM equivalent. We export the Chart of Accounts as a structured CSV reference document during discovery and recommend the customer archive it or transfer it to a dedicated accounting platform (QuickBooks, Xero, Wave) as part of their post-migration ERP rationalization.

Open Striven Invoices and Bills require a populated Chart of Accounts and accounting infrastructure that Nutshell does not provide. We do not migrate Invoices or Bills to Nutshell. We export invoice and bill records as CSV reference files and recommend the customer migrate financial records to a dedicated accounting platform. Historical invoice amounts and customer balances can be recorded as notes on Nutshell Account or Person records for CRM reference purposes.