Migrate from SuperOffice CRM to Nutshell

SuperOffice Contact records map directly to Nutshell Person. Name, email, phone, address, and custom properties transfer cleanly. We preserve the Contact-Company link by resolving the associated Company record ID before inserting the Person, then setting the organization_id on Person to the mapped Nutshell Organization.

SuperOffice Company maps to Nutshell Organization. The company name, domain, address, and industry fields migrate. Organization is inserted before Person records so that the organization relationship is satisfied at Person import time.

SuperOffice Sale maps to Nutshell Deal. Deal name, amount, stage, expected close date, and sale type transfer. The SuperOffice SaleType list value becomes a Nutshell custom field sale_type__c because Nutshell Deal does not have a native sale type property. Owner assignment migrates by email match to Nutshell User.

SuperOffice Activities (calls, tasks, appointments) map to Nutshell Task records. Activity type, duration, completion status, and timestamp preserve. We set Task type and subtask fields to reflect the original SuperOffice activity category. The activity-to-record link (Contact, Company, Sale) migrates by resolving external IDs to the mapped Nutshell record IDs.

SuperOffice Quote maps to Nutshell Quote attached to a Deal. The primary QuoteAlternative becomes the Nutshell quote with its line items. Discount and earning values at the Alternative level transfer to Nutshell quote line item fields.

SuperOffice Quote Alternatives (secondary proposal versions) have no native Nutshell equivalent because Nutshell Quote supports a single proposal version per Deal. We serialize secondary QuoteAlternatives as a JSON blob stored in a Nutshell custom field quote_alternatives__c. The full QuoteAlternative structure (line items, totals, valid until) is preserved in the JSON for admin reference post-migration.

SuperOffice Selections are named dynamic lists of Contacts, Companies, or Sales with membership rules. Nutshell has no dynamic list equivalent. We export Selection membership as tag values on the relevant records (e.g., tag: Selection_AnnualReview) and deliver a written inventory of each Selection's name, type, and member count so the customer admin can recreate static lists or Saved Filters in Nutshell.

SuperOffice Project has no direct Nutshell equivalent. For migrations where Projects track deal-related milestones, we attach Project data as custom fields on the linked Nutshell Deal (project_name__c, project_status__c, project_type__c). For standalone Projects, we export them as a separate CSV inventory document for the admin to assess whether Nutshell's Tasks or a project management tool is the appropriate replacement.

SuperOffice Users map to Nutshell Users by email address match. We extract active users and license status from SuperOffice. Any user without a matching Nutshell User record goes to a reconciliation queue for the admin to provision before record import. Role structures (SuperOffice's module-level access) do not migrate as Nutshell's permission model is simpler and permission-set-based.

SuperOffice tags applied across Contact, Company, Sale, and Project objects migrate as Nutshell tags on the corresponding Person, Organization, Deal, or Task record. Tag normalization handles any differences in case and spacing before insert.