Migrate from Systeme IO to Nutshell

Systeme.io contacts map directly to Nutshell People. All standard fields including name, email, phone, and address transfer as-is. Owner assignment resolves by email match against existing Nutshell user accounts. Unmatched owners flag for manual assignment before the migration engine begins the full run, ensuring no records land without a valid owner reference.

Systeme.io tags covering lead status, customer classifications, segment labels, and source attribution all transfer as Nutshell Person tags. Tags that were used to drive automation routing logic in Systeme.io will need to be rebuilt manually using Nutshell's sequence rules and task automation features.

Systeme.io custom contact fields (text, number, date, dropdown, checkbox) map to Nutshell Person custom fields. Nutshell field types are matched to Systeme.io data types during the mapping phase. Fields that don't have a direct type equivalent (e.g., Systeme.io multi-select) become Nutshell text fields with comma-separated values.

Systeme.io contact scores (numeric lead quality values) have no native Nutshell equivalent. Scores migrate as a custom number field on the Person object. Teams should treat this as reference data for segmentation — Nutshell's lead scoring must be rebuilt using Nutshell IQ or external tools.

Systeme.io companies map to Nutshell Companies with standard fields (name, domain, industry, employee count) transferring directly. Nutshell requires at minimum a Company name for each record — companies without a name in Systeme.io attach to a default placeholder for manual review and correction post-migration.

Systeme.io custom company fields map to Nutshell Company custom fields using the same type-matching logic applied to contact fields. Industry classification and employee count fields map as standard Nutshell Company fields where applicable, with custom fields handling any non-standard Systeme.io data.

Systeme.io deals map to Nutshell Deals with each deal's name, amount, expected close date, and owner transferring directly. The deal's pipeline name and stage label map to the corresponding Nutshell pipeline stage through value-mapping configured during the mapping phase before the migration run.

Systeme.io deals with product associations carry line-item data. Nutshell Deals support product-line items. We extract Systeme.io order/product data and populate Nutshell line items on the corresponding Deal record. If Systeme.io stores products differently, they migrate as text notes on the deal for manual product re-entry.

Systeme.io pipeline names and stage labels map to Nutshell pipeline stages. Each unique Systeme.io stage label becomes a Nutshell stage name in the configured pipeline. Probability and forecast category are assigned based on standard Nutshell stage templates unless your team specifies custom probability values.

Systeme.io automation rules (tag triggers, timer delays, conditional branching, email sequences) have no equivalent in Nutshell. These must be rebuilt manually using Nutshell's personal email sequences, task automation, and lead routing features. We export your automation rule definitions as a structured JSON reference document for your Nutshell admin.

Systeme.io sales funnels, landing pages, and blog content are not CRM objects and do not transfer to Nutshell. These must be rebuilt in Systeme.io (if retained alongside Nutshell) or in alternative page-building tools. Funnel and page content are content-layer assets outside the scope of CRM data migration.

Systeme.io email campaigns and broadcast history (sent emails, templates) have no direct Nutshell equivalent. Nutshell Pro and above support email sequences tied to people and deals, but historical campaign data does not migrate. We export campaign names, subject lines, and send dates as a reference note on each contact.

Systeme.io transaction records including order ID, amount, product purchased, and purchase date export as custom fields on the related Nutshell Deal. For high-volume order histories containing many transactions, we create a separate reference export file rather than individual Nutshell deal records to maintain system performance.

Systeme.io CRM notes attached to contacts or companies map to Nutshell Notes. Call and meeting records in Systeme.io's CRM tab migrate as Nutshell Activities (Tasks/Calls). Original timestamps and owner information are preserved. Engagement data from the marketing side (email opens, webinar attendance) is not a Nutshell activity type and is exported as a reference note.

Systeme.io user accounts (team members with CRM access) map to Nutshell users by email address. Only Systeme.io users who own CRM records (deals, contacts) are migrated as Nutshell owners. Nutshell user role permissions are set to 'Standard' by default; your admin configures access levels post-migration.