Migrate from Tango CRM to Nutshell

Tango CRM Contact records map to Nutshell Person. We use email address as the dedupe key. Standard fields (name, email, phone, address) map to Nutshell's name, emails, phones, and addresses fields. Any custom Contact properties require explicit type-to-type mapping against Nutshell's supported field types (Text, Long Text, Currency, Date, Number, Checkbox, Dropdown, Multi-Select). Without a confirmed API on Tango CRM, extraction relies on the available export method identified during scoping.

Tango CRM Company records map directly to Nutshell Company. We use the company name as the dedupe key, with domain matching as a secondary resolution strategy for cases where company names vary slightly. Industry, size, and address fields map to Nutshell's standard company fields. Custom Company properties require explicit type mapping to Nutshell's equivalent field types.

Tango CRM Deal records map to Nutshell Deals. Deal name, value (amount), expected close date, and owner transfer directly. Pipeline stage names from Tango CRM do not align with Nutshell's default stage labels — we produce a stage mapping worksheet during the mapping phase and apply the reconciliation at import time. Historical deals (closed-won and closed-lost) transfer with their original close dates preserved.

Tango CRM pipeline definitions (stage order, stage labels, stage-level automation hooks) export as configuration records. Nutshell's pipeline is configurable but represents a rebuild rather than a direct import. We deliver a pipeline reconstruction worksheet with the source stage names, probabilities, and order so that the customer's admin or a Nutshell support representative configures the destination pipeline before the Deal import phase.

Emails, calls, meetings, and tasks logged against Contacts, Companies, or Deals in Tango CRM transfer as activity records in Nutshell. Activity text, timestamps, and type (call, email, meeting, task) are preserved. Without a bulk API on Tango CRM, activity extraction is sequenced to avoid timeout — we batch by date range and load incrementally. Activity records link to the parent Person, Company, or Deal via Nutshell's foreign key references.

Free-text notes attached to Contacts, Companies, or Deals migrate as Nutshell Notes. HTML-formatted notes are stripped to plain text unless the destination supports rich-text note fields. Notes are linked to the parent record (Person, Company, or Deal) via Nutshell's attachment model.

Tags applied to Contacts or Deals in Tango CRM transfer as Tag values in Nutshell. Multi-select tag fields are split into individual tag values during the transformation step. Nutshell stores tags as an array property on the parent record (Person, Company, or Deal). We preserve the full tag list in a staging field for the customer to validate before finalizing.

Custom properties on Contacts, Companies, and Deals require explicit field-level mapping. We match each Tango CRM custom field type to the closest Nutshell equivalent: text to Text, paragraphs to Long Text, monetary fields to Currency, date fields to Date, numeric fields to Number, boolean fields to Checkbox, and single-select fields to Dropdown. Multi-select fields map to Nutshell Multi-Select. Dropdown fields require value-level mapping where the source and destination picklist values differ. We pre-create destination custom fields before the data import phase begins.

CRM users and record owners from Tango CRM are resolved by email address against Nutshell's user roster. Any Tango CRM owner without a matching Nutshell user account is placed in a reconciliation queue for the customer's admin to provision before record import resumes. Role and permission sets do not transfer — these are rebuilt in Nutshell post-migration.

File attachments stored within Tango CRM records (uploaded documents, signed contracts, images) cannot be extracted without a confirmed API endpoint or download mechanism. We flag attachment presence during scoping and exclude them from the default migration scope to prevent silent data loss. We document the attachment inventory in a post-migration checklist so the customer's team can manually re-upload any files needed in Nutshell.