Migrate from Teamgate to Nutshell

Teamgate People records map directly to Nutshell Contacts. All standard fields (name, email, phone, address, job title) transfer 1:1. Custom fields on People migrate to Nutshell custom fields on Contact, with field type mapping (Teamgate text, number, date, dropdown, checkbox to equivalent Nutshell field types). The Teamgate import history limitation means that records originally imported via CSV into Teamgate show the Teamgate import date rather than the original source timestamp; we document this during extraction and capture any available original timestamps from Teamgate's API if they exist.

Teamgate Company records map directly to Nutshell Company records. Industry classification, address, and custom fields transfer 1:1. Nutshell's Company link on Contact is an optional field that we populate during Contact migration by resolving the Company name or domain on the Teamgate People record against the Teamgate Company records, then linking the Nutshell Contact to the corresponding Nutshell Company record via the link field.

Teamgate Deals map to Nutshell Opportunities. Deal value, expected close date, loss reason, and owner assignment transfer directly. The Teamgate pipeline stage assignment maps to the corresponding Nutshell pipeline stage via the stage name or order number. Loss reasons export from Teamgate as a custom property and are created as new values in Nutshell's loss reason dropdown during migration setup.

Teamgate's named Pipelines (including stage names, stage order, and probability percentages per stage) are exported in full and recreated in Nutshell's pipeline configuration. Nutshell allows multiple pipelines with custom stage names and probabilities. We map each Teamgate pipeline to a distinct Nutshell pipeline, preserving stage order and win/loss probability values as close to the source percentages as Nutshell's configuration allows.

Each stage within a Teamgate Pipeline maps to a corresponding stage in the Nutshell pipeline. Stage sequence order and probability percentages migrate. Nutshell's stage editor allows reordering and probability assignment per stage. If the customer has multiple Teamgate pipelines with different stage sets, each pipeline is recreated independently in Nutshell with its own stage configuration.

Teamgate custom fields on People, Companies, and Deals are exported as a schema alongside their data. We create equivalent custom fields in Nutshell before migration begins, matching the field type (text, number, date, dropdown, checkbox). Dropdown values in Teamgate map to Nutshell's dropdown option lists. The field order and placement on the record layout is documented in the mapping output.

Teamgate's flat tag strings on People, Companies, and Deals export as normalized lists per record. Nutshell stores tags as a multi-select field on Contacts and Companies. We export the full tag vocabulary from Teamgate, create corresponding tag values in Nutshell's tag field, and map each record's tag list to the Nutshell multi-select field. Tags that do not yet exist in Nutshell are created during migration setup.

Teamgate activity records (tasks, calls, emails, meetings with type, timestamp, duration, and notes) attach to People or Deals. Nutshell records activities on the Contact timeline. We map Teamgate activity types to Nutshell activity types (call, email, meeting, task, note), preserving the original timestamp and activity content. Activity owner assignment resolves via the Teamgate owner email to the corresponding Nutshell user.

Teamgate file metadata (file name, storage location, size) exports via API, but actual binary files must be downloaded from Teamgate and re-uploaded to Nutshell. We flag file attachment count and total size during scoping. If the customer's Teamgate storage tier (5GB/user Starter, 10GB/user Professional) is near capacity, we identify which files to migrate and which to leave behind, since binary re-upload requires download bandwidth and Nutshell storage allocation on the destination side.

Teamgate user records (name, email, role, active status) export as a user list. We match Teamgate users by email to Nutshell users at migration time. Any Teamgate owner without a matching Nutshell user goes to a reconciliation queue for the customer to provision before record import continues. Inactive Teamgate users are mapped as inactive Nutshell users if their historical assignments on Deals and Activities need to be preserved.