Migrate from Termene to Nutshell

Termene company records map directly to Nutshell Companies. Company name, domain, address, and financial metadata transfer as standard and custom fields. Nutshell Company requires a name field — unnamed Termene records get a placeholder and are flagged for review. Registry identifiers, Romanian business registry codes, and industry classification codes also migrate to preserve the original business identity in your new CRM.

Termene contact records (individuals linked to companies) map to Nutshell People. Email address is the primary deduplication key used to prevent duplicate person records. Records without an email address are flagged and imported as Nutshell People with a 'No Email' note attached. Job title, phone numbers, and address data transfer to corresponding Nutshell Person fields. Each Person links to its primary Company via lookup.

Termene associations between contacts and companies map to Nutshell's Person-Company relationship. One primary company is assigned per Person record in Nutshell. Secondary company associations are added as additional company links on the Person object, preserving the full organizational network from your Termene account. Role or title information on the association migrates as a custom field.

Termene deal records migrate to Nutshell Deals. Deal name, amount, stage name, and close date map directly to corresponding Nutshell Deal fields. If Termene tracks multiple pipelines or deal categories, each category becomes a separate Nutshell pipeline requiring pre-migration pipeline setup in Nutshell before the migration tool can write to the correct pipeline identifiers.

Termene statutory deadline records attach to a company or deal and carry a due date, responsible user, and status. These map to Nutshell Tasks linked to the associated Deal or Company. The original deadline date is preserved as a custom date field on the task since Nutshell's native due-date field is the task Due Date — we align both to the original date.

Termene financial fields — VAT status, tax authority status, debtor flag, annual revenue from registry — have no native Nutshell equivalent. These migrate as custom fields on the Company object: VAT_Status__c, Tax_Status__c, Debtor_Flag__c, Registry_Revenue__c. Your Nutshell admin confirms field creation before the full migration runs.

Termene logs company status transitions — active, suspended, dissolved, VAT cancelled — with timestamps and responsible user attribution. These transfer as Notes attached to the Nutshell Company record in reverse-chronological order, making the complete status history visible in the timeline view. Each Note captures the previous status, new status, and the user who made the change.

Termene assigns records to users by email address. FlitStack resolves each Termene owner email against the Nutshell user list — matched users become the record Owner in Nutshell. Unmatched emails are flagged before migration and assigned to a fallback owner.

Termene's internal company ID is stored as Termene_ID__c on the Nutshell Company for traceability, cross-referencing, and delta-run de-duplication logic. This field is indexed and used in audit reports. The ID also enables your team to cross-reference Nutshell records back to the original Termene entry during reconciliation.

Termene attachments such as PDFs of registry extracts, debtor notices, and filing confirmations linked to a company or deal are downloaded and re-uploaded to Nutshell Files attached to the same record type. File size limits apply — Nutshell's default maximum is 25 MB per file. Any attachment exceeding this limit is flagged with the option to store a URL reference externally rather than the file itself.