Migrate from TOTUS Marketing to Nutshell

TOTUS Marketing Person records (discovered via API) map to Nutshell Person. The API exploration phase determines whether names, emails, phone numbers, addresses, and any custom fields exist as top-level attributes. We map each discovered attribute to the equivalent Nutshell Person field by type (string, email, phone, date, picklist). Any TOTUS-specific custom fields are flagged as custom fields to create in Nutshell before import.

TOTUS Marketing organization records map to Nutshell Organization. We resolve the domain or name field as the dedupe key. The Organization must import before any Person records that reference it, so we enforce this ordering in the migration pipeline. Owner assignment on the TOTUS side resolves to the corresponding Nutshell User by email match.

TOTUS Marketing Deal records map to Nutshell Deal. We discover the deal stage values, associated pipeline, amount fields, close dates, and owner references during the API exploration phase. The stage values map to Nutshell Pipeline stages that we configure before migration. Any custom deal fields discovered in TOTUS (discount percentages, renewal dates, product lines) are flagged for custom field creation in Nutshell.

TOTUS Marketing pipeline structures (one or more pipelines, stage names, stage ordering) are discovered during the API exploration phase. We configure Nutshell Pipelines with stages matching the source names and order. Probability percentages from TOTUS map to Nutshell stage probabilities if present in the source data.

TOTUS Marketing owner references on Contacts, Companies, and Deals resolve to Nutshell Users by email address match. Any TOTUS Owner without a matching Nutshell User goes to a reconciliation queue for the customer to provision the user before record import resumes. Active versus inactive status carries over if present in the TOTUS API response.

If TOTUS Marketing exposes an activity or engagement API (calls, emails, meetings, notes), we map each record type to the corresponding Nutshell Activity object. Call records map to Task with type set to Call; meeting records map to Event with start and end time preserved; emails map to Task or a linked email record depending on what the TOTUS API exposes. The parent reference (Person or Organization) resolves at migration time. If the TOTUS API does not expose activity history, we document this limitation and note it in the migration handoff.

TOTUS Marketing Note records map to Nutshell Note attached to the parent Person or Organization. The note body text and any associated metadata (author, timestamp) migrate as-is. Attachments referenced in notes require a separate discovery phase to determine whether they are stored as blobs in TOTUS or as linked file references.

TOTUS Marketing custom fields vary by instance and are discovered during API exploration. We map each custom field to a Nutshell custom field on the equivalent object (Person, Organization, or Deal). Field types are inferred from the API response data type (string, integer, date, boolean, picklist). We create the Nutshell custom fields before the migration phase begins and update the mapping document with the final field pairings.