Migrate from Verenia to Nutshell

Verenia Quotes map to Nutshell Deals with a set of custom fields carrying the CPQ quote metadata: total_amount, discount_percent, quote_date, and quote_number. Line items from Verenia decompose into Deal Product custom field rows or Notes attachments. Quote status (Draft, Sent, Accepted, Lost) maps to Nutshell's Deal status enum. The original Verenia quote PDF attaches to the Deal as a Nutshell File. Quote numbering sequences do not auto-transfer; we generate a cross-reference table mapping old quote IDs to new Deal IDs.

Verenia Orders map to Nutshell Deals with a distinct Deal status (e.g., Won) to separate them from open quotes. Order-level pricing, configuration metadata, and customer associations migrate as custom fields on the Deal. Closed-won Orders from Verenia carry their original close date preserved in a custom date field. Pending or in-progress orders carry their fulfillment state as a text custom field. Order configuration rules nested within orders require decomposition into individual field values or Notes.

Verenia product configurations encode guided-selling rules, bundle structures, and compatibility constraints. Nutshell does not have a guided-selling engine, so we extract configuration metadata as structured custom fields on Nutshell Product records: bundle_components, constraint_rules, pricing_tier, and configuration_options as JSON or text. The customer receives a written inventory of all configuration logic requiring manual rebuild in Nutshell's product settings or a separate CPQ tool.

Verenia Products map to Nutshell Product records with name, SKU, and pricing. Pricing tiers from Verenia's tiered pricing model (discount brackets, volume pricing) migrate as custom fields on the Product. Bundle parent products and their component relationships extract as separate Product records with a custom parent_product_id field linking them. Standard pricing list prices migrate to the Nutshell Product's base price field.

Verenia Contact records migrate to Nutshell People with standard field mapping: name, email, phone, company association. Custom contact properties migrate as Nutshell People custom fields. Company association resolves via the Verenia company lookup and maps to the corresponding Nutshell Company record. Standard field mapping applies; no transformation required for clean contact exports.

Verenia Company records map directly to Nutshell Company records with name, address, industry, and website preserved. Company-to-Contact relationships are maintained through Nutshell's People-to-Company link. If the customer exported companies without contacts, Companies are loaded first to establish the relationship structure before People imports resolve the Company lookup.

Verenia User records associated with Quotes or Orders map to Nutshell User records by email match. Owner assignment on Verenia records migrates to the corresponding Nutshell User. If a Verenia Owner has no matching Nutshell User, the record holds in a reconciliation queue for the customer's admin to provision the User before final import. Inactive Verenia users map to inactive Nutshell users with the Owner reference preserved as a text field for audit.

Quote PDFs, order confirmations, and configuration screenshots from Verenia's exported archives attach to the corresponding Nutshell Deal, People, or Company record via Nutshell's file model. File naming conventions vary across export artifacts; we normalize file paths and generate a file manifest mapping each attachment to its target Nutshell record ID. Files without a resolvable parent record attach to a dedicated migration artifact Company for retrieval.