Migrate from Visionary to Nutshell

Visionary People records map directly to Nutshell People. Email, phone, title, address, and owner assignment transfer as-is. Records without a primary company land in Nutshell as standalone People and can be linked to a Company manually or via a second-pass association run.

Visionary Company records map to Nutshell Company. Name, domain, industry, employee count, and annual revenue fields transfer directly. Parent-child company hierarchies in Visionary map to the Nutshell Company parent field, requiring a two-pass load where parent companies migrate first. If Visionary stores multiple parent relationships, secondary parents are preserved as custom text fields for manual reconciliation. Company phone and address fields map to Nutshell's phones and addresses arrays respectively.

Visionary Leads map to Nutshell Leads. Lead status, source, rating, and owner transfer as-is. Notes and tasks attached to a Lead migrate as Nutshell Notes and Tasks linked to the Lead record. Custom fields on Visionary Leads become Nutshell custom fields on the Lead object.

Visionary Deals map to Nutshell Deals. Deal name, amount, stage, close date, and owner transfer directly. Visionary's single-pipeline model maps to a Nutshell pipeline — if Visionary uses multiple pipelines, each becomes a separate Nutshell pipeline. Stage names map value-by-value into Nutshell stage pick-list.

Visionary's pipeline configuration maps to Nutshell's Pipeline object. Each Visionary pipeline becomes a Nutshell pipeline with its own kanban or list view. Pipeline-level settings (stage order, win/loss criteria) are translated into Nutshell's pipeline editor format. Stage names and counts are preserved, though visual layout (column order in kanban view) is recreated manually in Nutshell after migration. Pipeline-specific goals and targets set in Visionary are documented as a separate export for manual reconfiguration in Nutshell.

Visionary deal stage names map to Nutshell stage values value-by-value. FlitStack preserves stage-enter timestamps as custom datetime fields on the Deal record since Nutshell's standard stage model tracks current stage only, not history. If Visionary stores stage probability or weighted value per stage, these map to custom number fields on the Deal record. Custom stage colors or labels from Visionary are documented for manual reapplication in Nutshell's pipeline editor.

Visionary Tasks map to Nutshell Tasks. Subject, due date, owner, status, and linked record (Person, Company, or Deal) transfer directly. Visionary's task categories (call, email, meeting) map to Nutshell task types for reporting parity. Task recurrence patterns are preserved as text descriptions for manual rebuilding in Nutshell since the recurrence models differ between platforms. Task priorities map to Nutshell's priority field where values align, or are flagged for review if the value sets don't match directly.

Visionary emails, calls, and meetings transfer as Nutshell Tasks with type set to Email, Call, or Meeting. The original timestamp and owner are preserved. Rich-text Notes from Visionary transfer as Nutshell Notes with content intact. Attachment references within notes are preserved as text links for manual re-uploading if the files are needed in Nutshell. Meeting attendee lists map to Nutshell's contact roles on the linked record.

Visionary custom fields on any object become Nutshell custom fields on the equivalent object. Nutshell requires custom fields to be created before data loads — FlitStack generates a pre-migration schema script so all custom fields exist before the load phase runs.

Visionary file attachments on People, Companies, or Deals are downloaded and re-uploaded to Nutshell as Files attached to the equivalent record. Nutshell's file size limits (25MB per file) apply — files exceeding this are flagged for splitting before migration. File metadata (created date, last modified) is preserved in Nutshell where supported by the API. If Visionary stores files in a cloud storage integration, FlitStack downloads them to temporary secure storage before re-uploading to maintain the file chain of custody during migration.

Visionary owner assignments resolve by email match against Nutshell users. Unmatched owners are flagged before migration — teams either invite the Visionary owner to Nutshell first or assign their records to a designated fallback user. No record lands without a Nutshell owner.

Visionary workflows and automations do not have a direct Nutshell equivalent and are not carried over. FlitStack exports workflow definitions as a structured document that your Nutshell admin can use as a rebuild reference for Nutshell's personal email sequences and task automation features.