Migrate from webCRM to Nutshell

Scoping and data quality audit

We audit the webCRM account by guiding the customer through the Overviews export for each object type (Organisations, Contacts, Deals, Products, Tasks, Deliveries). We extract record counts, identify active Automation Module rules, document the custom field schema, and assess data quality (duplicate density, incomplete record rates, and format consistency). The scoping output is a written migration scope document including object counts, field mapping table, automation inventory, and a data quality report with cleaning recommendations.

Delivery XML transformation design

For webCRM Deliveries exported via Zynk in XML format, we design the flattening transform before any data moves. The transformation parses the nested Delivery XML, extracts header fields (delivery date, customer reference, total amount) into an Order record, and extracts line-item detail into Order Items linked by a shared Order ID. We test the transform against a sample of 10-20 Deliveries to validate that all line-item fields (product, quantity, unit price, discount) are preserved in the flattened structure before running the full extraction.

Nutshell custom field and stage configuration

We create the required custom fields in Nutshell before record ingestion. This includes Company custom fields (mapped from Organisation custom fields), Person custom fields (mapped from Contact custom fields), Deal custom fields (mapped from Deal custom fields), and Product custom fields (mapped from Product custom fields). If webCRM uses custom Deal stage names not present in Nutshell's default stages, we create custom stage values in Nutshell Deal pipeline configuration. Nutshell is configured in the customer's live environment with a migration hold on record creation until field schema is confirmed.

Company and Product ingestion

We ingest Organisations (as Companies) and Products first because both Contacts and Deals link to Companies, and Order Items link to Products. Organisation IDs are stored as an external reference field on each Nutshell Company for lookup resolution during subsequent phases. Product names and SKUs are matched to ensure Order Items resolve correctly during the Deliveries phase. We validate row counts against the source Overviews export before proceeding.

Person and Deal migration with relationship resolution

We ingest Contacts as People, resolving each Person's Organisation link to the corresponding Nutshell Company via the external reference field. We then ingest Deals, resolving each Deal's Organisation link to the Company and assigning the correct Deal stage from the pre-configured stage mapping. The Deal-Deal link (if Deals reference other Deals) is held for resolution after initial Deal ingestion completes. Any Deal-level custom fields are populated during this phase.

Deliveries ingestion as Orders

We run the Zynk XML extraction for Deliveries, apply the flattening transformation, and ingest the resulting Order header records first. We then ingest Order Items linked to each Order and to the corresponding Product via SKU or name lookup. Order total is validated against the original Delivery XML before the Order is marked complete. Any Delivery attachments migrate as files linked to the Order record.

Cutover, delta sync, and automation handoff

We freeze writes in webCRM during the final 48-hour delta window, migrate any records modified since the initial extraction, then confirm the cutover to Nutshell as the system of record. We deliver the Automation Module inventory document to the customer's admin team for rebuild in Nutshell Workflows. We support a one-week hypercare window resolving any record reconciliation issues raised by the sales team. Workflow rebuild, sequence configuration, and admin training are outside standard migration scope and are handled as separate engagements.