Migrate from Wetroo CRM to Nutshell

Wetroo Lead records map to Nutshell People in the lead intake state. The Wetroo lead source property (Facebook, Google, manual, WhatsApp) maps to Nutshell's standard source field, and any custom lead-attribution fields migrate as custom People fields. Lead status values from Wetroo map to Nutshell's lead status pipeline. Once a Wetroo Lead converts in the destination, it moves through Nutshell's standard People lifecycle. If the customer uses Wetroo Leads that are already qualified contacts, we recommend migrating them directly as People rather than through the lead intake layer.

Wetroo Contact records (enriched records after lead qualification) map directly to Nutshell People. Full contact details including phone numbers, email addresses, and lifecycle stage migrate. The primary challenge is that Nutshell People are singular contact records, so Wetroo Contacts with multiple assigned decision-makers may require a split into a primary People record plus additional linked People records. Custom fields on Wetroo Contacts map to equivalent Nutshell custom People fields that must be pre-created on the target account.

Wetroo Company records map to Nutshell Company records. Company names, industry tags, billing address, and custom fields migrate directly. In Nutshell, People records are linked to a Company via the relationship field, so we resolve the Wetroo Contact-to-Company relationship during migration and set the People.Company reference at insert time. Address and billing data may require normalization if Wetroo stores them in non-standard formats.

Wetroo Deal records map to Nutshell's Lead pipeline in Nutshell's standard CRM workflow. Deal value, expected close date, stage, and owner assignment migrate. Wetroo's pipeline stages are read via API during scoping and mapped to Nutshell's lead status values or a custom pipeline stage set if the customer configures one. Any custom deal fields migrate as custom fields on Nutshell's pipeline record.

Wetroo's pipeline configuration (stages, stage order, stage-specific probability values) is read from the API during discovery and configured in Nutshell before Deal migration begins. Stage names and relative order are preserved. If Wetroo has stage-specific fields (e.g., a custom loss reason or win reason field), we create equivalent fields in Nutshell and map values during import. Nutshell's pipeline stages are configurable per account without plan restrictions.

Wetroo OBD call records are extracted via the /api/v1/?apirequest=obd_record endpoint during extraction. Call duration, disposition, timestamp, and recording URL (if stored) map to Nutshell Activity records linked to the resolved People or Company. Call type is preserved as an activity sub-type. We resolve the owner by email match before inserting activities.

Wetroo Notes and Tasks migrate to Nutshell Activity records with the appropriate activity type. Note body content migrates as a Nutshell Activity with the note flag set. Task due dates, assignees, and completion status migrate directly. Automated reminders tied to Wetroo tasks cannot be migrated; these are flagged for manual recreation in Nutshell.

WhatsApp message threads are extracted from Wetroo's separate conversation API. Each thread is written as a Nutshell Activity record with message content, timestamps, sender/receiver, and conversation direction preserved. Media attachments (images, documents) require an additional download step and are re-attached to the Nutshell Activity as linked files. WhatsApp conversations are high-volume objects; we recommend scoping message history retention (e.g., last 12 months) during discovery to manage extraction time and Nutshell storage.

Wetroo User records with name, email, role, and team assignment migrate by matching email to existing Nutshell users or provisioning new users in Nutshell before record migration. Team structures and sub-teams in Wetroo do not have a direct Nutshell equivalent; we flag team-to-role mapping during scoping and advise on whether to flatten the structure or recreate teams as Nutshell groups.

Wetroo drip marketing sequences and sales automation cadences are stored in an automation layer with no exposed schema or export endpoint. We do not migrate them. During discovery we extract the sequence list (sequence names, step counts, contact counts, and step logic descriptions captured from the UI) and deliver it as a written inventory document. The customer's admin uses this inventory to rebuild sequences in Nutshell Automation (Pro tier) or Power tier's cadence tools.