Migrate from Wetroo to Nutshell

Discovery and export scoping

We audit the Wetroo instance via API and manual export to identify Contact, Lead, Deal, and Pipeline record counts; custom field definitions on each object; owner assignments; team structures; and automation playbook inventory. We confirm whether the customer's Wetroo export scope includes all relevant custom fields and owner records, and we advise on any gaps. We also confirm the Nutshell plan the customer has selected or plans to select, since Teams are available only on Growth and above.

Destination schema design and pipeline configuration

We design the Nutshell schema before any data import. This includes creating custom fields on Person and Deal to capture Wetroo-specific properties (WhatsApp contact source, original stage names, lead qualification score); configuring Nutshell pipelines and stages to match Wetroo's stage sequence and probability weights; and mapping owner emails to Nutshell Users. We deploy the schema into the customer's Nutshell instance and validate the pipeline configuration before record import begins.

Sample extraction and mapping validation

We run a sample extraction of 50-100 records from Wetroo (Contacts, Leads, Deals) and import them into a test Nutshell environment. The customer reviews the mapped records for accuracy, confirms the stage mapping, and validates that custom fields populated correctly. Any mapping corrections (field type mismatches, missing fields, stage alignment issues) happen at this stage before production migration begins.

Owner reconciliation and user provisioning

We extract every distinct Wetroo Owner referenced on Deal and Lead records and match by email against the Nutshell destination's User table. Owners without a matching Nutshell User go to a reconciliation queue. The customer's Nutshell admin provisions any missing Users (active or inactive based on whether the original Wetroo owner is still active in the sales team). Migration cannot proceed past this step because Owner assignments are required on Deal records.

Production migration in dependency order

We run production migration in record-dependency order: Nutshell Users (validated), People (Contacts and Leads from Wetroo), Companies (extracted from Wetroo Company records or created from contact domain data), Deals (with Person link, Owner assignment, and Pipeline stage resolved), and Custom Fields (populated on each record). Automation playbook definitions and team membership records are delivered as structured export documents alongside the migration. Each phase emits a row-count reconciliation report before the next phase begins.

Cutover, validation, and automation rebuild handoff

We freeze Wetroo writes during cutover, run a final delta migration of any records modified during the migration window, then enable Nutshell as the system of record. We deliver the automation playbook inventory document to the customer's admin team with step-by-step descriptions for rebuilding Wetroo playbooks in Nutshell's automation suite. We support a one-week hypercare window where we resolve any data quality issues raised by the sales team. We do not rebuild Wetroo automations in Nutshell as part of the migration scope; that is a separate configuration engagement.