Migrate from Wired Plus to Nutshell

Wired Plus Contact records map directly to Nutshell People. We extract name fields, email address, phone, and custom field values via API or CSV. Opt_in and source fields are mapped explicitly to Nutshell's email subscription status fields to preserve GDPR compliance. Contact lifecycle stage or custom status fields migrate as a custom field on the Nutshell Person record rather than a native property.

Wired Plus Company records map to Nutshell Company records. We use Company_Name and domain fields as the dedupe key. Account-specific custom fields on Companies migrate as Nutshell custom fields on the Company object. Companies are imported before People so that Person-Company lookup relationships are resolved at insert time.

Wired Plus Deals map to Nutshell Deals with dealstage mapped to Nutshell Pipeline Stage and pipeline_id mapped to the Nutshell Pipeline assignment. Custom deal fields migrate as Nutshell custom fields on the Deal object. Closed-Lost and Closed-Won status from Wired Plus map to Nutshell deal status values.

Wired Plus per-account pipeline stages extract as a named stage sequence. We map each stage to a Nutshell Pipeline Stage value and flag any Wired Plus stages with no direct Nutshell equivalent. The stage probability mapping (Wired Plus percentage to Nutshell stage weight) is configured before Deal import.

Wired Plus Campaign records migrate to Nutshell Campaign objects carrying campaign name, status, and send date. Campaign performance metrics (open rate, click rate, send count) migrate as custom fields on the Nutshell Campaign because Nutshell Campaigns are primarily attribution objects rather than detailed performance reporters. Email template content does not migrate as editable HTML.

Wired Plus tags (flat string labels on contacts and companies) migrate as tags in Nutshell. We export the full tag assignment set per contact and per company and reapply as tag assignments at the destination. Tag merging (where duplicate label variants exist) is flagged during scoping for customer review.

Wired Plus account-specific custom fields on Contacts, Companies, and Deals are extracted via API using the field schema to resolve internal field IDs from display labels. We pre-create matching Nutshell custom fields (with type-mapped field types: text, number, date, picklist) before any record import. Picklist value sets from Wired Plus migrate as Nutshell picklist options.

Wired Plus automation workflows define trigger-action sequences including conditional branches and time delays. These do not migrate as functional code to Nutshell because the automation models differ. We export workflow definitions as structured metadata (trigger type, conditions, actions, delay values) in a written workflow audit document. The customer's Nutshell admin or a Nutshell partner uses this document to rebuild workflows in Nutshell's automation tools.