Migrate from Workpex to Nutshell

Workpex Leads map directly to Nutshell Leads. The lead's name, email, phone, address, source, and status fields migrate as standard Lead fields. Any custom Lead properties discovered during the pre-migration audit (such as WhatsApp lead source flags or Facebook Ad attribution fields) map to custom Lead fields that we pre-create in Nutshell before import. Workpex's lead assignment to Users maps to the Nutshell Owner field by email match.

Workpex Contacts map to Nutshell People. The Contact's name, email, phone, address, and company association migrate as standard People fields. Contact-to-Lead relationships (Workpex links Contacts to Leads) are preserved by importing Leads first and then resolving the Contact's primary Lead association as a custom field or activity note. Note: Nutshell's UI refers to People; the API refers to Contacts. We use the API naming convention throughout migration for consistency.

Workpex Companies map to Nutshell Accounts. The company name, domain, address, phone, and industry fields migrate as standard Account fields. Account is created before Contact import so that the Account-Contact lookup relationship is satisfied at the moment of Person insert. If Workpex companies have a flat list structure, they map 1:1 to Accounts without transformation.

Workpex Deals map to Nutshell Deals with pipeline stages, monetary value, and expected close dates preserved. Workpex's Deal stage names map to Nutshell Deal status values, and any custom stages are flagged during the pre-migration audit for value-mapping review. Deal assignments to Users map by email match to Nutshell Owner. Deal-to-Company relationships resolve through the Account import phase.

Workpex Tasks map to Nutshell Activities on the Contact or Account record. Task title, due date, status, and assignee migrate. Nutshell's activity timeline groups calls, emails, meetings, and tasks under a single unified view per Person or Account, so Workpex Tasks appear as open to-do items in the timeline and can be checked off directly in Nutshell. Task assignment resolves by email match to the Nutshell User.

Workpex Follow-up Reminders are tied to Leads or Contacts. Reminder dates and descriptions migrate as Nutshell Activity records with the description field carrying the reminder text and the due date field carrying the reminder timestamp. Multiple reminders for the same Contact merge into separate Activity entries on the shared timeline. If Nutshell's task reminder UI is used, the reminder date maps to the task's follow-up date field.

Workpex call tracking metadata (duration, direction, timestamp, disposition) migrates to Nutshell Activity records with call type. The call recording itself migrates as an attachment to the Activity record. Playback format compatibility varies; we flag any recordings in unsupported formats (such as proprietary binary录音 formats) for manual export review before import. Call attribution to the Contact or Account resolves through the email or phone match on the activity's关联 record.

Workpex pipeline stages are enumerated values on Deals. We map each stage name and its ordering to a Nutshell Deal status value. If Workpex stages include custom labels (such as regional language names or product-specific stages), we flag them during scoping and coordinate with the customer to define equivalent Nutshell status labels before import. Stage ordering in Nutshell's pipeline Kanban view reflects the migration-time stage sequence.