CRM migration
Field-level mapping, validation, and rollback between Xtremepush and Nutshell. We move data and schema; workflows are rebuilt natively in Nutshell.
Xtremepush
Source
Nutshell
Destination
Compatibility
7 of 8
objects map 1:1 between Xtremepush and Nutshell.
Complexity
BStandard
Timeline
2-4 weeks
Overview
Moving from Xtremepush to Nutshell is a platform-category shift from engagement automation and CDP to sales CRM. Xtremepush consolidates user profiles, device tokens, push campaigns, loyalty state, and behavioral events in one engagement layer. Nutshell is a structured sales CRM that manages People, Companies, Leads, Deals, and Activities with pipeline automation and reporting. We migrate the CRM-record subset (People contact fields, Companies, custom attributes, activity history) and flag the engagement-layer data that cannot land in a sales CRM: push tokens, SMS history, location data, loyalty points, gamification mechanics, and campaign execution records. Workflows, audience segments, and automated export schedules do not migrate; we deliver a written inventory of each for the customer's admin to evaluate for rebuild in Nutshell or a separate engagement tool.
Every standard and custom field arrives verified.
AI proposes the map; you confirm before any record moves.
Parent–child, lookups, and ownership stay linked.
Calls, emails, meetings — with original timestamps.
Documents, uploads, and inline notes move with the record.
Why teams make this switch
Leaving
What's pushing teams away
Choosing
What's pulling them in
Object mapping
Each row shows how a Xtremepush object lands in Nutshell, including any object-level transformations, lookup resolution, or schema-design dependencies.
Typical mapping — final map is confirmed during the sample migration step.
Xtremepush
User Profiles
Nutshell
People
1:1Xtremepush user profiles map to Nutshell People. We extract the profile identifier, name fields (first name, last name), email address, phone number, and any custom attributes stored as key-value pairs. The Xtremepush profile ID is preserved as a custom field xtremepush_id__c for reconciliation and cross-reference. Consent status (subscribed/unsubscribed) migrates as a custom field or Nutshell's native opt-out flag. HubSpot-style multi-value tags from Xtremepush migrate to Nutshell custom fields defined as multi-select picklists during schema setup.
Xtremepush
Company data
Nutshell
Company
1:1Xtremepush does not have a native company object, but profile records may contain organization or company name fields. We extract any company name, domain, or organization identifier from Xtremepush profiles and create Nutshell Company records, linking each to the corresponding People record. If Xtremepush has a separate company export, we map it directly to Nutshell Company with address and industry fields preserved.
Xtremepush
Attributes and Tags
Nutshell
Custom Fields (People, Company, Lead)
lossyXtremepush user profile attributes are exported as key-value pairs. We define Nutshell custom fields of matching types (text, number, date, currency, dropdown) for each attribute observed during discovery. Tags (multi-value) are mapped to Nutshell multi-select picklist fields. We document the full attribute schema during discovery and pre-create fields in Nutshell before any data loads begin.
Xtremepush
Preferences and Consent Records
Nutshell
People (opt-out field)
1:1Xtremepush consent records include preference type (Marketing, Legitimate Interest), subscription status, last-updated timestamp, and consent source. We map the subscription status to Nutshell's HasOptedOutOfEmail standard field and preserve the full preference type and source in a custom field consent_type__c for compliance audit. Note that Xtremepush consent exports do not include historical consent changes or campaign-channel context; we flag records with only import-source consent and recommend re-collection for regulated industries.
Xtremepush
Engagements: Calls
Nutshell
Activities (Call)
1:1Xtremepush call engagement records (timestamp, duration, disposition, notes) map to Nutshell Activities of type Call linked to the corresponding People record. Call duration in seconds transfers to a custom duration field. We resolve the People record by email match before inserting the activity.
Xtremepush
Engagements: Emails
Nutshell
Activities (Email)
1:1Xtremepush email engagement records (subject, body, timestamp, direction) map to Nutshell Activities of type Email linked to the corresponding People record. Email direction (sent/received) migrates as a custom field. We extract the most recent email thread per contact to avoid overwhelming Nutshell's activity timeline with every single email event.
Xtremepush
Engagements: Meetings
Nutshell
Activities (Meeting)
1:1Xtremepush meeting engagement records (title, scheduled time, attendees, location) map to Nutshell Activities of type Meeting. Start time, end time, and location transfer directly. Attendee email addresses are matched to Nutshell People records to link attendees; unmatched attendees are noted in a custom field for reconciliation.
Xtremepush
Engagements: Tasks
Nutshell
Activities (Task)
1:1Xtremepush task engagement records migrate to Nutshell Activities of type Task. Status, due date, priority, and task text transfer directly. Owner resolution is by email match to Nutshell users; tasks assigned to unmatched owners are queued for admin reconciliation.
| Xtremepush | Nutshell | Compatibility | |
|---|---|---|---|
| User Profiles | People1:1 | Fully supported | |
| Company data | Company1:1 | Fully supported | |
| Attributes and Tags | Custom Fields (People, Company, Lead)lossy | Fully supported | |
| Preferences and Consent Records | People (opt-out field)1:1 | Mapping required | |
| Engagements: Calls | Activities (Call)1:1 | Fully supported | |
| Engagements: Emails | Activities (Email)1:1 | Fully supported | |
| Engagements: Meetings | Activities (Meeting)1:1 | Fully supported | |
| Engagements: Tasks | Activities (Task)1:1 | Fully supported |
Gotchas + challenges
Platform-specific issues from each side, plus the pair-specific challenges that don't show up on either platform's page on its own.
Xtremepush gotchas
Push token migration requires coordinated SDK update and dev team handoff
Consent preference export does not include full audit trail
Location services require separate paid activation and SDK changes
Loyalty and gamification state is profile-relative, not independently exportable
Nutshell gotchas
Contact tier limits enforced on import
No bulk API endpoint requires paginated extraction
Email sequences not exportable via API
Foundation plan disables key sales features
Pair-specific challenges
Migration approach
Discovery and data audit
We audit the Xtremepush account to establish the full record inventory: People count, Company/organization data, engagement record types and volumes (calls, emails, meetings, tasks), attribute and tag schema, consent preference types, loyalty state snapshot, location data presence, and campaign count. We also identify automated export schedules and any SFTP credential configurations. The discovery output is a written data inventory and a migration scope that explicitly separates CRM-record data (which migrates) from engagement-layer data (which is exported as reference files or flagged as non-migratable).
Schema design in Nutshell
We design the Nutshell destination schema before any data loads begin. This includes creating custom fields on People, Company, and Lead objects for Xtremepush attributes and tags that do not map to standard Nutshell fields (multi-select picklists for tags, text and date fields for custom attributes). We define a custom field xtremepush_id__c on People to preserve the source profile ID for reconciliation. If the customer is on Nutshell Foundation tier, we note that custom fields are supported but API access requires Pro or Enterprise; we coordinate tier provisioning if needed.
Sandbox validation and record reconciliation
We run a sandbox migration into a Nutshell test environment using a representative data sample. The customer reconciles record counts (People imported, Companies imported, Activities attached), spot-checks 20-30 records against the Xtremepush source, and validates that custom field values populated correctly. Any missing attribute mappings or data quality issues (duplicate People, unmatched Companies) are resolved before production migration begins.
Owner and user reconciliation
We extract every distinct Xtremepush user or agent referenced on engagement records and match by email against Nutshell Users. Any unmatched owner references go to a reconciliation queue for the customer's admin to provision in Nutshell before activity records are loaded, because Nutshell Activity records require an OwnerId reference.
Production migration in dependency order
We run production migration in record-dependency order: Companies first (to establish Account-level records), People second (with xtremepush_id__c and custom field values), Activities third (calls, emails, meetings, tasks linked to People by email match). Each phase emits a reconciliation report before the next begins. Engagement-layer reference exports (device tokens, campaigns, location data, loyalty state) are generated as CSV and JSON files and handed off alongside the migration report.
Cutover, validation, and engagement-layer handoff
We freeze Xtremepush writes during the cutover window, run a final delta migration of any records modified during migration, then enable Nutshell as the system of record for CRM data. We deliver the engagement-layer reference files and the gamification inventory document to the customer's admin. We support a three-day hypercare window for reconciliation issues. We do not rebuild Xtremepush workflows, segments, or campaigns in Nutshell; those are outside the migration scope and require either manual rebuild or a separate engagement scope.
Platform deep dives
Xtremepush
Source
Strengths
Weaknesses
Nutshell
Destination
Strengths
Weaknesses
Complexity grading
Standard CRM migration. 1 of 8 objects need a mapping; the rest are 1:1.
Overall complexity
Standard migration
Derived from compatibility, mapping clarity, API constraints, and data volume across Xtremepush and Nutshell.
Object compatibility
1 of 8 objects need a mapping; the rest are 1:1.
Field mapping clarity
Field mapping is derived from defaults — final spec confirmed during the sample migration.
Timeline complexity
8-object category — typical timelines run 2–7 days end-to-end.
API constraints
Xtremepush: Not publicly documented.
Data volume sensitivity
Xtremepush exposes a bulk API — large-volume migrations stream efficiently.
Estimator
Rule-based pricing — no per-record fees, no manual quotes. Migrations over 2M records are scoped individually.
Step 1
Pick a category, then your source and destination platforms.
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FAQ
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