Migrate from ZeyOS to Nutshell

ZeyOS Account records map directly to Nutshell Company records. The Account's name, address fields, phone, and website transfer to the corresponding Company fields. We use Account name as the dedupe key during import and create Company records before any Person import so that the People-to-Company relationship is satisfied at insert time.

ZeyOS Contact records map to Nutshell Person records with the parent-Account relationship preserved as the link to the Company. The Contact's name, email, phone, and address fields transfer directly. We resolve the parent Account FK to the Nutshell Company record by name match during migration. ZeyOS extdata fields (nickname, additional addresses) map to Person custom fields where Nutshell supports them.

ZeyOS Lead records map to Nutshell Lead records. Lead-specific status fields from ZeyOS (lead stage, source, rating) transfer to Nutshell Lead custom fields or standard fields where the field names align. If the customer uses ZeyOS Leads differently from Contacts, we preserve the distinction in Nutshell Lead without merging.

ZeyOS Deal records map to Nutshell Opportunity. The deal amount, close date, and deal name transfer to Nutshell's opportunity fields. We map ZeyOS pipeline and stage to Nutshell's pipeline configuration and validate that stage names are supported values in the destination. Deal-owner resolution is by email match to Nutshell Users.

ZeyOS Items (inventory/product catalog) map to Nutshell Product records. We transfer the item name, barcode, SKU, model, and unit price. Stock quantities from ZeyOS's automated inventory transactions do not map to Nutshell because Nutshell lacks native inventory management; we flag these as a written note for the customer's admin to manage in a separate inventory tool post-migration.

ZeyOS Activity records (calls, emails, meetings, notes) linked to Accounts or Contacts map to Nutshell Activity records attached to the corresponding Company or Person. We convert ZeyOS int8 Unix timestamps to ISO 8601 datetime strings during transform. Activity owner resolution is by email match. Note body content transfers as the activity description.

ZeyOS financial documents (Quotes, Orders, Deliveries, Invoices) have no direct Nutshell equivalents. We map Quote and Order metadata to the parent Opportunity as custom fields and flag the records for manual review. Audit-locked Invoices (immutable post-booking in ZeyOS) are flagged separately with a chronological ordering warning to prevent import conflicts. Deliveries are noted as a written handoff item for the customer's admin.

ZeyOS Projects, Tasks, and Time Entries have no direct Nutshell equivalents. We merge the highest-level Task per Project into Nutshell Task records attached to the parent Company or Person, preserving the task name, assignee, due date, and status. Time entry hours are stored as a custom Task field. We flag Projects as a written handoff because Nutshell lacks native project management. Customer admins review the task merge and determine whether a separate project tool is needed post-migration.

ZeyOS Tickets (Helpdesk object with email integration) have no direct Nutshell equivalent. We map ticket subject, status, priority, and conversation threads as a custom field set on the linked Person or Company, or as a Lead with ticket-type custom fields. Email thread history migrates as Note records attached to the Person. We recommend the customer configure a helpdesk integration (Zendesk, Freshdesk) post-migration if ongoing ticket management is required.

ZeyOS Users map to Nutshell Users by email match. We extract every distinct ZeyOS User referenced on Contacts, Accounts, Deals, and Activities and match against Nutshell's User table. Any ZeyOS User without a matching Nutshell User goes to a reconciliation queue for the customer's admin to provision before record import resumes.

ZeyOS custom fields (fields table and extdata JSON) are read and mapped to Nutshell custom fields on the corresponding object (Company, Person, Lead). Nutshell supports Text, Long Text, Currency, and Date custom field types; we map ZeyOS field types to the closest Nutshell equivalent. Custom field definitions are created in Nutshell before data import begins. Fields without a compatible Nutshell type are flagged in the mapping document for manual handling.

ZeyOS file attachments (binfile column binary blobs) are retrieved individually via the REST API and re-uploaded to Nutshell as attachments on the corresponding Company, Person, or Opportunity record. We resolve the file's parent record FK during retrieval and attach by record ID in Nutshell. Files exceeding 25MB are flagged for customer review before import because Nutshell has attachment size limits that vary by plan.