Migrate from Zilliant CPQ to Nutshell

Zilliant CPQ Products (the base entity, equivalent to ERP Materials) map to Nutshell Products with SKU, name, description, and unit price. Variant configurations and characteristic-based BOM rules in Zilliant cannot be migrated as configuration logic—Nutshell has no constraint engine. We export the variant structure as a structured JSON note on each Product record and deliver a variant-rule inventory document for the customer's admin to implement as product bundles or sub-products in Nutshell.

Zilliant CPQ Accounts map to Nutshell Accounts. Standard address, industry, and revenue fields migrate directly. Large account hierarchies with custom address structures require field-level mapping against Nutshell's standard address fields. ERP_ID cross-references stored in Zilliant Account records migrate to a custom text field erp_id__c in Nutshell.

Zilliant CPQ Contacts map to Nutshell Contacts with first name, last name, email, phone, and account linkage preserved. Partner function records attached to Zilliant Contacts require additional mapping to Nutshell's contact role or tag system. BDA custom fields on Contact use the lookup table mapping between C4C and CPQ—list-type BDA values lose C4C localization and migrate as raw code values only.

Zilliant CPQ Quotes map to Nutshell Deals. Quote headers (customer reference, quote date, expiration) become Deal fields. Line items (SalesItems) map to Deal line items or product-linked tasks depending on the Nutshell configuration. Quote status states (draft, submitted, accepted, rejected) map to Nutshell Deal status values. Closed quote history migrates with full line-item detail preserved.

Zilliant CPQ Price Lists (catalog, reference, global list, published, and matrix types) do not have a direct Nutshell equivalent. We migrate the primary catalog price as the Product.unit_price in Nutshell. Matrix pricing (volume-based and tiered) migrates as a structured JSON note on the Product or as a custom pricing table custom field, and we deliver a pricing-rule inventory document specifying each matrix dimension for manual reimplementation as Nutshell custom fields or spreadsheet-based lookup.

Zilliant CPQ Sales Agreements (customer-specific pricing contracts with effective date ranges and discount tiers) have no Nutshell equivalent object. We migrate agreement header data (customer, effective dates, discount percentage) to custom fields on the linked Account record. Tiered discount structures migrate as structured notes. The customer rebuilds agreement enforcement as a manual review step or custom field validation in Nutshell. We deliver a full Sales Agreement inventory with field mapping as part of the migration package.

Zilliant CPQ Guided Selling rules (characteristic-based constraint and recommendation logic) are structured rule packages, not individual data records. Nutshell has no constraint-based configuration engine. We export the rule structure as a JSON rule package and deliver a guided-selling inventory document listing each rule's trigger conditions, constraint logic, and recommended Nutshell replacement (product bundles, pre-configured Kits, or a checkbox-matrix of option fields on the Product). Rebuilt guided selling is outside migration scope.

Zilliant CPQ BDAs are custom fields mapped from SAP C4C via lookup tables. String, Boolean, and Decimal BDA types migrate to Nutshell custom fields of equivalent type. List-type BDA fields from C4C carry only the raw list code value in Zilliant CPQ—C4C's localized display labels are not synced and are lost on export. We flag every list-type BDA field during scoping and advise customers to re-establish translated labels from C4C source records post-migration.

Zilliant CPQ Users migrate to Nutshell Users by email match. Domain-approval restrictions in Zilliant (unapproved email domains cannot sign in) have no Nutshell equivalent—user provisioning proceeds without domain validation during migration. Role-based UI Profiles controlling field visibility (such as ERP_ID column access) do not transfer; Nutshell's field-level permissions are configured separately post-migration.

Zilliant CPQ Quote attachments migrate to Nutshell as linked Files on the corresponding Deal record. The pre-patch bug where single attachment clicks triggered multiple downloads is a resolved source-environment issue and does not affect the migration. Attachment metadata (filename, upload date, uploader) preserves on the Nutshell File record.