Migrate from Zurple to Nutshell

Zurple contacts map 1:1 to Nutshell People. Every standard field (name, email, phone, address) transfers directly. Nutshell People can have custom fields added via the settings UI — any Zurple contact property without a native equivalent becomes a Nutshell custom field on the Person record.

Zurple companies map to Nutshell Companies. Basic fields (name, domain, address) transfer directly. Nutshell Companies support custom fields, so any Zurple company property without a native equivalent migrates as a custom field. Parent-child company relationships transfer via the parent_company_id field mapped to Nutshell's parent_company reference.

Zurple deals map to Nutshell Deals with direct field mapping for name, amount, and close date. The deal stage name in Zurple maps to a Nutshell stage value — if stage names differ, we apply a value-mapping table during migration. Each Nutshell Deal is linked to a Pipeline that you configure in Nutshell before migration.

Zurple pipelines map to Nutshell Pipelines. You configure the Nutshell pipeline structure (stages, probabilities) before migration begins. We deliver a pipeline setup plan specifying the stage names and order that correspond to your Zurple pipeline configuration so the deal migration lands in the correct stages.

Zurple call logs are imported as Nutshell Tasks with the Task type field set to 'Call'. The original call timestamp, duration in seconds, and the owner assignment are retained. During migration, the Person or Deal identifier is resolved and the task is linked to the corresponding record via the Nutshell API, ensuring that call history is attached to the correct contact or deal.

Zurple email activity is migrated as Nutshell Tasks with the Task type set to 'Email'. The original subject line, message body, and timestamp are copied over, preserving the sender and recipient information. Email threads are stored as linked task sequences attached to the associated Person record, allowing the full conversation history to be viewed in Nutshell.

Zurple notes are transferred as Nutshell Notes and attached to the relevant Person, Company, or Deal record. The original creation timestamp and owner assignment are kept to maintain audit history. Any rich-text formatting present in Zurple is stripped and converted to plain text, ensuring compatibility with Nutshell's note format while preserving the core content.

Zurple custom contact properties (beyond standard fields) require Nutshell custom fields to be created on the Person object before migration. We generate a custom-field creation plan with field names, data types, and pick-list values from Zurple so your Nutshell admin can pre-create them.

Zurple custom company properties are migrated as Nutshell Company custom fields. We generate a field-specification document that lists each custom field’s name, data type, and any pick-list values sourced from Zurple. This document allows your Nutshell administrator to pre-create the fields in the Nutshell settings UI before the migration loads, ensuring that all custom data lands without post-migration field edits.

Zurple deal-level custom properties are mapped to Nutshell Deal custom fields. Because Nutshell exposes custom fields through its settings UI, we include these fields in the pre-migration custom-field plan and validate that each field exists before the deal records are loaded. This verification step prevents write errors and ensures the custom data appears correctly on the Deal entity after migration.

Zurple tracks lead source and campaign attribution as contact or deal properties. Nutshell has a Campaign object for marketing attribution, but it operates differently. We preserve Zurple lead source data as custom fields on the Person record and surface it as a mapping recommendation for your Nutshell admin to configure campaign tracking post-migration.

Zurple's automated nurture sequences and behavior-driven email drips tied to IDX website activity have no direct Nutshell equivalent. These must be rebuilt using Nutshell's Personal Email Sequences feature (Pro plan) or a third-party email marketing tool. We export the sequence names, trigger conditions, and email content as a rebuild reference document.

Zurple captures IDX website visitor behavior, saved searches, and property interest as contact-level data. Nutshell has no IDX or MLS integration, so this real estate-specific data migrates as custom fields on the Person record for reference — your team decides whether to act on it manually or build a real estate-specific tool to replace this function.

Zurple owners (agents) map to Nutshell Users by email address match. We resolve each Zurple owner_id to a Nutshell user email. Unresolved owners are flagged before migration so you can invite them to Nutshell or assign their records to a fallback user.