Migrate from Agentbox to Nutshell

Agentbox contacts map directly to Nutshell People. The contact's primary company becomes a Nutshell Company lookup. Nutshell requires an email or name to create a Person; contacts without email are flagged before migration for manual assignment of an email address or default value.

Agentbox companies map 1:1 to Nutshell Companies. Company name, website, address, and industry are direct field mappings. Multi-address companies collapse to the primary address in Nutshell; secondary addresses can be stored as custom fields if needed. Industry pick-list values are mapped per the standard value set, with unmapped values applied as entered text. Website URLs transfer directly to the website field without transformation.

Agentbox agent profiles (name, email, phone, role) map to Nutshell Users. The agent's role becomes a custom field on the User record. Owner resolution happens by email match — agents with matching Nutshell user emails become the record owner; unmatched agents are flagged for assignment.

Agentbox deals map to Nutshell Deals. Deal name, value, and stage map directly. Nutshell's Deal stages are pick-list values — Agentbox stage names map to the closest Nutshell stage label, and any unmapped stages are created in Nutshell before migration.

Agentbox tasks map to Nutshell Tasks with original due dates, descriptions, and completion status preserved. Tasks linked to contacts or deals maintain the parent record reference in Nutshell, ensuring that related tasks appear in the proper context on the Person or Deal record. Completed versus open task status maps directly with no transformation required.

Agentbox notes map to Nutshell Activities of type Note. The note body and associated contact or company reference are preserved without transformation. Nutshell stores notes as part of the Activity timeline on the linked Person or Company record, allowing teams to view note history in context. Note creation dates are preserved to maintain the original record chronology.

Agentbox contact categories and tags carry real estate context (buyer type, property preference, lead source tag) that has no Nutshell equivalent. We create a custom field on People to hold this data, preserving the original category string for reference and rebuild.

Agentbox buyer/tenant requirement fields (price range, feature preferences, location criteria) are real estate-specific with no Nutshell equivalent. We map these to custom fields on the Person record in Nutshell, creating Buyer_Price_Range__c, Buyer_Features__c, and Tenant_Location__c as text or pick-list fields depending on the source data type and your team's preference for structured versus freeform entry.

Agentbox listings imported from REA Group and property records have no Nutshell equivalent. We capture key property fields (address, listing price, status, REA listing ID) as custom fields on the associated Company or Deal record so the data is accessible in Nutshell.

Agentbox appraisals are property-valuation records tied to contacts. We store appraisal date, property address, and appraised value as custom fields on the related Company or Deal. Full appraisal documents are not supported in Nutshell natively; PDF re-upload is handled separately.

Agentbox links contacts to agents as owners using a direct relationship. Ownership resolves by email match against Nutshell Users — each Agentbox agent email is checked against the Nutshell user list to find a matching account. Unmatched owner records are flagged before migration begins; your team can either assign them to a fallback Nutshell user or invite the unmatched agent to join the Nutshell workspace first.

Agentbox imports listing data directly from REA Group (Real Estate Institute of Australia), capturing listing ID, price, status, and source tag. The REA listing ID and import source tag are preserved as custom fields (REA_Listing_ID__c, Listing_Source__c) on the Company record for traceability after migration. Note that live REA synchronization does not continue in Nutshell; historical listing data migrates as reference fields only.