Migrate from AgileCase to Nutshell

AgileCase Case is the primary work unit and may represent billable work or internal support. In Nutshell, revenue‑bearing Cases map to Deal records, where the case name becomes the Deal name and the case stage maps to a Nutshell pipeline stage. Cases without monetary value are converted to Nutshell Activity notes linked to the corresponding Deal or People record.

AgileCase contact records, including name, email address, phone number, and physical address, map directly to Nutshell People objects. The email field serves as the primary identifier for duplicate detection and for linking to Nutshell Companies. When multiple contacts are associated with a single Case in AgileCase, each contact becomes a separate Nutshell People record, preserving all contact details.

AgileCase Company records map one‑to‑one to Nutshell Company objects. Standard fields such as company name, website domain, industry classification, and employee count transfer directly to Nutshell's matching fields. Because Nutshell Companies serve as the parent entity for People records, each Company must be migrated before any People records that reference it through the 'company' link to maintain referential integrity.

AgileCase assigns cases to users by internal ID. FlitStack resolves each assignee email against Nutshell users by email match. Unmatched assignees are flagged before migration; your team either invites them to Nutshell or assigns their records to a fallback user.

AgileCase case status values — Open, In Progress, Resolved, and Closed — translate into corresponding Nutshell Deal stage names using explicit value‑mapping rules. Similarly, AgileCase priority levels (Low, Medium, High, Critical) are represented as a custom pick‑list field on the Nutshell Deal, ensuring that urgency information is retained and visible within the deal record.

AgileCase Business and Enterprise plans allow custom fields per case type. Each custom field requires a matching Nutshell custom field. Text, number, date, and pick-list field types are supported; Nutshell custom fields are created per entity (Deal or People) before migration.

AgileCase file attachments such as documents, images, and PDFs are downloaded from the source environment and re‑uploaded to Nutshell as Activity records attached to the corresponding Deal or People object. The original upload timestamp, the name of the uploader, and the file type are preserved as metadata on the Activity record, maintaining the original context for future reference.

AgileCase case notes and threaded comment histories are migrated as Nutshell Activity records of type 'note' linked to the relevant Deal or People entry. Each migrated note retains the original author name and the exact timestamp from AgileCase, allowing teams to review the full conversation timeline within Nutshell after migration.

AgileCase case plans, task templates, and custom workflow scripts have no direct equivalent in Nutshell's feature set. FlitStack extracts these workflow definitions and exports them as a structured JSON document that your Nutshell administrator can use as a reference to rebuild equivalent automation using Nutshell Sequences, manual task creation, or third‑party workflow tools.

AgileCase maintains a 180‑day audit trail that logs every field change on a case, capturing the before‑and‑after values, the user who made the change, and the exact timestamp. Nutshell does not provide a native change‑history log, so FlitStack surfaces the original case creation date, last‑modified date, and key audit events as custom datetime and user fields on the Deal record, enabling reporting continuity without a native audit feature.

AgileCase leads that exist before a case is opened are routed to Nutshell Leads, preserving source‑tracking information such as UTM parameters and referrer data as custom fields on the Lead. When a Lead in AgileCase converts to a Case, FlitStack creates a corresponding Deal in Nutshell, linking the new opportunity to the originating Lead record to maintain the full conversion history.