Migrate from Aidoo Mobile to Nutshell

Aidoo Mobile customer records (name, email, phone, address) map directly to Nutshell People. Original Aidoo create dates are preserved as a custom datetime field since Nutshell's native CreatedDate reflects migration time. Owner resolution happens via email match against Nutshell users — unmatched contacts receive a migration-owner fallback.

Aidoo Mobile company records (name, domain, industry, employee count, annual revenue) map 1:1 to Nutshell Accounts. Multi-location companies in Aidoo (parent/branch structure) map to Nutshell Account with the primary address, and branch locations surface as Notes for reference. If circular parent references exist in Aidoo, FlitStack flags them before migration.

Aidoo Mobile work orders are the most significant migration object. Nutshell has no native FSM work-order entity, so FlitStack maps Aidoo work orders to Nutshell Deals and appends Aidoo FSM fields (status, priority, job type, site address, expected start/completion dates, assigned technician) as Nutshell custom fields. The Deal Name defaults to Aidoo work order ID plus site address. Stage is set based on Aidoo status value mapping.

Aidoo Mobile custom fields on customer records map to Nutshell People custom fields. Plan-tier limits apply: Foundation has fewer custom fields than Pro/Enterprise. FlitStack audits the Aidoo custom field inventory against the target Nutshell plan before migration and flags any fields that exceed plan limits, prioritizing the most-used fields for migration and documenting the rest for manual post-migration creation.

Aidoo Mobile equipment and asset custom fields associated with companies map to Nutshell Account custom fields. Field data types (text, number, date, picklist) are preserved during mapping. Picklist values from Aidoo are replicated as Nutshell choice options on the corresponding custom field. If Aidoo stores multi-select picklists, these map to Nutshell multi-choice custom fields where supported by plan tier.

Aidoo Mobile activity records (service visit notes, technician emails, meeting logs) map to Nutshell Activities attached to the corresponding Person or Account record. Original activity timestamps, subject lines, and body content are preserved. FlitStack maps Aidoo activity type to Nutshell activity category (call, email, meeting, note) using the destination API's activity model. Activities without a resolvable parent record are attached to the associated Account.

Aidoo Mobile technician records map to Nutshell People with a Role custom field set to 'Technician' to distinguish them from customer contacts. Technician email is used for owner resolution — if a matching Nutshell user exists by email, the Person record is assigned that user as OwnerId. Unresolved technicians are flagged for manual Nutshell user creation before the migration runs.

Aidoo Mobile asset records (equipment serial numbers, maintenance schedules, installed location) have no direct Nutshell equivalent. FlitStack maps the primary asset key fields to Account custom fields (serial_number__c, last_service_date__c, equipment_type__c) and attaches the full asset record as a Note on the linked Account. Asset-to-account linkage is resolved via Aidoo's customer-association field before migration.

Aidoo Mobile parts used per work order map to Nutshell Deal Products if the parts list is simple (SKU, quantity, unit cost). For complex Aidoo parts structures with lot numbers, expiry dates, or bin locations, FlitStack creates Deal custom fields to preserve the data rather than forcing it into the Products object. This avoids forcing Aidoo FSM part logic into a sales-focused Products model.

Aidoo Mobile owner IDs are resolved against Nutshell users by email address. Unmatched owners (technicians not yet created as Nutshell users, or inactive Aidoo users) are flagged before migration with a resolution recommendation — invite the user to Nutshell or assign records to a migration fallback owner. No record lands without a resolved Nutshell owner.

Aidoo Mobile work order statuses (New, Scheduled, In Progress, On Hold, Completed, Cancelled) map to Nutshell Deal stage values. The mapping plan is delivered before migration runs so Nutshell stages can be pre-created to match Aidoo status names exactly. Probability and forecast category are assigned per stage based on Aidoo status-to-probability data.

Aidoo Mobile file attachments on work orders or customer records are downloaded and re-uploaded to Nutshell's storage. Inline images in Aidoo notes are extracted, re-hosted, and the image URL is embedded in the Nutshell Note body. Nutshell's file size limits apply — files exceeding the limit are flagged and documented for manual re-upload post-migration.