Migrate from AscendixRE to Nutshell

AscendixRE stores contacts as Salesforce standard Contacts. Nutshell People object holds the equivalent data. Direct field mapping covers name, email, phone, title, mailing and shipping addresses, and any custom contact fields. Owner resolution maps the Salesforce OwnerId to a Nutshell user by matching the owner’s email address, and original create and modification timestamps are preserved in dedicated custom fields.

AscendixRE Company records map to Nutshell Companies. Website, industry, employee count, and annual revenue migrate as direct fields or value‑mapped picks where Nutshell’s pick‑list differs from Salesforce’s. Billing address components (street, city, state, zip, country) are mapped to the Nutshell address field, and any multi‑location hierarchy is collapsed to a single parent‑company reference, with the top‑level company retained as the parent.

AscendixRE deals backed by Salesforce Opportunities map directly to Nutshell Deals. Deal name, amount, close date, stage, owner, and description carry over. Stage mapping runs value-by-value from Salesforce stage names to Nutshell pipeline stage names configured in your Nutshell account.

AscendixRE logged calls, emails, meetings, and tasks migrate as Nutshell Activities. Original timestamps, owners, and the parent record link (Person or Deal) are preserved, along with any file attachments or meeting notes. The Activity type (Call, Email, Meeting, Note) maps to Nutshell’s activity type field, and for multi‑participant events, each attendee is recorded in the activity’s description or a linked Person reference.

AscendixRE may contain Salesforce Leads for uncompleted prospects. These map directly to Nutshell Leads, preserving lead status, source, rating, and any custom fields such as lead score or referral channel. If a lead is unqualified, it can either be imported as a Person record for immediate follow‑up or remain as a Nutshell Lead for further nurturing, and any duplicate detection based on email is applied during import.

AscendixRE's Property__c object has no direct Nutshell equivalent, so property address, type, square footage, zoning, and status fields are migrated as custom fields on the linked Nutshell Company record. If a company owns multiple properties, each property’s data is stored in a separate set of custom fields and identified by a property‑ID suffix, preserving the relationship to the relevant contacts and listings while maintaining a clear separation of property details.

Listing__c records with availability details map to Nutshell Deals using a 'Listing' type tag and custom fields for listing price, status, available square footage, and a property reference. When a property has multiple listings, each appears as a separate Deal, and status transitions such as Active to Under Contract are recorded in the custom status field, preserving the link to the parent Company record.

Lease__c records migrate as Nutshell Deals with a 'Lease' type tag and custom fields for lease term, rent amount, expiration date, and tenant reference. The Deal's linked Company represents the landlord; tenant information is stored in a custom Company field.

Commission amounts, rates, and calculation logic from AscendixRE’s Commission__c object migrate as custom fields on the associated Nutshell Deal, such as commission_rate__c and commission_amount__c. If multiple commissions exist for a single deal, each commission is stored in a separate set of custom fields and identified by a commission‑ID suffix. Detailed calculation history, including step‑by‑step breakdowns, is preserved as a Note attachment on the Deal, ensuring full audit trail.

AscendixRE inquiry records representing prospective tenant or buyer inquiries migrate as Nutshell Leads, with custom fields capturing inquiry type, property interest, budget range, and desired timeline. Source tracking fields—such as referral channel, campaign ID, or website form identifier—are preserved as Lead custom fields, and any duplicate detection based on email or phone is applied during import to prevent redundant records.

Files attached to AscendixRE records—such as PDFs, images, and lease documents—are downloaded from Salesforce Files and re‑uploaded to the corresponding Nutshell Person, Company, or Deal record, preserving original file names. Nutshell’s 25 MB per‑file limit applies; any file exceeding this size is flagged in the pre‑migration audit and can be stored in a linked Google Drive or SharePoint location with the URL recorded in the Nutshell record.

AscendixRE may use Salesforce Campaigns for marketing tracking. Nutshell has no Campaign object. Campaign membership data is preserved as a custom field on the relevant Person records for reference, but the campaign structure must be rebuilt in Nutshell's email marketing module.