Migrate from Badger Maps to Nutshell

Badger Accounts map 1:1 to Nutshell Companies. The account name becomes Company.name. If the Badger account has a primary contact person, that person is created as a Nutshell Person and linked to the Company via Nutshell's person-company relationship. Multi-contact accounts require one primary person link; additional contacts are added as secondary Person records.

Badger's custom Text and Numeric fields on accounts migrate as Nutshell Company custom fields. Nutshell requires fields to be pre-created per object before import. FlitStack generates the Nutshell field setup plan from the Badger field inventory so custom fields are created before the migration run commits records.

Badger stores account address components (street, city, state, zip, country). These map to Nutshell Company's address1, address2, city, state, postal_code, and country fields. Latitude and longitude from Badger are preserved as Numeric custom fields since Nutshell has no native geo-coordinate fields.

Badger check-ins export with account link, timestamp, notes, and GPS coordinates. Each check-in becomes a Nutshell Activity record linked to the parent Company. The original check-in timestamp is preserved as the Activity date, and the notes field maps to the Activity description. GPS coordinates are stored as Numeric custom fields on the Activity.

Badger Routes group accounts into named daily or weekly driving sequences. Nutshell has no native route or territory model. FlitStack maps route names to a Tag applied to each Company in the route, allowing Nutshell admins to filter by route group. Route stop order is preserved as a Numeric custom field (Route_Stop_Order__c) on the Company so the sequence can be reconstructed in Nutshell list views.

Badger user accounts map to Nutshell Users by email address. FlitStack performs a pre-flight email match against Nutshell Users before migration. Unmatched Badger owners are flagged and assigned to a fallback Nutshell user so no record lands without an owner. Impersonation-capable Nutshell API keys carry the correct user attribution for each migrated record.

Teams using Badger's Advanced CRM integration may have Leads synced alongside Accounts. These map to Nutshell Leads with name, email, phone, company, and status fields preserved. Badger lead status values are mapped to Nutshell's lead status pick-list via value mapping, and custom lead fields migrate as Nutshell Lead custom fields.

Account-level notes in Badger become Nutshell Activities with type='Note'. The note body maps to the Activity description field. Original create timestamps are preserved in a custom datetime field so note chronology is retained in Nutshell's activity feed. If the note includes any file attachments, those are migrated as Nutshell Activity attachments linked to the same record, preserving the original file names and timestamps.

Badger's category labels applied to accounts (e.g., industry verticals, account types) migrate as Tags in Nutshell. Nutshell Tags are applied directly to Companies, allowing the same filter logic used in Badger's Visualize feature to be replicated in Nutshell's list and board views.

Files attached to Badger account records are downloaded and re-uploaded as Nutshell Activity attachments linked to the corresponding Company. File size limits from Badger's export and Nutshell's attachment model are respected during transfer. Images embedded in check-in notes are extracted and attached separately.

Badger's territory alignment feature assigns reps to geographic regions. Nutshell has no native territory object — territory assignments are migrated as Tags on the Lead record. FlitStack also creates a custom pick-list field (Territory__c) on Lead if the number of distinct territories exceeds the practical tag limit.

Badger's follow-up reminders and any workflow-like rules set in the app (e.g., auto-flag accounts for revisit) do not have a Nutshell equivalent and are not migrated. FlitStack exports the follow-up logic as a reference spreadsheet so Nutshell admins can recreate reminders using Nutshell Tasks and the activity scheduler.