Migrate from Basecamp Scout to Nutshell

Scout user records map to Nutshell People. We preserve the rep's name, email, phone, and role. The Scout team assignment becomes a custom field on the Person record. Owner resolution happens by email match against existing Nutshell users. If a matching Nutshell user is not found, the Person record is created with a placeholder owner and flagged for manual assignment.

Scout users who are primarily prospects (not yet Nutshell contacts) route to Leads. Your team decides which Scout reps map to People vs Leads based on whether they are internal staff or external contacts. During the audit phase, we provide a spreadsheet summarizing each rep's role and contact type to help you make the People versus Leads split consistently across the dataset.

Scout's client records map directly to Nutshell Companies. Company name, address, industry, and any custom company fields migrate. If Scout stores client contacts separately, those become Nutshell People linked to the Company. We also map the primary contact flag so that the most relevant person appears as the Company’s main point of contact in Nutshell’s UI.

Scout tasks associated with a specific person or client become Nutshell Activities of type 'Task'. The task subject, due date, completion status, and linked person/company are preserved. Standalone project tasks without a contact link become notes on the related Company.

Scout projects have no direct Nutshell equivalent. We preserve the project name and description as a custom field on the related Company or Deal, with project status stored as a text field. Project-linked tasks migrate as Activities. If a project spans multiple clients, we create a separate custom field entry for each related Company to maintain cross-referencing capability.

Time entries are preserved as Nutshell Notes with the duration, date, linked task, and rep name. Nutshell does not have native time tracking — these notes maintain the audit trail for billing or productivity reference. We also tag each note with a category label (e.g., 'Billable', 'Internal') so you can filter or report on time entries directly within Nutshell.

Scout digital form data (custom form fields, geo-tagged proofs) maps to Nutshell custom fields on the relevant record type. Field types (dropdown, text, number, date) translate to matching Nutshell custom field types. If a Scout field uses a multi-select list, we create a corresponding multi-select custom field in Nutshell to retain all selected options without data loss.

Geo-attendance logs have no CRM equivalent. We store the attendance summary (date, rep, status, geo-fence location) as a Note on the Person record. Full geo-trace data is preserved in the audit log for compliance. If your compliance requirements demand long-term retention of location data, we can export the raw geo-trace files as a separate data package for storage outside Nutshell.

Scout's triggered email, SMS, push notification, and auto-reminder rules cannot be migrated. They must be rebuilt in Nutshell's automation tools (workflows in Pro+ plans) or a third-party integration. We provide an inventory of each rule’s trigger, condition, and action so your admin can replicate the logic step-by-step in Nutshell’s workflow builder.

Scout productivity reports, geo-fence reports, and sales rep performance reports do not transfer. The underlying data (tasks, attendance, activities) migrates so you can build equivalent Nutshell reports from the same records. We also include a mapping guide that lists each Scout metric (e.g., check-in rate, task completion %) and suggests the corresponding Nutshell report configuration to replicate the insight.