Migrate from Bella FSM to Nutshell

Bella Customers map directly to Nutshell People. All standard contact fields (name, email, phone, address) transfer. Custom fields on the Bella Customer page migrate as Nutshell custom fields on the Person record. The Bella Customer ID is preserved as Source_System_ID__c for traceability.

Bella Customers with no linked Work Orders or invoices split to Nutshell Leads — these are prospects who were entered but never converted to active service accounts. Customers with at least one Work Order map to Nutshell People to preserve the active account history.

Bella Companies map to Nutshell Companies in a one-to-one relationship. All standard fields transfer including company name, domain/website, physical address, and industry classification. Bella parent/child company hierarchies preserve as Nutshell Company parent relationships when the destination Nutshell account configuration includes the parent-company field enabled.

Bella Work Orders have no Nutshell equivalent. We extract Work Order summary fields (status, description, assigned technician, line items) and write them as a formatted Note on the linked Person record. Your team rebuilds the active job workflow using Nutshell Tasks and custom fields.

Bella Equipment records migrate to a Nutshell custom object (Equipment__c) with a lookup to the Company record. Fields include equipment name, model, serial number, install date, and service notes. If Nutshell account tier limits custom objects, fields collapse to custom fields on the Company record instead.

Individual Job or Service Visit records from Bella become Nutshell Activity records (Tasks) linked to the Person. Timestamps and technician notes transfer; scheduling time slots do not since Nutshell has no calendar-slot concept. The activity type is tagged 'Field Service' for filtering.

Bella invoices (including line items, amounts, payment status, and QuickBooks sync flags) write as a Note on the Person record. Invoice PDF URLs from Bella's file attachment store are preserved as links. Nutshell does not have invoice objects — your accounting team references these notes and recreates invoices in QuickBooks or your chosen accounting tool.

Bella custom fields on Customers (text input, checkbox, dropdown) map to Nutshell custom fields on People. Text fields transfer directly. Checkbox fields become Nutshell checkboxes. Dropdown fields with custom option lists require value mapping — we create matching picklist values in Nutshell before the migration loads.

Bella custom fields on Work Orders that hold critical reference data (e.g., contract type, warranty expiration, priority tier) migrate as custom fields on the linked Person record so the data remains accessible after the Work Order is converted to a note.

Bella file attachments including images, documents, and signed PDFs are re-uploaded to Nutshell's attachment system and linked to the corresponding Person or Company record based on the source object relationship. Nutshell's hosting enforces specific file size limits that may require compression for large media files or alternatively reference cloud storage links where file sizes exceed the platform threshold.

Bella user accounts resolve to Nutshell users by email address. Unmatched Bella owners are flagged before migration — your team either creates Nutshell accounts for them or assigns their records to a fallback user. User roles and permissions do not transfer since those are destination-side configuration.

Bella Vendors map to Nutshell Companies with a custom 'Vendor' checkbox field set to true, allowing clear differentiation from customer accounts in list views and reports. Vendor contact information migrates as a Person record linked to that Company, maintaining the relational structure. This organization keeps vendor records fully searchable alongside customer accounts in Nutshell's unified database.