Migrate from Bidtracer to Nutshell

Bidtracer People records map directly to Nutshell People. Standard contact fields (name, email, phone, address) transfer as-is. Bidtracer's primary company association maps to Nutshell's Company link. Owner is resolved by email match to a Nutshell user; unmatched owners are flagged for manual assignment before the migration commits.

Bidtracer Companies map 1:1 to Nutshell Companies. Company name, address, phone, website, industry, and employee count transfer directly. Parent-company relationships are preserved as Nutshell's parent company link. Nutshell does not support multi-company associations natively — secondary company links on a person collapse to the primary Company assignment.

Bidtracer leads that have not yet converted to contacts map to Nutshell Leads. Lead status, source, and assigned owner transfer as standard fields. Bidtracer's lead-score property migrates as a Nutshell custom number field if it exists. Leads that have been converted in Bidtracer (with a won deal attached) route to People as contacts.

Bidtracer Deals map to Nutshell Deals with deal name, amount, stage, expected close date, and owner transferred directly. Bidtracer's deal stage values are mapped to Nutshell's pipeline stage values via a value-mapping table built during planning. The deal's linked People and Company transfer as Nutshell's person and company associations.

Bidtracer's Bid Management module (tracking budget, invite subcontractors, send proposals) has no Nutshell equivalent. Bid records, bid amounts, subcontractor lists, and proposal status migrate as Nutshell Deals with Bidtracer's bid-specific fields stored as custom fields. Active bid-tracking workflows cannot migrate — a Bidtracer workflow export is provided for manual rebuild in Nutshell.

Bidtracer's Invitation To Bid Tool (giving subcontractors free access to plans, tracking addenda and bulletins) has no Nutshell equivalent. Invitation records, plan access logs, and addendum history do not migrate. Subcontractor contact information migrates as People records; the invitation metadata is documented for rebuilding in a dedicated bid-invitation tool.

Bidtracer's estimating modules store drag-and-drop line items, pricing tables, and scope configurations that are construction-domain specific. Nutshell has no estimating module. Estimating data does not migrate — we export the estimating records as a structured CSV reference for your team to evaluate against dedicated estimating software.

Bidtracer's Project Management module (RFIs, submittals, CORs, schedule of values) has no Nutshell equivalent. Project records, RFI logs, and change-order history do not migrate. We extract project-linked contacts as People records. The project metadata is exported for evaluation against dedicated project management platforms like Procore or Autodesk Construction Cloud.

Bidtracer's Service Agreements and Service Repair modules (field technician scheduling, preventive maintenance proposals, quick-start mobile selling) have no Nutshell equivalent. Service records, agreement terms, and tasking configurations do not migrate. Customer contact information from service records migrates to Nutshell People.

Bidtracer file attachments (plans, specs, proposals, submittal documents) migrate to Nutshell Attachments on the corresponding record (People, Companies, or Deals). Large files are re-uploaded to Nutshell's storage. Inline images in notes are downloaded and rehosted. Nutshell's file size limits apply — files over the platform limit are flagged before migration commits.

Bidtracer custom properties on People, Companies, and Deals (e.g., Division, License Number, Trade Specialty, Union Status, Safety Rating, Prevailing Wage Flag) are created as Nutshell custom fields per object type. Custom field type is inferred from Bidtracer's data (text, number, date, or pick-list). Bidtracer's per-property settings (required, read-only) are noted for manual recreation in Nutshell's field settings.

Bidtracer's email logs, call records, and meeting notes map to Nutshell Activities on the corresponding People or Deal record. Original timestamps, activity type, and owner are preserved. Nutshell's integrated email tracking (Gmail/Outlook add-in) replaces Bidtracer's Outlook integration going forward — past logged emails migrate but future email tracking requires Nutshell's add-in to be installed.