Migrate from BrightDoor to Nutshell

BrightDoor buyers map directly to Nutshell People. Name, email, phone, address, and custom buyer-profile fields migrate as standard and custom Person fields. Owner assignment resolves by email match to a Nutshell user — unmatched owners flag before the full run.

BrightDoor agent records map to Nutshell People with a custom Agent_Role__c pick‑list field that records the agent’s role (Listing Agent, Buyer Agent, Closing Coordinator, etc.). The license number, brokerage affiliation, and contact method are stored in custom fields on the Person record. During migration, license numbers are validated for format and missing values are flagged for manual review. Agents without a buyer association are created as isolated Nutshell People records.

BrightDoor company records (brokerages, developer entities, builder firms) map to Nutshell Companies. Company name, address, website, and industry classification migrate as standard Company fields. Multi-office brokerages may create multiple Company records with a custom Parent_Company__c field if Nutshell's plan supports hierarchy.

BrightDoor leads representing early-stage prospects map to Nutshell Leads. Lead source, status, and interest-level fields migrate as standard Lead fields or custom fields depending on Nutshell plan tier. BrightDoor's lead-stage progression (Inquiry → Tour → Registration) translates to a custom pick-list field in Nutshell.

BrightDoor deals (lot contracts, home sales) map to Nutshell Deals. Deal name, amount, stage, close date, and owner migrate as standard Deal fields. BrightDoor's phase-based stages (e.g., Under Contract, Contingent, Closing) require value-mapping to Nutshell's pipeline stages since Nutshell stages are global across the single pipeline.

BrightDoor's community and subdivision records have no direct Nutshell equivalent. We create a Community_Name__c custom field on the Deal object and map community associations as field values. For teams with heavy community reporting, we propose a custom Communities__c object in Nutshell Enterprise.

BrightDoor lot or unit tracking migrates as custom fields on the Nutshell Deal: Lot_Number__c, Unit_Address__c, HOA_Fee__c, and Community_Name__c. Lot status (Available, Under Contract, Sold) becomes a custom pick-list value that maps to the Deal stage. Additional fields such as Lot_Size__c and Zoning__c are created if present in BrightDoor, preserving all property details. The lot status field also retains the original BrightDoor status timestamp, enabling historical analysis of inventory progression.

BrightDoor's buyer registration data (pre-qualification status, financing type, trade partner, closing coordinator) merges into a group of custom fields on the Nutshell Person record. Registration date and event source (portal, show, event) migrate as custom datetime and pick-list fields. The pre-qualification status captures the buyer’s financial readiness, and financing type records the loan product selected. Trade partner and closing coordinator details are preserved as custom contact reference fields.

BrightDoor activity logs map to Nutshell Tasks (calls, emails) and Events (meetings). Notes map to Nutshell Notes. Original timestamps, owner attribution, and parent record links (person, deal, or company) are preserved. Nutshell's activity log keeps the full context for handoff conversations.

BrightDoor custom fields on People, Companies, Leads, and Deals create corresponding custom fields in Nutshell before migration begins. Field types (text, number, pick-list, date, currency) are translated to Nutshell equivalents. Multi-select pick-lists in BrightDoor map to Nutshell's choice-based custom fields.

BrightDoor file attachments (floor plans, community brochures, contract PDFs) are downloaded and re-uploaded to Nutshell Files, linked to the parent Person, Company, or Deal record. File size limits follow Nutshell's plan limits. During migration, file metadata including creation date and uploader identity are preserved. If a file exceeds Nutshell's size allowance, we split the upload or store a reference link in the record. All attachments retain their original file names.

BrightDoor's buyer portal, HomeRover tour scheduling, and community-specific portal settings are platform-native and cannot migrate. We export portal configuration settings as a structured PDF so your Nutshell admin can evaluate which features to rebuild using Nutshell's engagement tools or third-party integrations.