Migrate from Centerbase to Nutshell

Centerbase People map directly to Nutshell People. Name, email, phone, address, and custom fields migrate 1:1. Owner resolution happens by email match against Nutshell users before records land. If duplicate emails exist, we flag them for manual review to prevent overwriting existing contacts.

Centerbase Companies map to Nutshell Companies. Company name, domain, industry, employee count, and annual revenue fields translate directly. Multi-address companies use the primary address as the Nutshell address. Any secondary addresses are stored in a custom text field for reference.

Centerbase Matters become Nutshell Deals. The Matter name maps to Deal name. Matter status (Active/Closed) maps to Nutshell's open/closed deal state. If Centerbase has multiple Matter types, each type can map to a separate Nutshell pipeline. Custom fields attached to the Matter are migrated as custom fields on the Deal.

Each Centerbase Matter workflow stage value maps to a corresponding Nutshell pipeline stage by name or by your specified mapping table. Probabilities and forecast categories re‑apply in Nutshell after mapping. If a stage has no direct equivalent, we create a new stage in the target pipeline and flag it for your review.

Party roles within a Matter (e.g., Plaintiff, Defendant, Client) that are not the primary Person record attach as secondary links in Nutshell. We use Person-to-Company associations and a custom role field to preserve which party role each person played in each Matter.

Centerbase activities attached to Matters — calls, emails, tasks, and notes — migrate as Nutshell Activities linked to the matching Person or Deal. Original timestamps and owner IDs are preserved. High-volume activity threads can be attached as Nutshell Notes for compact migration.

Documents attached to Matters are re‑uploaded as Nutshell Attachments linked to the matching Person or Deal. File size limits apply — files over 25MB are flagged for manual handling. We preserve the original file name and any metadata available from Centerbase.

Centerbase custom items (configured in Item Manager) that have no direct Nutshell equivalent become Nutshell custom fields on the matching object. We create the custom field in Nutshell before migration and migrate all historical values. Your team decides whether to use the field going forward.

Centerbase billing records, time entries, and trust transactions have no Nutshell equivalent — Nutshell has no native billing module. We export these as a structured CSV reference file and a Note on the associated Deal so your accounting team can access the history offline.

Centerbase Matter-triggered workflows (stage-change triggers, document merges, email alerts) do not migrate. We export the workflow definitions as a text reference so your Nutshell admin can rebuild equivalent email sequences or task rules. Nutshell's sequence model differs fundamentally from Matter-stage triggers.

Centerbase custom reports cannot transfer — they reference Centerbase‑specific fields and formulas. We export the report definitions as a reference document. Nutshell's list and board views replace most report use cases without custom configuration, and you can build new reports in Nutshell using its built‑in reporting tools.

Centerbase users are matched to Nutshell users by email address. Unmatched owners are flagged before migration so your team can either create the Nutshell user or reassign the records to an existing owner. No record lands without a valid owner reference.