Migrate from Cetec ERP to Nutshell

Cetec Customer records map to Nutshell Company records. The customer name, billing address, shipping address, phone, and website transfer directly. We use company name as the dedupe key during import. The internal customer flag (the company entity itself used for intercompany transactions) cannot be edited once linked to an order in Cetec; we map it to a Nutshell Company with a custom field cetec_internal__c = true and flag it in the reconciliation report as requiring admin review before it participates in deal lookups.

Contacts linked to Cetec Customers migrate to Nutshell People records with the parent Company resolved via the Customer-to-Company mapping. We map first name, last name, email address, phone number, job title, and the primary contact flag. Contact roles on Quotes (Buyer, Influencer, Economic Buyer) have no direct Nutshell equivalent; we store them in a custom field contact_role__c and recommend the admin configure Nutshell's Deal Contact Roles from the Pro tier if role attribution matters.

Cetec Sales Quotes map to Nutshell Deals. The quote number becomes the Deal name with a prefix (e.g., Q-2024-0042). The quote monetary value, status (open, accepted, declined, expired), and expiration date transfer. Quote approval thresholds from Cetec (dollar-value, PPV, LBV limits per user and global) have no Nutshell equivalent; we document them as metadata in the migration handoff so the admin can configure Nutshell Workflow conditions or a separate approval tool if approval routing is required.

Cetec Quote line items map to Nutshell Deal Products or to a structured notes block on the Deal. If the destination Nutshell instance has the Products feature enabled, we create one Deal Product per line item with part number, description, quantity, unit price, and extended price. If Products are not configured, we append a formatted line-item table to the Deal notes field and flag it for the admin to reconstruct using Nutshell's built-in product library post-migration.

Cetec Users with CRM-facing roles (sales reps, account managers, quote owners) map to Nutshell Users by email address match. The $25/user/month shop floor role does not transfer to Nutshell because Nutshell does not have a production-access tier; we identify shop-floor-only users during scoping and exclude them from the User migration scope, reducing the Nutshell seat count relative to the Cetec user count.

Open Sales Orders in Cetec can be migrated as Nutshell Deals with status set to Won if the customer wants to preserve the customer relationship and monetary value in the CRM. Historical completed orders map as closed Deals with a custom field cetec_order_id__c carrying the original Cetec order number for cross-reference. We do not migrate order line-item fulfillment detail (which belongs in the ERP layer) but do preserve the order total, customer, and close date.

Cetec Part Numbers can be mapped to Nutshell Products if the customer wants a product catalog in Nutshell for quote line items. We extract part number, description, unit of measure, and standard cost. Pricing rules (vendor pricing, markup schedules) from Cetec's part master do not transfer; the admin rebuilds pricing in Nutshell's product pricing module. BOM structures (multi-level component relationships) have no Nutshell equivalent and are excluded from the standard migration scope.

Purchase Orders in Cetec ERP are vendor-facing supply chain records with no CRM equivalent in Nutshell. We export PO records as a structured CSV (PO number, vendor, line items, receipt status, date) and deliver it as a reference dataset alongside the migration. The customer's admin can store this in a document management tool or link it as a file attachment to the related Nutshell Company if vendor relationship context is needed on the CRM side.

Work Orders are the manufacturing execution record tying production scheduling, labor tracking, and cost accounting. They have no Nutshell equivalent. We export Work Order headers (WO number, part, status, scheduled dates, assigned labor) as a structured CSV reference dataset. If the customer maintains Nutshell Deals linked to Cetec Work Orders, we map the cetec_work_order__c reference field on the Deal and deliver a lookup table correlating Nutshell Deal IDs to Cetec WO numbers for cross-system reporting.