Migrate from Constructor to Nutshell

Constructor contacts migrate as Nutshell People records. The primary company association links to a Nutshell Company via the Person's company field, preserving the most important business relationship. Constructor contacts without a primary company link land as standalone Nutshell People with no company association, maintaining complete contact information including email, phone, and address details.

Constructor records that have no deal history and a status indicating a new or unqualified prospect can be routed to Nutshell Leads instead of People. FlitStack maps records by evaluating deal count and status fields; your team specifies the routing rule before the migration runs.

Constructor companies map directly to Nutshell Companies in a one-to-one relationship. All standard address fields, industry classification, employee count, and annual revenue data transfer directly to corresponding Nutshell fields. Parent–child company hierarchies in Constructor use a parent company ID field that maps to Nutshell's parent company reference, preserving organizational structure during the migration.

Constructor deals map to Nutshell Deals. Deal name, amount, stage, and close date transfer directly. Nutshell Deal stages must exist before the migration runs — FlitStack generates a stage-mapping plan from Constructor's pipeline stages and your Nutshell plan's configured stages.

Constructor pipelines map to Nutshell Pipelines on a one-to-one basis where possible. Nutshell Foundation ships with 1 pipeline; additional pipelines require upgrading to Pro (which supports 5 pipelines) or Business/Enterprise (unlimited pipelines). FlitStack validates your Nutshell plan tier before mapping begins and flags any pipeline count mismatch, ensuring your plan can accommodate the Constructor pipeline structure before data migration starts.

Constructor stage names map to Nutshell stage names on a value-by-value basis within each target pipeline, preserving the sales process terminology your team already uses. Stage order, probabilities, and forecast category are reapplied from Nutshell's stage configuration, ensuring accurate sales forecasting. Constructor stage-entered timestamps documenting when each deal moved between stages are preserved in a custom datetime field for historical tracking.

Constructor custom properties migrate as Nutshell custom fields, one per Constructor property. Each field must be created in Nutshell under the correct tab (Company, Person, or Lead) with an explicit type before the migration. FlitStack delivers a pre-migration script that creates all custom fields in Nutshell via API.

Constructor's logged calls, emails, meetings, and notes migrate as Nutshell Activities. Each activity is linked to its parent Person or Deal record with original timestamp and owner preserved. The activity body text, subject, and direction (inbound/outbound for calls and emails) transfer intact.

Constructor owner IDs are resolved by email address against Nutshell user accounts. Unmatched owners are flagged before the migration runs; your team either creates a Nutshell account for each or reassigns their records to a fallback owner before data lands.

Constructor product or line-item data does not have a native Nutshell equivalent. Products referenced in deals migrate as a custom text or pick-list field on the Nutshell Deal. If your team uses Nutshell's paid Quotes & Invoices add-on, product data can be migrated as a product list within that module.

Constructor tasks linked to contacts or deals migrate as Nutshell Tasks, maintaining their association with the parent record. Completed status, due date, and assigned user information transfer directly to the corresponding Nutshell fields. Standalone tasks without a parent record link to the assignee's Nutshell user record as an open task, ensuring nothing falls through the cracks during the transition.

Constructor file attachments on people, companies, or deals are re-uploaded to Nutshell and attached to the corresponding record. File size limits from Nutshell's storage configuration apply. Inline images embedded in Constructor notes are extracted and rehosted as Nutshell file attachments.