Migrate from coreplus to Nutshell

Coreplus clients map 1:1 to Nutshell People. Names, email addresses, phone numbers, mobile numbers, and physical addresses transfer directly as standard fields. Coreplus client IDs are stored in a custom Nutshell field for traceability, audit purposes, and delta-run de-duplication. The original client creation date is preserved in a separate custom datetime field since Nutshell's native created timestamp reflects the migration date. Client group assignments migrate as a custom pick-list field if configured in coreplus.

Coreplus referrers (referring organizations or practitioners who send clients) map to Nutshell Companies. Company name, website, phone number, and address fields transfer directly. ABN (Australian Business Number) stored as a custom field on referrers migrates to a custom text field on the Nutshell Company and must be pre-created in Nutshell Settings before the migration run. A referral source category or partnership tier custom field also maps to a corresponding custom pick-list on the Company record.

Coreplus allows a client to be associated with multiple referrers (many-to-many). Nutshell supports one primary company per person plus account-contact relationships. We flag the most-active referrer per client for the primary link and surface additional referrer links as account-contact relationships.

Coreplus appointments (with start/end time, service type, practitioner, and status) become Nutshell Activities. We map appointment type to activity type: scheduled appointments with practitioners become Meetings; completed sessions with notes become Tasks. Original timestamps and practitioner attribution are preserved. The service type from each appointment transfers as a custom pick-list field on the Activity record for filtering and reporting purposes. Appointment status values map value-by-value to Nutshell Activity status values.

Coreplus practitioners (staff records with positions and specialties) resolve to Nutshell users by email match. Unmatched practitioners are flagged before migration — your team either creates Nutshell user accounts first or assigns records to a fallback owner. Practitioner qualifications map to a custom field on the User record. A referral code may also be included if your organization uses one. The referral information is preserved as a secondary contact method and helps maintain the relationship history between the referring party and the client.

Coreplus service types (fee schedules and stock levels for appointments) do not have a direct Nutshell equivalent. We migrate the most-used service types as a custom pick-list field on Person records and as activity-type tags, so teams can filter by service history in Nutshell reports.

Coreplus allows custom fields on client records. Each custom field requires a corresponding pre-created custom field in Nutshell. We audit the custom field definitions during scoping and generate a pre-creation checklist so Nutshell's schema is ready before the migration run.

Referrer-level custom fields such as ABN, referral source category, or partnership tier map to custom fields on Nutshell Companies. These must be pre-created in Nutshell Settings before data import. We provide the exact field names and data types from the coreplus API during the pre-flight review.

Coreplus invoices and draft notes are accounting records tied to MYOB export workflows. Nutshell has no native invoice object. We migrate the most recent invoice data as formatted Notes on the Person record for historical reference; full financial records should be maintained in your accounting tool.

Coreplus availability slots (practitioner schedules and booking rules) are scheduling configuration, not CRM data. Nutshell does not have a scheduling or booking module. Availability data does not migrate — it is surfaced in the configuration audit as a rebuild item for Nutshell's calendar integrations (Google Calendar, Calendly, or similar).

Coreplus MYOB export configurations, private add-on settings, and API integration tokens are platform-specific credentials that cannot be transferred to Nutshell. We document the existing integrations in the migration plan so your team can reconnect them natively within Nutshell's App Marketplace after go-live.