Migrate from D-Tools to Nutshell

D-Tools Client maps to Nutshell Company. Address, phone, website, and industry fields migrate directly. Multi-contact clients in D-Tools collapse to one Nutshell Company record; each named contact becomes a Nutshell Person linked to that Company. The mapping preserves all company-level information while consolidating multiple contact associations into the single company profile.

D-Tools Contact maps to Nutshell Person. First name, last name, email, phone, title, and address fields migrate directly. Owner resolved by email match against Nutshell users. Unmatched owners flagged for manual assignment before migration. This direct field mapping ensures all contact details transfer cleanly without transformation logic.

D-Tools Contacts flagged as prospective clients (no closed-won project) can route to Nutshell Lead instead of Person. We apply a status-based split: contacts with no project in D-Tools migrate as Nutshell Leads; contacts with active or past projects migrate as Nutshell People.

D-Tools Proposal (the estimate or quote document) has no direct Nutshell equivalent. Nutshell Deals store a name, amount, stage, and close date. We map the proposal name to Deal name, total value to Deal amount, and proposal status to a custom stage field. Itemized line items are preserved in a multi-line custom text field on the Deal for reference.

D-Tools proposal line items (manufacturer, part number, quantity, unit price, extended price) are merged into a structured custom field on the Nutshell Deal — one concatenated block per proposal so the full itemized pricing survives in the record. Product catalog references that cannot be resolved are stored as plain text.

D-Tools Project represents an in-flight or completed installation. We map Project name and status to Deal name and stage; the winning proposal value maps to Deal amount. Projects without a proposal are migrated as Deals with a nominal $1 amount and a custom Project_Status__c field.

D-Tools Service Plans track billing frequency, plan lengths, and features for recurring revenue clients. Nutshell has no recurring-billing object. We preserve service plan details as custom fields on the associated Nutshell Company or Deal — plan name, billing frequency, monthly/annual price, and feature list stored as text fields for reference.

D-Tools Locations organize items by installation site (building, room, zone). Nutshell has no native location concept. We map the primary project location to a custom text field on the Nutshell Deal; additional locations are appended as comma-separated values or as multi-value custom fields.

D-Tools Item Custom Fields are free-form per-item data defined in the Control Panel. Nutshell supports custom fields on People, Companies, and Leads with structured types (text, date, number, picklist). We inspect each Item Custom Field, infer its data type, and create a matching Nutshell custom field on the appropriate object — unstructured text fields become Nutshell long-text fields.

D-Tools tasks, milestones, and time logs map to Nutshell Tasks. Original create dates, due dates, assigned users, and completion status are preserved. Time logs are stored as a custom number field on the Nutshell Task. All task metadata including original timestamps and assignment information transfers directly without transformation.

D-Tools notes and file attachments on projects and clients migrate as Nutshell Notes attached to the corresponding Company or Person record. File attachments are re-hosted in Nutshell's attachment storage. Inline images from D-Tools notes are downloaded and re-uploaded to preserve visual content within the migrated records.

D-Tools workflow rules trigger notifications and actions based on SI entity criteria. Nutshell automations cover email sequences and lead routing differently. Workflows are exported as D-Tools configuration JSON for a rebuild reference in Nutshell's automation builder — they must be manually reconstructed.

D-Tools Report Definitions group and parameterize reports by category, location, or system. Nutshell's reporting is built-in and simpler. Report definitions are exported as D-Tools Report Explorer XML and provided as a reference document; Nutshell reporting is rebuilt based on exported data.

D-Tools users and owners are matched to Nutshell users by email address. If a D-Tools owner has no corresponding Nutshell user, their records are assigned to a fallback Nutshell user specified by your admin before migration. The original D-Tools owner ID is stored in a custom Source_System_Owner_ID__c field for traceability.