Migrate from Dispatch to Nutshell

Dispatch customers map directly to Nutshell Accounts. Address, phone, website, and industry fields migrate as Account fields. Nutshell requires that each Person have a primary AccountId; customers without an associated company land as standalone Person records. We preserve the original customer create date as a custom field for audit purposes.

Dispatch contacts map to Nutshell People. Name, email, phone, title, and address fields transfer directly. Nutshell People support custom fields for Dispatch-specific attributes like driver ID or customer tier that do not have native equivalents. These custom fields ensure data continuity after migration.

If Dispatch tracks prospective customers separately, those records migrate to Nutshell Leads with status, source, and any assigned owner. Nutshell's Lead object supports custom fields for stage and qualification notes from Dispatch. We also preserve any lead scoring data in custom fields.

Dispatch jobs do not have a native equivalent in Nutshell. FlitStack migrates each job as a Nutshell Opportunity, using custom fields — Dispatch_Job_Number__c, Dispatch_Status__c, Technician__c, Vehicle_ID__c, and Service_Type__c — to carry Dispatch-specific attributes. Opportunity Stage is mapped from Dispatch job status.

Dispatch job statuses (Open, Scheduled, In Progress, Completed, Cancelled) map to Nutshell Opportunity Stage values. We apply a value-by-value mapping with your team confirming stage names before the migration runs. Each status becomes a stage in Nutshell so the pipeline view reflects the full job lifecycle.

Dispatch address fields migrate to Account billing and shipping address on the company record. If a Dispatch location is associated with a specific person rather than a company, the address migrates to the Person record. Multi-stop routing data does not have an equivalent in Nutshell and is preserved as a reference note.

Dispatch call logs, emails, and notes migrate as Nutshell Activities linked to the corresponding Account or Person record. Original timestamps and activity owners are preserved. Activity type maps to Nutshell's activity type field (Call, Email, Note). for complete historical context.

Nutshell supports custom fields on Company, Person, and Lead objects. Dispatch custom fields on customers and jobs migrate as Nutshell custom fields. Fields that apply to Dispatch jobs attach to Opportunities in Nutshell. Nutshell's custom field creation interface handles field type selection (text, number, date, pick-list) based on the source data type.

Dispatch users are matched to Nutshell users by email address. Unmatched owners are flagged before migration so your team can create Nutshell users or assign Dispatch records to a fallback owner. Ownership assignments on jobs and contacts transfer as OwnerId in Nutshell.

Dispatch file attachments associated with customers or jobs re-upload to Nutshell as linked Files. Nutshell's file size limits apply. We re-upload files and link them to the corresponding Account or Person record, preserving the original filename and any description from Dispatch.