Migrate from Entera to Nutshell

Entera investor records map directly to Nutshell Person objects. The primary contact information (name, email, phone, title, mailing address) transfers with direct field mapping. Each investor record in Entera becomes one Person record in Nutshell with the original create date preserved as a custom field since Nutshell sets CreatedDate at migration time.

When an Entera investor is associated with an investment firm or family office, that organization maps to a Nutshell Company record. The Company name, website, industry classification, employee count, and address fields transfer directly. Nutshell requires the Company to exist before a Person can link to it via the 'works for' relationship — we sequence Company creation before Person migration.

Entera's property deal records map to Nutshell Deals but require custom fields for property-specific data since Nutshell's standard Deal fields are designed for sales opportunities. The deal name, associated Person/Company, deal amount (investment amount), and close date transfer to standard Nutshell Deal fields. Property address, property type, and valuation data require Nutshell custom fields created before the migration.

Entera's real estate deal stages (Sourcing, Underwriting, Due Diligence, Pending Close, Closed Won/Lost) map to Nutshell pipeline stages via value-by-value mapping. Each stage name and probability weight must be configured in Nutshell's pipeline settings before migration runs. Stage-entered timestamps from Entera are preserved as custom datetime fields on the Nutshell Deal.

Entera's Property object contains both property details (address, type, square footage, year built) and investment metrics (expected ROI, cap rate, cash-on-cash return). We merge Property into the Deal record: basic property information becomes custom fields on the Nutshell Deal, while investment metrics become a separate set of numeric custom fields. The merged approach prevents duplicate records and keeps property context attached to the deal.

Entera deals often have custom fields tracking investment-specific terms such as preferred return rate, equity percentage, loan-to-value ratio, and hold period. Nutshell has no native equivalents for these investment metrics. We create custom fields on the Deal object in Nutshell (up to one custom field set per Deal) and map each Entera term field individually with value and format validation.

Entera allows investors to be assigned to multiple property deals, creating a portfolio view. In Nutshell, a Person can be associated with multiple Deals via the built-in Deal Person relationship. We map portfolio assignments as tags on the Person record and add a custom field showing the count of active deals, preserving the portfolio context without creating duplicate Person records.

Entera logs property viewings and site visits as activities with date, assigned user, property association, and notes. These migrate as Nutshell Tasks attached to the corresponding Deal record. The original activity date, assigned owner, and descriptive notes transfer directly. Task type is set to 'Other' or a custom type label to distinguish from standard sales calls.

Entera's communication history with investors (calls, emails, meeting notes) maps to Nutshell Notes attached to the Person record. Original timestamps and the Nutshell user who performed the action (resolved by email match) are preserved. Nutshell's JSON-RPC API supports creating Notes with inline HTML or plain text body.

Entera stores documents (purchase agreements, due diligence reports, investor presentations) attached to deal records. Nutshell does not have a native file attachment storage mechanism comparable to Entera's. We preserve the file URLs and document names as a custom field on the Deal for reference, but the files themselves remain in Entera's storage or must be migrated separately to a document management system.

Entera user accounts map to Nutshell user accounts by email address. Active Entera users must have corresponding Nutshell accounts created before migration so owner assignments resolve correctly. If an Entera user has no Nutshell account, their assigned records are flagged for manual reassignment before the full migration runs.