Migrate from Entrata to Nutshell

Entrata properties map directly to Nutshell companies. We preserve the property name as the company name, street address as the billing address, and property type as a custom field on the company record. Original Entrata property ID stored as Source_System_ID__c for delta-run de-duplication.

Entrata residents map to Nutshell people records. The person's name, email, phone, and move-in/move-out dates migrate as standard person fields plus custom date fields. The resident's primary property link is preserved by linking the person to the mapped company record in Nutshell.

Entrata owners (property owners, investors) map to Nutshell people with a 'Owner' type designation stored in a custom choice field. Owner contact info (email, phone, mailing address) migrates as standard person fields. Owner commission arrangements stored as a custom text field on the person record.

Entrata leases map to Nutshell deals. The lease start date becomes the deal create date, end date becomes the expected close date, and monthly rent amount becomes the deal amount. Lease status (Active, Expired, Month-to-Month) maps to Nutshell deal stage via value mapping — active leases route to 'Negotiation', expired to 'Closed Lost', renewals to 'Closed Won' for re-signing scenarios.

Entrata lease line items — such as base rent, pet fees, parking charges, and utility allocations — map directly to Nutshell deal line items. Each line item migrates with its full description, quantity, and unit price preserved. Line items are linked to the parent deal record representing the corresponding lease, maintaining the financial breakdown structure from Entrata within the Nutshell deal.

Entrata maintenance work orders map to Nutshell tasks. The task subject carries the work-order description, due date carries the requested completion date, and the assigned vendor or technician email resolves to a Nutshell user owner by email match. Original work-order number preserved as Source_System_ID__c.

Entrata property documents — including title documents, insurance certificates, inspection reports, and property images — migrate as file attachments on the corresponding linked Nutshell company record. Files are re-uploaded to Nutshell's attachment storage with original filenames and content types fully preserved to maintain document integrity and traceability.

Entrata lease documents including signed lease PDFs, addendums, and move-in checklists migrate as attachments on the corresponding Nutshell deal record. Each attachment is tagged with the lease document type in the filename for straightforward identification within Nutshell's file management interface.

Entrata custom fields on properties (inspection scores, property class, zoning codes) require corresponding custom fields on Nutshell companies. We create these in Nutshell before migration, matching the field type (text, number, date, or choice) and preserving pick-list values for choice fields.

Entrata custom fields on residents — such as rental history flags, background check status, referral source, and lease application notes — require corresponding custom fields on Nutshell people. We map these field-by-field, creating Nutshell custom fields and applying the same type-matching logic used for property custom fields to ensure consistent data representation across all migrated record types.

Entrata units (apartment numbers, suite identifiers) have no direct Nutshell equivalent since Nutshell companies do not support hierarchical unit sub-records. We store unit identifiers as a custom multi-line text field (Units_List__c) on the mapped company record, formatted as comma-separated values for efficient reference and searchability within Nutshell.

Entrata rent rolls, charge line items, payment records, and deposit accounting do not migrate. Nutshell has no accounting module — financial history must remain in Entrata or a dedicated accounting tool. We preserve the most recent lease financial snapshot (total deposit, monthly rent) as custom fields on the deal record.