Migrate from EverPro to Nutshell

EverPro Contact maps to Nutshell Person — both hold name, email, phone, job title, and address. Nutshell's Person object is the primary contact record. The primary-company association from EverPro becomes a Company link in Nutshell. Contacts without a company are created as standalone Persons.

EverPro Company maps directly to Nutshell Company — name, domain, industry, employee count, and annual revenue transfer 1:1. EverPro parent-child hierarchies map to Nutshell's parent-company field. Multi-company associations (if N:N in EverPro) are surfaced as related Company records in Nutshell.

EverPro leads with no associated deal activity map to Nutshell Lead. EverPro leads that have deal history or are attached to opportunities split to Nutshell Person records instead — this preserves the contact relationship while disqualifying the lead-status flag. The split rule is applied at migration time based on deal association count.

EverPro Deal maps to Nutshell Deal — name, amount, close date, stage, owner transfer directly. EverPro pipeline becomes a Nutshell pipeline. Stage names require value-by-value mapping because EverPro's custom pipeline stages don't map automatically to Nutshell's three-tier stage model (Early, Mid, Late).

EverPro's multiple pipelines map to a single Nutshell pipeline. Each EverPro pipeline stage is mapped to one of Nutshell's three stage tiers (Early, Mid, Late). Stage probability and forecast category are re-applied from Nutshell defaults unless your admin specifies custom values per stage in the migration plan.

EverPro call, email, and meeting activities map to Nutshell Activity records with the activity type preserved in the Activity Type field. Original timestamps, duration, and notes transfer. Activities are linked to the parent Person, Company, or Deal record by reference. Nutshell Activities do not support rich attachments — files attached to activities in EverPro are re-uploaded as file references.

EverPro notes on Contacts, Companies, or Deals map to Nutshell Notes attached to the corresponding Person, Company, or Deal record. Note body content transfers as-is. Rich-text formatting is preserved where Nutshell's rendering supports it. Notes without a parent record are attached to the closest associated entity based on the note's context field in EverPro.

EverPro custom properties — including Business Intelligence segments, loyalty tiers, and service-category tags — map to Nutshell custom fields. Each custom field requires creation in Nutshell Settings before migration. Custom fields are scoped per entity type (Person, Company, Lead, Deal). Pick-list custom properties require value-by-value mapping against Nutshell's allowed values for choice-type custom fields.

EverPro owner assignment on contacts, companies, and deals is resolved by email match against Nutshell users. Matched owners link to the Nutshell user record. Unmatched owners are flagged before migration — your team either creates the Nutshell user first or assigns a fallback owner. Deal owners map directly to the Nutshell Deal's assigned user; Person and Company records have no native owner field in Nutshell.

EverPro tags and categories — used to segment contacts by service type, loyalty tier, or BI segment — have no native Nutshell equivalent. We map them to a custom field (Tag__c or Category__c) with multi-select pick-list or text type depending on the source field configuration. This preserves the data for reference and reporting, though Nutshell's filtering on custom fields has more limited UI than on standard fields.

Files attached to EverPro contacts, companies, or deals are downloaded and re-uploaded to Nutshell. Nutshell's file size limit is 25MB per file. Inline images in notes are extracted, rehosted, and re-inserted as image references. Files without an associated record are uploaded to a default 'Migrated Files' folder in Nutshell.