Migrate from Fello to Nutshell

Fello People map directly to Nutshell People — all standard fields (name, email, phone, address, title) transfer 1:1. Fello's AI Lead Score and real-estate custom properties become custom fields on Nutshell People. Primary company association maps to the Nutshell Company record via the person's company link.

Fello Companies map to Nutshell Companies directly. Company name, domain, industry, employee count, and address fields transfer 1:1. Parent-child company hierarchies in Fello map to Nutshell's parent company link field. Multi-company associations for a single person collapse to one primary Company record in Nutshell.

Fello contacts tagged as leads (pre-qualified prospects without a closed deal) route to Nutshell Leads. All contact properties carry over including Fello's AI Lead Score and TCPA consent timestamp — stored as custom fields on the Nutshell Lead record. Lead owner resolves by email match against Nutshell users.

Fello Deal records map to Nutshell Deals with deal name, amount, stage, close date, and owner transferred. Fello pipeline stage names map to Nutshell pipeline stage pick-list values. If Fello has multiple pipelines, each becomes a separate Nutshell pipeline — Nutshell supports multiple pipelines natively.

Fello's proprietary AI Lead Score (0–100) has no native equivalent in Nutshell. We create a custom Number field called Lead_Score__c on both Nutshell Person and Lead objects. The score value, the date it was generated, and the scoring model version are preserved as separate custom fields for reporting continuity.

Fello enriches contacts with estimated home value data from public records. Nutshell has no native home-value field — we create a custom Currency field Estimated_Home_Value__c on the Person record and link it to the associated Company for reporting. Original enrichment date stored as a custom Date field.

Fello's AI generates a listing propensity label (e.g., 'Likely to List in 6 Months', 'Not Likely') per contact. Nutshell has no native equivalent — we create a custom pick-list field Listing_Propensity__c on the Person object with Fello's exact value set preserved. Labels that don't fit Nutshell's pick-list format migrate as a custom text field.

Fello captures TCPA consent timestamps as part of its compliance workflow. Nutshell has no native TCPA consent field — we create a custom Date field TCPA_Consent_Date__c on the Person record to preserve the consent date. Consent type and source URL stored as additional custom text fields for audit compliance.

Fello deal-level activity (stage changes, outreach log entries) transfers as Nutshell Notes and Tasks attached to the corresponding Deal. Each activity preserves its original timestamp and owner. If Fello tracks specific deal milestones, those map to Nutshell deal custom fields rather than notes for cleaner reporting.

Fello Smart Workflows (automated bi-weekly Home Value Report emails, score-triggered outreach) do not migrate — they are tied to Fello's AI engine and enrichment logic. We export a Fello workflow definition summary for reference so your Nutshell admin can rebuild equivalent sequences using Nutshell Pro's email sequence and automation tools.

Fello users are matched to Nutshell users by email address. Unmatched Fello owners (e.g., agents no longer in the system) are flagged before migration — their records are assigned to a fallback Nutshell user or a designated 'Former Agent' placeholder contact to preserve audit trails.