Migrate from Field Pros to Nutshell

Field Pros person records map directly to Nutshell People. Standard fields (name, email, phone, address) carry over as-is. Records with no associated company land as standalone People in Nutshell rather than requiring an account link first.

Field Pros organization records map to Nutshell Accounts. Company name, domain, industry, employee count, and revenue fields translate directly. Multi-office organizations are stored as a single Account record with address as the primary location.

Field Pros N:1 person-to-company links translate to Person records with a primary AccountId set in Nutshell. If a person is associated with multiple organizations in Field Pros, the most recently modified association becomes the primary link and secondary associations are stored in Nutshell's contact-company relationship fields.

Field Pros deal records (if used for candidate placements or commission tracking) map to Nutshell Opportunities. Deal name, amount, expected close date, and owner resolve by email match to Nutshell users. The Nutshell pipeline stage value maps via a value-by-value table configured during migration planning.

Field Pros uses stage names tied to recruiting pipelines (e.g., Applied, Screening, Interview, Offer, Hired). Nutshell does not have a native candidate-stage equivalent. These values migrate as a custom pick-list field on Person or Opportunity depending on the most natural use — your team chooses the record type during migration planning.

Field Pros candidate communication logs (emails, call notes, interview schedules) map to Nutshell's Call, Email, and Meeting activity types. All original timestamps, owners (resolved by email match), and linked record IDs are preserved so activity history is continuous from day one in Nutshell.

Field Pros supports custom fields per contact record. Nutshell allows custom fields on People, Companies, and Leads via Settings > Custom Fields. All Field Pros custom field values migrate into the corresponding Nutshell custom fields. The Nutshell API supports setting custom field values at import time. If the custom field does not yet exist in Nutshell, it is created during the schema-setup phase before the full migration runs.

Field Pros resume and document attachments per candidate record re-upload to Nutshell Files linked to the corresponding Person record. File size limits are enforced at 25MB per file for Nutshell's storage layer. Inline images or embedded objects within documents are downloaded separately and re-attached as discrete files.

Field Pros recruiter or owner assignments link to user records by email address. Nutshell allows a primary assigned user on each Account, Person, Lead, and Opportunity. Where Field Pros allows multiple assignees, Nutshell uses the most recently active assignment as the primary and records the full assignment list in a custom field or the notes field.

Field Pros tags and labels on contacts map 1:1 to Nutshell Tags. Nutshell applies tags as a comma-separated list at the record level. All tags from Field Pros are preserved on the mapped Person or Account record without transformation.

Field Pros tracks candidate source (referral, job board, direct application). Nutshell has a native Source pick-list on People and Leads. Values map value-by-value; any source values not yet configured in Nutshell are added as new Source options during the schema-setup phase.

Free-text notes on Field Pros records migrate as Nutshell Notes linked to the corresponding Person, Account, or Opportunity. Original note timestamps and author (resolved by email match) are preserved. Rich-text formatting in Field Pros notes is flattened to plain text during import to match Nutshell's Note model.