Migrate from FotoNotes to Nutshell

FotoNotes property records map to Nutshell accounts. The property name becomes the account name, and address fields (street, city, state, ZIP) map directly to Nutshell's address fields. We preserve the property ID as Source_System_ID__c for delta-run deduplication. Multi-property portfolios each become individual account records.

Each FotoNotes work order (containee) maps to a Nutshell deal linked to the parent property account. Work order status (New, In Progress, On Hold, Completed) maps to Nutshell deal stage values via value mapping. If Nutshell's standard stages do not match your workflow, we create custom stage values before migration and map FotoNotes status values one-by-one.

FotoNotes custom fields defined on work order templates have no native equivalent in Nutshell deal records. We create custom fields on Nutshell deals for each template-defined field — text, number, date, and pick-list types translate directly; formula and computed fields are preserved as read-only custom fields with their last-calculated value.

FotoNotes customer records (property owners or clients) map to Nutshell person records linked to the account representing their property. We map name, email, phone, and address fields directly. The FotNotes contact's role as 'Customer' is stored as a custom field on the Nutshell person record since Nutshell does not have a native customer role designation.

FotoNotes field users and vendor contacts are merged into Nutshell person records under the same account. We do not create separate account records per vendor — multiple vendor contacts land as separate person records under the relevant property account. Their role (Field User, Vendor Admin, Vendor Field User) is preserved as a custom pick-list field on the person record.

FotoNotes inspection photos attach to the corresponding work order deal record in Nutshell. Photo metadata (caption, annotation text, timestamp) is stored as a text note on the file attachment. Bulk photo exports require URL-based re-upload to Nutshell's file storage since Nutshell does not host photos natively — we use the Nutshell API file upload endpoint.

FotoNotes batch PDF reports generated from multiple inspections have no Nutshell equivalent. We store a link to the source PDF (if accessible via FotoNotes API) as a URL custom field on the deal record, or preserve the report content as a long-text Note if the PDF content is extractable. Native PDF hosting in Nutshell is not supported.

FotoNotes activity log entries (status changes, assignment updates, comments) map to Nutshell activities linked to the corresponding deal. Activity timestamps and the acting user name are preserved. The activity type is stored as a custom field since Nutshell's activity model is less granular than FotoNotes' event log.

FotoNotes user assignments on work orders are resolved by email match against Nutshell users. If a FotoNotes user has no matching Nutshell account, we create a Nutshell person record and flag the unassigned owner in the migration report for your team to resolve before or after migration.

FotoNotes role assignments (Portal Admin, Manager) do not map to Nutshell's user management model since Nutshell does not have equivalent portal admin roles. We preserve the role designation as a custom pick-list field on the relevant person record for audit and reference purposes.