Migrate from FranConnect to Nutshell

FranConnect Contacts map directly to Nutshell People. Standard contact fields (name, email, phone, address) migrate cleanly. Custom contact properties are mapped individually with type validation against Nutshell's supported field types: text (225 char max for short text), long text, currency, date, and dropdown. We extract all custom contact fields during discovery and flag any that exceed Nutshell's type constraints for manual remediation before import.

FranConnect Leads represent prospective franchisees entering the development pipeline and map to Nutshell Leads. We migrate Lead status, source categories, owner assignments, and associated drip campaign membership as a lead property. Active drip campaign logic does not migrate; we record the campaign name and membership date as a custom lead field for manual rebuild in Nutshell Power-Ups or a separate email cadence tool.

FranConnect Units represent operational franchise locations with address, status, owner assignment, and custom site-level fields. Nutshell has no native Unit or Location object. We migrate Unit records as Nutshell Accounts with a custom field unit_status__c and structured Account notes capturing the original Unit ID, ownership type, and any franchise-specific metadata. Multi-unit hierarchies are represented as separate Accounts linked by a custom parent_account__c field where supported.

FranConnect Franchisees (individuals or entities operating units) store agreements, territories, and ownership stakes. We split this into a Nutshell Person record (for the individual contact) and an Account record (for the franchise entity), with a custom field franchisee_id__c linking them. Territory and agreement data migrate as structured notes or custom fields on the Account. We do not migrate Franchise Agreement PDFs as binary files; we record the agreement reference and key terms in a structured format.

FranConnect Territories define geographic boundaries tied to franchise agreements with coordinate or polygon data. Nutshell has no native territory object. We migrate territory names and associated metadata as a custom dropdown or text field on the relevant Account or Lead. Geographic boundary data (polygons, coordinates) migrates as a structured text blob if present; we flag this as requiring manual verification in Nutshell post-import.

FranConnect engagement records (calls, emails, meetings, tasks, notes) from the CRM modules map to Nutshell Activities. We preserve the original timestamp for activity timeline ordering, link each activity to the correct Person or Account via the migrated record IDs, and migrate disposition, duration, and outcome data as custom activity fields where Nutshell supports them.

FranConnect Royalty Manager stores financial ledger entries (invoices, payments, royalty calculations) tied to Units and Franchisee agreements. Nutshell has no financial or accounting module. We extract the royalty ledger as a structured CSV export with Unit reference, franchisee reference, invoice date, payment amount, and royalty rate, and attach this as a named note on the corresponding Nutshell Account. The customer's finance team reconciles this CSV against their accounting system post-migration.

FranConnect Training module tracks learning completion, certifications, and course progress for franchisee employees. Nutshell has no native LMS or training record object. We migrate training enrollment and completion status as structured notes on the relevant Nutshell Person record, listing course name, completion date, and certification status. Quiz scores and LMS-specific metadata are recorded as a note text block for manual verification.

FranConnect stores documents linked to Leads, Units, Franchisees, and Tasks. We extract document metadata (name, type, date, linked entity) and migrate the document URL if the FranConnect document storage is accessible via API. File binaries are not migrated in the standard scope; we provide a document mapping table listing every document, its source location in FranConnect, and the target entity in Nutshell for manual file transfer or a separate document migration tool.