Migrate from GorillaDesk to Nutshell

GorillaDesk customers map 1:1 to Nutshell People. Name, email, phone, address, and notes carry over directly. The primary company association in GorillaDesk (if any) creates a linked Nutshell Company record. Customer create/update timestamps are preserved as custom datetime fields in Nutshell since Nutshell's native created/modified dates reflect migration time, not the original record age.

When a GorillaDesk customer has a company/organization name field populated, FlitStack AI creates a corresponding Nutshell Company record and links the Person record to it via the AccountId relationship. If multiple GorillaDesk customers share the same company name, they all link to the same Nutshell Company. This prevents duplicate company records and mirrors GorillaDesk's N:1 customer-to-company association model.

GorillaDesk jobs don't map to a single Nutshell object — the correct destination depends on job type. Recurring or revenue-generating service jobs (with a dollar amount) map to Nutshell Deals with a 'Service Delivery' pipeline stage, preserving the amount, service date, and linked Person/Company. One-off administrative or internal jobs map to Nutshell Activities (calls or tasks) with a note field capturing the job description. The transformation decision is driven by whether the GorillaDesk job has an invoice amount attached.

GorillaDesk job statuses (Scheduled, In Progress, Completed, Cancelled) map to Nutshell Deal stages or Activity completion flags via value-by-value lookup. 'Scheduled' maps to a custom 'Service Scheduled' deal stage; 'Completed' maps to 'Closed Won' with the original service date preserved in a custom field; 'Cancelled' maps to 'Closed Lost' with a cancellation reason note. The mapping is configured in the migration plan before the run.

GorillaDesk user accounts (technicians, dispatchers, office staff) map to Nutshell users by email address. FlitStack AI matches the email field on each GorillaDesk user record against Nutshell user emails to resolve OwnerId. Unmatched users are flagged before migration so you can either create their Nutshell account or assign their records to a fallback owner. Technicians who are also Nutshell users get assigned as Deal owners for their service jobs.

GorillaDesk notes attached to customers or jobs migrate as Nutshell notes on the corresponding Person or Deal record. Original create timestamps and note author are preserved where available via the API. Nutshell's note format is plain text with optional HTML — rich formatting in GorillaDesk notes is converted to plain text during extraction to avoid rendering issues in Nutshell.

GorillaDesk distinguishes between phone number types (mobile, work, home, fax) as separate fields. Nutshell has a single phone field on Person records. FlitStack AI maps the primary phone to the standard Phone field and creates custom fields (Mobile__c, Work_Phone__c, Home_Phone__c) on the Nutshell Person object for additional phone types. These custom fields are created in Nutshell before the migration run.

GorillaDesk file attachments (photos, signatures, documents on jobs and customers) are downloaded from GorillaDesk's file storage and re-uploaded to Nutshell as attachments on the corresponding Person or Deal record. File size limits apply on the Nutshell side based on your storage plan. Inline images in GorillaDesk notes are extracted and re-hosted as Nutshell file attachments to preserve visual context in service records.

GorillaDesk custom fields on customers (e.g., 'Preferred Service Day', 'Account Type', 'Referral Source') are read from the API response and pre-created in Nutshell on the Person object before migration. Field type is inferred from GorillaDesk's data (text, number, date, picklist) and matched to the closest Nutshell custom field type. Picklist values are mapped value-by-value.

GorillaDesk custom fields on jobs (e.g., 'Chemicals Used', 'Service Type', 'Equipment Model') map to custom fields on the corresponding Nutshell Deal or Activity depending on where the job landed. Chemical and equipment data from pest control or pool service jobs becomes custom fields on the Deal record in Nutshell for reference and compliance reporting.

GorillaDesk does not have a native lead concept — incoming inquiries arrive as customers or are captured via web forms. If your GorillaDesk setup uses a customer tag or source field to distinguish new inquiries from established customers, FlitStack AI routes those to Nutshell Leads rather than People based on a configurable tagging rule. Source field values (Google, Referral, Walk-in) map to Nutshell Lead source pick-list values.

GorillaDesk tracks technician GPS coordinates and route assignments for scheduling optimization. Nutshell has no routing, GPS, or field-technician dispatch model — this data has no native equivalent. FlitStack preserves route and GPS data as a custom Activity note or as an attachment on the related Deal for historical reference, but it cannot activate as live routing in Nutshell. If routing is critical, consider retaining GorillaDesk for field operations alongside Nutshell for CRM.