Migrate from IDX Broker to Nutshell

IDX Broker contacts captured through website lead forms map directly to Nutshell Person records. Each contact record is a standalone Person. Original IDX Broker creation date is preserved as a custom field since Nutshell Created Date reflects the import timestamp.

IDX Broker stores saved-search criteria (price range, neighborhood, bedrooms, property type) as structured metadata per contact. This data has no native equivalent in Nutshell. We create a Saved_Search_Criteria__c custom field on the Person object and stores the JSON or formatted string of the saved search parameters.

IDX Broker records which listings a contact viewed or favorited. We migrate this as a Property_Interest__c custom field (long text) on the Nutshell Person record so agents know what properties a lead was considering at the time of migration. The field captures listing IDs, addresses, and any notes, allowing agents to quickly see a prospect’s property preferences without reverting to the IDX system.

IDX Broker captures lead source — which webpage form, IDX page, or organic search — as a standard field. This maps to the Nutshell Person source field directly, preserving the attribution channel for lead quality analysis. Accurate source attribution helps marketing teams allocate budget effectively and enables sales to prioritize leads from high‑performing channels.

Some IDX Broker contacts include a company name from the website form. We check each contact for a company field. If present, we create or match a Nutshell Company record and link the Person via the company relationship. Contacts without a company name land as standalone People.

IDX Broker agent user accounts are mapped to Nutshell users by email address match. Unmatched agents are flagged before migration. Their contacts can be assigned to a fallback owner or the Nutshell admin account during the migration run. If multiple IDX accounts share the same email domain, we verify each account’s contact set to avoid mixing ownership, and we log any ambiguous matches for manual review.

Nutshell's built-in Created Date reflects when the record was inserted during migration, not when the contact originally submitted through the IDX Broker website. We preserve the original timestamp as Original_Lead_Created_Date__c for reporting continuity. This ensures that historical lead age and time‑to‑first‑contact metrics remain accurate in Nutshell reports, supporting reliable trend analysis.

Modified date from IDX Broker is preserved as Original_Lead_Modified_Date__c on the Nutshell Person record. This is important for reconciliation and delta-pickup logic during the cutover window. By keeping the original modification timestamp, we can identify contacts that changed after the initial export, ensuring that any updates made in IDX Broker during the migration window are reflected in Nutshell without data loss.

IDX Broker serves live MLS listing data on the public website. This is website display data, not CRM data, and it remains in the IDX platform. Nutshell is a CRM and does not store MLS listings. The IDX site continues to operate independently post-migration.

Free-text responses submitted through IDX Broker lead forms (e.g., 'Tell us about your home search') are captured as note text or a custom field on the Nutshell Person record. The format depends on whether the response is a single short text or a longer narrative.