Migrate from Inspection Files to Nutshell

Inspection Files Sites (facilities, properties, locations under inspection) map to Nutshell Companies. Site address, name, and type migrate as Company fields. Nutshell does not support hierarchical sites natively — if Inspection Files uses parent-child site relationships, the parent maps as Company and children attach via a custom Parent_Site__c field.

Inspection Files Assets (equipment, systems, or sub-locations tied to a Site) do not have a native Nutshell equivalent. We map assets to custom fields on the corresponding Nutshell Company record — asset name, type, and status become text or pick-list custom fields. High-volume asset lists may warrant a Nutshell custom object instead.

Inspection Records are the core data entity in Inspection Files. Nutshell has no native inspection object. FlitStack creates a custom Inspection object in Nutshell with fields mirroring the source record: inspection date, type, status, findings, compliance result, and links to the parent Company and Person (inspector). If volume is low, records may instead attach as custom fields on the Company.

Inspectors from Inspection Files map to Nutshell People. A custom pick-list field Inspector_Type__c is added to distinguish inspectors from regular contacts. If the inspector also has a client relationship, they appear as a Person record with the flag set. Nutshell does not support a dedicated inspector role object.

Inspection Files findings (individual observations, violations, or notes within an inspection) are too granular for a single Nutshell field. We merge findings into a Nutshell Note attached to the Inspection record, preserving each finding's description, severity, and resolution status. If findings need individual tracking, each becomes a Task.

Compliance certificates and expiry dates from Inspection Files migrate to custom date fields on the corresponding Nutshell Company record (e.g., Compliance_Expires__c). Nutshell's native date fields accept the ISO date format from Inspection Files directly. Multiple certificate types become separate custom date fields.

Photos and attachments from inspection records are re-uploaded to Nutshell and linked to the corresponding Inspection record or Company. Nutshell's attachment limit per record applies (standard file storage limits per account tier). We preserve original file names and capture the inspection date as the attachment description.

Scheduled inspection due dates from Inspection Files become Nutshell Tasks linked to the Company record. Task subject carries the inspection type; due date maps from the source schedule field. Recurring schedules are represented as a recurring task pattern in Nutshell if the workflow supports it, or as individual tasks for each occurrence.

Inspection type labels (e.g., safety audit, environmental review, equipment check) from Inspection Files map to a custom pick-list field on the Nutshell Inspection object. We map each value by name — values with no exact Nutshell equivalent are added as new pick-list options before migration runs.

Nutshell does not have a dedicated inspector owner object. Inspection Files users are resolved by email match against existing Nutshell People. Unmatched users are flagged and can be invited to Nutshell before the migration, or their records are assigned to a fallback Person record designated as the migration owner.

Inspection Files custom fields (fields added by the admin beyond standard inspection fields) are created as Nutshell custom fields on the Inspection object. Field types are preserved: text to text, date to date, pick-list to pick-list. Nutshell's custom field UI allows creation before migration; we coordinate the field creation step as part of the schema setup phase.

Inspection Files scheduling triggers, due-date alerts, and re-inspection reminders are workflow constructs that do not migrate. Nutshell's workflow rules and email sequences (Pro+) can replicate some scheduling logic but require a rebuild. FlitStack exports the rule definitions from Inspection Files as a structured reference document for the Nutshell admin.