Migrate from Jonas Enterprise Service & Construction Software to Nutshell

Jonas job-costing data has no native Nutshell equivalent — phases, GL codes, and cost breakdowns become custom fields

Jonas Job records carry construction-specific financial context: cost-phases (foundation, framing, electrical), GL cost-code values, certified payroll flags, union prevailing-wage designations, and WIP labor-versus-material breakdowns. Nutshell Deals hold a Name, Amount, Stage, and Close Date with no native accounting or cost-code structure. We preserve job-costing context by migrating GL codes as a text custom field, certified payroll flags as a checkbox, and phase names as a pick-list — but the financial reconciliation of actual-versus-estimated must remain in Jonas or be handled in a BI tool outside Nutshell. Jonas GL integration (job-to-account posting) does not transfer and cannot be replicated in Nutshell's CRM layer.

Work order line items (parts and labor by trade) cannot map natively into Nutshell Tasks — line-level detail requires a custom long-text field

Jonas Work Orders carry line items with part numbers, quantities, unit costs, trade classifications, and labor hours by trade. Nutshell Tasks have no native line-item or product-detail substructure — a Task holds a Subject, Description, Status, Due Date, Owner, and custom fields. We serialize Jonas work order line items as a structured string in a custom long-text field on the Task so field technicians and project managers retain reference to what was originally quoted or performed. Full parts-inventory tracking, serial-number-level asset detail, and labor-cost-by-trade reporting stay in Jonas Inventory and Payroll modules — Nutshell is not a substitute for those ERP functions.

Jonas multi-location customers require disambiguation — one Jonas customer can have multiple site addresses across distinct jobs

Jonas Customer records support multiple locations, each with its own address, contact, and AR aging. A single Jonas customer (e.g., a general contractor with branches in three cities) can have three active job sites simultaneously. Nutshell Companies support one primary billing address plus additional addresses, but there is no native multi-location concept with per-location AR aging. We map the primary address to the Company record and store additional site locations as custom address fields on related Deals — AR aging for site-specific billing stays in Jonas. Teams with complex multi-site billing should plan to run AR reporting in Jonas alongside Nutshell's CRM data.

Jonas dispatch, service routing, and automated work-order assignment workflows do not transfer to Nutshell — they must be rebuilt

Jonas Service Management includes drag-and-drop dispatch, technician assignment rules, SLA-based auto-escalation, and automated work-order generation from incoming service requests. Nutshell has no native dispatch board, technician scheduling, or SLA engine — its task management is designed for sales follow-up and CRM-level activity tracking, not field service operations. Jonas work-order dispatch logic, routing rules, and auto-assignment triggers do not transfer. We can export Jonas workflow definitions as a rebuild reference, but the automation layer must be rebuilt in Nutshell's task assignment model or handled through an external service-management tool.

On-premise Jonas deployments require direct database extraction — no public API standard for third-party migration tools

Jonas Enterprise runs as a client-server installed ERP (on-premise or Jonas Cloud/Azure). On-premise deployments expose no public REST API for data extraction — migration requires either direct SQL query access to the Jonas database (which varies by Jonas version and hosting provider) or CSV export via Jonas reporting tools. Jonas Cloud deployments offer better data access pathways. We determine the extraction method during scoping: SQL-level extraction requires database credentials and read-only access; CSV export requires Jonas report templates for each object. Nutshell's API accepts bulk imports via CSV or REST, so extraction format from Jonas is the primary technical variable in migration timeline and pricing.