Migrate from Jubilee to Nutshell

Jubilee contact records map 1:1 to Nutshell Person records. The person name, email, phone, job title, and address fields transfer directly. Jubilee company association (stored as a company_id on the person) resolves to a Nutshell AccountId lookup after accounts migrate.

Jubilee leads split into Nutshell Leads. Nutshell Lead records have a separate list view, status pipeline, and assignment workflow from Person records. Lead status values (new, contacted, qualified) are mapped from Jubilee's lead status field using a value-by-value mapping table provided during scoping.

Jubilee Company records map to Nutshell Account records. Company name, domain/website, industry, employee count, and annual revenue migrate directly. Parent-company relationships in Jubilee map to the Nutshell Account parent field; circular references are flagged before migration commits. Address fields including street, city, state, postal code, and country transfer directly to maintain complete company profiles.

Jubilee deal name, amount, stage, expected close date, and owner migrate to Nutshell Deal records. Jubilee stores deal probability as a field; Nutshell calculates weighted pipeline value from stage-level weighting. We preserve Jubilee's probability as a custom field (Legacy_Probability__c) for reporting continuity.

Jubilee's pipeline configuration maps to Nutshell Pipelines — each Jubilee pipeline becomes one Nutshell pipeline. Stage names are mapped value-by-value from Jubilee stage names to Nutshell stage names. Nutshell allows multiple pipelines; Jubilee's pipeline assignments per deal are preserved as a custom field (Legacy_Pipeline__c) on the deal.

Jubilee custom properties on Person records require pre-created Nutshell custom fields on the Person object. FlitStack delivers a custom-field creation plan before migration runs. Text, number, date, and pick-list property types map to equivalent Nutshell field types; multi-select pick-lists may require a custom approach.

Jubilee company custom properties migrate to Nutshell Account custom fields. The same pre-creation requirement applies — fields must exist in Nutshell before data inserts. Complex Jubilee field types (e.g., formula fields) are evaluated individually; the result value migrates as a text or number field in Nutshell.

Jubilee deal-level custom properties migrate to Nutshell Deal custom fields. Standard Nutshell Deal fields (name, amount, stage, responsible, expected close) are mapped first; remaining properties are added as custom fields per the creation plan. All deal custom fields must be pre-created in Nutshell before migration inserts begin to ensure proper data typing and field availability on the deal object.

Jubilee activity records (calls, emails, meetings, notes) map to Nutshell Tasks. The task subject carries the activity type prefix (e.g., 'Call — Q4 follow-up'), original timestamps are preserved on the task, and the task is linked to the parent Person, Lead, or Deal record. Note bodies migrate as Task descriptions.

Jubilee owner assignments resolve by email match against Nutshell users. Unmatched owners are flagged before migration — the team either creates Nutshell user accounts first or assigns records to a designated fallback user. No record migrates without a valid Nutshell owner.

Jubilee workflow rules, automation triggers, and task-assignment rules do not have a direct Nutshell equivalent. These must be rebuilt in Nutshell using Nutshell's built-in automation features (email sequences, stage-triggered tasks) after migration. FlitStack can export Jubilee workflow definitions as a reference document for your team.

Jubilee integrations with legal tools, document management systems, and court filing services have no direct Nutshell counterpart. Nutshell's native integrations (QuickBooks, Zoom, Google Workspace, Shopify) serve a different use case. Your team will need to rebuild or replace integrations post-migration.