Migrate from Kickserv to Nutshell

Kickserv customers map directly to Nutshell People. The customer's name splits into Nutshell's firstName and lastName fields. A customer may have multiple contacts (technicians, office staff) — each contact becomes a separate Nutshell Person record linked to the same Company.

Kickserv stores a single address per customer record. When a customer has both a billing and service address, the service address (job location) is preserved as a custom field on the Nutshell Company. Nutshell's Company object holds the primary address; job-site addresses are flagged for manual review.

Kickserv contact records (individuals linked to a customer) map to Nutshell People. Email, phone, and role fields transfer directly. Contacts without an email address are flagged — Nutshell requires an email for People records, so these may route to Leads or require manual enrichment.

Kickserv jobs are the central record type and map to Nutshell Deals. The job's status (Scheduled, In Progress, Completed, On Hold) becomes a Nutshell pipeline stage value. Job service type determines which Nutshell pipeline receives the record. The job description and internal notes become the Deal description.

Kickserv's four job statuses are mapped to Nutshell pipeline stages by service type. 'Scheduled' and 'In Progress' map to open pipeline stages; 'Completed' maps to a closed-won stage; 'On Hold' maps to a stalled or needs-action stage. Each mapping is value-by-value per pipeline.

Kickserv estimates (line items, quantities, pricing) map to Nutshell Deal activities. The estimate total and status (sent, approved, declined) are stored as custom fields on the Deal. Approved estimates that converted to jobs are linked to the resulting Deal record.

Kickserv invoices carry an amount, status (paid, unpaid, overdue), and payment date. The invoice amount maps to the Nutshell Deal Amount field. Invoice status is preserved as a custom pick-list field on the Deal. Paid invoices also create a Note activity recording the payment event.

Kickserv custom fields attached to Jobs require Nutshell custom fields on the Deal object. We create Nutshell custom fields with matching types (text, number, date, pick-list) before migration. Service-type-filtered custom fields are preserved as standard Deal custom fields — filtering logic is noted for manual rebuild in Nutshell views.

Kickserv customer custom fields (such as tax ID, trade license number, or preferred contact method) become Nutshell Person or Company custom fields. We match the field type and preserve all existing values. Fields with no value in Kickserv are left blank in Nutshell.

Kickserv time entries record hours worked per employee per job. These map to Nutshell Note activities attached to the Deal, noting the employee name, date, and hours logged. Nutshell has no native time-tracking field — this is a reference-only mapping.

Kickserv events such as appointments or scheduled site visits are converted into Nutshell Activities of type 'call' or 'meeting' depending on the event's assigned type field in Kickserv. The original start time, end time, duration, and the assigned employee are all transferred to the corresponding Nutshell activity, preserving the scheduling context for future reference.

Kickserv notes attached to jobs, customers, or contacts map to Nutshell Notes linked to the equivalent record. Rich-text formatting is preserved where Kickserv supports it. Notes without a parent record are attached to the most logically related Deal or Person.

Kickserv employees (technicians, dispatchers) are matched to Nutshell users by email address. Unmatched employees are flagged — Nutshell requires a user account for activity assignment. Owner resolution happens before the migration run so all records land with a valid Nutshell user.

Kickserv GPS check-ins record technician location at job start and end. Nutshell has no location-tracking field on any object. We flag GPS data for export as a CSV reference file — it must be reviewed manually in Nutshell if location context is required.

Kickserv service types (the type of work performed, such as HVAC Repair or Plumbing) define job templates and custom field visibility. Nutshell has no service-type object. Service types are preserved as a Deal custom field so pipeline segmentation by service type is still possible.