Migrate from Less Paper Co. to Nutshell

Less Paper Co. customer records (business name, address, billing contact) map directly to Nutshell Company records. The primary billing address and company phone migrate as standard address and phone fields. Customers without a business name (residential jobs) become Person records instead.

Individual contact records in Less Paper Co. (name, email, phone, mobile) map to Nutshell Person records. Multiple contacts at the same customer business attach to the same Company record. The primary contact flag from Less Paper Co. sets the 'primary contact' flag in Nutshell.

Less Paper Co. leads that have not yet converted to customers map to Nutshell Leads. The lead source, status, and any assigned technician routing become Nutshell Lead custom fields. Once a lead converts in Nutshell, it generates a corresponding Company and Person record.

Work orders are the core Less Paper Co. object with no direct Nutshell equivalent. FlitStack AI creates a Nutshell Task for each work order, linking it to the corresponding Company and Person. All work-order properties (job type, status, scheduled date, technician, line items, signature reference) become Nutshell custom fields on the Task so the full operational history is preserved.

Multiple line items per work order (part number, description, quantity, unit price, tax) merge into a single serialized text custom field on the Nutshell Task. A secondary custom field captures the total work-order amount so it appears in Nutshell reports. The raw line-item structure is preserved in JSON-serialized form for admin reference.

Less Paper Co. technician assignments on work orders map to a Nutshell Person record for each staff member (with an internal flag). Technician check-in and check-out events become Activity log entries on the related Task with original timestamps. Assignee routing from Less Paper Co. becomes a custom field on the Nutshell Task for reporting.

Nutshell has no inventory management module. Less Paper Co. inventory items, parts used, and vendor PO references migrate as text custom fields on the related Task. Parts frequently ordered together can be surfaced as a custom pick-list field for future reference, butNutshell will not track stock levels or reorder points.

Less Paper Co. work-order notes and internal staff comments attach to the corresponding Nutshell Task as Notes. Original timestamps and the commenting staff member's name are preserved in the Note record so the full service-history narrative is intact in Nutshell. This preserves operational context, decisions, and customer-facing updates made during job execution that your team can reference without accessing the original Less Paper Co. system.

Less Paper Co. electronic signature images (captured on-device) and payment transaction references upload as Files attached to the related Nutshell Task. A custom boolean flag 'Signature_Collected__c' and a custom text field 'Payment_Reference__c' document the payment status without requiring a native payment integration.

Less Paper Co. appointment reminders and scheduled visit windows migrate as Activity log entries on the related Task in Nutshell. The original scheduled start/end time and assigned technician appear in the activity record. Nutshell does not have a dispatch calendar, so scheduling context is preserved as informational activity history rather than a live calendar event.

Less Paper Co.'s 100%-custom schema means every installation has unique properties beyond the standard fields above. FlitStack AI audits the source schema, creates a matching Nutshell custom field for each unique property (text, number, pick-list, date, or boolean based on source type), and maps values during migration. All custom fields are created before data loads to prevent import errors.

Work-order attachments (photos, PDF invoices, uploaded documents) migrate as Files attached to the corresponding Nutshell Task. File size limits from Nutshell's storage apply (25MB per file for standard plans). Large photo sets from field visits download and rehost to Nutshell Files storage.