Migrate from LockedOn to Nutshell

LockedOn People map directly to Nutshell People. Name, email, phone, and address fields migrate as-is. A LockedOn Person's type (agent, vendor, landlord, buyer) is stored in a custom pick-list field when the value set does not match Nutshell's default options. If any required Nutshell fields are missing in the source, they are flagged during the test migration for immediate correction before the full run.

LockedOn Company records map to Nutshell Companies. Agency name, website, and industry map directly. LockedOn's parent/branch company hierarchy migrates to Nutshell's parent company field. Multi-company contacts collapse to a primary Company link; secondary links are noted in a custom field for post-migration review.

LockedOn Leads map directly to Nutshell Leads, preserving status and source through value‑by‑value lookup. Any status values not present in Nutshell are added as custom options to maintain continuity. Custom lead fields such as enquiry source, budget range, or property interest are created as Nutshell custom fields prior to migration. All custom fields are validated for data type consistency during the test phase.

LockedOn Deals map to Nutshell Deals with pipeline stages mapped to Nutshell pipeline stages. Each LockedOn deal pipeline maps to one Nutshell pipeline. Stage names use value-mapping to preserve the same ordering and naming convention your team recognizes. If a LockedOn pipeline has no direct Nutshell counterpart, a new Nutshell pipeline is created with matching stage structure. Custom stage fields are carried over as custom fields on the Deal record.

LockedOn Property records have no Nutshell equivalent. We flatten property data into custom fields on the associated Deal record (listing address, property type, price guide, inspection dates) and on the Company record (if the company is a landlord or vendor). This preserves all property context without creating orphan records.

LockedOn Vendor records map to Nutshell Companies with a Vendor_Type__c custom pick-list field set to 'Vendor'. Vendor portal URL and reporting preferences land in custom text fields. Vendor contact persons map as Nutshell People linked to the vendor Company record.

LockedOn activity history (calls, emails, meeting notes) migrates as Nutshell Tasks and Activities with original timestamps and assigned owners preserved. Bulk agency communications that were one-to-many in LockedOn split into individual Activity records, one per recipient. Attachments associated with activities are stored as links in the activity description, and any activity categories are mapped to Nutshell task types to maintain categorization.

LockedOn notes migrate as Nutshell Notes, linked to the parent record (Person, Company, or Deal). Rich-text formatting is preserved. Notes on property inspections carry the inspection address in the note body for searchability in Nutshell. If a note references a related property or contact, the reference is preserved as a clickable link to the migrated record. Any embedded images are migrated as attachments to maintain full context.

LockedOn's QR check-in records for open-for-inspection events have no Nutshell equivalent. Each attendee check-in migrates as a Task record linked to the associated Deal (representing the inspection), with the attendee's name and contact in the task description. Original check-in timestamps are preserved.

Every unique property-level custom field in LockedOn — listing status, council rates, zoning, days on market, auction date — requires a corresponding custom field in Nutshell created before data lands. We audit LockedOn's full custom field list during discovery and deliver a Nutshell field-creation plan as part of the migration pack.