Migrate from MeasureSquare to Nutshell

MeasureSquare's Person record maps directly to Nutshell's Person object. Standard fields (name, email, phone, title) move 1:1. MeasureSquare contacts without an associated company land as standalone Nutshell Persons — no AccountId linkage is required since Nutshell uses a simpler association model than Salesforce.

MeasureSquare Company records map to Nutshell Company records. Company name, domain/website, industry, phone, address fields transfer directly. Nutshell Company records can hold a primary contact (Person) and any number of associated Persons — we map the primary contact first and link remaining associations by email.

MeasureSquare Leads map to Nutshell Leads directly. Nutshell Leads have their own pipeline stage, owner, source, and custom fields. We preserve the MeasureSquare lead status as a Nutshell custom pick-list field (Lead_Status__c) so the historical status value is visible without requiring field creation on the Person object.

MeasureSquare pipeline stages (e.g., Prospect, Bid Sent, Won, Lost) map to Nutshell pipeline stages by name. If stage names differ, we create a value-mapping table and apply the mapping during the migration run. Nutshell's pipeline stages are defined in the pipeline settings UI — we deliver a stage-name mapping spreadsheet as part of the migration plan so your Nutshell admin can pre-create the stages.

MeasureSquare Bid Proposals carry material quantities, product selections, labor costs, and project scope — no equivalent object exists in Nutshell. We migrate the most recent bid summary (project name, total amount, date, status) as a text custom field on the associated Person record. Full bid line items are preserved as a linked Activity Note on the Person so the historical estimate data is accessible in Nutshell.

MeasureSquare's product databases (flooring materials, vendor SKUs, pricing tiers) are estimation assets rather than CRM records. Nutshell has no product catalog object. We do not migrate product catalog data — it remains in MeasureSquare for ongoing estimating. If your team needs product references in Nutshell, they can be added as custom text fields on Company or Person records manually.

MeasureSquare CRM allows custom fields on People records (e.g., trade_type, flooring_project_type, estimator_id). These map to Nutshell custom fields on the Person object. Nutshell supports text, number, date, pick-list, and checkbox types — we match the source field type to the nearest Nutshell type during the migration plan phase.

MeasureSquare Company-level custom fields (e.g., contractor_license, bonding_capacity) migrate to Nutshell custom fields on the Company object. We surface any pick-list values from MeasureSquare and configure matching pick-list options in Nutshell so the field values remain consistent. During the migration plan phase, we document all custom field metadata including field type, default values, and visibility settings so your Nutshell admin can review and adjust field configurations before the final data load.

MeasureSquare task and note records attached to People or Companies migrate as Nutshell Activities of type 'Task'. The original creation date, description text, and assigned owner are preserved. Nutshell activities are timestamped and linked to the correct Person or Company record by ID match.

MeasureSquare owner IDs resolve to Nutshell users by email match. FlitStack pulls the owner email from MeasureSquare's user records during extraction. Unmatched owner emails are flagged before the migration run — the Nutshell admin creates the corresponding user accounts before the final load so no record lands with an unassigned owner.

MeasureSquare's core product — takeoff projects with floor plans, material quantities, and CAD diagrams — is not a CRM object and has no equivalent in Nutshell. Takeoff projects remain in MeasureSquare. We do not attempt to migrate project files or diagrams; those stay in MeasureSquare for ongoing use by the estimating team.