Migrate from MotionOps to Nutshell

MotionOps People (contacts) map directly to Nutshell Persons. Name, email, phone, address, job title, and custom fields transfer 1:1. Nutshell Persons do not have a lifecycle stage equivalent — any stage or tag data from MotionOps becomes a Nutshell custom field or note.

MotionOps Companies map to Nutshell Companies with domain, industry, employee count, and annual revenue fields carrying over directly. Address fields (street, city, state, postalcode, country) also transfer 1:1. Parent-company hierarchies in MotionOps transfer to Nutshell using the parent_company_id reference — circular references are flagged before the migration runs to prevent looped hierarchies.

MotionOps People records flagged as leads (no associated Deal or unconverted status) route to Nutshell Leads. Leads with an associated active Deal route to Nutshell Persons instead, since Nutshell associates leads with Deals once they are qualified. The routing logic checks for Deal associations before deciding between Lead and Person objects in Nutshell.

MotionOps Deals map to Nutshell Deals. Deal name, amount, expected close date, stage, and owner resolve by email match to Nutshell users. Nutshell Deal stages use a value-mapping table populated from MotionOps pipeline stage names — stages with no matching Nutshell stage are assigned to a default 'New' stage and flagged for review.

MotionOps pipelines (one per team or service type) map to Nutshell Pipelines. Nutshell allows multiple pipelines per account; each MotionOps pipeline becomes a separate Nutshell pipeline with its own stage sequence. Stage order and probability values transfer via value-mapping per stage name.

MotionOps notes on People, Companies, and Deals migrate as Nutshell Notes attached to the corresponding Person or Company record. Rich-text formatting is preserved where the MotionOps API returns HTML; plain-text notes transfer as-is. Note create timestamps map to a custom field for historical continuity.

MotionOps custom field definitions (text, number, date, phone, email, currency, dropdown) map directly to Nutshell custom fields. Multi-select pick-lists require a Nutshell multi-option custom field creation before migration. MultiPerson and relatedTo field types have no Nutshell equivalent and are stored as text for reference.

MotionOps file attachments (images, PDFs, documents) on People, Companies, and Deals are downloaded from the MotionOps media API and re-uploaded to Nutshell as Files attached to the corresponding record. File size limits follow Nutshell's upload constraints. Job-level attachments are flagged separately for manual re-upload post-migration.

MotionOps Jobs and Work Orders have no Nutshell object or field counterpart. These records are exported to a structured CSV/JSON file with all job fields, line items, status history, and attached files so your team can re-enter them manually or build a custom job management workflow in Nutshell using Tasks and custom fields.

MotionOps Proposal Builder and Change Order records contain structured line-item data, e-signature status, and multimedia attachments. Nutshell has a Quotes product ($67/month add-on) that covers basic proposal generation, but it does not share the same data schema. We export these records and flag them for rebuild in Nutshell Quotes or a third-party proposal tool.

MotionOps appointment records (assigned technician, service address, time window, job status) have no Nutshell equivalent. Nutshell Tasks can be used for simple task scheduling but lack crew assignment, routing, or multi-day job scheduling. These records are exported for manual re-entry or use with a dedicated field-service tool post-migration.

MotionOps employee timesheets and expense records are tied to the HR module and have no Nutshell equivalent. Nutshell does not handle payroll preparation or employee expense tracking. These records are exported separately and must be maintained in a dedicated payroll or HR tool.

MotionOps employee records include roles, skills, documents, background check status, and digital business cards. Nutshell user accounts store only login credentials and CRM role permissions. Employee HR data does not migrate — it stays in MotionOps or moves to a dedicated HR platform.