Migrate from Myprosperity to Nutshell

Myprosperity Person records map directly to Nutshell People. The primary contact fields (name, email, phone, address) transfer as direct mappings. Nutshell People support custom fields for Myprosperity's relationship_type integer and any client-specific metadata that doesn't map to a native Nutshell field.

Myprosperity Person records that have no linked Entity (orphaned contacts or prospects without an established entity) route to Nutshell Leads. FlitStack flags these during pre-migration validation so your team can review the split before the migration runs.

Myprosperity Company (entity) records map to Nutshell Companies. Entity name, address, and contact details transfer as direct field mappings. Parent-child entity hierarchies in Myprosperity map to Nutshell's Company parent link if the destination has this configured.

Myprosperity Relationship records encode the relationship type as an integer (0=Owner, 1=Accountant, 2=Lawyer, etc.). Nutshell has no native relationship object. FlitStack writes the relationship type as a custom pick-list field on the linked Person record and maintains a mapping table for post-migration reference. If a Person has multiple relationships to the same Company, FlitStack creates a custom field to capture the full list.

Myprosperity Tasks map to Nutshell Tasks with the same name, due date, status, and assigned owner. Owner assignment resolves via email match against Nutshell users. Open and completed status maps directly; custom task categories from Myprosperity transfer as a custom field on Nutshell Tasks.

Myprosperity documents attached to Person or Company records re-upload to Nutshell Files and attach to the corresponding People or Company record. FlitStack downloads files from Myprosperity and pushes them to Nutshell's file storage, respecting the 25MB per-file limit. Documents without a linked record are attached to the primary contact.

Myprosperity custom properties for financial goals, retirement targets, and savings milestones have no native Nutshell equivalent. FlitStack migrates these as custom text or currency fields (Goal_Name__c, Goal_Amount__c) on the Nutshell Person. Your admin creates the custom field definitions in Nutshell before the migration runs.

Investment holdings, portfolio values, and asset allocations stored as Myprosperity custom properties migrate to custom fields on Nutshell People. FlitStack creates a structured mapping for multi-field investment data (Asset_Class__c, Current_Value__c, Acquisition_Date__c) to preserve data granularity.

Superannuation fund details, balance, and contribution history from Myprosperity custom properties migrate as custom fields on Nutshell People (Super_Fund__c, Super_Balance__c, Contribution_Frequency__c). Multi-fund scenarios create multiple custom field entries per Person.

Life insurance, income protection, and health insurance details from Myprosperity migrate as custom fields on Nutshell People. FlitStack maps policy type, provider, sum insured, and premium to separate custom fields for each policy type present in the source data.

Bank account details stored in Myprosperity migrate as custom fields on Nutshell People. FlitStack handles account number masking during transfer, preserving the last four digits in Bank_Account_Last4__c while omitting full account numbers from the migration payload.

Myprosperity's internal record ID is stored as a custom field on each Nutshell record for traceability and delta-run de-duplication. This field is indexed so FlitStack can match records on re-migration without creating duplicates.

Nutshell's CreatedDate is set at migration time and cannot be backdated via the API. FlitStack preserves the original Myprosperity created date as a custom datetime field (Original_Create_Date__c) on each record for reporting continuity and audit purposes.