Migrate from Nookal to Nutshell

Nookal patients map directly to Nutshell People. All standard contact fields — name, email, phone, address — transfer as-is. Nookal-specific fields (Medicare number, date of birth, referring practitioner ID) migrate to custom fields on the Person record. The Nookal patient ID is preserved as a custom field for reconciliation and delta-run deduplication.

Nookal practitioners resolve to Nutshell Users by email match so their appointment assignments and invoice ownership map correctly. Each practitioner also creates a flagged Person record (Practitioner__c = true) so their contact details are accessible within Nutshell's CRM view alongside patient records. If a practitioner email has no matching Nutshell user, the record is flagged before migration so the team can create the account or assign a fallback owner.

Nookal locations map to Nutshell Companies using the location's business name and address. Since Nutshell has no native locations object, the Nookal location ID, location type, and practitioner roster for each location are stored as custom fields on the Company record. Each practitioner record also carries a Location_ID__c custom field referencing the Nookal location, preserving the practitioner-to-location relationship.

Nookal appointments become Nutshell Tasks linked to the associated Person record. Custom fields on the Task hold appointment type, practitioner name (resolved from the practitioner ID), appointment status (confirmed, cancelled, no-show), start and end time, and the Nookal appointment ID. The original appointment timestamp is preserved so historical activity reporting in Nutshell reflects the actual appointment date.

Nookal invoices have no native Nutshell equivalent — Nutshell has no invoicing object. Invoice ID, invoice number, invoice date, due date, total amount, amount paid, and payment status all migrate as custom fields on the associated Person record. Where a Nookal appointment or session links to an invoice, a Deal record is created in Nutshell with the invoice amount as the deal value and a Nookal_Invoice_ID__c custom field linking back to the source record.

Nookal payment records — payment ID, payment date, amount, and payment method — migrate as custom fields on the Person record, alongside the related invoice custom fields. Since Nutshell has no native payments sub-object, all payment history is stored in field-level custom fields on the person, with the most recent payment date surfaced as a summary field for quick reference.

Nookal clinical notes (SOAP format, treatment plans, practitioner observations) have no equivalent in Nutshell's CRM model. The full note content migrates as a large-text custom field (Clinical_Notes__c) on the Person record, preserving the original note text and practitioner attribution. Nookal's structured note date and practitioner ID are stored alongside in separate custom fields for audit purposes.

Nookal tracks referral source for each patient as a standard field. This migrates to a custom pick-list or text field (Referral_Source__c) on the Nutshell Person record, preserving the original value so referral-source reporting can be rebuilt in Nutshell's segmentation and activity views.

Nookal appointment statuses (Confirmed, Cancelled, Rescheduled, No-show, Completed) map to a custom pick-list field (Appointment_Status__c) on the Nutshell Task. Each Nookal status value is mapped individually to the corresponding Nutshell custom-field value so status-based reporting and filtering work identically in the destination.

Nookal invoice statuses (Draft, Sent, Paid, Overdue, Cancelled) map to a custom pick-list (Invoice_Status__c) on the Person record. The value mapping is applied per status so reporting on outstanding invoices, payment rates, and overdue accounts can be rebuilt using Nutshell's built-in filtering without custom report logic.

Nookal service items and products used in invoicing migrate to Nutshell Products. Each product record carries the Nookal product ID as a custom field. If the Nookal setup uses specific pricing tiers or billing categories per service type, those map as custom fields on the Nutshell Product record.

Nookal administrative users with no direct patient or appointment association resolve to Nutshell Users by email match. Their Nookal user ID is stored as a custom field on the Nutshell User record for traceability. Unmatched users are flagged before migration so the team can create Nutshell accounts or reassign records to a fallback owner.