Migrate from Opera 3 to Nutshell

Opera 3 Sales Ledger contacts export via CSV with full name, address, payment terms, credit limits, and multi-currency flags. We map AccountName to People.name, email addresses to People.email, postal address fields to People.address fields, and payment terms to a custom People field. Multi-currency contacts are noted for the customer to configure currency settings in Nutshell post-migration because Nutshell's per-contact currency is a paid Advanced plan feature.

Opera 3 Purchase Ledger supplier contacts export via CSV in the same format as Sales Ledger contacts. We map these to Nutshell People with a supplier_flag__c custom field to distinguish them from customer contacts. Suppliers with no sales-facing email are imported with email blank, which Nutshell permits for contacts without email activity tracking.

Opera 3's built-in CRM module stores Companies as separate records from Sales Ledger contacts. We map CRM Company name to Nutshell Company.name, CRM address fields to Company.address fields, and CRM industry or type data to a custom Company field. Where a CRM Company record and a Sales Ledger contact share the same name, we link them via Nutshell's People-Company relationship during import.

Opera 3 CRM Contacts export from the built-in CRM module, which is separate from the Sales Ledger contact file. We use email address as the dedupe key and match CRM Contacts to existing People records (from the Sales Ledger import) by email. Orphaned CRM Contacts without a matching Sales Ledger record are imported as standalone People. Mobile and direct phone fields map to People.phone and People.phone_extension where present.

Opera 3 CRM Activities are stored as free-text notes with a timestamp and activity type code rather than structured event records. We parse the activity type code to assign each note to a Nutshell Activity type: task-like entries become Note, entries with a meeting duration or location become Meeting, entries with a phone number become Call, and entries with an email subject line become Email. Entries with no type code become Note. Original timestamps are preserved in Nutshell's ActivityDate field.

Opera 3 Sales Order headers export via CSV with order number, customer reference, order date, and order total. We map these to Nutshell Deals with the order number in Deal.name, the customer as a linked Company, and the order total as the Deal.value. Order status flags (open, closed, invoiced) map to Nutshell Deal status values. Note that Nutshell Deals do not have a native line-item sub-object, so order line items are stored as Deal notes or as a linked custom object depending on scoping.

Opera 3 Sales Invoice records export via CSV with invoice number, customer, invoice date, and total. We map invoiced orders to Nutshell Deals with status set to Won and the invoice total as the Deal value. The original invoice number is preserved in a deal.invoice_number__c custom field. Invoices that have been fully paid map to a separate Deal status if Nutshell supports a paid/won state, or are noted for the customer to mark manually post-migration.

Opera 3 supports multiple company codes within a single installation with inter-company transactions stored as normal invoices with a counterparty code. Nutshell uses a single-company account model. For multi-company Opera 3 customers, we recommend either separate Nutshell subscriptions per legal entity or a single Nutshell account with Companies representing each Opera 3 entity. Inter-company debtor/creditor balances are exported as reconciliation notes for the customer's finance team to resolve in their accounting tool post-migration.

Opera 3 Nominal Ledger accounts and financial transactions are accounting records that have no destination in Nutshell, which is a CRM without an accounting module. We export the Chart of Accounts as a CSV file delivered alongside the migration for the customer's finance team to use if they select a separate accounting tool (Xero, QuickBooks, or Sage) as the post-migration finance system. The CSV is not loaded into Nutshell.

Opera 3 Employee records export via CSV with bank details, start/end dates, P45 data, and RTI FPS/EPS XML files for payroll submissions. Nutshell has no payroll module, and employee records are not CRM contacts by default. We export employee data as a CSV for the customer's HR or finance team to manage in a dedicated payroll system. RTI XML files are handed off as-is for re-filing if required.