Migrate from Panacea to Nutshell

Panacea's owner record (client contact) maps directly to Nutshell Person. The owner's name, email, phone, and address fields transfer to corresponding Nutshell Person fields. Multiple owners associated with one patient in Panacea create separate Person records in Nutshell linked by email uniqueness.

Panacea's patient records (animal name, species, breed, medical history) do not have a direct Nutshell equivalent. The animal's name and key identifiers migrate as a Note on the associated Owner Person record, preserving clinical context for reference without forcing a non-CRM data structure into Nutshell.

Panacea records with a business entity as the client map to Nutshell Company. Business name, domain, industry classification, and address fields transfer directly. Individual owners attached to a business client link via Nutshell's person-to-company association, maintaining the relationship hierarchy within the CRM.

Panacea treatment plans and open billing items represent financial obligations tied to a client. These map to Nutshell Deals — the treatment description becomes the deal name, the outstanding amount becomes the deal value, and the plan status maps to a Nutshell pipeline stage (Open, Won, Lost).

Panacea appointment records with a scheduled date, duration, and associated owner migrate as Nutshell Activities. Completed appointments become Tasks marked complete with the completion timestamp; future appointments can surface as Events with start/end times and the associated Person linked for calendar visibility.

Panacea clinical notes attached to a patient record migrate as Notes in Nutshell linked to the owner Person record. Original timestamps and author (staff) are preserved as metadata on the Note. Rich-text formatting in Panacea notes is converted to plain text for Nutshell compatibility while retaining the substantive content.

Panacea staff records (vets, techs, front desk) map to Nutshell Users. Matching occurs by email address — staff with a Nutshell account receive activity assignments; unmatched staff are flagged so their Person records can be assigned to a fallback owner before migration.

Panacea product and inventory records for retail items (food, medication) do not map to a Nutshell CRM object. These records are exported as a reference CSV for manual entry into Nutshell's Products section if the team uses Nutshell for product-catalog management.

Panacea custom fields on owner records (e.g., referral source, preferred location, billing preferences) require Nutshell custom fields on the Person object. FlitStack creates these in the Nutshell UI before migration and maps values field-by-field preserving data type (text, date, pick-list).

Panacea custom fields on patient records (e.g., vaccination status, microchip ID, insurance provider) do not map to a native Nutshell field. These values are appended to the clinical note migrated as a Note on the owner Person record in a structured key-value format for admin reference.

Panacea recall reminders (e.g., annual vaccination due, follow-up visit) migrate as Nutshell Tasks with a due date and the associated owner Person linked. Completed recalls map as completed Tasks; pending recalls map as open Tasks with the due date preserved.

Panacea records tagged as external referrals (leads from referring clinics) map to Nutshell Leads. Lead name, contact info, source, and status transfer directly. The Nutshell Lead object uses a simple status pick-list (New, Working, Lost) that Panacea referral statuses map to value-by-value.