Migrate from Perfect Portal to Nutshell

Perfect Portal Party records map directly to Nutshell People. The party name, email address, phone number, role on matter, and mailing address all have direct equivalents in Nutshell's Person fields. Party type (e.g., client, opponent, referrer) is preserved as a custom field on the Nutshell Person record.

Perfect Portal Matter records map to Nutshell Deals. The matter name becomes the Deal name, the matter description becomes the Deal description, the matter value (if present) maps to the Deal amount, and the primary party on the matter links to the Deal's associated Person record. Each matter-type in Perfect Portal can optionally map to a separate Nutshell pipeline.

Perfect Portal Stage milestones track matter progress with a name and timestamp. These are mapped to Nutshell Deal stage values: each Perfect Portal stage name maps to a corresponding Nutshell pipeline stage. Stage-entered timestamps are preserved as custom datetime fields on the Nutshell Deal so historical stage history is visible in reporting.

Perfect Portal Parties can be associated with a Company record. If a company is present, it migrates to Nutshell's Company object (Name, Website, Industry, Phone). The Party-to-Company link is preserved as a Person-to-Company relationship in Nutshell. If no company is present on the Perfect Portal party, the person migrates without a Company association.

Perfect Portal events attached to a matter (e.g., court dates, deadlines, client meetings) migrate to Nutshell Activities linked to the corresponding Deal. Event type, start datetime, end datetime, description, and assigned user all map to Nutshell Activity fields. Completed vs. pending status is reflected in the Nutshell Activity's completed flag.

Perfect Portal document references are file URLs or stored files attached to a matter. We download each file and re-attach it to the corresponding Nutshell Deal or Person record. File name, file type, and upload datetime are preserved. Large documents are uploaded within Nutshell's per-file size limits (currently 100 MB per attachment).

Perfect Portal matter-type fields that are not native Nutshell Deal fields are created as custom fields on the Nutshell Deal object. Field type is mapped: text to string, number to number, currency to currency, date to date, and dropdown to choice. The custom field is created before the migration run so data can populate during import.

Perfect Portal party-type custom fields (e.g., bar number, licensing jurisdiction, referral source) are created as custom fields on the Nutshell Person object prior to migration. Each field's data type determines the Nutshell field type. Custom field metadata is exported from Perfect Portal and used to pre-create fields in Nutshell via the API.

Perfect Portal users assigned as matter owners or responsible parties are resolved by email match against Nutshell users. Unmatched owners are flagged before migration so your team can either invite them to Nutshell or assign their matters to a fallback user. No deal lands without a Nutshell owner assigned.

Perfect Portal's per-matter billing entries (invoice amounts, payment status, outstanding balance) have no direct Nutshell equivalent — Nutshell does not have native billing or invoice objects. We preserve billing data as custom currency fields on the Nutshell Deal and attach a structured note summarizing the billing history. For full billing reconstruction, your team should use a dedicated accounting tool post-migration.

Perfect Portal's client-facing portal configuration (portal access rules, notification templates, client-facing stage visibility) has no Nutshell equivalent. We export the portal settings as a structured JSON reference document so your team can evaluate Nutshell's sharing settings and built-in email notifications as a replacement configuration.