Migrate from Planado to Nutshell

Planado clients with a business name map to Nutshell Company records. The Company Name, website, industry, and address fields transfer directly. Individual clients without a company name (e.g., residential customers) map to Nutshell Person records. We preserve the original Planado client ID as Source_System_ID__c for traceability and delta-run de-duplication.

Planado jobs translate to Nutshell Deals. The job name becomes the Deal name, the current job status maps to a Deal stage via value mapping (Open jobs → Open stages; Completed → Closed Won; Cancelled → Closed Lost), and the job description becomes the Deal description. Job priority, time window, and service category migrate as custom fields on the Deal.

Planado employee records with active email addresses map to Nutshell User accounts. FlitStack resolves each employee email against Nutshell users by email match. Employees without a Nutshell account are flagged before migration — your team can invite them or assign their records to a fallback owner. Note: Planado GPS, availability schedule, and routing data have no Nutshell equivalent and do not transfer.

Planado locations (service sites) merge with the client Company record in Nutshell. Multiple visits at the same location collapse to the primary Company address. For locations without a named client (e.g., recurring site maintenance), we create a standalone Nutshell Company with the location address and a reference to the job as a Deal.

Planado job checklists have no native Nutshell equivalent. We extract checklist item names and completion status as custom fields on the Nutshell Deal (e.g., Checklist_Item_1__c, Checklist_Completed__c). For multi-step checklists exceeding 10 items, we attach a formatted Note to the Deal with the full checklist and check states for reference.

Planado job reports (photos, notes, signatures) migrate as Nutshell Notes attached to the corresponding Deal. Photos download from Planado and re-upload as Nutshell attachments (25MB file limit applies per Nutshell). Client signatures migrate as PNG attachments on the Deal record. Timestamps and technician name on the report are preserved in the Note body.

Planado records every status transition on a job (en route, started, finished, etc.) with timestamps. We surface the most recent status change as a custom datetime field (Last_Status_Change__c) on the Nutshell Deal. Full status history appends as a Note for audit purposes since Nutshell Deals have a limited activity timeline compared to Planado's job log.

Planado custom job types (e.g., HVAC Repair, Cleaning, Installation) that don't map to a standard Nutshell field become Deal-level custom pick-list fields (Job_Type__c). If a Planado account uses more than 5 custom job types, we group them into categories to avoid creating an unwieldy pick-list in Nutshell.

Planado equipment records linked to a job map to custom fields on the related Nutshell Company (if a shared asset) or Deal (if job-specific). Equipment serial numbers, model numbers, and install dates become text or date fields. Assets not linked to a specific client become standalone custom fields on the Deal.

Job photos, signatures, and PDF reports export from Planado and re-upload to Nutshell via the Nutshell API attachment endpoint. Each attachment links to the corresponding Deal record. Files exceeding 25MB are split or linked via an external URL reference stored in a custom Note. Inline images in Planado notes download and rehost as Nutshell attachments.

Planado's dispatcher scheduling rules, route optimization settings, urgent-job flags, and time-window constraints do not map to any Nutshell object. These represent operational logic native to Planado's FSM engine. We export the scheduling configuration as a PDF reference document for your team to evaluate Nutshell's calendar integrations or third-party scheduling tools post-migration.

Planado tracks technician GPS coordinates and route history in real time. Nutshell has no GPS, routing, or map-based workforce management features. GPS data does not transfer. We preserve the last known address from Planado as a custom text field on the Nutshell User record for reference only.