Migrate from Planfix to Nutshell

Planfix Contact records map to Nutshell Person records. We extract the full contact card including name, email, phone, address, and linked task history. Nutshell Person holds a single name field, so Planfix FirstName and LastName are split at migration time. Any linked company association becomes a Nutshell Person-Company link. Custom contact properties (workspace-specific fields identified in the schema snapshot) map to Nutshell custom fields on Person.

Planfix Company records map to Nutshell Company (Account equivalent). Company name, domain, address, and industry custom fields transfer directly. Nutshell Companies do not support hierarchical structures natively, so multi-level Planfix organizational hierarchies are flattened to a single-level list and noted in the handoff documentation for manual restructuring if needed.

Planfix Tasks are the platform's core record type and carry rich metadata including assignees, checklists, comments, time logs, and file attachments. Nutshell has no native task-as-primary-object model. We migrate Planfix Tasks as Nutshell Activity records (for sales-relevant tasks linked to People or Companies) or as Note records (for project-internal tasks without a CRM touchpoint). Task status, assignee, and due date are preserved. Time logs attached to tasks become custom fields on the migrated Activity or Note record.

Planfix Projects group tasks and carry their own custom fields, dates, and assignees. Nutshell has no project object. We migrate project metadata (name, description, dates, status) as a Note attached to the primary linked Company, or as a standalone reference record. The task hierarchy within each project is preserved as a structured Note attachment listing child task names, assignees, and statuses. Customers who rely on project management should plan to manage project data in a dedicated tool post-migration.

Planfix custom fields (text, number, date, dropdown, checkbox, File types) vary per workspace and are queried during the field schema snapshot at migration start. Each custom field is mapped to the equivalent Nutshell custom field type (text, number, date, dropdown, checkbox) on the corresponding Person, Company, or Activity object. Nutshell has its own field length limits and type constraints; we validate type compatibility during the schema design phase and flag any fields that require truncation or type coercion.

Planfix Workgroups group users and set shared permissions. Nutshell Teams (available on Pro and Enterprise tiers) serve a similar organizational purpose. We map workgroup memberships and roles to Nutshell Team membership, noting that permission scoping in Nutshell is less granular than Planfix's role-based access model. Teams without a direct Nutshell equivalent are documented for admin-level reconstruction.

Planfix Process and Script objects define automated multi-step workflows triggered by contact or task events. These are tightly coupled to Planfix's internal execution engine with field IDs and action types that cannot be replayed outside the platform. We export the Process and Script configuration as structured documentation (trigger conditions, steps, field references) for the customer's admin to rebuild in Nutshell or an external automation tool. This object is explicitly excluded from the data migration payload.

Planfix Whiteboard stores block-based diagrams with no documented export path or API access. Any Whiteboard records are flagged as non-migratable before migration begins. We capture screenshots as visual reference files if the customer requires a record of the content, but the underlying diagram data cannot be structured for import into Nutshell or any other platform.

Planfix Reports built in the report builder can be exported as CSV or XLSX. We export the underlying data for each saved report. Saved report definitions (filters, groupings, calculated fields) are not portable and must be rebuilt in Nutshell. We deliver the exported data files alongside a written list of every saved report with its key metrics so that the customer's admin can prioritize rebuilds.

Planfix Document Templates use XLSX/XLSM files with template variables to generate output documents. The template files themselves can be exported from Planfix, but Nutshell does not have a document generation feature, so the templates have no functional destination. We export the template files as-is for the customer to evaluate whether they can be used with a separate document generation tool or rebuilt in Nutshell's file storage.