Migrate from PlanPlus Online to Nutshell

PlanPlus Online Contacts map 1:1 to Nutshell Person records. All standard fields including name, email address, phone number, title, and mailing address transfer directly. We resolve the owner assignment from PlanPlus Online by matching the owner email against Nutshell Users and populate the Person's ownerId. If PlanPlus Online uses custom contact properties, we map them to Nutshell custom fields with the custom_ prefix convention. Links between PlanPlus Online Contacts and their associated Company records resolve to Nutshell Account lookups on Person during the Company import phase.

PlanPlus Online Company records map 1:1 to Nutshell Account records. We preserve the company name, industry classification, employee count, and website URL. The PlanPlus Online domain field becomes the Account's website. The dedupe key during Nutshell import is the company name and domain. Account records must import before Contact records so that AccountId resolves on Person insert. If no matching PlanPlus Online Company exists for a Contact, the Person is created as a standalone record without an Account link.

PlanPlus Online deal records from the External Opportunity Portal map to Nutshell Deal records. We preserve deal name, monetary value, close date, and stage assignment. PlanPlus Online stage names and probabilities map to Nutshell's configurable Deal stages during schema setup. If PlanPlus Online uses a stage structure incompatible with Nutshell's ten-stage limit, we collapse or merge stages and document the mapping in the reconciliation report. Closed-Lost and Closed-Won reasons from PlanPlus Online custom fields migrate to text fields on the Nutshell Deal.

PlanPlus Online Tasks map 1:1 to Nutshell Task records with title, due date, priority, and completion status preserved. Subtasks under a parent PlanPlus Online task migrate as child Task records under the parent Nutshell Task. Franklin Covey priority quadrants (urgent/important matrix) from PlanPlus Online export as a custom property on the Nutshell Task, stored as a text or custom picklist field depending on the customer's scoping decision. Task assignment resolves the owner from PlanPlus Online by email match against Nutshell Users.

PlanPlus Online calendar events including appointments and all-day events map to Nutshell Activity records. We preserve the event title, start and end timestamps, location, and linked attendee list. Nutshell creates an Activity record for each calendar event; attendee information transfers to the Activity's participants field where the attendee email matches a Nutshell Person or User. If attendee matching is ambiguous, we attach the raw attendee list as a text note on the Activity record. All-day events from PlanPlus Online set the Nutshell Activity as an all-day entry.

PlanPlus Online Projects with milestones and task breakdowns export with status, milestone dates, and task breakdowns. Nutshell does not have a native Project object, so we create a Note on the primary associated Person or Account for each project, capturing the project name, status, and key dates in structured text. Project Summary Reports published as PlanPlus Online webpages export as static HTML and attach as a Note attachment for reference. Hierarchical project dependencies do not carry over structurally; we document them in the project note for the customer's admin to rebuild as linked Notes or Opportunities if needed.

Custom fields created in PlanPlus Online export as flat key-value pairs attached to the parent object. We map each to an equivalent Nutshell custom field during schema setup, using the custom_ field naming convention the Nutshell API requires. Fields with no direct Nutshell equivalent are flagged in the pre-migration review for the customer to decide whether to create a custom field, store the value as text, or drop the field. We validate field data types during the sandbox migration to catch format mismatches before production.

Sync connections to Google Calendar, Microsoft 365, and Outlook established within PlanPlus Online are authentication configurations that do not export or transfer to Nutshell. These connections are specific to the PlanPlus Online sync infrastructure and have no equivalent mechanism in Nutshell's API. We document which external systems were connected and provide a checklist for the customer to re-establish OAuth connections in Nutshell post-migration. This documentation is included in the handoff package.