Migrate from Property Minder to Nutshell

Property Minder contacts map to Nutshell People — name, email, phone, address, and all standard fields transfer directly. Owner resolution matches Property Minder owner email to a Nutshell user by email lookup; unmatched owners are flagged before migration for manual assignment.

Property Minder company records (brokerage names, mortgage lender contacts, title company records) map to Nutshell Accounts. Company phone, website, address, and industry fields map field-for-field. Parent-company relationships in Property Minder map to Nutshell's parent Account lookup where present. During migration, FlitStack validates that all required company fields exist in the destination and that parent-child hierarchies are preserved so organizational structures are maintained in Nutshell.

Property Minder deal records migrate to Nutshell Deals with deal name, amount, stage, and expected close date preserved. Nutshell's stage pick-list values are created to match Property Minder pipeline stages — if the stage name in Property Minder does not yet exist in Nutshell, FlitStack creates it during schema setup.

Property Minder tracks which drip campaigns a contact is enrolled in and their current status (active, completed, removed). This data has no native equivalent in Nutshell — we preserve it as a multi-value or text custom field on the Person record so the history is available for reference after migration.

Property Minder agents attach MLS saved searches and neighborhood alerts to contacts. Nutshell has no saved-search object. We preserve the search criteria as a text custom field on the Person record and attach the full search parameters as a Note linked to the Person so agents can recreate them in their IDX platform after migration.

Property Minder call logs migrate as Nutshell Tasks with Task type set to 'Call'. Original call date, duration (if stored), and owner are preserved. If Property Minder records call notes separately, those migrate as the Task description field. FlitStack ensures that call records are linked to the correct Person in Nutshell by matching the contact reference, maintaining the full communication history for each client.

Email activity records from Property Minder become Nutshell Tasks with Task type set to 'Email'. Subject line maps to the Task name; email body maps to the Task description. Timestamps and owners are preserved. Inline images in emails are downloaded and reattached as Nutshell file attachments where supported.

Free-form notes attached to Property Minder contacts or companies migrate as Nutshell Notes linked to the corresponding Person or Account. Original create date is preserved as a custom datetime field since Nutshell's native created timestamp reflects the import time, not the original record creation.

Property Minder owner IDs are resolved by matching the owner's email address to an existing Nutshell user. If a Nutshell user does not exist for a given Property Minder owner, the record is assigned to the migration fallback owner (configurable) and flagged in the migration report for the admin to reassign after inviting the user to Nutshell.

Any custom properties configured on Property Minder contacts or companies (beyond standard fields) are enumerated during discovery and mapped to Nutshell custom fields. Field type in Property Minder (text, number, date, choice) determines the Nutshell custom field type. Pick-list values in Property Minder become Nutshell choice options created before the migration run.

Property Minder contact groups and tags migrate as Nutshell Tags on the Person record. Multi-tag membership is preserved as separate tag entries. Tags used to segment drip campaign audiences are flagged in the migration report since their triggering logic cannot migrate and must be rebuilt in Nutshell sequences.