Migrate from Property Raptor to Nutshell

Property Raptor Contact maps directly to Nutshell Person. Nutshell Person holds name, email, phone, address, and custom fields. Primary company association resolves to a Nutshell Company record. Owner is resolved by email match to a Nutshell user. The original create date is preserved as a custom datetime field in Nutshell, and the Property Raptor internal ID is stored for traceability and delta-run de-duplication. A pre-flight validation checks that every Contact has a valid owner before migration begins.

Property Raptor's agency-level company records (the brokerage or firm) map to Nutshell Company. Domain, industry, employee count, and annual revenue fields carry over as direct maps or custom fields depending on Nutshell's field availability in the target account. Primary contact association resolves to a Nutshell Person record, and the owner is resolved by email match to a Nutshell user for accountability tracking. The original created date and source system ID are preserved for audit purposes.

Property Raptor Lead maps to Nutshell Lead — both use a first name, last name, email, phone, and source-field model. Nutshell Lead Status (New, Attempting Contact, Working, Nurture, Converted) is applied as a default; any Property Raptor lead-stage custom field maps via value-mapping to the nearest Nutshell status.

Property Raptor Opportunity maps to Nutshell Deal — deal name, amount, stage, close date, owner, and description carry over. Nutshell's four pipeline views display the same deal data; the pipeline assignment in Nutshell is chosen during migration scoping based on your team's workflow.

Property Raptor's Listing and Property objects have no direct Nutshell equivalent. We create a Nutshell custom object (Listing) with fields for property address, listing price, property type, listing status, and area — matching Nutshell's custom object creation workflow (Settings → Customize → Custom Objects). The listing record is linked to a Person or Deal via a custom lookup field.

Active listing price migrates as a numeric custom field on the Listing custom object. For listings with associated deals (buyer representation side), the deal amount carries into the Nutshell Deal amount field so pipeline revenue views reflect actual transaction value.

Property Raptor To-Dos map to Nutshell Tasks — subject, due date, completion status, and owner carry over. Nutshell Tasks attach to Person, Company, Lead, or Deal records via the CRM links model. Completed status is preserved as a boolean field.

Property Raptor activity records (call logs, email threads, meeting notes) migrate as Nutshell Activity entries on the relevant Person or Deal record. Original timestamps and activity owners are preserved. Attachments and inline images are downloaded and re-hosted in Nutshell's file storage.

Property Raptor user records resolve to Nutshell users by email address match. Unmatched owners are flagged before migration — you either invite them to Nutshell or assign their records to a fallback user. Property Raptor's role-based permissions do not transfer; Nutshell role configuration is handled separately post-migration.

Property Raptor's custom property fields on Listing and Property objects (e.g., listing_type, property_area_sqft, listing_status) are created as custom fields on the Nutshell Listing custom object before migration. Field type is matched — text fields to Nutshell text, pick-list fields to Nutshell choice fields, numeric fields to Nutshell number fields.