Migrate from Property Shell to Nutshell

Property Shell Contacts map directly to Nutshell People. Nutshell People store name, email, phone, address, and custom fields. We match owner IDs to Nutshell user accounts by email during migration so assigned records land with the correct owner. Where duplicate contacts exist, we flag them for review before insert to prevent double‑booking in Nutshell.

Property Shell Company records migrate to Nutshell Companies with company name, domain, industry, employee count, and revenue preserved. Multi-contact companies in Property Shell map to one Nutshell Company record with all associated People linked. We also transfer the original create timestamp and resolve the owner by email match so the Nutshell Company shows the correct creator and assigned user.

Property Shell Leads map 1:1 to Nutshell Leads. Lead status pick-list values require value-by-value mapping since Property Shell uses custom status labels tied to property interest levels (Inquired, Qualified Buyer, VIP). Lead source field maps to Nutshell's standard source field.

Property Shell Deals map to Nutshell Deals with deal name, value, close date, and stage preserved. Stage names (Off the Plan, Under Contract, Settlement Due, Settled) map to Nutshell stage values — these require value mapping since the stage labels differ between platforms.

Property Shell's multiple deal pipelines map to a single Nutshell pipeline with stage-based grouping. If Property Shell uses separate pipelines for different development projects, these collapse into Nutshell's unified pipeline view — project attribution preserved as a custom field on each Deal.

Property Shell tasks and activities migrate to Nutshell Tasks with original due dates, assigned owners, completion status, and task descriptions preserved. Task type (Call, Email, Meeting, Follow-up) maps to Nutshell's task type field. We also preserve the original created timestamp and link each task to its related Nutshell People, Company, or Deal using the migration ID map.

Property Shell Notes migrate as Nutshell Notes with original create timestamps and owner attribution. Notes linked to specific contacts, companies, or deals are re-linked to the corresponding Nutshell records using the migration ID map. All note body text is transferred verbatim, and any empty notes are omitted to keep the Nutshell timeline clean.

Property Shell file attachments on contacts, companies, and deals are re‑uploaded to Nutshell's attachment model, preserving original file names and upload dates. File size limits apply — files exceeding Nutshell's attachment size cap are flagged and held in a secure staging bucket, with a manifest listing each file, its original record, and size for manual re‑upload by your team post‑migration.

Property Shell's property-listing fields (listing status, development stage, settlement milestone, deposit amount, floor plan reference) have no native Nutshell equivalent. We create custom fields on Nutshell Deals — Listing_Status__c, Development_Stage__c, Settlement_Date__c, Deposit_Amount__c — and migrate the values. These require Nutshell-side field creation before the migration runs.

Property Shell custom properties (industry‑specific fields like Preferred_Area__c or Investment_Type__c) migrate to Nutshell custom fields on the appropriate object. We identify the target object by examining which records the custom property appears on in Property Shell's schema export. Where a custom field does not yet exist in Nutshell, we add it using Nutshell's field builder, matching data types such as text, pick‑list, or currency.

Property Shell owner IDs are resolved against Nutshell user accounts by matching email addresses. Unresolved owners (inactive Property Shell users or uninvited team members) are flagged before migration — their records are assigned to a designated fallback Nutshell user so no record lands without an owner.

Property Shell marketing automation workflows, buyer nurture sequences, and stage-triggered email campaigns do not migrate. These require manual rebuild in Nutshell's automation tools or a separate marketing platform. We provide a workflow export document listing every active workflow with its trigger conditions and action sequence for reference during rebuild.