Migrate from Propertybase to Nutshell

Propertybase Company Contacts map directly to Nutshell People records. The ContactType field set to 'Company Contact' distinguishes them from Individual Contacts after migration. The primary Company lookup in Propertybase becomes a CompanyId link to the mapped Nutshell Company record. All standard fields (name, email, phone, title, address) migrate as direct field mappings.

Propertybase Individual Contacts use ghost Company records in Salesforce to satisfy the Contact-Account requirement. We migrate Individual Contacts as Nutshell People with a custom 'PB_Contact_Type__c' flag set to 'Individual', preserving the distinction without the ghost Company overhead. The ghost Company itself is not migrated — only the Person record with the flag.

Propertybase Companies map 1:1 to Nutshell Companies. The Name, Website (from domain), Industry, NumberOfEmployees, and AnnualRevenue fields migrate directly. Parent-company hierarchies (where a Builder or Agency has a parent) map to Nutshell's parent Company lookup. Multi-address companies require address field consolidation into Nutshell's address block.

Propertybase Sale Listings map to a Nutshell custom object called 'Listing' (type: Sale). We create the custom object and all listing-specific fields in Nutshell before the migration run. The listing's assigned agent links to the mapped Person record; the associated Company (agency or broker) links to the mapped Company record. Status values (Active, Pending, Sold) map value-by-value.

Rent Listings use the same Nutshell Listing custom object with Listing_Type__c set to 'Rent'. Monthly rent, lease term, and availability date fields migrate as custom Number and Date fields on the custom object. Rent listings that are also linked to an Offer/Contract use the same Offer→Deal mapping as sale listings.

Propertybase Offers (Sale/Rent contracts and offers) map to Nutshell Deals. The Offer Name becomes the Deal name, Amount and Close Date migrate directly. Offer Status (Pending, Accepted, Counteroffered, etc.) is preserved as a custom pick-list field 'PB_Offer_Status__c' since Nutshell's native Deal Stage is used for pipeline progression. The Listing lookup becomes a custom lookup to the Nutshell Listing custom object.

Propertybase Enquiries and Requests (inbound property inquiries) map to Nutshell Leads. The Enquiry Name, Description, Lead Source, and Priority fields migrate as direct or custom-field mappings. If an Enquiry is linked to a Listing, the listing relationship is preserved via a custom text field holding the source Listing name for manual re-linking in Nutshell.

Propertybase activities — calls and emails stored as Tasks, meetings as Events, and notes as Notes — migrate directly to the equivalent Nutshell objects. Original timestamps, owners (resolved by email match), and parent-record links (Contact, Company, or Listing) are preserved. Attachments on notes are downloaded and re-uploaded as Nutshell file attachments.

All custom pba__ fields on any Propertybase object become Nutshell custom fields on the equivalent target object. Before migration, we audit every active custom field, recreate each in Nutshell (matching field type: text, number, date, pick-list, etc.), and then map the data. Custom fields that have no Nutshell equivalent (e.g., some Propertybase-specific pick-lists) are created as custom pick-list fields with the same values.

Propertybase Area attachments and media files associated with listings (floor plans, area maps) are exported from Propertybase Media, downloaded, and re-uploaded as Nutshell file attachments on the corresponding Listing record. File size limits in Nutshell are checked before upload — large files are compressed or linked by URL reference.