Migrate from PropFlo to Nutshell

PropFlo lead and contact records merge into Nutshell's Lead object when the source record has no closed deal association. The lead name, email, phone, source, and status fields map directly. Owner assignment resolves by email match against Nutshell user accounts. Records without a matching owner assign to a fallback Nutshell admin.

PropFlo contacts that have associated closed PropFlo deals map to Nutshell Person records. The contact's primary company links to the corresponding Nutshell Company via the person-company association. PropFlo contact custom fields migrate as Nutshell Person custom fields created before the migration run.

PropFlo company records map directly to Nutshell Company records. Company name, domain, address, industry, employee count, and annual revenue fields map to their Nutshell equivalents. Parent-company hierarchies in PropFlo map to Nutshell's parent-company relationship where supported. All standard address components, including city, state, and country, are transferred as separate fields.

PropFlo deal pipelines map to Nutshell Pipelines. Each PropFlo pipeline stage becomes a Nutshell stage within that pipeline, with probability and expected-days values configured per Nutshell's stage settings. PropFlo's real estate-specific stage names (e.g., site visit scheduled, legal review, registry) map as custom stage labels or require Nutshell admin to configure matching stage names before data loads.

Individual PropFlo deal records (with deal name, amount, close date, stage, owner) map to Nutshell Lead records that are placed in a pipeline. The deal amount maps to Nutshell's monetary fields; close date maps to expected close date; owner resolves by email match. The PropFlo deal ID is preserved as a custom field for traceability.

PropFlo activity records — calls, emails, meetings, and notes — attach to the corresponding Nutshell Person or Company record by matching the parent contact or company ID. Original timestamps and activity owners are preserved. PropFlo's real estate event types (site visit, document upload) map as Nutshell activity notes with the event type appended to the activity subject.

PropFlo's AOS records have no native Nutshell equivalent. We map AOS fields — agreement date, unit number, consideration amount, payment schedule milestones, registration status — to custom fields on the associated Nutshell Company (for property-level AOS) or Person (for buyer-specific AOS) record. Your Nutshell admin creates these fields before migration.

PropFlo properties and units are real estate-specific objects with unit numbers, tower/phase, floor, inventory status, and pricing fields. Nutshell has no property object. We map these as custom fields on the Nutshell Company record representing the development or property, or as a separate custom object if your Nutshell plan supports it. Unit-level detail stores as repeating custom fields or JSON-encoded custom field values.

PropFlo custom fields on leads, contacts, and companies migrate to Nutshell custom fields on the corresponding Nutshell entity (Lead, Person, Company). The Nutshell admin must create the custom fields in Nutshell Settings before migration. Pick-list custom fields require value-by-value mapping where Nutshell's pick-list options differ from PropFlo's values.

PropFlo workflows, approval flows, and automated sequences do not migrate. These are platform-specific automation constructs with no Nutshell equivalent. FlitStack exports your PropFlo workflow definitions as a structured reference document so your Nutshell admin can rebuild them in Nutshell's workflow builder or third-party automation tools.

PropFlo owner assignments on records map to Nutshell users by email address lookup. PropFlo user records (name, email, role) are resolved against Nutshell user accounts. Any PropFlo owner without a corresponding Nutshell user is flagged before migration for admin action — either create the Nutshell user or reassign the record.

PropFlo file attachments on contacts, companies, and deals download and re-upload to Nutshell's file storage attached to the corresponding Person, Company, or Lead record. File size limits apply per Nutshell's attachment constraints. Inline images in PropFlo notes are extracted and rehosted as Nutshell attachments.