Migrate from Real Estate 7 to Nutshell

Real Estate 7 stores contacts and leads as WordPress users and CRM entries. FlitStack AI extracts these records and loads them into Nutshell People, mapping the full name, email, phone, and address fields directly. Active deals associated with each contact are linked via Nutshell's Person-Deal association after the deals object is populated.

Real Estate 7 stores brokerage and company associations as separate records in the CRM module. These map to Nutshell Company records, preserving the company name, domain, address, and industry fields. Contacts without a primary company association are attached to a placeholder 'Unassigned' Company record in Nutshell.

Each Real Estate 7 deal record — representing a transaction, listing, or sales opportunity — maps to a Nutshell Deal. The deal name, amount, stage, and close date are mapped directly. Real Estate 7 stage values are mapped to Nutshell stage names via a value-mapping table we build during the discovery phase.

Real Estate 7 pipeline stages (e.g., New Lead, Showing Scheduled, Offer Made, Under Contract, Closed) map to Nutshell deal stages on a value-by-value basis. We preserve the stage-entered timestamp as a custom field in Nutshell so reporting continuity is maintained. If Nutshell's default stages do not match Real Estate 7's labels, we create custom stage names before migration.

Real Estate 7's property and listing records have no direct Nutshell equivalent since Nutshell lacks a native real estate object. FlitStack AI extracts property address, listing price, property type, MLS number, and listing status from WordPress postmeta and maps these as custom fields on the Nutshell Person record associated with the seller or buyer, and on the Nutshell Company record for the brokerage listing the property.

Real Estate 7 tracks where leads originate — website form, IDX search, referral, agent introduction. Nutshell does not have a native lead source field on People. We create a Lead_Source__c custom field on Nutshell People and populate it from Real Estate 7's lead source property, preserving attribution data for post-migration marketing analysis.

Real Estate 7's internal notes and logged activities (showing feedback, offer notes, client communication) map to Nutshell Activities attached to the relevant Person or Deal. Original timestamps and the agent who logged the note are preserved. Nutshell Activities are displayed inline on the Person record timeline.

Real Estate 7 assigns each contact, lead, and deal to a WordPress user. FlitStack AI resolves these assignments by matching the WordPress user email address to an active Nutshell user account. Unmatched owners are flagged before migration — the team either creates a Nutshell user for them or assigns their records to a fallback owner. No record lands in Nutshell without an assigned owner.

Files attached to Real Estate 7 contact or deal records — such as offer documents, property disclosures, or client agreements stored in WordPress Media — are downloaded and re-uploaded as Nutshell Attachments linked to the corresponding Person or Deal record. Nutshell's 25MB per-file limit is enforced; files exceeding this threshold are flagged for manual handling.

Real Estate 7 automation rules and drip campaign sequences cannot be migrated in structure. FlitStack AI exports the rule definitions — trigger conditions, delay intervals, and action steps — as a formatted reference document your team can use to rebuild equivalent personal email sequences in Nutshell Pro or Business. This is delivered as a structured export alongside the data migration.

Real Estate 7's IDX and MLS integrations are WordPress-plugin-level connections that have no equivalent in Nutshell's standalone CRM. These must be re-established with your preferred IDX provider (such as Follow Up Boss, Realtyna, or iHomeFinder) after the CRM migration is complete. Nutshell supports third-party integrations via Zapier and its native integration marketplace.