Migrate from Real Properties to Nutshell

Direct map. Real Properties contacts with an email address and at least one deal association migrate as Nutshell People. People records retain the original create date and owner assignment resolved by email match. Contacts without deal history and no email may route to Nutshell Leads depending on your chosen split rule.

Real Properties contacts with no deal association and no pipeline activity split into Nutshell Leads rather than People. The split rule applies at migration time — your admin selects the threshold (e.g., zero deals, no email sent, or a specific Real Properties lifecycle stage value). Unsplit records default to People and can be recategorized in Nutshell after migration.

Direct map. Real Properties company records migrate as Nutshell Companies with all standard fields preserved (name, website, industry, employee count, address components). A Real Properties company with multiple linked contacts creates one Nutshell Company with multiple related Person records via the people array.

Direct map. Real Properties deals become Nutshell Pipeline entries with deal name, amount, stage, and close date preserved. Stage names map value-by-value from Real Properties stages to the Nutshell pipeline stages your admin has configured. Deal owner resolves by email match. Historical stage-entered timestamps migrate as custom datetime fields if needed for reporting continuity.

Nutshell has no native Property or listing object. Real Properties property records — fields like listing status, property type, price, square footage, bedrooms, bathrooms, and transaction phase — migrate as custom fields on the linked Company record. FlitStack creates these custom fields in Nutshell before data lands. Your admin specifies field names and pick-list values during the planning phase.

If a Real Properties company has multiple active listings (common for brokerages), the listings migrate as a linked custom object in Nutshell rather than as a flat set of custom fields on the Company. Each listing record links to its Company via a lookup field. This structure keeps listing data normalized and allows each property to have its own stage, price history, and agent assignment.

Real Properties call logs, email records, meeting logs, and notes migrate as Nutshell Tasks with Type = Call, Email, or Meeting. Original timestamps and owners are preserved. Notes containing file attachments or inline images are downloaded from Real Properties and re-uploaded to Nutshell's file storage, with the note body updated to reference the re-uploaded file URL.

Owner resolution runs by email match: each Real Properties owner email is matched against Nutshell user emails. Matched owners link to the record via Nutshell's owner field. Unmatched owners (agents no longer active in Real Properties) are flagged in the pre-migration audit — your team either creates their Nutshell account or assigns their records to a fallback owner before the migration runs.

Any custom fields defined in Real Properties — beyond the standard listing fields — migrate as Nutshell custom fields on the appropriate record type (Company, Person, or Lead). Pick-list values map value-by-value; text fields migrate as-is. Nutshell's custom field UI (Settings → Customize → Fields) handles field creation, or FlitStack creates them via API.

Real Properties file attachments on records are downloaded, then re-uploaded to Nutshell and attached to the corresponding Company or Person record. Nutshell's file storage handles the attachment, and the original filename and upload date are preserved. File size limits apply — files over Nutshell's limit are flagged and surfaced for manual handling.