Migrate from Realvolve to Nutshell

Realvolve workflow definitions have no Nutshell equivalent and must be rebuilt

Realvolve's Premium Workflow engine — including packages like Transaction Coordination Suite, Listing Management Suite, and Sphere of Influence — uses pause-and-respond logic, branching conditions, and client-facing email sequences that are deeply embedded in each Realvolve workflow definition. Nutshell provides basic task automation and lead routing but has no equivalent to Realvolve's workflow engine. FlitStack AI migrates workflow activity history (task assignments, timestamps, completion records) but cannot carry over the automation logic itself. We export the full workflow definition as a reference document so your Nutshell admin can rebuild each workflow using Nutshell's automation primitives. This is a manual step and must be factored into your migration timeline.

Realvolve Property records require a structural transformation to map into Nutshell Company records

Realvolve treats Property as a distinct object with its own schema (property address, type, listing price, MLS number, listing status, and multiple party associations). Nutshell has no Property object — it has Companies, People, Leads, and Deals. Each Realvolve Property migrates as a Nutshell Company record with property-specific attributes stored in custom fields. The party associations (listing agent, buyer agent, title company, inspectors) do not auto-link in Nutshell and must be re-associated manually or through a custom junction relationship. This transformation adds schema planning time before the migration runs.

Realvolve contact categories (ABCD tiers) require custom field creation in Nutshell before migration

Realvolve's Contact Categories ABCD system — a tiered classification used to rank clients by value and engagement — is a Realvolve-native concept with no built-in Nutshell equivalent. The ABCD tier assignments for each contact must migrate as a custom pick-list field (Contact_Category__c) on the Nutshell Person object. Nutshell custom fields must be created in the account settings before the migration run begins. FlitStack AI delivers a field-creation manifest listing each custom field, its type, and its pick-list values so the Nutshell admin can pre-build the schema without guessing.

Realvolve API rate limits may extend migration timelines for large datasets

Realvolve's export API applies rate limits on concurrent requests and daily export volumes. For migrations exceeding 25,000 Person and Transaction records, the API throttling window extends the extraction phase beyond the typical 24-hour window. FlitStack AI handles retry logic with exponential backoff to stay within Realvolve's rate limits without data loss, but teams with very large Realvolve databases should plan for a 4–7 day timeline rather than the standard 48–72 hour window.

Transaction-party associations (buyer, seller, listing agent, co-agent) require manual re-linking in Nutshell

Realvolve's Transaction object maintains a party list — buyer, seller, listing agent, co-agent, referral partner, title officer, and inspector — with role labels on each association. Nutshell's Deal object supports a single primary contact or a linked person, but it does not natively store a multi-party role list. After migration, the transaction party list is preserved in a custom text or multi-select field (Party_List__c) on the Nutshell Deal record for reference. Rebuilding the role-labeled associations in Nutshell requires manual work or a custom junction object built by your admin.