Migrate from REDA to Nutshell

REDA Contact records map directly to Nutshell Person records. Standard fields (name, email, phone, title) transfer 1:1. REDA extended fields (property associations, tenant flags) map to Nutshell custom fields created during schema setup. All mappings retain the original REDA record ID in a custom field for subsequent delta syncs and audit trails.

REDA Contacts with no closed deal history or with a Lead record type route to Nutshell Leads. Active REDA contacts with deal history or membership in a property record route to Nutshell Person. The split is configurable based on your lead qualification criteria.

REDA Account maps to Nutshell Company. Account Name, Website, Industry, and address fields transfer directly. REDA parent-account hierarchies map to Nutshell's parent-company field if configured. REDA property associations on the Account become Nutshell custom fields on the Company record. Each custom field is created in Nutshell before the migration run to avoid data loss.

REDA Opportunity maps to Nutshell Deal. Deal Name, Amount, Stage, and Close Date transfer directly. Stage names are preserved as a custom field pick-list in Nutshell; the built-in Deal stage pick-list can be re-mapped post-migration. The mapping also captures original REDA deal IDs to enable accurate delta syncs after go-live.

REDA property records (property name, address, unit count, property type) have no Nutshell equivalent. We map key property fields as custom fields on the associated Company record. Full property-to-unit detail is flattened to the most relevant fields; granular unit lists are exported as a reference CSV.

Lease start date, end date, rent amount, and tenant type map as custom fields on the Nutshell Person record. Lease-specific notes (clauses, renewal terms) attach as a Nutshell Note on the Person record linked to the Company. These notes are imported with timestamps to preserve the original lease history for audit purposes.

REDA Tasks (calls, emails, follow-up items) map to Nutshell Tasks. Subject, description, due date, and owner transfer directly. REDA Task type (Call, Email, Follow-up) maps to Nutshell Task category. All task owners are resolved via email lookup, and any unmatched owners are logged for manual assignment before the full migration.

REDA Events (meeting subject, start/end datetime, attendees) map to Nutshell Tasks with a Meeting type tag. Nutshell does not have a native calendar Event object; meetings are stored as Tasks with a date field. Attendee list is preserved in the Task description.

REDA Notes attach to Contact, Account, or Opportunity and map to Nutshell Notes on the corresponding Person, Company, or Deal. Attachments are re-uploaded to Nutshell's file storage. Nutshell's 25MB per-file limit is enforced at import time. Files exceeding the limit are flagged and can be split or stored externally with a reference link.

REDA owner ID is resolved by email match against active Nutshell users. Unmatched owners are flagged before migration; their records can be assigned to a fallback Nutshell user or invited as new users before the full run commits. The fallback user is designated by the client to ensure no record is left without an owner during the migration.