Migrate from REIPro to Nutshell

REIPro Person records (contacts) map directly to Nutshell Person objects. Core fields including name, email address, phone number, physical address, and record owner transfer without transformation. Any custom fields attached to the Person record in REIPro — such as investor_type, lead_source, or investment_strategy — migrate to corresponding Nutshell custom fields on the Person object, maintaining all associated data values.

REIPro Company records store comprehensive property data including street address, MLS listing number, property classification type, and tax assessment information. These records map to Nutshell Company objects, with real estate-specific fields like MLS number, property type, and tax assessed value migrated as custom fields on the Nutshell Company record. The property owner's name becomes the Company name field.

REIPro's 10-step Workflow Tracker spanning Find → Analyze → Offer → Contract → Inspection → Appraisal → Title → Funding → Closing → After-Closed has no Nutshell equivalent. Nutshell employs pipeline stages with task-based activities instead of sequential workflow enforcement. We export the complete workflow step definitions as a detailed rebuild reference document for your Nutshell administrator to recreate the workflow logic.

Property-level analytics including ARV estimates, repair cost estimates, MLS comps, and property condition scores have no direct Nutshell equivalent object. These metrics migrate as custom fields on Nutshell Deal records, named to correspond with source field names such as ARV_Estimate__c and Repair_Cost__c. Your Nutshell administrator must pre-create these custom fields before the migration run.

REIPro activity records including calls logged, emails sent, notes attached, and tasks created map to Nutshell Tasks and Notes objects. Original timestamps, assigned owners, and linked Person, Company, or Deal references are preserved throughout the migration. Call duration and outcome data migrate as custom fields on the corresponding Nutshell Task record.

REIPro owner IDs are resolved by matching against Nutshell Users via email address. When a Nutshell User account exists with a matching email address, the record owner assignment transfers automatically. Owner records without a Nutshell match are flagged during pre-flight validation — your team either creates Nutshell user accounts or assigns those records to a designated fallback owner before migration.

REIPro custom fields attached to Person records including investor_type, lead_source, and investment_strategy map to Nutshell custom fields on the Person object. Field data types including text, numeric values, and pick-list selections translate directly where possible. Nutshell enforces a maximum of 100 characters for custom field names, which your administrator should verify during field creation.

REIPro custom fields on Investment Deal records such as wholesale_fee, equity_amount, and exit_strategy map to Nutshell custom fields on the Deal object. Value mapping is applied for pick-list type fields to ensure correct enumeration values transfer. All Nutshell Deal custom fields are created in advance of the migration run to prevent import failures.

REIPro skip-trace credit account balances and per-contact usage history records have no Nutshell equivalent object or field. These data points are preserved as a reference export in CSV format but do not map to any Nutshell record type. Teams planning to use Nutshell IQ for prospecting purposes should prepare to rebuild outreach workflows and re-establish credit allocations with their chosen provider.

REIPro's built-in direct mail engine including postcard templates, mailing list generation features, and printing service integration does not have a Nutshell counterpart. Campaign definitions, template configurations, and mailing list setups are exported as reference CSV files for use when rebuilding communications in Nutshell's email marketing add-on or a third-party direct mail platform.

REIPro tracks which lead source generated each contact including categories like MLS referrals, bandit signs, cold call campaigns, and website inquiries. This information migrates as a pick-list type custom field on the Nutshell Person object labeled Lead_Source__c. All pick-list values from REIPro are mapped on a value-by-value basis to corresponding entries in the Nutshell custom field.