Migrate from Rent Manager to Nutshell

Rent Manager tenants and prospects map directly to Nutshell People records. Each tenant or prospect becomes a Person with name, email, phone, address, and custom fields preserved. Active tenants and prospects are imported as People; inactive records can be filtered or archived on import.

Rent Manager properties map to Nutshell Accounts. Each property record (name, address, type, number of units) becomes an Account. The property address becomes the Account's primary address. Custom fields on the property record migrate to Account custom fields in Nutshell.

Rent Manager units do not have a direct Nutshell equivalent — Nutshell has no unit or unit-type entity. We map unit count and unit type (studio, 1BR, 2BR, etc.) as custom fields on the parent Account (Property). Rent Manager unit-specific fields (sq footage, market rent, status) migrate as Account custom fields.

Rent Manager leases map to Nutshell Deals representing rental agreements. Deal name uses the lease identifier or property address, amount uses the monthly rent, close date uses the lease start date, and stage uses a pick-list mapping (Active, Month-to-Month, Expired). Lease term, security deposit, and pet policy migrate as Deal custom fields.

Rent Manager owners (property owners / investors) map to Nutshell Accounts representing the ownership entity. Owner contact information (name, email, phone) migrates to the Account record. If the owner is an individual, a Person record is also created and linked as the primary contact on the Owner Account.

Rent Manager vendors map to Nutshell Accounts representing service providers (maintenance contractors, inspectors, utility providers). Vendor name, contact, and category migrate to the Account record. Vendor-specific data (license number, insurance expiry) migrates as Account custom fields. If the vendor has multiple contacts, secondary contacts are added via Account Contact Relationships in Nutshell, preserving each contact's role and phone number.

Rent Manager work orders map to Nutshell Tasks. Task subject uses the work order title or property address, description uses the work order details, status maps to Nutshell task status (Open, Completed, Cancelled), and due date maps to the scheduled date. Technician assignment maps to the assigned user in Nutshell.

Rent Manager users (staff, property managers, accountants) are matched to Nutshell Users by email address. Owner and manager assignments on properties, units, and leases resolve to Nutshell User IDs. If a Rent Manager user has no matching Nutshell user email, their records are assigned to a designated fallback user or flagged for manual assignment.

Rent Manager User Defined Fields created on any entity (Property, Unit, Tenant, Lease, Owner, Vendor, Work Order) migrate to Nutshell custom fields on the corresponding object (Account, Person, or Deal). Field type is preserved where possible (text, number, date, pick-list). Nutshell's custom field UI (Settings > Custom Fields) handles creation before migration.

Rent Manager accounting entries (rent payments, late fees, maintenance charges, AP invoices) have no equivalent in Nutshell's CRM data model and are not migrated. Financial records remain in Rent Manager's accounting module. Teams needing combined financial and CRM reporting should use Rent Manager for accounting and Nutshell for sales pipeline and contact management.

Rent Manager inspection data (move-in/move-out condition reports, video inspections) migrates as Notes attached to the parent Account (Property). Inspection dates, inspector names, and condition summaries are preserved as note body text. Full inspection attachments (photos, PDFs) are downloaded and re-uploaded as Nutshell Files linked to the Account.

The Rent Manager internal record ID is stored on each migrated Nutshell record as a custom field (Source_System_ID__c) for traceability, delta-run deduplication, and rollback reference. This field is created as a text field on each object type (Person, Account, Deal, Task).