Migrate from REsimpli to Nutshell

REsimpli's lead record maps directly to Nutshell Person (treated as a Lead). Name, email, phone, address, and title transfer as standard Person fields. Real estate property data embedded in the lead record migrates to custom fields on the Person record.

REsimpli's property record (when stored as a company-level entry) maps to Nutshell Company. Business name, website, industry, and address transfer as standard Company fields. Nutshell does not have a native property record — property address, ARV, and repair estimate fields migrate as custom fields on the related Deal or Person.

REsimpli deal name, amount, stage, close date, and owner map directly to Nutshell Deal fields. Deal owner resolves by email match against Nutshell users. Pipeline and stage names map value-by-value — if stage names differ between REsimpli and Nutshell, a mapping table is applied during migration.

REsimpli deal pipelines map 1:1 to Nutshell Pipelines. Each pipeline name in REsimpli becomes a named Pipeline in Nutshell, and its stages become the Nutshell pipeline's stage list in the same order. If REsimpli contains multiple pipelines, each one is replicated as a separate Pipeline object in Nutshell, preserving the original stage names and sequence. Stage-level probabilities and forecast categories are inherited from the Nutshell pipeline configuration once created.

REsimpli call logs, emails, meetings, and notes migrate as Nutshell Activities, preserving the original timestamp, owner, and linked Person/Company reference. Nutshell Activities display in the Person's activity feed and on the timeline. Each activity type maps to the corresponding Nutshell Activity Type value, and the activity subject becomes the Description field. Email bodies are attached where the source format is supported, maintaining a communication history in the destination system.

REsimpli owner and agent records are resolved by email match against Nutshell Users. Unmatched owners are flagged before migration and assigned to a fallback Nutshell user or remain as a custom field on the migrated record for manual reassignment. This resolution step ensures that deal and person ownership is preserved, maintaining accountability and allowing the activity feed to correctly attribute actions to team members.

REsimpli stores property address data within the lead record. Since Nutshell has no native property-address field on Person, we create custom text fields (Property_Address__c) and map the REsimpli address values during import. The field must exist in Nutshell before the import run.

ARV (After Repair Value) migrates to a custom currency or number field on Nutshell Deal (ARV__c). Currency format is preserved from REsimpli and re-formatted to Nutshell's expected decimal format during the transform step. The ARV field is placed on the Deal object because it represents the potential sale value of a property after renovations, aligning with deal-centric tracking in Nutshell.

Estimated repair costs migrate to a custom currency field on Nutshell Deal (Estimated_Repairs__c). Blank values in REsimpli are mapped to null and display as empty in Nutshell. This field captures the projected renovation costs associated with a property deal, allowing teams to calculate potential profit margins by comparing the estimated repairs against the ARV. The currency format matches the regional settings configured in your Nutshell account.

Mortgage-related fields (existing loan amount, interest rate, payoff amount) migrate to custom currency or number fields on the Person or Deal. The target object depends on whether REsimpli stores mortgage info at the contact or deal level. If stored at the deal level, fields appear on the Nutshell Deal; if at the contact level, they appear on the Person record. These fields help investors evaluate financing options.

REsimpli drip campaign enrollment and status have no Nutshell equivalent. We preserve the campaign name and enrollment date as a custom multi-line text field (Drip_Campaign_History__c) on the Person record for reference. Sequences must be rebuilt in Nutshell's email sequence tool post-migration.

REsimpli's skip tracing results (found phone numbers, email addresses, alternate contacts) migrate as custom fields on the Person record (SkipTrace_Phone__c, SkipTrace_Email__c). Since skip tracing is a REsimpli-specific feature, no native Nutshell equivalent exists. The skip trace data appears as reference fields on the Person, allowing teams to view additional contact information. This preserves valuable research data even though no automated workflow will trigger from these fields.