Migrate from Rezora to Nutshell

Rezora contacts map directly to Nutshell People. The contact's primary company resolves to a Nutshell Company record by domain or explicit company field match. Contacts without a resolved company land as standalone People records. Original Rezora contact create timestamps are preserved as a custom datetime field in Nutshell since Nutshell's CreatedDate is set at import time.

Rezora brokerage and company records map to Nutshell Companies. Parent-child company hierarchies in Rezora (brokerage with office locations) map to Nutshell's Company hierarchy where supported, or are flattened to sibling Company records with a custom Parent_Company__c field for manual re-linkage in Nutshell after migration.

Rezora distribution groups are N:N contact groupings used for agent-level and team-level campaign targeting. Nutshell has no native equivalent grouping object. We export the group memberships as a JSON custom field (Distribution_Groups__c) on each Nutshell Person record, preserving the full group list per contact. For active segmentation needs, Nutshell's Saved Filters serve as the operational replacement.

Rezora campaigns store the email template, send schedule, property linkage, and engagement metrics per campaign. Nutshell has no campaign object at the CRM level — its email sequences are triggered by pipeline stage entry (Pro+). We preserve Rezora campaign names, send dates, and aggregate open/click rates as a Campaign_Archive__c custom field on the People records that received the campaign. Rebuild reference exported as a CSV.

Rezora drip campaigns are multi-step email sequences with timing rules tied to contact actions or calendar triggers. Nutshell Pro offers personal email sequences triggered by pipeline stage entry. The structural mapping is not 1:1 — Rezora's event-based drip logic (contact viewed property, contact clicked link) does not map to Nutshell's stage-entry triggers. We export drip campaign definitions as a structured rebuild reference document for your team to reconstruct in Nutshell Pro.

Rezora agents are the owners of contacts and campaign sends. They are matched to Nutshell users by email address. Unmatched Rezora agents are flagged before migration — teams either invite them to Nutshell or assign their records to a fallback Nutshell user. Rezora agent roles and distribution-group permissions do not map to Nutshell's role model and must be reconfigured in Nutshell Settings.

Rezora tracks per-contact engagement events tied to campaigns and property listings. Nutshell stores activity as Tasks and Events (calls, meetings, emails). We map Rezora engagement events as a custom Engagement_History__c field on each Nutshell Person record, stored as a JSON array of {event_type, campaign_name, timestamp} objects. This preserves the data for reporting but does not replicate Nutshell's native activity log format.

Rezora contacts that arrived via a marketing campaign (form fill, listing inquiry) and are not yet assigned to an agent map directly to Nutshell Leads. Rezora lead status values are mapped to Nutshell Lead status values value-by-value. Rezora's lead scoring based on campaign engagement is preserved as a custom Engagement_Score__c field on the Nutshell Lead.

Rezora contact notes map to Nutshell Notes on the corresponding Person record. Original author and timestamp are preserved. Notes attached to campaigns (internal agent notes) are attached to the Person record with a 'Campaign Note' prefix in the note title for identification after migration.

Rezora's Social Media Management module (separate paid add-on) schedules and tracks social posts. Nutshell has no social media management capability. We export social post history as a CSV archive. Teams that rely on Rezora's social posting tool must retain access to Rezora for this function or select a dedicated social management tool post-migration.

Rezora files attached to contacts (listing flyers, contract templates) are re-uploaded to Nutshell Notes where the file size is within Nutshell's supported limits. Files exceeding Nutshell's attachment size limits are archived with a link reference to your designated cloud storage bucket. File-to-contact associations are preserved in the migration audit log.

Rezora links contacts to specific property listings via the campaign model. Nutshell has no native property or listing object. We preserve listing associations as a Custom_Listing_IDs__c field on the Person record containing the Rezora listing IDs the contact has been associated with through campaigns. Manual relinking to a property management system of your choice is required post-migration.