Migrate from ServeCircle to Nutshell

ServeCircle Service Orders map directly to Nutshell Deals. The original creation date, service type, and final status are all preserved through the migration. The deal name uses the Service Order number or description for traceability back to the source system. ServeCircle status values map to Nutshell pipeline stages by a pre-configured stage-mapping plan confirmed before migration runs.

Each Job Record within a Service Order becomes a Nutshell Task (for discrete service activities) or Event (for scheduled service windows). The technician name, service location, and resolution notes attach directly to the Task record. Original job timestamps are preserved to maintain the complete service history timeline within Nutshell's activity records.

Individual customers in ServeCircle map directly to Nutshell People records. Name, phone, email, and address fields transfer directly without transformation. Any custom fields present on the customer record migrate to Nutshell Person custom fields that are created before migration begins.

Business customers in ServeCircle map directly to Nutshell Company records. Company name, website, industry, and address fields transfer directly without transformation. The N:N associations between contacts and companies in ServeCircle collapse to a primary company link plus Nutshell's contact-role model for simplicity.

Nutshell has no native inventory module. ServeCircle inventory items and parts lists are preserved as custom fields on the Deal or stored as product line items with pricing details. Full stock management must be handled by a dedicated inventory tool post-migration.

ServeCircle's unlimited-branches model with franchise support has no equivalent in Nutshell's CRM structure. Branch data migrates as a custom pick-list field (Branch__c) on the Deal. Reports that need branch-level visibility in Nutshell require custom filters or views rather than native hierarchy. We set up the custom field and initial filter configuration as part of the migration scope.

ServeCircle owner and technician assignments resolve by email match against Nutshell Users. Unmatched owners are flagged before migration — teams either invite them to Nutshell first or assign records to a designated fallback user. This prevents records landing without an owner.

ServeCircle custom fields on Service Orders require matching Nutshell Deal custom fields that are created before migration begins. Field types are mapped directly: text to text, number to number, date to date. Pick-list values are preserved as custom pick-list options in Nutshell for each respective field.

ServeCircle service types and product categories map to a Nutshell custom field (Service_Type__c) on the Deal. Pricing from ServeCircle's top-up model is captured as Amount plus additional charge fields. The product catalog itself requires rebuilding in Nutshell or a connected tool.

ServeCircle's attachment feature is marked 'Coming soon' in current documentation. Files referenced in Service Orders or Job Records are cataloged during export. Actual file transfer requires manual re-upload to Nutshell's file management after migration since no API-based file migration is available from ServeCircle.