Migrate from ServiceMax to Nutshell

ServiceMax Work Orders map to Nutshell Deals as the primary migration object. The Work Order subject becomes the Deal name; Work Order status and priority map as custom fields. Original create date and last-modified date are preserved in custom datetime fields. Each Work Order's linked Contact becomes the Deal's primary Person.

Work Order Line Items—including parts consumed, labor hours, and service fees—are condensed into a structured text summary and attached as a note to the corresponding Nutshell Deal record. Each note captures the line item description, quantity, unit price, and total amount verbatim, preserving the complete financial history of the work performed. This approach maintains audit trail integrity while respecting Nutshell's native data model.

ServiceMax Assets migrate as Nutshell Companies with a custom field identifying them as migrated assets. Asset serial number, install date, and status map to custom fields on the Company record. Account name uses the Asset's installed-at location or customer name depending on your specified rule.

ServiceMax Contact records migrate directly to Nutshell People. First name, last name, email, phone, and title map 1:1. Owner resolution runs by email match against Nutshell users; unmatched owners are flagged before migration so you can assign them or invite them to Nutshell first.

ServiceMax Account records representing customer organizations migrate directly to Nutshell Company records through field-to-field mapping. Standard fields including company name, website URL, industry classification, primary phone number, and complete billing address transfer to their Nutshell counterparts. Where ServiceMax captures multi-level parent Account hierarchies, Nutshell's single-parent Company model requires flattening—only the top-level parent relationship is preserved in the migration.

Service Contracts (SLAs, covered asset lists, renewable maintenance terms) have no Nutshell equivalent. We preserve contract name, start/end dates, and covered asset references as custom fields on the linked Nutshell Company record. Recurring billing logic must be rebuilt using Nutshell's integrations or a separate billing tool.

Entitlements define which SLAs apply to a specific asset or customer. We map entitlement name, service type, and response commitment as custom fields on the Nutshell Company or linked Asset-as-Company record. The SLA logic itself — response time rules, escalation paths — has no migration path and must be documented for manual rebuild.

Preventive Maintenance records indicate scheduled service events. These migrate as Nutshell Tasks with the PM due date as the task due date, description from the PM record, and linked to the relevant Asset-as-Company. Recurring scheduling logic does not transfer — your team recreates recurring tasks in Nutshell manually or via a scheduling integration.

ServiceMax technician and resource records (users who perform field work) migrate as Nutshell People if they are also sales or customer-facing contacts. Internal-only dispatch resources that should not appear in Nutshell's CRM are excluded — your admin identifies the boundary before migration.

ServiceMax activity records—including work order call logs, email correspondence, and general service history—migrate as Nutshell Activity entries linked to the appropriate Person or Deal record. The original creation timestamp, activity classification type, and descriptive content transfer intact to preserve the full service narrative. For customers with extensive activity histories, we leverage Nutshell's Bulk API capabilities to load high-volume records in optimized batches while maintaining data fidelity throughout the transfer process.

Files attached to Work Orders or Assets re-upload to Nutshell and attach to the corresponding Deal or Company record. File size limits and inline image handling follow Nutshell's attachment constraints. Large technical drawings or photos attached to Assets are included if your Nutshell plan supports the file size.

ServiceMax SFM Transactions, SFM Wizards, Technical Attributes, SPM Calculation Methods, and Mobile Configurations are FSM workflow constructs with no equivalent in Nutshell's sales CRM model. We export these definitions as a reference JSON bundle for your internal team or consultants to use when rebuilding equivalent automation logic in Nutshell.